Civic Intelligence

Paul and Beatriz Hicks Charitable Foundation Dtd 1-9-12

990PF • Fiscal year 2017 • EIN 45-4928591

Jan 01, 2017 to Dec 31, 2017 • Filed on May 13, 2018

Organization Profile
One Grove Isle Drive Apt 1502Coconut Grove, FL 33133

(305) 883-0120

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

44%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,640,983

Up $248,812 (+18%) from 2016

Net Assets

Up

$1,640,983

Up $248,812 (+18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Up

$340,790

Up $104,133 (+44%) from 2016

Expenses

Up

$91,479

Up $22,526 (+33%) from 2016

Net Income

Up

$249,311

Up $81,607 (+49%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $942,106Liabilities 2014: $02014Assets 2015: $1,224,888Liabilities 2015: $1Net Assets 2015: $1,224,8882015Assets 2016: $1,392,171Liabilities 2016: $0Net Assets 2016: $1,392,1712016Assets 2017: $1,640,983Liabilities 2017: $0Net Assets 2017: $1,640,9832017Assets 2018: $1,814,525Liabilities 2018: $0Net Assets 2018: $1,814,5252018Assets 2019: $2,033,292Liabilities 2019: $1Net Assets 2019: $2,033,2922019Assets 2020: $2,235,877Liabilities 2020: $1Net Assets 2020: $2,235,8772020Assets 2021: $2,768,693Liabilities 2021: $1Net Assets 2021: $2,768,6932021Assets 2022: $3,401,332Liabilities 2022: $1Net Assets 2022: $3,401,3322022Assets 2023: $3,131,973Liabilities 2023: $1Net Assets 2023: $3,131,9732023Assets 2024: $3,344,009Liabilities 2024: $0Net Assets 2024: $3,344,0092024

Highlighted filing

2017

Assets$1,640,983
Liabilities$0
Net Assets$1,640,983
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500KRevenue 2014: $28,082Expenses 2014: $48,128Net Income 2014: -$20,0462014Revenue 2015: $359,392Expenses 2015: $75,617Net Income 2015: $283,7752015Revenue 2016: $236,657Expenses 2016: $68,953Net Income 2016: $167,7042016Revenue 2017: $340,790Expenses 2017: $91,479Net Income 2017: $249,3112017Revenue 2018: $289,538Expenses 2018: $115,717Net Income 2018: $173,8212018Revenue 2019: $360,777Expenses 2019: $114,343Net Income 2019: $246,4342019Revenue 2020: $312,989Expenses 2020: $125,879Net Income 2020: $187,1102020Revenue 2021: $724,523Expenses 2021: $190,857Net Income 2021: $533,6662021Revenue 2022: $884,578Expenses 2022: $251,939Net Income 2022: $632,6392022Revenue 2023: -$45,714Expenses 2023: $222,145Net Income 2023: -$267,8592023Revenue 2024: $493,792Expenses 2024: $238,237Net Income 2024: $255,5552024

Highlighted filing

2017

Revenue$340,790
Expenses$91,479
Net Income$249,311
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL F HICKSTrustee-$0--
BEATRIZ HICKSTrustee-$0--
LILLIANA ALVELOTrustee-$0--
GRACIELLA MARIA LORENZO LUACESTrustee-$0--
JORGE RODRIGUEZTrustee-$0--
ANA MARIA CRUCETTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul and Beatriz Hicks Charitable
EIN
45-4928591
Phone
3058830120
Address
ONE GROVE ISLE DRIVE APT 1502, COCONUT GROVE, FL 33133

Signing Officer

Name
Paul F Hicks
Title
Trustee
Phone
3055059479
Signed
2018-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Thorsen and Crucet Pa
Address
5787-B NW 151 ST, MIAMI LAKES, FL 33014-2490
Preparer
Ana Maria Crucet
Phone
3058830120
Raw XML AppendixShowing 400 of 971 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0ABBOTT LABORATORIES
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2ABBOTT LABORATORIES
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt48959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0794269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0854169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1RAYMOND JAMES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1109938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EXCHANGE TRADED CLOSE END FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0425575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1124084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt021629
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0119007
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0154
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt084400
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021629
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021629
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0249311
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0913583
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0119007
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05447
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt084400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt091479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0340790
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06122
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0249311
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0499
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01641482
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01392171
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01640983
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt077225

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,640,983
Liabilities
$0
Net assets
$1,640,983
Revenue
$340,790
Expenses
$91,479
Net income
$249,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.49$0.24$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.05$0.22$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.88$0.25$0.63
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.72$0.19$0.53
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.31$0.13$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.36$0.11$0.25
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.29$0.12$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.34$0.09$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.24$0.07$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.36$0.08$0.28
2014Summary only. Only limited summary data is available for this year.$0.94$0.00$0.03$0.05$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits