Civic Intelligence

Horace R Maxwell Tr FBO Hope Haven 35800002

990PF • Fiscal year 2020 • EIN 59-6122536

May 01, 2019 to Apr 30, 2020 • Filed on Sep 03, 2020

Organization Profile
1910 San Marco BlvdJacksonville, FL 32207

(904) 301-2222

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

77th percentile

29%

Higher net margin than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$7,369

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$426,629

Up $7,291 (+1.7%) from 2016

Net Assets

$426,629

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin77th percentile

Revenue

Up

$33,389

Up $22,730 (+213%) from 2016

Expenses

Down

$23,852

Down $10,863 (-31%) from 2016

Net Income

Up

$9,537

Up $33,593 (+140%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$426,629
Liabilities$1
Net Assets$426,629
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$33,389
Expenses$23,852
Net Income$9,537
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Sep 3, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,369-$7,369
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Horace R Maxwell Trust
EIN
59-6122536
Phone
9043012222
Address
1910 SAN MARCO BLVD, JACKSONVILLE, FL 32207

Signing Officer

Name
Cypress Trust Company
Title
Trustee
Phone
9043012222
Signed
2020-09-03
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 Appendix372 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/USAddress/CityNm1JACKSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132207
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt024268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt024534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt027364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt028298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.061231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0439447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0438363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0455409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0466451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0510246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0503549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.276120
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016815
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016815
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016815
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01910 SAN MARCO BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032207
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CYPRESS TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09043012222
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOPE HAVEN ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04600 BEACH BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032207
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010452
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06363
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021441
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016815
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010989
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06363
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0208
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0102
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1216
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR FEDERAL INCOME TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CURRENT YEAR ESTIMATED FEDERAL TAX
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0114
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt0197
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0197
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYPRESS TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09043012222
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORACE R MAXWELL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HORA
ReturnHeader/Filer/EIN0596122536
ReturnHeader/Filer/PhoneNum09043012222
ReturnHeader/Filer/USAddress/AddressLine1Txt01910 SAN MARCO BLVD
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008AC27B196F48D8E8B34882CB18AFF6429F2134E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008AC27B196F48D8E8B34882CB18AFF6429F2134E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.169.69
ReturnHeader/FilingSecurityInformation/IPDt02020-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:43:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464289820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSS HUGHES & ASSOC CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04540 SOUTHSIDE BLVD STE 601
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322165465
ReturnHeader/PreparerPersonGrp/PhoneNum09046416288
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S MURK CPA
ReturnHeader/ReturnTs02020-09-10T08:43:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$426,629
Liabilities
$1
Net assets
$426,629
Revenue
$33,389
Expenses
$23,852
Net income
$9,537
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