Civic Intelligence

Horace R Maxwell Trust

EIN 59-6122536 • Jacksonville, FL

1910 San Marco BlvdJacksonville, FL 32207
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-4075%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

80%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $383,211 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$0

Down $383,211 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Up

$9,417

Up $4,172 (+80%) from 2023

Expenses

Up

$393,117

Up $367,023 (+1407%) from 2023

Net Income

Down

-$383,700

Down $362,851 (-1740%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $465,946Liabilities 2012: $02012Assets 2013: $451,805Liabilities 2013: $02013Assets 2014: $443,866Liabilities 2014: $02014Assets 2015: $443,091Liabilities 2015: $02015Assets 2016: $419,338Liabilities 2016: $02016Assets 2020: $426,629Liabilities 2020: $1Net Assets 2020: $426,6292020Assets 2021: $414,152Liabilities 2021: $1Net Assets 2021: $414,1522021Assets 2022: $404,670Liabilities 2022: $1Net Assets 2022: $404,6702022Assets 2023: $383,211Liabilities 2023: $1Net Assets 2023: $383,2112023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2012: $39,423Expenses 2012: $23,094Net Income 2012: $16,3292012Revenue 2013: $15,434Expenses 2013: $29,452Net Income 2013: -$14,0182013Revenue 2014: $22,022Expenses 2014: $29,784Net Income 2014: -$7,7622014Revenue 2015: $32,381Expenses 2015: $32,652Net Income 2015: -$2712015Revenue 2016: $10,659Expenses 2016: $34,715Net Income 2016: -$24,0562016Revenue 2020: $33,389Expenses 2020: $23,852Net Income 2020: $9,5372020Revenue 2021: $26,462Expenses 2021: $38,176Net Income 2021: -$11,7142021Revenue 2022: $14,516Expenses 2022: $23,892Net Income 2022: -$9,3762022Revenue 2023: $5,245Expenses 2023: $26,094Net Income 2023: -$20,8492023Revenue 2024: $9,417Expenses 2024: $393,117Net Income 2024: -$383,7002024

Highlighted filing

2024

Revenue$9,417
Expenses$393,117
Net Income-$383,700
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$9,417
Expenses
$393,117
Net income
-$383,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$3.93$3.84
2023Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.05$0.26$0.21
2022Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.15$0.24$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.26$0.38$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.33$0.24$0.10
2016Summary only. Only limited summary data is available for this year.$4.19$0.00$0.11$0.35$0.24
2015Summary only. Only limited summary data is available for this year.$4.43$0.00$0.32$0.33$0.00
2014Summary only. Only limited summary data is available for this year.$4.44$0.00$0.22$0.30$0.08
2013Summary only. Only limited summary data is available for this year.$4.52$0.00$0.15$0.29$0.14
2012Summary only. Only limited summary data is available for this year.$4.66$0.00$0.39$0.23$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Sep 20, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$122,126
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$77,827
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$37,792
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$20,843
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$19,518
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$19,494
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$15,000
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$13,788
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$13,329
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$10,543
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$9,691
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$8,187
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$8,140
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$5,131
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$5,000
Paid GrantHOPE HAVEN ASSOCIATIONGENERAL OPERATINGPCJACKSONVILLE, FL, US$494
Filing and Contact Details

Filer

Filer Name
Horace R Maxwell Trust
EIN
59-6122536
Phone
9043011727
Address
1910 SAN MARCO BLVD, JACKSONVILLE, FL 32207

Signing Officer

Name
Cypress Bank Trust
Title
Trustee
Phone
9043011727
Signed
2024-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Ross Hughes & Assoc Cpas Pllc
Address
4540 SOUTHSIDE BLVD STE 601, JACKSONVILLE, FL 32216-5465
Preparer
John S Murk CPA
Phone
9046416288
Raw XML AppendixShowing 400 of 458 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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