Civic Intelligence

The Grace & Hope Foundation

990PF • Fiscal year 2023 • EIN 48-6180459

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

4228 SE Frazier Courtstuart, FL 34997

(772) 334-3503

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-274%

Higher net margin than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

11th percentile

-8.4%

Faster asset growth than 11% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$9,521,889

Down $868,868 (-8.4%) from 2022

Net Assets

Down

$9,521,889

Down $868,868 (-8.4%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue

Down

$112,665

Down $1,961,453 (-95%) from 2022

Expenses

Down

$420,872

Down $176,599 (-30%) from 2022

Net Income

Down

-$308,207

Down $1,784,854 (-121%) from 2022

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2023: $9,521,8892023Assets 2024: $11,582,564Liabilities 2024: $0Net Assets 2024: $11,582,5642024

Highlighted filing

2023

Assets$9,521,889
Liabilities$0
Net Assets$9,521,889

Operations Trend

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

2023

Revenue$112,665
Expenses$420,872
Net Income-$308,207
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID C BROOKERTrustee-$0--
DOROTHY JEANNE BROOKERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBank Of AmericaHELPING PEOPLE FUND-PROVIDENCE, RI, US$410,000
Filing and Contact Details

Filer

Filer Name
Grace & Hope Foundation
EIN
48-6180459
In Care Of
% DAVID C BROOKER
Phone
7723343503
Address
4228 SE Frazier Court, stuart, FL 34997

Signing Officer

Name
David C Brooker
Title
Trustee
Phone
7723343503
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
185 Asylum Street Suite 2400, Hartford, CT 06103-3404
Preparer
Clayton Tom
Phone
8602417000
Raw XML Appendix287 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/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0413425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0487668
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0556552
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CUMMINGS AND LOCKWOOD
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET DECREASE IN FMV OF INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EMA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRILL LYNCH 04111
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MERILL LYNCH 04112
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PREMIUM INSPECTION K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LS VIII RECOVERY TRUST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MERRILL LYNCH 04111
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13872
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13872
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/Desc6LS VIII Recovery Trust
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01463
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01463
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-560661
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET INCREASE IN FMV OF INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C BROOKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07723343503
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/AddressLine1Txt04228 SE Frazier Court
ReturnHeader/Filer/USAddress/CityNm0stuart
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034997
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax 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/PreparerPersonNm0Clayton Tom
ReturnHeader/ReturnTs02024-11-18T13:39:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

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