Civic Intelligence

Maxcy Foundation Inc.

990PF • Fiscal year 2023 • EIN 59-6137284

Mar 01, 2022 to Feb 28, 2023 • Filed on Jul 12, 2023

Organization Profile
PO Box 3737Lake Wales, FL 33859

(863) 679-6700

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-420%

Higher net margin than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

34th percentile

-2.6%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$879,809

Down $23,835 (-2.6%) from 2022

Net Assets

Down

$879,809

Down $23,835 (-2.6%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin2nd percentile

Revenue

Down

$5,579

Down $21,562 (-79%) from 2022

Expenses

Down

$29,031

Down $29,394 (-50%) from 2022

Net Income

Up

-$23,452

Up $7,832 (+25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,012,779Liabilities 2012: $02012Assets 2013: $1,025,554Liabilities 2013: $02013Assets 2014: $1,035,249Liabilities 2014: $02014Assets 2015: $1,047,709Liabilities 2015: $02015Assets 2016: $1,038,348Liabilities 2016: $02016Assets 2020: $962,565Liabilities 2020: $02020Assets 2021: $935,810Liabilities 2021: $61Net Assets 2021: $935,7492021Assets 2022: $903,644Liabilities 2022: $1Net Assets 2022: $903,6442022Assets 2023: $879,809Liabilities 2023: $0Net Assets 2023: $879,8092023Assets 2024: $889,478Liabilities 2024: $1Net Assets 2024: $889,4782024Assets 2025: $887,294Liabilities 2025: $0Net Assets 2025: $887,2942025

Highlighted filing

2023

Assets$879,809
Liabilities$0
Net Assets$879,809
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $24,059Expenses 2012: $43,037Net Income 2012: -$18,9782012Revenue 2013: $49,076Expenses 2013: $36,266Net Income 2013: $12,8102013Revenue 2014: $42,967Expenses 2014: $32,456Net Income 2014: $10,5112014Revenue 2015: $50,954Expenses 2015: $37,778Net Income 2015: $13,1762015Revenue 2016: $54,285Expenses 2016: $61,204Net Income 2016: -$6,9192016Revenue 2020: $31,112Expenses 2020: $52,759Net Income 2020: -$21,6472020Revenue 2021: $55,384Expenses 2021: $81,713Net Income 2021: -$26,3292021Revenue 2022: $27,141Expenses 2022: $58,425Net Income 2022: -$31,2842022Revenue 2023: $5,579Expenses 2023: $29,031Net Income 2023: -$23,4522023Revenue 2024: $48,581Expenses 2024: $38,580Net Income 2024: $10,0012024Revenue 2025: $58,041Expenses 2025: $59,412Net Income 2025: -$1,3712025

Highlighted filing

2023

Revenue$5,579
Expenses$29,031
Net Income-$23,452
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jul 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA WILSON HENRYPresident-$0--
TERRI WEEDERSecre/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Maxcy Foundation Inc
EIN
59-6137284
Phone
8636796700
Address
PO BOX 3737, LAKE WALES, FL 33859

Signing Officer

Name
Terri Weeder
Title
Secre/treas
Phone
8636796707
Signed
2023-07-12

Preparer

Firm
Tannenbaum LLC
Address
220 N WESTMONTE DR STE E, ALTAMONTE SPRINGS, FL 32714-3360
Preparer
Michael Tannenbaum
Phone
4072606600
Raw XML Appendix284 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/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/AppliedToCurrentYearAmt029031
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03899
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07955
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029031
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07955
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010373
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0383
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0123
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0123
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03669
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03669
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03669
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI WEEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRE/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum08636796707
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAXCY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MAXC
ReturnHeader/Filer/EIN0596137284
ReturnHeader/Filer/PhoneNum08636796700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3737
ReturnHeader/Filer/USAddress/CityNm0LAKE WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033859
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453838639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANNENBAUM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 N WESTMONTE DR STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALTAMONTE SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327143360
ReturnHeader/PreparerPersonGrp/PhoneNum04072606600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL TANNENBAUM
ReturnHeader/ReturnTs02023-07-12T11:17:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEEDER
ReturnHeader/TaxPeriodBeginDt02022-03-01
ReturnHeader/TaxPeriodEndDt02023-02-28
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$879,809
Liabilities
$0
Net assets
$879,809
Revenue
$5,579
Expenses
$29,031
Net income
-$23,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.06$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.08$0.03
2020Summary only. Only limited summary data is available for this year.$0.96$0.00$0.03$0.05$0.02
2016Summary only. Only limited summary data is available for this year.$1.04$0.00$0.05$0.06$0.01
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$0.05$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.04$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$0.05$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.02$0.04$0.02