Civic Intelligence

Joy a Cunningham Charitable Foundation Co Sonya Kristie - Caldwell Trust

990PF • Fiscal year 2017 • EIN 27-6339297

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 14, 2018

Organization Profile
1561 Main StreetSarasota, FL 34236

(941) 926-9336

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-524%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.0%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$467,184

Down $209,349 (-31%) from 2016

Net Assets

Down

$466,774

Down $46,288 (-9.0%) from 2016

Liabilities

Down

$410

Down $163,061 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin2nd percentile

Revenue

Up

$8,839

Up $733 (+9.0%) from 2016

Expenses

Down

$55,127

Down $1,070 (-1.9%) from 2016

Net Income

Up

-$46,288

Up $1,803 (+3.7%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$800K$600K$400K$200K$0Assets 2011: $638,469Liabilities 2011: $332Net Assets 2011: $638,1372011Assets 2012: $645,821Liabilities 2012: $349Net Assets 2012: $645,4722012Assets 2013: $586,511Liabilities 2013: $359Net Assets 2013: $586,1522013Assets 2014: $604,049Liabilities 2014: $368Net Assets 2014: $603,6812014Assets 2015: $561,480Liabilities 2015: $327Net Assets 2015: $561,1532015Assets 2016: $676,533Liabilities 2016: $163,471Net Assets 2016: $513,0622016Assets 2017: $467,184Liabilities 2017: $410Net Assets 2017: $466,7742017Assets 2018: $391,590Liabilities 2018: $333Net Assets 2018: $391,2572018Assets 2019: $366,903Liabilities 2019: $390Net Assets 2019: $366,5132019Assets 2020: $325,859Liabilities 2020: $0Net Assets 2020: $325,8592020Assets 2021: $310,690Liabilities 2021: $1Net Assets 2021: $310,6892021Assets 2022: $276,073Liabilities 2022: $0Net Assets 2022: $276,0732022Assets 2023: $233,080Liabilities 2023: $0Net Assets 2023: $233,0802023Assets 2024: $239,441Liabilities 2024: $0Net Assets 2024: $239,4412024

Highlighted filing

2017

Assets$467,184
Liabilities$410
Net Assets$466,774
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $39,3502011Expenses 2012: $52,1822012Revenue 2013: $19,249Expenses 2013: $78,763Net Income 2013: -$59,5142013Revenue 2014: $40,869Expenses 2014: $23,345Net Income 2014: $17,5242014Revenue 2015: $14,883Expenses 2015: $57,411Net Income 2015: -$42,5282015Revenue 2016: $8,106Expenses 2016: $56,197Net Income 2016: -$48,0912016Revenue 2017: $8,839Expenses 2017: $55,127Net Income 2017: -$46,2882017Revenue 2018: $10,461Expenses 2018: $85,978Net Income 2018: -$75,5172018Revenue 2019: $21,967Expenses 2019: $46,711Net Income 2019: -$24,7442019Revenue 2020: $10,314Expenses 2020: $45,251Net Income 2020: -$34,9372020Revenue 2021: $40,077Expenses 2021: $48,672Net Income 2021: -$8,5952021Revenue 2022: $24,753Expenses 2022: $53,224Net Income 2022: -$28,4712022Revenue 2023: $17,268Expenses 2023: $56,036Net Income 2023: -$38,7682023Revenue 2024: $58,970Expenses 2024: $48,497Net Income 2024: $10,4732024

Highlighted filing

2017

Revenue$8,839
Expenses$55,127
Net Income-$46,288
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann Delight CashTrustee-$0--
Jimmie Neal ReedTrustee-$0--
Caldwell TrustTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joy A Cunningham Charitable Foundation
EIN
27-6339297
Phone
9419269336
Address
1561 Main Street, Sarasota, FL 34236

Signing Officer

Name
Ann Delight Cash
Title
Trustee
Signed
2018-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Lichtenstein Briefman Gardner & Thomas PLLC
Address
2501 South Tamiami Trail, Sarasota, FL 34239-4502
Preparer
Mark Briefman CPA
Phone
9413663737
Raw XML Appendix304 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0via Caldwell Trust Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1via Caldwell Trust Co
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ann Delight Cash
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jimmie Neal Reed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Caldwell Trust
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Sonya Kristie - Caldwell Trust
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Michael J Fox Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Braille Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O Box 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1741 N Vermont Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190029
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
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/AppliedToCurrentYearAmt031000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05963
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02738
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt055000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060248
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt063473
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt09330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1814
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt212805
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1814
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt212805
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Custodian Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Legal Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Trustee Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1814
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt212805
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0353
TaxesSchedule/TaxesDetail/Amt0353
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes paid on Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0353
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Delight Cash
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joy A Cunningham Charitable Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Sonya Kristie - Caldwell Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOYA
ReturnHeader/Filer/EIN0276339297
ReturnHeader/Filer/PhoneNum09419269336
ReturnHeader/Filer/USAddress/AddressLine1Txt01561 Main Street
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472529517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lichtenstein Briefman Gardner & Thomas PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 South Tamiami Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342394502
ReturnHeader/PreparerPersonGrp/PhoneNum09413663737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Briefman CPA
ReturnHeader/ReturnTs02018-02-14T08:46:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$467,184
Liabilities
$410
Net assets
$466,774
Revenue
$8,839
Expenses
$55,127
Net income
-$46,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.59$0.48$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.17$0.56$0.39
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.25$0.53$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.40$0.49$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.10$0.45$0.35
2019Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.22$0.47$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.91$0.10$0.86$0.76
2017Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.09$0.55$0.46
2016Detailed filing. Detailed filing data is available for this year.$6.77$1.63$5.13$0.08$0.56$0.48
2015Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.15$0.57$0.43
2014Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.41$0.23$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.86$0.19$0.79$0.60
2012Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.45$0.52
2011Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.39