Civic Intelligence

Guides Trust Foundation Inc.

990 • Fiscal year 2018 • EIN 62-0916627

Jun 01, 2017 to May 31, 2018 • Filed on Jul 05, 2018

PO Box 88Islamorada, FL 33036

(305) 304-9522

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

517%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,574,527

Up $168,788 (+12%) from 2017

Net Assets

Up

$1,574,527

Up $168,788 (+12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$696,684

Up $583,789 (+517%) from 2017

Expenses

Up

$564,838

Up $506,018 (+860%) from 2017

Net Income

Up

$131,846

Up $77,771 (+144%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $876,380Net Assets 2010: $876,3802010Assets 2011: $989,147Liabilities 2011: $0Net Assets 2011: $989,1472011Assets 2012: $1,043,078Liabilities 2012: $0Net Assets 2012: $1,043,0782012Assets 2013: $1,058,414Liabilities 2013: $0Net Assets 2013: $1,058,4142013Assets 2014: $1,106,228Liabilities 2014: $0Net Assets 2014: $1,106,2282014Assets 2015: $1,225,778Liabilities 2015: $0Net Assets 2015: $1,225,7782015Assets 2016: $1,235,756Liabilities 2016: $0Net Assets 2016: $1,235,7562016Assets 2017: $1,405,739Liabilities 2017: $0Net Assets 2017: $1,405,7392017Assets 2018: $1,574,527Liabilities 2018: $0Net Assets 2018: $1,574,5272018Assets 2019: $1,580,423Liabilities 2019: $0Net Assets 2019: $1,580,4232019Assets 2020: $1,671,219Liabilities 2020: $0Net Assets 2020: $1,671,2192020Assets 2021: $1,829,441Liabilities 2021: $0Net Assets 2021: $1,829,4412021Assets 2022: $1,685,029Liabilities 2022: $0Net Assets 2022: $1,685,0292022Assets 2023: $1,667,395Liabilities 2023: $0Net Assets 2023: $1,667,3952023Assets 2024: $1,943,096Liabilities 2024: $0Net Assets 2024: $1,943,0962024Assets 2025: $2,149,170Liabilities 2025: $0Net Assets 2025: $2,149,1702025

Highlighted filing

2018

Assets$1,574,527
Liabilities$0
Net Assets$1,574,527

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $181,010Expenses 2010: $20,192Net Income 2010: $160,8182010Expenses 2011: $48,4532011Revenue 2012: $106,215Expenses 2012: $52,284Net Income 2012: $53,9312012Revenue 2013: $93,049Expenses 2013: $77,713Net Income 2013: $15,3362013Revenue 2014: $117,070Expenses 2014: $64,514Net Income 2014: $52,5562014Revenue 2015: $148,645Expenses 2015: $41,595Net Income 2015: $107,0502015Revenue 2016: $116,110Expenses 2016: $46,910Net Income 2016: $69,2002016Revenue 2017: $112,895Expenses 2017: $58,820Net Income 2017: $54,0752017Revenue 2018: $696,684Expenses 2018: $564,838Net Income 2018: $131,8462018Revenue 2019: $114,246Expenses 2019: $62,305Net Income 2019: $51,9412019Revenue 2020: $104,026Expenses 2020: $45,768Net Income 2020: $58,2582020Revenue 2021: $103,679Expenses 2021: $253,232Net Income 2021: -$149,5532021Revenue 2022: $158,635Expenses 2022: $45,182Net Income 2022: $113,4532022Revenue 2023: $95,176Expenses 2023: $96,462Net Income 2023: -$1,2862023Revenue 2024: $150,147Expenses 2024: $84,256Net Income 2024: $65,8912024Revenue 2025: $220,183Expenses 2025: $77,767Net Income 2025: $142,4162025

Highlighted filing

2018

Revenue$696,684
Expenses$564,838
Net Income$131,846
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jul 5, 2018
Return Version
2017v2.2
Gross Receipts
$834,340
Mission and Program Overview

Mission

Charitable assistance to guides and support of marine and environmental preservation issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,243,453$1,338,692▲ $95,239
Cash and Non-Interest-Bearing Accounts$162,117$235,699▲ $73,582
Prepaid Expenses and Deferred Charges$86$86→ $0
Land, Buildings, and Equipment, Net$83$50▼ $33
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,405,739$1,574,527▲ $168,788
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,405,739$1,574,527▲ $168,788
Total Net Assets Fund Balance$1,405,739$1,574,527▲ $168,788
Total Liabilities and Net Assets / Fund Balance$1,405,739$1,574,527▲ $168,788

