Civic Intelligence

Miami Retreat Foundation

990PF • Fiscal year 2016 • EIN 59-6001509

Sep 01, 2015 to Aug 31, 2016 • Filed on Dec 20, 2016

Organization Profile
11467 Chase Meadows Dr NJacksonville, FL 32256

(904) 616-0257

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

10th percentile

-66%

Higher net margin than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$10,800

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 47.2% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

3.1%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$690,858

Down $15,109 (-2.1%) from 2015

Net Assets

Down

$690,858

Down $15,109 (-2.1%) from 2015

Liabilities

Flat

$1

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

Up

$22,902

Up $680 (+3.1%) from 2015

Expenses

Down

$38,011

Down $1,428 (-3.6%) from 2015

Net Income

Up

-$15,109

Up $2,108 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2012: $757,586Liabilities 2012: $0Net Assets 2012: $757,5862012Assets 2013: $741,663Liabilities 2013: $1Net Assets 2013: $741,6632013Assets 2014: $723,184Liabilities 2014: $1Net Assets 2014: $723,1842014Assets 2015: $705,967Liabilities 2015: $1Net Assets 2015: $705,9672015Assets 2016: $690,858Liabilities 2016: $1Net Assets 2016: $690,8582016Assets 2017: $675,446Liabilities 2017: $0Net Assets 2017: $675,4462017Assets 2018: $659,776Liabilities 2018: $0Net Assets 2018: $659,7762018Assets 2019: $646,651Liabilities 2019: $0Net Assets 2019: $646,6512019Assets 2020: $635,481Liabilities 2020: $1Net Assets 2020: $635,4812020Assets 2021: $613,416Liabilities 2021: $1Net Assets 2021: $613,4162021Assets 2022: $592,092Liabilities 2022: $1Net Assets 2022: $592,0922022Assets 2023: $576,118Liabilities 2023: $1Net Assets 2023: $576,1182023Assets 2024: $555,077Liabilities 2024: $1Net Assets 2024: $555,0772024Assets 2025: $535,953Liabilities 2025: $0Net Assets 2025: $535,9532025

Highlighted filing

2016

Assets$690,858
Liabilities$1
Net Assets$690,858
Open 2016 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $42,8062012Revenue 2013: $25,178Expenses 2013: $41,101Net Income 2013: -$15,9232013Revenue 2014: $22,188Expenses 2014: $40,667Net Income 2014: -$18,4792014Revenue 2015: $22,222Expenses 2015: $39,439Net Income 2015: -$17,2172015Revenue 2016: $22,902Expenses 2016: $38,011Net Income 2016: -$15,1092016Revenue 2017: $21,920Expenses 2017: $37,332Net Income 2017: -$15,4122017Revenue 2018: $19,708Expenses 2018: $35,378Net Income 2018: -$15,6702018Revenue 2019: $18,379Expenses 2019: $31,504Net Income 2019: -$13,1252019Revenue 2020: $17,342Expenses 2020: $28,512Net Income 2020: -$11,1702020Revenue 2021: $12,177Expenses 2021: $34,242Net Income 2021: -$22,0652021Revenue 2022: $11,719Expenses 2022: $33,043Net Income 2022: -$21,3242022Revenue 2023: $16,081Expenses 2023: $32,055Net Income 2023: -$15,9742023Revenue 2024: $17,414Expenses 2024: $38,455Net Income 2024: -$21,0412024Revenue 2025: $18,937Expenses 2025: $38,061Net Income 2025: -$19,1242025

Highlighted filing

2016

Revenue$22,902
Expenses$38,011
Net Income-$15,109
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Dec 20, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle R OakesPresident-$10,800-$10,800
Robert W PikeVice President-$10,800-$10,800
Dolores PikeDirector-$0--
Jennifer M LemieuxSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Miami Retreat Foundation
EIN
59-6001509
Phone
9046160257
Address
11467 Chase Meadows Dr N, Jacksonville, FL 32256

Signing Officer

Name
Michelle R Oakes
Title
President
Phone
9046160257
Signed
2016-12-20
Discuss with paid preparer
Yes

Preparer

Firm
KRESGE PLATT & ABARE CPAs LLC
Address
1200 Plantation Island Dr, St Augustine, FL 32080
Preparer
William T Abare III CPA
Phone
9044600747
Raw XML Appendix302 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michelle R Oakes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert W Pike
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Dolores Pike
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jennifer M Lemieux
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011467 Chase Meadows Drive North
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt123085 Aqua View Apt 2
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Michelle R Oakes
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To aid the Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Miami Children's Hospital FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03100 S W 62nd Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033155
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500
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/AppliedToCurrentYearAmt021012
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014469
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035481
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014304
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014469
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01652
TaxesSchedule/TaxesDetail/Amt1199
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Income tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01487
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0165
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1199
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle R Oakes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09046160257
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Miami Retreat Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MIAM
ReturnHeader/Filer/EIN0596001509
ReturnHeader/Filer/PhoneNum09046160257
ReturnHeader/Filer/USAddress/AddressLine1Txt011467 Chase Meadows Dr N
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032256
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320025877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRESGE PLATT & ABARE CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 Plantation Island Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Augustine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032080
ReturnHeader/PreparerPersonGrp/PhoneNum09044600747
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William T Abare III CPA
ReturnHeader/ReturnTs02016-12-20T14:47:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$690,858
Liabilities
$1
Net assets
$690,858
Revenue
$22,902
Expenses
$38,011
Net income
-$15,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.19$0.38$0.19
2024Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.17$0.38$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.16$0.32$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.12$0.33$0.21
2021Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.12$0.34$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.17$0.29$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.18$0.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.20$0.35$0.16
2017Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.22$0.37$0.15
2016Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.23$0.38$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.22$0.39$0.17
2014Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.22$0.41$0.18
2013Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.25$0.41$0.16
2012Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.43