Civic Intelligence

The Bernard W and Bernadette Loeb

EIN 23-2641004 • Lecanto, FL

3651 N Grayhawk LoopLecanto, FL 34461
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

16th percentile

-49%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$13,500

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 49.4% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

68th percentile

6.8%

Faster asset growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

1.1%

Faster revenue growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$427,223

Up $27,269 (+6.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$427,223

Up $27,269 (+6.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin16th percentile

Revenue

Up

$27,304

Up $307 (+1.1%) from 2023

Expenses

Up

$40,812

Up $347 (+0.9%) from 2023

Net Income

Down

-$13,508

Down $40 (-0.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $597,469Liabilities 2011: $02011Assets 2012: $541,411Liabilities 2012: $02012Assets 2013: $485,479Liabilities 2013: $02013Assets 2014: $462,296Liabilities 2014: $0Net Assets 2014: $462,2962014Assets 2015: $467,390Liabilities 2015: $0Net Assets 2015: $467,3902015Assets 2016: $466,951Liabilities 2016: $0Net Assets 2016: $466,9512016Assets 2017: $753,220Liabilities 2017: $293,000Net Assets 2017: $460,2202017Assets 2018: $731,724Liabilities 2018: $293,000Net Assets 2018: $438,7242018Assets 2019: $469,668Liabilities 2019: $0Net Assets 2019: $469,6682019Assets 2021: $785,297Liabilities 2021: $293,000Net Assets 2021: $492,2972021Assets 2022: $381,865Liabilities 2022: $0Net Assets 2022: $381,8652022Assets 2023: $399,954Liabilities 2023: $0Net Assets 2023: $399,9542023Assets 2024: $427,223Liabilities 2024: $0Net Assets 2024: $427,2232024

Highlighted filing

2024

Assets$427,223
Liabilities$0
Net Assets$427,223
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $19,367Expenses 2011: $78,310Net Income 2011: -$58,9432011Revenue 2012: $19,869Expenses 2012: $82,683Net Income 2012: -$62,8142012Revenue 2013: $20,453Expenses 2013: $81,906Net Income 2013: -$61,4532013Revenue 2014: $20,941Expenses 2014: $44,124Net Income 2014: -$23,1832014Revenue 2015: $25,890Expenses 2015: $20,796Net Income 2015: $5,0942015Revenue 2016: $18,229Expenses 2016: $18,668Net Income 2016: -$4392016Revenue 2017: $22,773Expenses 2017: $29,504Net Income 2017: -$6,7312017Revenue 2018: $17,265Expenses 2018: $38,761Net Income 2018: -$21,4962018Revenue 2019: $16,752Expenses 2019: $65,370Net Income 2019: -$48,6182019Revenue 2021: $26,506Expenses 2021: $71,721Net Income 2021: -$45,2152021Revenue 2022: $16,345Expenses 2022: $37,106Net Income 2022: -$20,7612022Revenue 2023: $26,997Expenses 2023: $40,465Net Income 2023: -$13,4682023Revenue 2024: $27,304Expenses 2024: $40,812Net Income 2024: -$13,5082024

Highlighted filing

2024

Revenue$27,304
Expenses$40,812
Net Income-$13,508
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$427,223
Liabilities
$0
Net assets
$427,223
Revenue
$27,304
Expenses
$40,812
Net income
-$13,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.27$0.41$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.27$0.40$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.16$0.37$0.21
2021Detailed filing. Detailed filing data is available for this year.$7.85$2.93$4.92$0.27$0.72$0.45
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.17$0.65$0.49
2018Detailed filing. Detailed filing data is available for this year.$7.32$2.93$4.39$0.17$0.39$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.53$2.93$4.60$0.23$0.30$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.18$0.19$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.26$0.21$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.21$0.44$0.23
2013Summary only. Only limited summary data is available for this year.$4.85$0.00$0.20$0.82$0.61
2012Summary only. Only limited summary data is available for this year.$5.41$0.00$0.20$0.83$0.63
2011Summary only. Only limited summary data is available for this year.$5.97$0.00$0.19$0.78$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josephine A SzmucPresidentPT$13,500-$13,500
Susan A Walker-RussoVice President-$0--
Catherine BowlesTreasurer-$0--
Maria ZackSecretary-$0--
Thomas E BrownOfficer-$0--
Filing and Contact Details

Filer

Filer Name
The Bernard W and Bernadette Loeb
EIN
23-2641004
Phone
6105170091
Address
3651 N Grayhawk Loop, Lecanto, FL 34461

Signing Officer

Name
Josephine A Szmuc
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Chisler Marx & Company
Address
5408 Clairton Blvd Suite 100, Pittsburgh, PA 15236
Preparer
Bernard J Marx
Phone
4128842012
Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Prof. Fees (CPA)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Josephine A Szmuc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Susan A Walker-Russo
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Thomas E Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4821 Eagle Point Road
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03651 N Grayhawk Loop
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lecanto
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034461
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Josephine Szmuc
IRS990PF/StatementsRegardingActyGrp/PhoneNum06105170091
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Josephine Szmuc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03013344007
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03651 N Grayhawk Loop
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LeCanto
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034451
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Provide Fresh Food to the Indignant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support of Homeless Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Job & residential Skills for the Disabled
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support of the Homeless and economically challenged
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Support of Homeless and their families
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Homeless Empowerment Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Path Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Key Training Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Sanctuary at Haafsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Plain Compassion Crisis Response In
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01120 Betty Ln
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121 S Melbourne Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25399 W Gulf to Lake Hwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3901 Nestle Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Clearwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Beverly Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lecanto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Breinigsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Honeybrook
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033755
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd318031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419344
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020039
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015326
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03711
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015326
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011615
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Software (Adobe)
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0156
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0(LLC Fee to State of FL)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0139
TaxesSchedule/TaxesDetail/Amt01033
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/Amt2350
TaxesSchedule/TaxesDetail/CategoryTxt0ADP Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt2IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01033
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2350
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Josephine A Szmuc
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Bernard W and Bernadette Loeb
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0232641004
ReturnHeader/Filer/PhoneNum06105170091
ReturnHeader/Filer/USAddress/AddressLine1Txt03651 N Grayhawk Loop
ReturnHeader/Filer/USAddress/CityNm0Lecanto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034461
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232932357
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chisler Marx & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05408 Clairton Blvd Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015236
ReturnHeader/PreparerPersonGrp/PhoneNum04128842012
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNARD J MARX
ReturnHeader/ReturnTs02025-05-14T07:13:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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