Civic Intelligence

Maxcy Foundation Inc.

990PF • Fiscal year 2024 • EIN 59-6137284

Mar 01, 2023 to Feb 29, 2024 • Filed on Jun 27, 2024

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

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

44th percentile

1.1%

Faster asset growth than 44% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

771%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$889,478

Up $9,669 (+1.1%) from 2023

Net Assets

Up

$889,478

Up $9,669 (+1.1%) from 2023

Liabilities

Flat

$1

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin72nd percentile

Revenue

Up

$48,581

Up $43,002 (+771%) from 2023

Expenses

Up

$38,580

Up $9,549 (+33%) from 2023

Net Income

Up

$10,001

Up $33,453 (+143%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th 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: $1Net Assets 2023: $879,8092023Assets 2024: $889,478Liabilities 2024: $1Net Assets 2024: $889,4782024Assets 2025: $887,294Liabilities 2025: $0Net Assets 2025: $887,2942025

Highlighted filing

2024

Assets$889,478
Liabilities$1
Net Assets$889,478
Open 2024 Filing

Operations Trend

Revenue Growth98th 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

2024

Revenue$48,581
Expenses$38,580
Net Income$10,001
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 29, 2024
Signed
Jun 27, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay58th 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
2024-06-27

Preparer

Firm
Tannenbaum LLC
Address
220 N WESTMONTE DR STE E, ALTAMONTE SPRINGS, FL 32714-3360
Preparer
Michael Tannenbaum
Phone
4072606600
Raw XML Appendix316 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/SummaryOfDirectChrtblActyGrp/Expenses1Amt031000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0POLK EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CITY OF FROSTPROOF - LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FLORIDA WILDFLOWER STUDIOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01530 SHUMATE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115 N MAGNOLIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212 E WALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BARTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FROSTPROOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FROSTPROOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233843
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033000
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/AppliedToCurrentYearAmt028207
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010373
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048501
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038580
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020294
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010373
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0332
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt051
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt051
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt051
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03685
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03685
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03685
TaxesSchedule/TaxesDetail/Amt0140
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0140
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0140
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI WEEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRE/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum08636796707
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-27
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL TANNENBAUM
ReturnHeader/ReturnTs02024-06-30T18:30:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEEDER
ReturnHeader/TaxPeriodBeginDt02023-03-01
ReturnHeader/TaxPeriodEndDt02024-02-29
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$889,478
Liabilities
$1
Net assets
$889,478
Revenue
$48,581
Expenses
$38,580
Net income
$10,001
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