Civic Intelligence

Helen Carmichael Purdy Foundation

990PF • Fiscal year 2021 • EIN 59-2087870

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 27, 2021

Organization Profile
200 South Biscayne Blvd Ste 1770Miami, FL 33131

(305) 377-0707

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

54%

Higher net margin than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$13,231

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

61st percentile

12%

Faster asset growth than 61% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2070%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,637,400

Up $177,259 (+12%) from 2020

Net Assets

$1,637,400

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

Up

$330,440

Up $315,210 (+2070%) from 2020

Expenses

Up

$153,181

Up $21,758 (+17%) from 2020

Net Income

Up

$177,259

Up $293,452 (+253%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2021

Assets$1,637,400
Liabilities$0
Net Assets$1,637,400
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$330,440
Expenses$153,181
Net Income$177,259
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M TURNERTrustee-$13,231-$13,231
HAGOOD CLARKETrustee-$10,214-$10,214
Filing and Contact Details

Filer

Filer Name
The Helen Carmichael Purdy
EIN
59-2087870
Phone
3053770707
Address
200 SOUTH BISCAYNE BLVD STE 1770, MIAMI, FL 33131

Signing Officer

Name
David M Turner
Title
Trustee
Phone
3053770707
Signed
2021-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Turner & Associates Llp
Address
200 SOUTH BISCAYNE BLVD SUITE 177, MIAMI, FL 33131
Preparer
David M Turner CPA
Phone
3053770707
Raw XML Appendix238 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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ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-28
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ReturnHeader/ReturnTs02021-07-28T08:54:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TURNER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,637,400
Liabilities
$0
Net assets
$1,637,400
Revenue
$330,440
Expenses
$153,181
Net income
$177,259
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
2021Detailed filing. Detailed filing data is available for this year.$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