Civic Intelligence

The Helen Carmichael Purdy Foundation

EIN 59-2087870 • South Miami, FL

Refreshing map…

7301 SW 57th CT Ste 320South Miami, FL 33143
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

77th percentile

$15,897

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

43%

Faster revenue growth than 80% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,384,979

Down $48,770 (-3.4%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$1,384,979

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue30th percentileNet Margin13th percentile

Revenue

Up

$134,927

Up $40,634 (+43%) from 2024

Expenses

Up

$183,697

Up $16,054 (+9.6%) from 2024

Net Income

Up

-$48,770

Up $24,580 (+34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,113,254Liabilities 2012: $02012Assets 2013: $1,064,518Liabilities 2013: $02013Assets 2014: $1,105,702Liabilities 2014: $02014Assets 2015: $1,232,666Liabilities 2015: $02015Assets 2016: $1,336,708Liabilities 2016: $02016Assets 2020: $1,460,141Liabilities 2020: $12020Assets 2021: $1,637,400Liabilities 2021: $0Net Assets 2021: $1,637,4002021Assets 2022: $1,567,386Liabilities 2022: $0Net Assets 2022: $1,567,3862022Assets 2023: $1,542,757Liabilities 2023: $35,658Net Assets 2023: $1,507,0992023Assets 2024: $1,433,749Liabilities 2024: $12024Assets 2025: $1,384,979Liabilities 2025: $0Net Assets 2025: $1,384,9792025

Highlighted filing

2025

Assets$1,384,979
Liabilities$0
Net Assets$1,384,979
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$200K$0-$200KRevenue 2012: $65,365Expenses 2012: $89,303Net Income 2012: -$23,9382012Revenue 2013: $45,384Expenses 2013: $94,120Net Income 2013: -$48,7362013Revenue 2014: $144,217Expenses 2014: $103,033Net Income 2014: $41,1842014Revenue 2015: $242,021Expenses 2015: $115,057Net Income 2015: $126,9642015Revenue 2016: $216,743Expenses 2016: $112,701Net Income 2016: $104,0422016Revenue 2020: $15,230Expenses 2020: $131,423Net Income 2020: -$116,1932020Revenue 2021: $330,440Expenses 2021: $153,181Net Income 2021: $177,2592021Revenue 2022: $111,572Expenses 2022: $181,586Net Income 2022: -$70,0142022Revenue 2023: $113,918Expenses 2023: $174,205Net Income 2023: -$60,2872023Revenue 2024: $94,293Expenses 2024: $167,643Net Income 2024: -$73,3502024Revenue 2025: $134,927Expenses 2025: $183,697Net Income 2025: -$48,7702025

Highlighted filing

2025

Revenue$134,927
Expenses$183,697
Net Income-$48,770
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,384,979
Liabilities
$0
Net assets
$1,384,979
Revenue
$134,927
Expenses
$183,697
Net income
-$48,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.13$0.18$0.05
2024Summary only. Only limited summary data is available for this year.$1.43$0.00$0.09$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.04$1.51$0.11$0.17$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.11$0.18$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.33$0.15$0.18
2020Summary only. Only limited summary data is available for this year.$1.46$0.00$0.02$0.13$0.12
2016Summary only. Only limited summary data is available for this year.$1.34$0.00$0.22$0.11$0.10
2015Summary only. Only limited summary data is available for this year.$1.23$0.00$0.24$0.12$0.13
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$0.14$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$0.05$0.09$0.05
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.07$0.09$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 23, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M TURNERTrustee-$15,897-$15,897
HAGOOD CLARKETrustee-$15,897-$15,897
Filing and Contact Details

Filer

Filer Name
The Helen Carmichael Purdy
EIN
59-2087870
Phone
3053770707
Address
7301 SW 57TH CT STE 320, SOUTH MIAMI, FL 33143

Signing Officer

Name
David M Turner
Title
Trustee
Phone
3053770707
Signed
2025-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Turner & Associates Llp
Address
7301 SW 57TH CT STE 420, SOUTH MIAMI, FL 33143-5324
Preparer
David M Turner
Phone
3053770707
Raw XML Appendix236 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.

Path#Value
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03053770707
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELEN CARMICHAEL PURDY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0592087870
ReturnHeader/Filer/PhoneNum03053770707
ReturnHeader/Filer/USAddress/AddressLine1Txt07301 SW 57TH CT STE 320
ReturnHeader/Filer/USAddress/CityNm0SOUTH MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033143
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650688598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 SW 57TH CT STE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331435324
ReturnHeader/PreparerPersonGrp/PhoneNum03053770707
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M TURNER
ReturnHeader/ReturnTs02025-07-30T11:29:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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