Civic Intelligence

Grace and Albert Zeky Memorial Endowment Fund

990PF • Fiscal year 2021 • EIN 35-7198500

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 28, 2022

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(844) 382-3122

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

51%

Higher net margin than 84% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$53,652

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

45th percentile

5.3%

Faster asset growth than 45% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

74%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,611,542

Up $182,500 (+5.3%) from 2020

Net Assets

Up

$3,611,542

Up $182,500 (+5.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin84th percentile

Revenue

Up

$353,989

Up $150,125 (+74%) from 2020

Expenses

Up

$171,766

Up $7,762 (+4.7%) from 2020

Net Income

Up

$182,223

Up $142,363 (+357%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,390,900Liabilities 2019: $0Net Assets 2019: $3,390,9002019Assets 2020: $3,429,042Liabilities 2020: $0Net Assets 2020: $3,429,0422020Assets 2021: $3,611,542Liabilities 2021: $0Net Assets 2021: $3,611,5422021Assets 2022: $3,348,270Liabilities 2022: $0Net Assets 2022: $3,348,2702022Assets 2023: $3,472,810Liabilities 2023: $0Net Assets 2023: $3,472,8102023Assets 2024: $3,496,576Liabilities 2024: $0Net Assets 2024: $3,496,5762024

Highlighted filing

2021

Assets$3,611,542
Liabilities$0
Net Assets$3,611,542
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2019: $125,870Expenses 2019: $202,416Net Income 2019: -$76,5462019Revenue 2020: $203,864Expenses 2020: $164,004Net Income 2020: $39,8602020Revenue 2021: $353,989Expenses 2021: $171,766Net Income 2021: $182,2232021Revenue 2022: $22,745Expenses 2022: $286,997Net Income 2022: -$264,2522022Revenue 2023: $403,306Expenses 2023: $276,161Net Income 2023: $127,1452023Revenue 2024: $303,353Expenses 2024: $280,595Net Income 2024: $22,7582024

Highlighted filing

2021

Revenue$353,989
Expenses$171,766
Net Income$182,223
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 28, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrusteePT$53,652-$53,652
Filing and Contact Details

Filer

Filer Name
Grace and Albert Zeky Memorial Endow
EIN
35-7198500
Phone
8443823122
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8443823122
Signed
2022-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302079K305 ALPHABET INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4275886F107 REGENERON PHARMACUET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43872590104 T-MOBILE US INC COMM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45892356106 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46907818108 UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4791324P102 UNITEDHEALTH GROUP I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50983919101 XILINX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6646266C105 IQVIA HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7074762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71G6564A105 NOMAD FOODS LTD
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,611,542
Liabilities
$0
Net assets
$3,611,542
Revenue
$353,989
Expenses
$171,766
Net income
$182,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.30$0.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.40$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.02$0.29$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.35$0.17$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.20$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.13$0.20$0.08