Civic Intelligence

Miami Retreat Foundation

990PF • Fiscal year 2018 • EIN 59-6001509

Sep 01, 2017 to Aug 31, 2018 • Filed on Sep 24, 2018

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

6th percentile

-80%

Higher net margin than 6% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-10%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$659,776

Down $15,670 (-2.3%) from 2017

Net Assets

Down

$659,776

Down $15,670 (-2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin6th percentile

Revenue

Down

$19,708

Down $2,212 (-10%) from 2017

Expenses

Down

$35,378

Down $1,954 (-5.2%) from 2017

Net Income

Down

-$15,670

Down $258 (-1.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2018

Assets$659,776
Liabilities$0
Net Assets$659,776
Open 2018 Filing

Operations Trend

Revenue Growth24th 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

2018

Revenue$19,708
Expenses$35,378
Net Income-$15,670
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Sep 24, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE R OAKESPresidentPT$0--
ROBERT W PIKEVice PresidentPT$0--
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
2018-09-24
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 Appendix314 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0652000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033081
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IRS990PF/MethodOfAccountingCashInd0X
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt123085 AQUA VIEW APT 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt223085 AQUA VIEW APT 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33397 NE 20TH AVENUE
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHELLE R OAKES
IRS990PF/StatementsRegardingActyGrp/PhoneNum09046160257
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO AID THE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NICKLAUS CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03100 S W 62ND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033155
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt019033
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013901
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032934
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013703
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013901
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01377
TaxesSchedule/TaxesDetail/Amt1451
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01239
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0138
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1451
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE R OAKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09046160257
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B6CCD093EF07E63229913814C755A73A6FFC1374
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.79.81.213
ReturnHeader/FilingSecurityInformation/IPDt02018-09-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:31:24
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/PreparationDt02018-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM T ABARE III CPA
ReturnHeader/ReturnTs02018-10-03T09:13:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$659,776
Liabilities
$0
Net assets
$659,776
Revenue
$19,708
Expenses
$35,378
Net income
-$15,670
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