Civic Intelligence

Investech Foundation Inc.

990PF • Fiscal year 2019 • EIN 59-3482146

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 05, 2020

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

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

82%

Faster asset growth than 91% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

300%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$329

Up $148 (+82%) from 2018

Net Assets

Up

$329

Up $148 (+82%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Up

$1,000

Up $750 (+300%) from 2018

Expenses

Up

$852

Up $682 (+401%) from 2018

Net Income

Up

$148

Up $68 (+85%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$329
Liabilities$1
Net Assets$329

Operations Trend

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

2019

Revenue$1,000
Expenses$852
Net Income$148
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 5, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT FAWDirectorPT$0--
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
2020-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
600 CLEVELAND STREET SUITE 1000, CLEARWATER, FL 33755
Preparer
Debi Alberdi
Phone
7274460504
Raw XML Appendix293 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/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/AppliedToCurrentYearAmt019
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0687
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0687
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05720
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05367
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06407
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06361
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0187
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT FAW
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0621 QUAIL KEEP DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAFETY HARBOR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034695
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT FAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07277979397
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-05
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/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 CLEVELAND STREET SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033755
ReturnHeader/PreparerPersonGrp/PhoneNum07274460504
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBI ALBERDI
ReturnHeader/ReturnTs02020-02-10T07:15:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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