Civic Intelligence

Marjorie and Norman Felix Private Foundation

990PF • Fiscal year 2013 • EIN 27-4587666

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 12, 2013

11891 US Highway One33408
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

60th percentile

$6,000

Higher top officer pay than 60% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

21st percentile

-5.3%

Faster asset growth than 21% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$708,848

Down $39,429 (-5.3%) from 2012

Net Assets

Down

$708,848

Down $39,429 (-5.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$70,548

Down $94 (-0.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $748,277Liabilities 2012: $0Net Assets 2012: $748,2772012Assets 2013: $708,848Liabilities 2013: $0Net Assets 2013: $708,8482013Assets 2014: $832,714Liabilities 2014: $0Net Assets 2014: $832,7142014Assets 2015: $835,238Liabilities 2015: $0Net Assets 2015: $835,2382015

Highlighted filing

2013

Assets$708,848
Liabilities$0
Net Assets$708,848

Operations Trend

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

$200K$150K$100K$50K$0Expenses 2012: $70,6422012Expenses 2013: $70,5482013Revenue 2014: $181,630Expenses 2014: $57,764Net Income 2014: $123,8662014Revenue 2015: $66,670Expenses 2015: $64,146Net Income 2015: $2,5242015

Highlighted filing

2013

Revenue-
Expenses$70,548
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 12, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH M FLEMINGTrustee-$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITY501(C)(3)WEST PALM BEACH, FL, US$17,920
Filing and Contact Details

Filer

EIN
27-4587666
Raw XML Appendix223 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.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount01850
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0555
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01295
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount030540
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0579
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount031119
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA031119
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0555
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01295
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01850
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome031119
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0579
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm04200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss06000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps017920
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss017920
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm030540
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm030540
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss030540
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-39429
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0100273
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps010945
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss036482
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0579
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm0579
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps074
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0172
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0246
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome031119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps031301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm031219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss070548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome031119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses031119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps013381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm031219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss052628
IRS990PF/BalanceSheets/CapitalStockBOY0748277
IRS990PF/BalanceSheets/CapitalStockEOY0708848
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0718233
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0677938
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0784891
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY030044
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY030910
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IRS990PF/BalanceSheets/TotalAssetsBOY0748277
IRS990PF/BalanceSheets/TotalAssetsEOY0708848
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0815801
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0748277
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0708848
IRS990PF/BalanceSheets/TotalNetAssetsBOY0748277
IRS990PF/BalanceSheets/TotalNetAssetsEOY0708848
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0579
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0579
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-39429
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0708848
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0748277
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0708848
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted040020
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj040020
IRS990PF/DistributableAmount/DistributableAmountBeforeDed040020
IRS990PF/DistributableAmount/MinimumInvestmentReturn040020
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0815801
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0812598
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances025961
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0786637
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012189
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn040020
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0800409
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0812598
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOSEPH M FLEMING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1011891 US HIGHWAY ONE 100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NORTH PALM BEACH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode033408
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions031301
IRS990PF/QualifyingDistributions/ExpensesAndContributions031301
IRS990PF/QualifyingDistributions/QualifyingDistributions031301
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MIMI STEIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05616870700
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101764 N CONGRESS AVE STE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WEST PALM BEACH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode033409
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount017920
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ALZHEIMER COMMUNITY CARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10800 NORTHPOINT PARKWAY STE 101-B
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WEST PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033407
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear017920
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear013381
IRS990PF/UndistributedIncome/AppliedToYear1017920
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted040020
IRS990PF/UndistributedIncome/QualifyingDistributions031301
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY026639
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear017920
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount036482
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps010945
LegalFeesSchedule/LegalFees/NetInvestmentIncome025537
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEE
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps07
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome015
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks08028
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks122
TaxesSchedule/Taxes/Amount084
TaxesSchedule/Taxes/Amount1162
TaxesSchedule/Taxes/Category0FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/Category1EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps025
TaxesSchedule/Taxes/DisbursementsCharitablePrps149
TaxesSchedule/Taxes/NetInvestmentIncome059
TaxesSchedule/Taxes/NetInvestmentIncome1113
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0274587666
ReturnHeader/Filer/Name/BusinessNameLine10MARJORIE AND NORMAN FELIX PRIVATE
ReturnHeader/Filer/Name/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/NameControl0MARJ
ReturnHeader/Filer/Phone05616222700
ReturnHeader/Filer/USAddress/AddressLine1011891 US HIGHWAY ONE
ReturnHeader/Filer/USAddress/City0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033408
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0JOSEPH M FLEMING
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Weinberg & Co WPB LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101764 N CONGRESS AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WEST PALM BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033409
ReturnHeader/Preparer/Name0ELLIOTT WEINBERG
ReturnHeader/Preparer/Phone05616870700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-13T10:39:26-08:00

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