Civic Intelligence

Miami Retreat Foundation

990PF • Fiscal year 2021 • EIN 59-6001509

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 19, 2021

Organization Profile
11467 Chase Meadows Drive NJacksonville, FL 32256

(904) 616-0257

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

3rd percentile

-181%

Higher net margin than 3% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$9,600

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 78.8% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

19th percentile

-3.5%

Faster asset growth than 19% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-30%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$613,416

Down $22,065 (-3.5%) from 2020

Net Assets

Down

$613,416

Down $22,065 (-3.5%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin3rd percentile

Revenue

Down

$12,177

Down $5,165 (-30%) from 2020

Expenses

Up

$34,242

Up $5,730 (+20%) from 2020

Net Income

Down

-$22,065

Down $10,895 (-98%) from 2020

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 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: $0Net 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

2021

Assets$613,416
Liabilities$0
Net Assets$613,416
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$12,177
Expenses$34,242
Net Income-$22,065
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 19, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE R OAKESPresidentPT$9,600-$9,600
NANCY MCKENNEYVice PresidePT$0--
JENNIFER M LEMIEUXSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNICKLAUS CHILDREN'S HOSPITALTO AID THE HOSPITAL-MIAMI, FL, US$23,000
Filing and Contact Details

Filer

Filer Name
Miami Retreat Foundation
EIN
59-6001509
Phone
9046160257
Address
11467 CHASE MEADOWS DRIVE N, JACKSONVILLE, FL 32256

Signing Officer

Name
Michelle R Oakes
Title
President
Phone
9046160257
Signed
2021-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Bodine Perry Pllc
Address
1665 KINGSLEY AVENUE SUITE 100, ORANGE PARK, FL 32073
Preparer
Beth a Linder
Phone
9042697077
Raw XML Appendix229 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/TitleTxt0PRESIDENT
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TaxesSchedule/TaxesDetail/CategoryTxt1TAXES - EXCISE
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt073
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1318
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum09046160257
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-19
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ReturnHeader/Filer/BusinessNameControlTxt0MIAM
ReturnHeader/Filer/EIN0596001509
ReturnHeader/Filer/PhoneNum09046160257
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854356944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BODINE PERRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01665 KINGSLEY AVENUE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORANGE PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032073
ReturnHeader/PreparerPersonGrp/PhoneNum09042697077
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH A LINDER
ReturnHeader/ReturnTs02021-11-22T13:08:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OAKES
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$613,416
Liabilities
$0
Net assets
$613,416
Revenue
$12,177
Expenses
$34,242
Net income
-$22,065
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