Civic Intelligence

James D Byrnes Charitable Foundation

990PF • Fiscal year 2020 • EIN 39-6751447

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 08, 2021

6 Flagship DrivePalm Coast, FL 32137

(386) 986-1070

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-4459%

Higher net margin than 1% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-5.3%

Faster asset growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$27,123

Down $1,516 (-5.3%) from 2019

Net Assets

Down

$27,123

Down $1,516 (-5.3%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Down

$34

Down $10 (-23%) from 2019

Expenses

Up

$1,550

Up $40 (+2.6%) from 2019

Net Income

Down

-$1,516

Down $50 (-3.4%) from 2019

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $39,617Liabilities 2010: $0Net Assets 2010: $39,6172010Assets 2011: $37,221Liabilities 2011: $0Net Assets 2011: $37,2212011Assets 2012: $37,298Liabilities 2012: $0Net Assets 2012: $37,2982012Assets 2013: $36,997Liabilities 2013: $1Net Assets 2013: $36,9972013Assets 2014: $36,706Liabilities 2014: $1Net Assets 2014: $36,7062014Assets 2015: $34,954Liabilities 2015: $1Net Assets 2015: $34,9542015Assets 2016: $33,271Liabilities 2016: $0Net Assets 2016: $33,2712016Assets 2017: $31,571Liabilities 2017: $0Net Assets 2017: $31,5712017Assets 2018: $30,105Liabilities 2018: $0Net Assets 2018: $30,1052018Assets 2019: $28,639Liabilities 2019: $1Net Assets 2019: $28,6392019Assets 2020: $27,123Liabilities 2020: $1Net Assets 2020: $27,1232020Assets 2021: $25,626Liabilities 2021: $1Net Assets 2021: $25,6262021Assets 2022: $25,629Liabilities 2022: $1Net Assets 2022: $25,6292022Assets 2023: $24,134Liabilities 2023: $1Net Assets 2023: $24,1342023Assets 2024: $22,639Liabilities 2024: $0Net Assets 2024: $22,6392024

Highlighted filing

2020

Assets$27,123
Liabilities$1
Net Assets$27,123

Operations Trend

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

$4.0K$2.0K$0-$2.0KExpenses 2010: $2,7052010Expenses 2011: $2,5552011Expenses 2012: $02012Revenue 2013: $49Expenses 2013: $350Net Income 2013: -$3012013Revenue 2014: $109Expenses 2014: $400Net Income 2014: -$2912014Revenue 2015: $98Expenses 2015: $1,850Net Income 2015: -$1,7522015Revenue 2016: $67Expenses 2016: $1,750Net Income 2016: -$1,6832016Revenue 2017: $100Expenses 2017: $1,800Net Income 2017: -$1,7002017Revenue 2018: $184Expenses 2018: $1,650Net Income 2018: -$1,4662018Revenue 2019: $44Expenses 2019: $1,510Net Income 2019: -$1,4662019Revenue 2020: $34Expenses 2020: $1,550Net Income 2020: -$1,5162020Revenue 2021: $3Expenses 2021: $1,500Net Income 2021: -$1,4972021Revenue 2022: $3Expenses 2022: $0Net Income 2022: $32022Revenue 2023: $5Expenses 2023: $1,500Net Income 2023: -$1,4952023Revenue 2024: $5Expenses 2024: $1,500Net Income 2024: -$1,4952024

Highlighted filing

2020

Revenue$34
Expenses$1,550
Net Income-$1,516
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 8, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BYRNESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James D Byrnes Charitable
EIN
39-6751447
Phone
3869861070
Address
6 FLAGSHIP DRIVE, PALM COAST, FL 32137

Signing Officer

Name
James Byrnes
Title
Trustee
Phone
3869861070
Signed
2021-04-08

Preparer

Firm
Bolerjack Halsema Bowling & White Pa
Address
42 SOUTH PENINSULA DRIVE, DAYTONA BEACH, FL 32118
Preparer
Daniel J Bolerjack
Phone
3862530677
Raw XML Appendix185 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING EXPENSE
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt034
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt034
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1516
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027123
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01372
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt028639
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028639
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027123
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027865
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027865
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0418
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01372
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027447
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027865
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES BYRNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06 FLAGSHIP DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM COAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES BYRNES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 FLAGSHIP DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM COAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032137
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03869861071
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT DOWN SYNDROME ACHIEVEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GIGI'S PLAYHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONPROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02350 WEST HIGGINS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOFFMAN ESTATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060169
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01500
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/AppliedToCurrentYearAmt01372
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0502
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt064
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt071
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0128
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0588
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0460
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BYRNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03869861070
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES D BYRNES CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0396751447
ReturnHeader/Filer/PhoneNum03869861070
ReturnHeader/Filer/USAddress/AddressLine1Txt06 FLAGSHIP DRIVE
ReturnHeader/Filer/USAddress/CityNm0PALM COAST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032137
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592533085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLERJACK HALSEMA BOWLING & WHITE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042 SOUTH PENINSULA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTONA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032118
ReturnHeader/PreparerPersonGrp/PhoneNum03862530677
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J BOLERJACK
ReturnHeader/ReturnTs02021-04-08T15:41:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BYRNES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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.$22.6$0.00$22.6$0.01$1.50$1.50
2023Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$0.01$1.50$1.50
2022Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$0.00$1.50$1.50
2020Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$0.03$1.55$1.52
2019Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$0.04$1.51$1.47
2018Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$0.18$1.65$1.47
2017Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$0.10$1.80$1.70
2016Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$0.07$1.75$1.68
2015Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$0.10$1.85$1.75
2014Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$0.11$0.40$0.29
2013Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$0.05$0.35$0.30
2012Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$0.00
2011Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$2.56
2010Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$2.71