Civic Intelligence

The Grace & Hope Foundation

990PF • Fiscal year 2016 • EIN 48-6180459

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
6699 South Marina WayStuart, FL 34996

(772) 334-3503

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

82nd percentile

14%

Faster asset growth than 82% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$22,328,548

Up $2,766,959 (+14%) from 2015

Net Assets

Up

$22,328,548

Up $2,766,959 (+14%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin91st percentile

Revenue

Down

$3,810,685

Down $754,043 (-17%) from 2015

Expenses

Down

$1,756,758

Down $1,278,692 (-42%) from 2015

Net Income

Up

$2,053,927

Up $524,649 (+34%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$30M$20M$10M$0Assets 2011: $14,447,464Liabilities 2011: $02011Assets 2012: $18,965,377Liabilities 2012: $02012Assets 2013: $24,611,311Liabilities 2013: $1Net Assets 2013: $24,611,3112013Assets 2014: $25,935,256Liabilities 2014: $02014Assets 2015: $19,561,589Liabilities 2015: $1Net Assets 2015: $19,561,5892015Assets 2016: $22,328,548Liabilities 2016: $0Net Assets 2016: $22,328,5482016Assets 2017: $23,093,877Liabilities 2017: $0Net Assets 2017: $23,093,8772017Assets 2018: $21,782,813Liabilities 2018: $0Net Assets 2018: $21,782,8132018Assets 2019: $16,334,106Liabilities 2019: $720,996Net Assets 2019: $15,613,1102019Assets 2020: $10,136,937Liabilities 2020: $1Net Assets 2020: $10,136,9372020Assets 2021: $13,381,624Liabilities 2021: $1Net Assets 2021: $13,381,6242021Assets 2022: $10,390,757Liabilities 2022: $1Net Assets 2022: $10,390,7572022Assets 2023: $9,521,889Liabilities 2023: $1Net Assets 2023: $9,521,8892023Assets 2024: $11,582,564Liabilities 2024: $0Net Assets 2024: $11,582,5642024

Highlighted filing

2016

Assets$22,328,548
Liabilities$0
Net Assets$22,328,548
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$20M$10M$0-$10MRevenue 2011: $19,005,985Expenses 2011: $339Net Income 2011: $19,005,6462011Revenue 2012: $560,606Expenses 2012: $753,330Net Income 2012: -$192,7242012Revenue 2013: $2,919,629Expenses 2013: $968,140Net Income 2013: $1,951,4892013Revenue 2014: $4,900,045Expenses 2014: $1,192,329Net Income 2014: $3,707,7162014Revenue 2015: $4,564,728Expenses 2015: $3,035,450Net Income 2015: $1,529,2782015Revenue 2016: $3,810,685Expenses 2016: $1,756,758Net Income 2016: $2,053,9272016Revenue 2017: $755,396Expenses 2017: $1,406,060Net Income 2017: -$650,6642017Revenue 2018: $2,002,672Expenses 2018: $1,295,690Net Income 2018: $706,9822018Revenue 2019: -$2,752,366Expenses 2019: $1,342,152Net Income 2019: -$4,094,5182019Revenue 2020: -$3,784,921Expenses 2020: $707,495Net Income 2020: -$4,492,4162020Revenue 2021: $549,653Expenses 2021: $649,334Net Income 2021: -$99,6812021Revenue 2022: $2,074,118Expenses 2022: $597,471Net Income 2022: $1,476,6472022Revenue 2023: $112,665Expenses 2023: $420,872Net Income 2023: -$308,2072023Revenue 2024: $2,362,810Expenses 2024: $448,090Net Income 2024: $1,914,7202024

Highlighted filing

2016

Revenue$3,810,685
Expenses$1,756,758
Net Income$2,053,927
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID C BROOKERTrustee-$0--
DOROTHY JEANNE BROOKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Grace & Hope Foundation
EIN
48-6180459
In Care Of
% DAVID C BROOKER
Phone
7723343503
Address
6699 South Marina Way, Stuart, FL 34996

Signing Officer

Name
David C Brooker
Title
Trustee
Phone
7723343503
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
185 Asylum Street Suite 2400, Hartford, CT 06103-3404
Preparer
Steven E Cote
Phone
8602417000
Raw XML Appendix359 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/Amt21045000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115-17 MAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARTFORD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006103
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202901
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01695000
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0833017
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01797646
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0864633
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0933013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01697650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0864633
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01797646
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0933013
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MERILL LYNCH 04112
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8MERRILL LYNCH 04112
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9LIMITED PARTNERSHIP DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4657
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4657
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIMITED PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MERRILL LYNCH 04111
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MERRILL LYNCH 04112
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OTHER ALTERNATIVE INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc4MERRILL LYNCH 04111
OtherIncomeSchedule2/OtherIncomeDetail/Desc5MERRILL LYNCH 04112
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt058905
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1531813
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt250560
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3544580
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt058905
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1531813
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt250560
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3544580
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0713032
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET INCREASE IN FMV OF INVESTMENTS
TaxesSchedule/TaxesDetail/Amt055000
TaxesSchedule/TaxesDetail/Amt1410
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1ML 04111
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt3ML 04111
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0410
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C BROOKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07723343503
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Grace & Hope Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o David C Brooker
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0486180459
ReturnHeader/Filer/InCareOfNm0% DAVID C BROOKER
ReturnHeader/Filer/PhoneNum07723343503
ReturnHeader/Filer/USAddress/AddressLine1Txt06699 South Marina Way
ReturnHeader/Filer/USAddress/CityNm0Stuart
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034996
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A45DCDA2D1B990E1571A79DF41EE5CAEBF22D78
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A45DCDA2D1B990E1571A79DF41EE5CAEBF22D78
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006028620173145000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.2
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 Asylum Street Suite 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0061033404
ReturnHeader/PreparerPersonGrp/PhoneNum08602417000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven E Cote
ReturnHeader/ReturnTs02017-11-10T15:38:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,328,548
Liabilities
$0
Net assets
$22,328,548
Revenue
$3,810,685
Expenses
$1,756,758
Net income
$2,053,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.36$0.45$1.91
2023Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.11$0.42$0.31
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$2.07$0.60$1.48
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.55$0.65$0.10
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$3.78$0.71$4.49
2019Detailed filing. Detailed filing data is available for this year.$16.3$0.72$15.6$2.75$1.34$4.09
2018Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$2.00$1.30$0.71
2017Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.76$1.41$0.65
2016Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$3.81$1.76$2.05
2015Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$4.56$3.04$1.53
2014Summary only. Only limited summary data is available for this year.$25.9$0.00$4.90$1.19$3.71
2013Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$2.92$0.97$1.95
2012Summary only. Only limited summary data is available for this year.$19.0$0.00$0.56$0.75$0.19
2011Summary only. Only limited summary data is available for this year.$14.4$0.00$19.0$0.00$19.0