Civic Intelligence

Anew Foundation Inc

990PF • Fiscal year 2016 • EIN 59-3719013

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
1350 N Orange Avenue No 229Winter Park, FL 32789

(407) 740-6262

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

3rd percentile

-440%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

6th percentile

-75%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$305,442

Down $73,705 (-19%) from 2015

Net Assets

$301,306

No earlier filing loaded for comparison.

Liabilities

Up

$4,136

Up $1,666 (+67%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin3rd percentile

Revenue

Down

$17,118

Down $50,292 (-75%) from 2015

Expenses

Down

$92,489

Down $14,506 (-14%) from 2015

Net Income

Down

-$75,371

Down $35,786 (-90%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$800K$600K$400K$200K$0Assets 2011: $795,715Liabilities 2011: $10,9562011Assets 2012: $543,191Liabilities 2012: $11,3132012Assets 2013: $501,293Liabilities 2013: $11,8542013Assets 2014: $419,130Liabilities 2014: $2,8682014Assets 2015: $379,147Liabilities 2015: $2,4702015Assets 2016: $305,442Liabilities 2016: $4,136Net Assets 2016: $301,3062016Assets 2017: $233,565Liabilities 2017: $2,937Net Assets 2017: $230,6282017Assets 2018: $174,287Liabilities 2018: $2,956Net Assets 2018: $171,3312018Assets 2019: $95,912Liabilities 2019: $2,211Net Assets 2019: $93,7012019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$305,442
Liabilities$4,136
Net Assets$301,306
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100K-$200K-$300KRevenue 2011: $40,275Expenses 2011: $105,477Net Income 2011: -$65,2022011Revenue 2012: -$160,245Expenses 2012: $92,636Net Income 2012: -$252,8812012Revenue 2013: $65,206Expenses 2013: $107,645Net Income 2013: -$42,4392013Revenue 2014: $55,009Expenses 2014: $88,794Net Income 2014: -$33,7852014Revenue 2015: $67,410Expenses 2015: $106,995Net Income 2015: -$39,5852015Revenue 2016: $17,118Expenses 2016: $92,489Net Income 2016: -$75,3712016Revenue 2017: $6,571Expenses 2017: $77,249Net Income 2017: -$70,6782017Revenue 2018: $13,505Expenses 2018: $72,802Net Income 2018: -$59,2972018Revenue 2019: $11,517Expenses 2019: $89,212Net Income 2019: -$77,6952019Revenue 2020: -$5,496Expenses 2020: $88,205Net Income 2020: -$93,7012020

Highlighted filing

2016

Revenue$17,118
Expenses$92,489
Net Income-$75,371
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN STANLEY-TAYLORBoard Chair-$0--
ANN CLEMENTDirector-$0--
KATHRYN RUPPDirector-$0--
PATTI DORRELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Anew Foundation Inc
EIN
59-3719013
Phone
4077406262
Address
1350 N ORANGE AVENUE NO 229, WINTER PARK, FL 32789

Signing Officer

Name
Susan S Taylor
Title
Executive Director
Phone
4077406262
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Davis Group Pa
Address
518 S MAGNOLIA AVE SUITE 110, ORLANDO, FL 32801
Preparer
Cheryl B Morrison
Phone
4074347900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51000 SHS SARATOGA INVESTMENT CORP NOTE 6.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt041277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt243220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JP MORGAN INCOME BUILDER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15,856.515 SHS LORD ABBETT HI YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22427.769 SHS STERLING CAPITAL EQUITY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt043633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt245181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0624100
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt07682
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0624100
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-839
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0624100
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt08175
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt015018
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015018
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013174
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013174
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt01791
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01325
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07682
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07682
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07682
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-75371
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt054515
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt08175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08175
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-839
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011665
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt03621
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt021588
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt021588
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01136
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt022724
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt035874
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt035874
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt01888
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt037762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt03622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03812
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt05084
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt05084
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0268
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt05352
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt03073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt019478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt075138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt086521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt092489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt075138
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt073347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04192
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079315
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt03556
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03556
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,000 SHS COLONY CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,500 SHS THL CREDIT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,000 SHS CAPITALA FINANCE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-15

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Filings

Displayed year

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

Open filing
Assets
$305,442
Liabilities
$4,136
Net assets
$301,306
Revenue
$17,118
Expenses
$92,489
Net income
-$75,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.88$0.94
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$0.12$0.89$0.78
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.03$1.71$0.14$0.73$0.59
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.03$2.31$0.07$0.77$0.71
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.04$3.01$0.17$0.92$0.75
2015Summary only. Only limited summary data is available for this year.$3.79$0.02$0.67$1.07$0.40
2014Summary only. Only limited summary data is available for this year.$4.19$0.03$0.55$0.89$0.34
2013Summary only. Only limited summary data is available for this year.$5.01$0.12$0.65$1.08$0.42
2012Summary only. Only limited summary data is available for this year.$5.43$0.11$1.60$0.93$2.53
2011Summary only. Only limited summary data is available for this year.$7.96$0.11$0.40$1.05$0.65