Civic Intelligence

Horace R Maxwell Tr FBO Hope Haven 35800002

990PF • Fiscal year 2023 • EIN 59-6122536

May 01, 2022 to Apr 30, 2023 • Filed on Aug 25, 2023

Organization Profile
1910 San Marco BlvdJacksonville, FL 32207

(904) 301-1727

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-398%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-5.3%

Faster asset growth than 37% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-64%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$383,211

Down $21,459 (-5.3%) from 2022

Net Assets

Down

$383,211

Down $21,459 (-5.3%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$5,245

Down $9,271 (-64%) from 2022

Expenses

Up

$26,094

Up $2,202 (+9.2%) from 2022

Net Income

Down

-$20,849

Down $11,473 (-122%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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: $0Net Assets 2023: $383,2112023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$383,211
Liabilities$0
Net Assets$383,211
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

2023

Revenue$5,245
Expenses$26,094
Net Income-$20,849
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Aug 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
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
2023-08-25
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 Appendix348 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CYPRESS BANK & TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum09043011727
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021370
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04390
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08089
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04390
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025069
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03699
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08089
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04390
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WASH SALE ADJUSTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-39
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0-39
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0610
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MISCELLANEOUS IMMATERIAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESCO PORTFOLIO EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01538
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01538
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01025
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYPRESS BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09043011727
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORACE R MAXWELL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HORA
ReturnHeader/Filer/EIN0596122536
ReturnHeader/Filer/PhoneNum09043011727
ReturnHeader/Filer/USAddress/AddressLine1Txt01910 SAN MARCO BLVD
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S MURK CPA
ReturnHeader/ReturnTs02023-09-07T18:45:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BELT
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,211
Liabilities
$0
Net assets
$383,211
Revenue
$5,245
Expenses
$26,094
Net income
-$20,849
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