Civic Intelligence

The Exuma Foundation C/O Cornerstone Family Office LLC

990 • Fiscal year 2013 • EIN 34-1880525

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 02, 2014

5885 Landerbrook Drive No 30044124

(440) 460-0460

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$292,106

Down $52,159 (-15%) from 2012

Net Assets

Down

$292,106

Down $52,159 (-15%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$313,607

No earlier filing loaded for comparison.

Expenses

Up

$365,766

Up $121,949 (+50%) from 2012

Net Income

-$52,159

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.

$400K$300K$200K$100K$0Assets 2012: $344,265Liabilities 2012: $0Net Assets 2012: $344,2652012Assets 2013: $292,106Liabilities 2013: $0Net Assets 2013: $292,1062013Assets 2014: $232,996Liabilities 2014: $0Net Assets 2014: $232,9962014Assets 2015: $157,574Liabilities 2015: $0Net Assets 2015: $157,5742015Assets 2016: $173,482Liabilities 2016: $0Net Assets 2016: $173,4822016Assets 2017: $229,147Liabilities 2017: $0Net Assets 2017: $229,1472017Assets 2018: $216,291Liabilities 2018: $0Net Assets 2018: $216,2912018Assets 2019: $113,498Liabilities 2019: $0Net Assets 2019: $113,4982019Assets 2020: $15,072Liabilities 2020: $0Net Assets 2020: $15,0722020Assets 2021: $32,004Liabilities 2021: $0Net Assets 2021: $32,0042021Assets 2022: $91,028Liabilities 2022: $0Net Assets 2022: $91,0282022Assets 2024: $101,914Liabilities 2024: $0Net Assets 2024: $101,9142024

Highlighted filing

2013

Assets$292,106
Liabilities$0
Net Assets$292,106

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $243,8172012Revenue 2013: $313,607Expenses 2013: $365,766Net Income 2013: -$52,1592013Revenue 2014: $244,133Expenses 2014: $303,243Net Income 2014: -$59,1102014Revenue 2015: $239,964Expenses 2015: $315,386Net Income 2015: -$75,4222015Revenue 2016: $417,187Expenses 2016: $401,279Net Income 2016: $15,9082016Revenue 2017: $260,728Expenses 2017: $205,063Net Income 2017: $55,6652017Revenue 2018: $348,282Expenses 2018: $361,138Net Income 2018: -$12,8562018Revenue 2019: $474,140Expenses 2019: $576,933Net Income 2019: -$102,7932019Revenue 2020: $255,368Expenses 2020: $353,794Net Income 2020: -$98,4262020Revenue 2021: $193,911Expenses 2021: $176,479Net Income 2021: $17,4322021Revenue 2022: $125,784Expenses 2022: $66,760Net Income 2022: $59,0242022Revenue 2024: $102,110Expenses 2024: $20,086Net Income 2024: $82,0242024

Highlighted filing

2013

Revenue$313,607
Expenses$365,766
Net Income-$52,159
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 2, 2014
Return Version
2013v3.0
Gross Receipts
$340,142
Mission and Program Overview

Mission

The exuma foundation seeks to enhance the quality of life for the people of the island of exuma in the bahamas, both now and for generations to come, by encouraging and managing gifts for operating capital and endowment, by addressing community needs through grantmaking, and by providing philanthropic leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$343,209$292,106▼ $51,103
Rtn Earn Endowment Incm Other Fnds$344,265$292,106▼ $52,159
Investments in Publicly Traded Securities$1,056--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$344,265$292,106▼ $52,159
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$344,265$292,106▼ $52,159
Total Liabilities and Net Assets / Fund Balance$344,265$292,106▼ $52,159
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul LefevrePresident/trustee
Adam StewartTrustee
Bailey SmithTrustee
Barry J BenjaminTrustee
Bea KeavenyTrustee
Don HaycockTrustee
Ernie MorelTrustee
George DorranceTrustee
Jennifer KettelTrustee
Margaret KeithTrustee
Ron FrancisTrustee
Ron FraserTrustee
Warren RolleTrustee
Daniel StrachanVP/treasurer/trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$312,850
Program Service Revenue
$0
Investment Income
$757
Other Revenue
$0
All Other Contributions
$312,850
Change in Net Assets
$-52,159

