Civic Intelligence

Setzer Family Foundation Inc.

990PF • Fiscal year 2012 • EIN 59-2685979

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 08, 2013

Organization Profile
8650-12 Old Kings Road South32217
Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets37th percentile

Assets

$2,025,175

No earlier filing loaded for comparison.

Net Assets

$2,008,385

No earlier filing loaded for comparison.

Liabilities

$16,790

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$188,606

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,025,175Liabilities 2012: $16,790Net Assets 2012: $2,008,3852012Assets 2013: $1,985,624Liabilities 2013: $17,990Net Assets 2013: $1,967,6342013Assets 2014: $2,049,220Liabilities 2014: $17,990Net Assets 2014: $2,031,2302014Assets 2015: $1,986,873Liabilities 2015: $22,540Net Assets 2015: $1,964,3332015Assets 2016: $1,970,063Liabilities 2016: $15,790Net Assets 2016: $1,954,2732016Assets 2017: $1,977,299Liabilities 2017: $15,790Net Assets 2017: $1,961,5092017Assets 2018: $1,978,965Liabilities 2018: $15,790Net Assets 2018: $1,963,1752018Assets 2019: $2,088,251Liabilities 2019: $15,790Net Assets 2019: $2,072,4612019Assets 2020: $2,119,816Liabilities 2020: $15,826Net Assets 2020: $2,103,9902020Assets 2021: $2,077,377Liabilities 2021: $16,446Net Assets 2021: $2,060,9312021Assets 2022: $2,197,202Liabilities 2022: $15,646Net Assets 2022: $2,181,5562022Assets 2023: $2,476,511Liabilities 2023: $15,646Net Assets 2023: $2,460,8652023Assets 2024: $2,366,780Liabilities 2024: $15,646Net Assets 2024: $2,351,1342024Assets 2025: $2,609,188Liabilities 2025: $109,995Net Assets 2025: $2,499,1932025

Highlighted filing

2012

Assets$2,025,175
Liabilities$16,790
Net Assets$2,008,385
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $188,6062012Expenses 2013: $187,1252013Revenue 2014: $248,234Expenses 2014: $184,638Net Income 2014: $63,5962014Revenue 2015: $141,761Expenses 2015: $208,658Net Income 2015: -$66,8972015Revenue 2016: $175,499Expenses 2016: $185,559Net Income 2016: -$10,0602016Revenue 2017: $155,807Expenses 2017: $148,571Net Income 2017: $7,2362017Revenue 2018: $149,114Expenses 2018: $147,448Net Income 2018: $1,6662018Revenue 2019: $298,237Expenses 2019: $188,951Net Income 2019: $109,2862019Revenue 2020: $309,100Expenses 2020: $277,571Net Income 2020: $31,5292020Revenue 2021: $237,060Expenses 2021: $280,119Net Income 2021: -$43,0592021Revenue 2022: $424,941Expenses 2022: $304,316Net Income 2022: $120,6252022Revenue 2023: $583,004Expenses 2023: $303,695Net Income 2023: $279,3092023Revenue 2024: $279,648Expenses 2024: $389,379Net Income 2024: -$109,7312024Revenue 2025: $488,183Expenses 2025: $340,124Net Income 2025: $148,0592025

Highlighted filing

2012

Revenue-
Expenses$188,606
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 8, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD R SETZERTrustee-$0--
DEBRA SETZERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJACKSONVILLE JEWISH FEDERATIONCHARITABLEPUBLICJACKSONVILLE, FL, US$115,000
Paid GrantMAYO CLINICCHARITABLEPUBLICJACKSONVILLE, FL, US$42,000
Filing and Contact Details

Filer

EIN
59-2685979
Raw XML Appendix400 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/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0115000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount142000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10JACKSONVILLE JEWISH FEDERATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MAYO CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine108505 SAN JOSE BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114500 SAN PABLO RD S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0JACKSONVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1JACKSONVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode032217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode132224
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0157000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear078203
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted078203
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1078352
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2097943
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30102090
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40147165
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50123509
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50123509
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0504347
IRS990PF/UndistributedIncome/ExcessFromCurrentYear078797
IRS990PF/UndistributedIncome/ExcessFromYear1078352
IRS990PF/UndistributedIncome/ExcessFromYear2097943
IRS990PF/UndistributedIncome/ExcessFromYear30102090
IRS990PF/UndistributedIncome/ExcessFromYear40147165
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0157000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus078797
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0627856
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0549059
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0ANNUAL REPORT
OtherExpensesSchedule/OtherExpenses/Description1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpenses/Description2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpenses/Description3REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpenses/Description4UTILITIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps40
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome16574
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2392
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome36280
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome4138
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks061
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks16574
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2392
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks36280
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4138
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome05546
OtherIncomeSchedule2/OtherIncome/Description0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome05546
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks05546
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue02640
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue115000
OtherLiabilitiesSchedule/OtherLiabilities/Description0SECURITY DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilities/Description1ESCROW DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue01790
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue115000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01750
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount02233
TaxesSchedule/Taxes/Amount112578
TaxesSchedule/Taxes/Category0FEDERAL INCOME TAX
TaxesSchedule/Taxes/Category1REAL ESTATE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome112578
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0592685979
ReturnHeader/Filer/Name/BusinessNameLine10SETZER FAMILY FOUNDATION INC
ReturnHeader/Filer/NameControl0SETZ
ReturnHeader/Filer/Phone09047445965
ReturnHeader/Filer/USAddress/AddressLine108650-12 OLD KINGS ROAD SOUTH
ReturnHeader/Filer/USAddress/City0JACKSONVILLE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032217
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-08
ReturnHeader/Officer/Name0LEONARD R SETZER
ReturnHeader/Officer/Phone09047445965
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0200708248
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THE GRIGGSGROUP CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10238 PONTE VEDRA PARK DR ST 201
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PONTE VEDRA BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode032082
ReturnHeader/Preparer/Name0PETER REYNOLDS
ReturnHeader/Preparer/Phone09042802053
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-13T12:55:35-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,025,175
Liabilities
$16,790
Net assets
$2,008,385
Revenue
-
Expenses
$188,606
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.61$0.11$2.50$0.49$0.34$0.15
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.02$2.35$0.28$0.39$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.02$2.46$0.58$0.30$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.02$2.18$0.42$0.30$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.02$2.06$0.24$0.28$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.02$2.10$0.31$0.28$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.02$2.07$0.30$0.19$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.02$1.96$0.15$0.15$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.02$1.96$0.16$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.02$1.95$0.18$0.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.96$0.14$0.21$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.02$2.03$0.25$0.18$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.97$0.19
2012Detailed filing. Detailed filing data is available for this year.$2.03$0.02$2.01$0.19