Civic Intelligence

The Margaret Finkel Foundation

EIN 58-2617575 • Fort Walton Beach, FL

107 Sudduth CourtFort Walton Beach, FL 32548
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-17%

Faster revenue growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$4,332,373

Down $20,387 (-0.5%) from 2023

Liabilities

Flat

$2,800

Flat from 2023

Net Assets

Down

$4,329,573

Down $20,387 (-0.5%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin26th percentile

Revenue

Down

$244,408

Down $50,570 (-17%) from 2023

Expenses

Up

$264,795

Up $22,538 (+9.3%) from 2023

Net Income

Down

-$20,387

Down $73,108 (-139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $160,812Liabilities 2010: $0Net Assets 2010: $160,8122010Assets 2011: $154,381Liabilities 2011: $02011Assets 2012: $143,987Liabilities 2012: $0Net Assets 2012: $143,9872012Assets 2013: $139,773Liabilities 2013: $0Net Assets 2013: $139,7732013Assets 2014: $1,928,800Liabilities 2014: $0Net Assets 2014: $1,928,8002014Assets 2015: $3,939,047Liabilities 2015: $0Net Assets 2015: $3,939,0472015Assets 2016: $4,008,424Liabilities 2016: $89,188Net Assets 2016: $3,919,2362016Assets 2017: $3,952,182Liabilities 2017: $12,522Net Assets 2017: $3,939,6602017Assets 2018: $3,835,699Liabilities 2018: $1,300Net Assets 2018: $3,834,3992018Assets 2019: $3,727,283Liabilities 2019: $1,300Net Assets 2019: $3,725,9832019Assets 2020: $3,771,265Liabilities 2020: $1,300Net Assets 2020: $3,769,9652020Assets 2021: $3,939,179Liabilities 2021: $1,300Net Assets 2021: $3,937,8792021Assets 2022: $4,298,539Liabilities 2022: $1,300Net Assets 2022: $4,297,2392022Assets 2023: $4,352,760Liabilities 2023: $2,800Net Assets 2023: $4,349,9602023Assets 2024: $4,332,373Liabilities 2024: $2,800Net Assets 2024: $4,329,5732024

Highlighted filing

2024

Assets$4,332,373
Liabilities$2,800
Net Assets$4,329,573
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $7,7502010Revenue 2011: $2,777Expenses 2011: $9,208Net Income 2011: -$6,4312011Expenses 2012: $12,8792012Revenue 2013: $6,786Expenses 2013: $11,000Net Income 2013: -$4,2142013Revenue 2014: $1,806,127Expenses 2014: $17,100Net Income 2014: $1,789,0272014Revenue 2015: $2,056,648Expenses 2015: $46,401Net Income 2015: $2,010,2472015Revenue 2016: $168,840Expenses 2016: $188,651Net Income 2016: -$19,8112016Revenue 2017: $291,592Expenses 2017: $271,168Net Income 2017: $20,4242017Revenue 2018: $293,363Expenses 2018: $398,624Net Income 2018: -$105,2612018Revenue 2019: $149,364Expenses 2019: $257,780Net Income 2019: -$108,4162019Revenue 2020: $120,776Expenses 2020: $76,794Net Income 2020: $43,9822020Revenue 2021: $307,298Expenses 2021: $139,384Net Income 2021: $167,9142021Revenue 2022: $663,303Expenses 2022: $303,943Net Income 2022: $359,3602022Revenue 2023: $294,978Expenses 2023: $242,257Net Income 2023: $52,7212023Revenue 2024: $244,408Expenses 2024: $264,795Net Income 2024: -$20,3872024

Highlighted filing

2024

Revenue$244,408
Expenses$264,795
Net Income-$20,387
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,332,373
Liabilities
$2,800
Net assets
$4,329,573
Revenue
$244,408
Expenses
$264,795
Net income
-$20,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.24$0.26$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.29$0.24$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.66$0.30$0.36
2021Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.31$0.14$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.12$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.15$0.26$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.83$0.29$0.40$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.95$0.01$3.94$0.29$0.27$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.01$0.09$3.92$0.17$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$2.06$0.05$2.01
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.81$0.02$1.79
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.00$0.01$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEILL C FINKELPresident-$0--
BONNI L FINKELSecretary &-$0--
Filing and Contact Details

Filer

Filer Name
The Margaret Finkel Foundation
EIN
58-2617575
Phone
4045505386
Address
107 SUDDUTH COURT, FORT WALTON BEACH, FL 32548

Signing Officer

Name
Neill C Finkel
Title
President
Phone
4045505386
Signed
2025-07-14

Preparer

Firm
Summit Accounting Group LLC
Address
1855 OLD CANTON RD, MARIETTA, GA 30062-2627
Preparer
Marshall Schwartz
Phone
7707574791
Raw XML AppendixShowing 400 of 513 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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