Civic Intelligence

Joy a Cunningham Charitable Foundation Co Sonya Kristie - Caldwell Trust

990PF • Fiscal year 2023 • EIN 27-6339297

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 12, 2024

Organization Profile
27 S Orange AveSarasota, 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

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-225%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-16%

Faster asset growth than 25% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$233,080

Down $42,993 (-16%) from 2022

Net Assets

Down

$233,080

Down $42,993 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin5th percentile

Revenue

Down

$17,268

Down $7,485 (-30%) from 2022

Expenses

Up

$56,036

Up $2,812 (+5.3%) from 2022

Net Income

Down

-$38,768

Down $10,297 (-36%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2023

Assets$233,080
Liabilities$0
Net Assets$233,080
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$17,268
Expenses$56,036
Net Income-$38,768
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 12, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th 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
27 S Orange Ave, Sarasota, FL 34236

Signing Officer

Name
Ann Delight Cash
Title
Trustee
Signed
2024-03-12
Discuss with paid preparer
Yes

Preparer

Firm
SABELLA & MARSHALL CPAs
Address
2501 SOUTH TAMIAMI TRAIL, SARASOTA, FL 34239
Preparer
Ron Marshall CPA
Phone
9413663737
Raw XML Appendix328 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Sonya Kristie - Caldwell Trust
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Michael J Fox Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Braille Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2University of South Dakota FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Lighthouse Vision Loss Education Ce
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Public School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O Box 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1741 N Vermont Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21110 N Dakota Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37318 N Tamiami Trail
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Vermillion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd257069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334243
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038250
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/AppliedToCurrentYearAmt027172
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016656
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011078
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0267
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011078
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020280
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09202
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04225
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Non Deductible Custodian Fee 50%
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0493
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACH Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0493
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt08451
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1-4225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt211883
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08451
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt211883
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Custodian Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Less 50% Custodian Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Trustee Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08451
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1-4225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt211883
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0289
TaxesSchedule/TaxesDetail/Amt0289
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes paid on Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0289
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Delight Cash
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
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/AddressLine1Txt027 S Orange Ave
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831769488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SABELLA & MARSHALL CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 SOUTH TAMIAMI TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034239
ReturnHeader/PreparerPersonGrp/PhoneNum09413663737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron Marshall CPA
ReturnHeader/ReturnTs02024-03-12T08:06:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ann Delight
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cash
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,080
Liabilities
$0
Net assets
$233,080
Revenue
$17,268
Expenses
$56,036
Net income
-$38,768
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