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$50$913$963
Compensation and Service Providers

Board Members and Trustees

NameTitle
Navarre Jr CarlChair Emeritus
Criscola Michael JChairman
Bokor JimDirector
Duncan III Charles WDirector
Friedman Capt SteveDirector
Morgan ThaneDirector
Richens MarkDirector
Robertson JulianDirector
Vanartsdalen DavidDirector
Ray RobertSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$632,744
Program Service Revenue
$0
Investment Income
$58,892
Other Revenue
$5,048
All Other Contributions
$632,744
Change in Net Assets
$131,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$547,864
Other Expenses$16,974
Total Fundraising Expense$2,428
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$525,364--$525,364
Grants to Domestic Orgs$22,500--$22,500
Fees for Services Management$4,500$600$900$6,000
Fees for Services Accounting$3,870$516$774$5,160
Insurance$558$74$112$744
Advertising$547$73$109$729
Fees for Service Investment Mgmnt Fees$594--$594
Fees for Services Other-$186-$186
Other Expenses$130$17$26$173
All Other Expenses$114$15$22$151
Depreciation Depletion$25$3$5$33
Total Functional Expenses$560,606$1,804$2,428$564,838
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bonefish Tarpon TrustKey Largo, FL-Bonefish Restoration Research Proj.$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,150
Fundraising Direct Expenses$43,102
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hawley Tourn.$48,150$48,150$13,707$34,443
Total Events$48,150$48,150$43,102$5,048
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Chairperson and Treasurer review prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Records and governing documents are available by written request to the Foundation office.

Filing and Contact Details

Filer

Filer Name
Guides Trust Foundation Inc
EIN
62-0916627
Phone
3053049522
Address
PO Box 88, Islamorada, FL 33036

Signing Officer

Name
Criscola Michael J
Title
Chairman
Signed
2018-07-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Criscola Michael J
Formed
2003
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Firm
Bishop Rosasco & Co
Address
8085 OVERSEAS HWY, MARATHON, FL 33050
Preparer
Peter L Rosasco CPA
Phone
3057436586
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Operating and overhead expenses to accomplish the organizatiosn program goals.

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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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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Bank Fee
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Credit Card Fees
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt0340
IRS990/OtherExpensesGrp/FundraisingAmt197
IRS990/OtherExpensesGrp/FundraisingAmt243
IRS990/OtherExpensesGrp/FundraisingAmt326
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0227
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt228
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt317
IRS990/OtherExpensesGrp/ProgramServicesAmt01702
IRS990/OtherExpensesGrp/ProgramServicesAmt1488
IRS990/OtherExpensesGrp/ProgramServicesAmt2214
IRS990/OtherExpensesGrp/ProgramServicesAmt3130
IRS990/OtherExpensesGrp/TotalAmt02269
IRS990/OtherExpensesGrp/TotalAmt1650
IRS990/OtherExpensesGrp/TotalAmt2285
IRS990/OtherExpensesGrp/TotalAmt3173
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt086
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt086
IRS990/PrincipalOfficerNm0Criscola Michael J
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Donations to environmental organizations to further the preservation of the marine environment.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt022500
IRS990/ProgSrvcAccomActy3Grp/Desc0Scholarships for students to develop future stewards of marine resources.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt020000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt095430
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt045000
IRS990/PYInvestmentIncomeAmt07477
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt013820
IRS990/PYOtherRevenueAmt09988
IRS990/PYRevenuesLessExpensesAmt054075
IRS990/PYTotalExpensesAmt058820
IRS990/PYTotalRevenueAmt0112895
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0131846
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0632744
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0632944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0103500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt097140
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt087891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01016905
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018637
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07266
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0141351
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0144224
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72720
IRS990ScheduleA/PublicSupportPY170Pct00.52180
IRS990ScheduleA/PublicSupportTotal170Amt0842275
IRS990ScheduleA/SubstantialContributorsTotAmt0174630
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0632944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0103500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt097140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt087891
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01016905
IRS990ScheduleA/TotalSupportAmt01158256
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt050
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0913
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0963
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043102
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Hawley Tourn.
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012888
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048150
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05048
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt016507
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt016507
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013707
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013707
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1500000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt25364
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Hurricane Irma assistance-Guides
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Hardship Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1138
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Bonefish Restoration Research Proj.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bonefish Tarpon Trust

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.22$0.08$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.15$0.08$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.16$0.05$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.10$0.25$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.10$0.05$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.11$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.70$0.56$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.11$0.06$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.12$0.05$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.15$0.04$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.12$0.06$0.05
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.09$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.11$0.05$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$0.18$0.02$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits