Civic Intelligence

Cavert Family Foundation

990PF • Fiscal year 2018 • EIN 26-2000065

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

9156 Sugarland DriveJacksonville, FL 32256

(904) 718-0425

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.8%

Faster asset growth than 38% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

9.1%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$940,617

Down $16,876 (-1.8%) from 2017

Net Assets

Down

$940,617

Down $16,876 (-1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$94,831

Up $7,949 (+9.1%) from 2017

Expenses

Up

$110,745

Up $83,964 (+314%) from 2017

Net Income

Down

-$15,914

Down $76,015 (-126%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $944,517Liabilities 2010: $1,280Net Assets 2010: $943,2372010Assets 2011: $968,618Liabilities 2011: $0Net Assets 2011: $968,6182011Assets 2012: $924,082Liabilities 2012: $0Net Assets 2012: $924,0822012Assets 2014: $927,526Liabilities 2014: $0Net Assets 2014: $927,5262014Assets 2015: $925,811Liabilities 2015: $0Net Assets 2015: $925,8112015Assets 2016: $897,251Liabilities 2016: $0Net Assets 2016: $897,2512016Assets 2017: $957,493Liabilities 2017: $0Net Assets 2017: $957,4932017Assets 2018: $940,617Liabilities 2018: $0Net Assets 2018: $940,6172018Assets 2019: $920,101Liabilities 2019: $0Net Assets 2019: $920,1012019Assets 2020: $925,664Liabilities 2020: $0Net Assets 2020: $925,6642020Assets 2021: $1,040,977Liabilities 2021: $0Net Assets 2021: $1,040,9772021Assets 2022: $1,046,112Liabilities 2022: $0Net Assets 2022: $1,046,1122022Assets 2023: $987,957Liabilities 2023: $0Net Assets 2023: $987,9572023Assets 2024: $1,006,178Liabilities 2024: $0Net Assets 2024: $1,006,1782024

Highlighted filing

2018

Assets$940,617
Liabilities$0
Net Assets$940,617

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2010: $66,6852010Expenses 2011: $20,4842011Expenses 2012: $100,8812012Revenue 2014: $77,750Expenses 2014: $65,994Net Income 2014: $11,7562014Revenue 2015: $71,421Expenses 2015: $73,221Net Income 2015: -$1,8002015Revenue 2016: $39,285Expenses 2016: $67,715Net Income 2016: -$28,4302016Revenue 2017: $86,882Expenses 2017: $26,781Net Income 2017: $60,1012017Revenue 2018: $94,831Expenses 2018: $110,745Net Income 2018: -$15,9142018Revenue 2019: $45,356Expenses 2019: $65,254Net Income 2019: -$19,8982019Revenue 2020: $51,465Expenses 2020: $46,544Net Income 2020: $4,9212020Revenue 2021: $150,447Expenses 2021: $34,015Net Income 2021: $116,4322021Revenue 2022: $67,083Expenses 2022: $60,383Net Income 2022: $6,7002022Revenue 2023: $9,397Expenses 2023: $67,925Net Income 2023: -$58,5282023Revenue 2024: $66,382Expenses 2024: $47,457Net Income 2024: $18,9252024

Highlighted filing

2018

Revenue$94,831
Expenses$110,745
Net Income-$15,914
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MRS ELLEN CAVERTDirector-$0--
MRS C WM NELSONDirector-$0--
MRS ALBERT MCCAFFREYDirector-$0--
MRS RICHARD C MARTINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cavert Family Foundation
EIN
26-2000065
In Care Of
% RAY MARTIN
Phone
9047180425
Address
9156 Sugarland Drive, Jacksonville, FL 32256

Signing Officer

Name
Ray Martin
Title
Director
Phone
9047180425
Signed
2019-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Heinz & Jolles LLP
Address
10375 Centurion Parkway N Ste 115, Jacksonville, FL 32256
Preparer
Jamie M Jolles
Phone
9046522230
Raw XML Appendix372 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0902020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS ACCT# V5 04488
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc06.367 SHS TEMPLETON GLOBAL TOTAL RETURN CLASS ADV
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09047180425
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RAY MARTIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09046522230
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032256
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt468400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL DISCRETIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROJECT MERCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOMEN'S BOARD WOLFSON CHILDRENS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CITY RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WORLD RESOURCES GROUP INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE INTERNATIONAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ER BOARD MISSION POSSIBLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FEY Y ESPERANZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7LE REFUGE DU CHEMIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07011 ARDMORE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11325 SAN MARCO BLVD STE 802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2426 SOUTH MCDUFF ANENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3456 MYERS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 23813
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt515 WIND CAVE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63646 CHATSFIELD CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7509 FLAMINGO DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FT WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WEST PALM BEACG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046809
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232254
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd562712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd632224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733401
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt098440
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/AppliedToCurrentYearAmt051775
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05845
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051775
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041420
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt041420
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099040
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt041420
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041420
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05845
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0962
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK ADJUSTMENTS WITH NO TAX EFFECT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08023
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08023
TaxesSchedule/TaxesDetail/Amt0577
TaxesSchedule/TaxesDetail/Amt12505
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0577
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09047180425
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cavert Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CAVE
ReturnHeader/Filer/EIN0262000065
ReturnHeader/Filer/InCareOfNm0% RAY MARTIN
ReturnHeader/Filer/PhoneNum09047180425
ReturnHeader/Filer/USAddress/AddressLine1Txt09156 Sugarland Drive
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032256
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D53BF103103F78F5C4C08C5F3CF3D16428460AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D53BF103103F78F5C4C08C5F3CF3D16428460AD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId059572320191265000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.168.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heinz & Jolles LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010375 Centurion Parkway N Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032256
ReturnHeader/PreparerPersonGrp/PhoneNum09046522230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE M JOLLES
ReturnHeader/ReturnTs02019-05-06T14:27:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.01$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.15$0.03$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.09$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09$0.03$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.08$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07