Civic Intelligence

Investech Foundation Inc.

990PF • Fiscal year 2016 • EIN 59-3482146

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 12, 2017

Organization Profile
433 2nd Street South Suite ASafety Harbor, FL 34695

(727) 797-9397

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,400

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 70.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-41%

Faster asset growth than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,098

Down $761 (-41%) from 2015

Net Assets

Down

$1,098

Down $761 (-41%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin13th percentile

Revenue

Down

$2,000

Down $98,008 (-98%) from 2015

Expenses

Down

$2,761

Down $96,654 (-97%) from 2015

Net Income

Down

-$761

Down $1,354 (-228%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60K$40K$20K$0Assets 2010: $10,691Liabilities 2010: $0Net Assets 2010: $10,6912010Assets 2011: $6,268Liabilities 2011: $0Net Assets 2011: $6,2682011Assets 2012: $3,110Liabilities 2012: $0Net Assets 2012: $3,1102012Assets 2013: $1,054Liabilities 2013: $1Net Assets 2013: $1,0542013Assets 2014: $1,266Liabilities 2014: $1Net Assets 2014: $1,2662014Assets 2015: $1,859Liabilities 2015: $1Net Assets 2015: $1,8592015Assets 2016: $1,098Liabilities 2016: $0Net Assets 2016: $1,0982016Assets 2017: $101Liabilities 2017: $0Net Assets 2017: $1012017Assets 2018: $181Liabilities 2018: $0Net Assets 2018: $1812018Assets 2019: $329Liabilities 2019: $1Net Assets 2019: $3292019Assets 2020: $731Liabilities 2020: $1Net Assets 2020: $7312020Assets 2021: $3,752Liabilities 2021: $1Net Assets 2021: $3,7522021Assets 2022: $15,695Liabilities 2022: $1Net Assets 2022: $15,6952022Assets 2023: $11,105Liabilities 2023: $1Net Assets 2023: $11,1052023Assets 2024: $34,586Liabilities 2024: $0Net Assets 2024: $34,5862024Assets 2025: $41,225Liabilities 2025: $0Net Assets 2025: $41,2252025

Highlighted filing

2016

Assets$1,098
Liabilities$0
Net Assets$1,098
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $13,1472010Expenses 2011: $4,4312011Expenses 2012: $3,1622012Revenue 2013: $1Expenses 2013: $2,057Net Income 2013: -$2,0562013Revenue 2014: $21,001Expenses 2014: $20,789Net Income 2014: $2122014Revenue 2015: $100,008Expenses 2015: $99,415Net Income 2015: $5932015Revenue 2016: $2,000Expenses 2016: $2,761Net Income 2016: -$7612016Revenue 2017: $1,101Expenses 2017: $2,098Net Income 2017: -$9972017Revenue 2018: $250Expenses 2018: $170Net Income 2018: $802018Revenue 2019: $1,000Expenses 2019: $852Net Income 2019: $1482019Revenue 2020: $1,500Expenses 2020: $1,098Net Income 2020: $4022020Revenue 2021: $5,000Expenses 2021: $1,979Net Income 2021: $3,0212021Revenue 2022: $15,000Expenses 2022: $3,057Net Income 2022: $11,9432022Revenue 2023: $2,500Expenses 2023: $7,090Net Income 2023: -$4,5902023Revenue 2024: $35,000Expenses 2024: $12,019Net Income 2024: $22,9812024Revenue 2025: $15,000Expenses 2025: $8,361Net Income 2025: $6,6392025

Highlighted filing

2016

Revenue$2,000
Expenses$2,761
Net Income-$761
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT FAWDirectorPT$1,400-$1,400
JOSEPH FAWDirector-$0--
JILL FAWDirector-$0--
THOMAS FAWDirector-$0--
Filing and Contact Details

Filer

Filer Name
Investech Foundation Inc
EIN
59-3482146
Phone
7277979397
Address
433 2ND STREET SOUTH SUITE A, SAFETY HARBOR, FL 34695

Signing Officer

Name
Robert Faw
Title
President
Phone
7277979397
Signed
2017-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
2111 DREW STREET, CLEARWATER, FL 33765-3215
Preparer
Carr Riggs Ingram LLC
Phone
7274460504
Raw XML Appendix318 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/RecipientUSAddress/ZIPCd034655
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02643
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02641
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01823
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011388
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011390
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT D FAW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0621 QUAIL KEEP DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAFETY HARBOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034695
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0RELIABLE ROOF SERVICES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02417 NE 18TH AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WILTON MANORS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033302
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT FAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07277979397
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INVESTECH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0593482146
ReturnHeader/Filer/PhoneNum07277979397
ReturnHeader/Filer/USAddress/AddressLine1Txt0433 2ND STREET SOUTH SUITE A
ReturnHeader/Filer/USAddress/CityNm0SAFETY HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034695
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08CB8A6982BE340F01F25C9BBB819F0044C3A97E9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FBB64AC2CB788280CF793B0574224FC2129F1600
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.192.135.82
ReturnHeader/FilingSecurityInformation/IPDt02017-03-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:51:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02111 DREW STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337653215
ReturnHeader/PreparerPersonGrp/PhoneNum07274460504
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARR RIGGS INGRAM LLC
ReturnHeader/ReturnTs02017-03-21T15:21:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,098
Liabilities
$0
Net assets
$1,098
Revenue
$2,000
Expenses
$2,761
Net income
-$761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.15$0.08$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.35$0.12$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.03$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.15$0.03$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.05$0.02$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.00$0.99$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.21$0.21$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.13