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$25,478Fair Market Value (FMV) on Date of Contrib
Clothing and Household Goods-$6,000Thrift Shop Value
Other Non Cash Contri Table1$3,500Comparable Sales
Books and Publications-$3,000Thrift Shop Value
Cars and Other Vehicles-$2,500Comparable Sales
Food Inventory-$2,000-
Other Non Cash Contri Table1$1,500Comparable Sales
Total Noncash Contributions5$43,978-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$351,557
Other Expenses$14,209
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$351,557--$351,557
Fees for Services Accounting-$13,566-$13,566
Advertising-$325-$325
Other Expenses-$38-$38
Total Functional Expenses$351,557$14,209$0$365,766
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The return is prepared by a third party and sent to the president for review prior to filing.

Form 990, Part VI, Section C, Line 19

Only form 990 is available for inspection by the public.

Filing and Contact Details

Filer

EIN
34-1880525
Phone
4404600460

Signing Officer

Name
Paul Lefevre
Title
President
Phone
4404600460
Signed
2014-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Lefevre
Formed
1998
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
17

Preparer

Preparer
Cornerstone Family Office LLC
Phone
4404600460
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0344265
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0292106
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0343209
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0292106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0226850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0294766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0178535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0165178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0164635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01029964
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01128
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55450
IRS990ScheduleA/PublicSupportPY170Pct00.57110
IRS990ScheduleA/PublicSupportTotal170Amt0571740
IRS990ScheduleA/SubstantialContributorsTotAmt0458224
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0226850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0294766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0178535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0165178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0164635
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01029964
IRS990ScheduleA/TotalSupportAmt01031092
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0333057
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt0N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt018500
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GRANT GIVEN FOR OPERATING EXPENSES AND SPECIALS PROJECTS INCLUDING PROGRAM EXPENSES, CHILDREN'S TRANSPORTATION, VEHICLE, FUEL, ETC.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/BooksAndPublicationsGrp/MethodOfDeterminingRevenuesTxt0THRIFT SHOP VALUE
IRS990ScheduleM/BooksAndPublicationsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt03000
IRS990ScheduleM/CarsAndOtherVehiclesGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE SALES
IRS990ScheduleM/CarsAndOtherVehiclesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/CarsAndOtherVehiclesGrp/NoncashContributionsRptF990Amt02500
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0THRIFT SHOP VALUE
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt06000
IRS990ScheduleM/FoodInventoryGrp/NonCashCheckboxInd0X
IRS990ScheduleM/FoodInventoryGrp/NoncashContributionsRptF990Amt02000
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0PEST CONTROL
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1CONSTRUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1COMPARABLE SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt03500
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt11500
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV ON DATE OF CONTRIB
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt025478
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine10THE EXUMA FOUNDATION BAHAMAS LIMITED
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine11THE EXUMA FOUNDATION BAHAMAS LIMITED
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine12THE EXUMA FOUNDATION BAHAMAS LIMITED
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02013-12-10
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12013-02-19
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt22013-04-19
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt036650
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt120000
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt2276407
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/AddressLine10PO BOX EX 29111
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/AddressLine11PO BOX EX 29111
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/AddressLine12PO BOX EX 29111
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/City0GEORGETOWN
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/City1GEORGETOWN
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/City2GEORGETOWN
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/Country0BF
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/Country1BF
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/Country2BF
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/ProvinceOrState0EXUMA
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/ProvinceOrState1EXUMA
IRS990ScheduleN/DispositionOfAssetsDetail/ForeignAddress/ProvinceOrState2EXUMA
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0N/A
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt1N/A
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt2N/A
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PREPARED BY A THIRD PARTY AND SENT TO THE PRESIDENT FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONLY FORM 990 IS AVAILABLE FOR INSPECTION BY THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$1.02$0.20$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$1.26$0.67$0.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.94$1.76$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$2.55$3.54$0.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$4.74$5.77$1.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$3.48$3.61$0.13
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$2.61$2.05$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$4.17$4.01$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$2.40$3.15$0.75
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$2.44$3.03$0.59
2013Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$3.14$3.66$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.00$3.44$2.44