Civic Intelligence

The Grace & Hope Foundation

990PF • Fiscal year 2015 • EIN 48-6180459

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

3rd percentile

-25%

Faster asset growth than 3% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-6.8%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$19,561,589

Down $6,373,667 (-25%) from 2014

Net Assets

$19,561,589

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin83rd percentile

Revenue

Down

$4,564,728

Down $335,317 (-6.8%) from 2014

Expenses

Up

$3,035,450

Up $1,843,121 (+155%) from 2014

Net Income

Down

$1,529,278

Down $2,178,438 (-59%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $0Net 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

2015

Assets$19,561,589
Liabilities$0
Net Assets$19,561,589
Open 2015 Filing

Operations Trend

Revenue Growth28th 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

2015

Revenue$4,564,728
Expenses$3,035,450
Net Income$1,529,278
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
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
2016-11-15
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 Appendix352 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/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELPING PEOPLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1YOUTH CHALLENGE OF CONNECTICUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BANK OF AMERICA CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ASCEND MENTORING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0750 MAIN STREET SUITE 1208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115-17 MAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt334 MAPLE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WINDSOR
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0904521
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01104216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0933013
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0933013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02941750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0933013
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0933013
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0904521
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07902945
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/Desc3WIRE FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MERRILL LYNCH 04112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt360
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/NetInvestmentIncomeAmt030855
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1651657
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2110205
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3372170
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030855
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1651657
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2110205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3372170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt040000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ML 04112
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt040000
TaxesSchedule/TaxesDetail/Amt051000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1ML 04111
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C BROOKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07723343503
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
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/AddressLine1Txt06699 South Marina Way
ReturnHeader/Filer/USAddress/CityNm0Stuart
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034996
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/ReturnTs02016-11-15T10:12:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,561,589
Liabilities
$0
Net assets
$19,561,589
Revenue
$4,564,728
Expenses
$3,035,450
Net income
$1,529,278
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