Civic Intelligence

Citrine Foundation

990PF • Fiscal year 2018 • EIN 30-0757986

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 28, 2019

Organization Profile
10 Seagate 4SNaples, FL 34104

(614) 471-2281

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

2.3%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$498,120

Up $52,555 (+12%) from 2017

Net Assets

Up

$498,120

Up $52,555 (+12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$277,586

Up $6,303 (+2.3%) from 2017

Expenses

Up

$178,729

Up $47,375 (+36%) from 2017

Net Income

Down

$98,857

Down $41,072 (-29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$800K$600K$400K$200K$0Assets 2013: $355,943Liabilities 2013: $0Net Assets 2013: $355,9432013Assets 2014: $517,905Liabilities 2014: $0Net Assets 2014: $517,9052014Assets 2015: $431,602Liabilities 2015: $0Net Assets 2015: $431,6022015Assets 2016: $371,445Liabilities 2016: $0Net Assets 2016: $371,4452016Assets 2017: $445,565Liabilities 2017: $0Net Assets 2017: $445,5652017Assets 2018: $498,120Liabilities 2018: $0Net Assets 2018: $498,1202018Assets 2019: $606,090Liabilities 2019: $0Net Assets 2019: $606,0902019Assets 2020: $506,868Liabilities 2020: $0Net Assets 2020: $506,8682020Assets 2021: $517,425Liabilities 2021: $0Net Assets 2021: $517,4252021Assets 2022: $127,004Liabilities 2022: $0Net Assets 2022: $127,0042022Assets 2023: $238,115Liabilities 2023: $0Net Assets 2023: $238,1152023Assets 2024: $311,908Liabilities 2024: $0Net Assets 2024: $311,9082024

Highlighted filing

2018

Assets$498,120
Liabilities$0
Net Assets$498,120
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $320,946Expenses 2013: $131,155Net Income 2013: $189,7912013Revenue 2014: $245,269Expenses 2014: $31,504Net Income 2014: $213,7652014Revenue 2015: $315,858Expenses 2015: $351,678Net Income 2015: -$35,8202015Revenue 2016: $277,625Expenses 2016: $282,961Net Income 2016: -$5,3362016Revenue 2017: $271,283Expenses 2017: $131,354Net Income 2017: $139,9292017Revenue 2018: $277,586Expenses 2018: $178,729Net Income 2018: $98,8572018Revenue 2019: $372,858Expenses 2019: $181,937Net Income 2019: $190,9212019Revenue 2020: $235,794Expenses 2020: $264,418Net Income 2020: -$28,6242020Revenue 2021: $380,278Expenses 2021: $255,520Net Income 2021: $124,7582021Revenue 2022: $282,432Expenses 2022: $557,224Net Income 2022: -$274,7922022Revenue 2023: $1,312,560Expenses 2023: $764,119Net Income 2023: $548,4412023Revenue 2024: $156,086Expenses 2024: $16,333Net Income 2024: $139,7532024

Highlighted filing

2018

Revenue$277,586
Expenses$178,729
Net Income$98,857
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNIE AMESPresident-$0--
Filing and Contact Details

Filer

Filer Name
Citrine Foundation
EIN
30-0757986
Phone
6144712281
Address
10 SEAGATE 4S, NAPLES, FL 34104

Signing Officer

Name
Annie Ames
Title
President
Phone
6144712281
Signed
2019-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Wealthstone Tax Advisors
Address
5000 HORIZONS DRIVE, COLUMBUS, OH 43220
Preparer
Nancy Kirchner
Phone
6142672600
Raw XML Appendix323 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd243207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd343205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd443085
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0174000
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/AppliedToCurrentYearAmt022789
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0108183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0258559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0325729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0118155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0118155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0854444
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0151211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0108183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0258559
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0325729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010762
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0174000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0151211
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0972599
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0821388
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANNIE AMES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010 SEAGATE DR 4S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034103
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0199006
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0199006
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01447 ISHARES RUSSELL 1000 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt044877
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11425
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RESTATE DONATIONS AT CARRY-OVER BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL TAX PAYMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04374
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04374
TaxesSchedule/TaxesDetail/Amt0155
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0155
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE AMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06144712281
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CITRINE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CITR
ReturnHeader/Filer/EIN0300757986
ReturnHeader/Filer/PhoneNum06144712281
ReturnHeader/Filer/USAddress/AddressLine1Txt010 SEAGATE 4S
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC3CFB9FF873EC89FAAF1F420748751FA338FCC8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073FEBA7905AB37EF9EE18DDCE3A87F8B099E9EBF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:29:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471733198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEALTHSTONE TAX ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 HORIZONS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06142672600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY KIRCHNER
ReturnHeader/ReturnTs02019-09-05T11:29:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$498,120
Liabilities
$0
Net assets
$498,120
Revenue
$277,586
Expenses
$178,729
Net income
$98,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.16$0.02$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$1.31$0.76$0.55
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.28$0.56$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.38$0.26$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.24$0.26$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.37$0.18$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.28$0.18$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.27$0.13$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.28$0.28$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.32$0.35$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.25$0.03$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.32$0.13$0.19