Civic Intelligence

Guides Trust Foundation Inc.

990 • Fiscal year 2020 • EIN 62-0916627

Jun 01, 2019 to May 31, 2020 • Filed on Oct 13, 2020

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

50th percentile

5.7%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-8.9%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,671,219

Up $90,796 (+5.7%) from 2019

Net Assets

Up

$1,671,219

Up $90,796 (+5.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$104,026

Down $10,220 (-8.9%) from 2019

Expenses

Down

$45,768

Down $16,537 (-27%) from 2019

Net Income

Up

$58,258

Up $6,317 (+12%) from 2019

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

2020

Assets$1,671,219
Liabilities$0
Net Assets$1,671,219

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

2020

Revenue$104,026
Expenses$45,768
Net Income$58,258
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 13, 2020
Return Version
2019v5.0
Gross Receipts
$318,647
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$1,428,747$1,518,682▲ $89,935
Cash and Non-Interest-Bearing Accounts$151,561$152,422▲ $861
Prepaid Expenses and Deferred Charges$72$72→ $0
Land, Buildings, and Equipment, Net$43$43→ $0
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$1,580,423$1,671,219▲ $90,796
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,580,423$1,671,219▲ $90,796
Total Net Assets Fund Balance$1,580,423$1,671,219▲ $90,796
Total Liabilities and Net Assets / Fund Balance$1,580,423$1,671,219▲ $90,796

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$43$920$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
$32,450
Program Service Revenue
$0
Investment Income
$57,649
Other Revenue
$13,927
All Other Contributions
$32,450
Change in Net Assets
$58,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$15,768
Total Fundraising Expense$2,364
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,000--$30,000
Fees for Services Management$5,798$773$1,159$7,730
Fees for Services Accounting$3,319$442$664$4,425
Office Expenses$461$62$92$615
Information Technology$228$30$46$304
Fees for Service Investment Mgmnt Fees$188$25$37$250
All Other Expenses$126$17$25$168
Other Expenses$90$12$18$120
Total Functional Expenses$41,827$1,577$2,364$45,768
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,845
Fundraising Direct Expenses$33,918
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hawley Tourn.$47,845$47,845$5,313$42,532
Total Events$47,845$47,845$33,918$13,927
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
2020-10-13
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

Other Changes In Net Assets Or Fund Balances - Other Increases

Miscellaneous Adj = $43

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IRS990/OtherExpensesGrp/FundraisingAmt220
IRS990/OtherExpensesGrp/FundraisingAmt318
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0139
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt163
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt312
IRS990/OtherExpensesGrp/ProgramServicesAmt01044
IRS990/OtherExpensesGrp/ProgramServicesAmt1471
IRS990/OtherExpensesGrp/ProgramServicesAmt2102
IRS990/OtherExpensesGrp/ProgramServicesAmt390
IRS990/OtherExpensesGrp/TotalAmt01392
IRS990/OtherExpensesGrp/TotalAmt1628
IRS990/OtherExpensesGrp/TotalAmt2136
IRS990/OtherExpensesGrp/TotalAmt3120
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/BOYAmt072
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072
IRS990/PrincipalOfficerNm0Criscola Michael J
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Operating and overhead expenses to accomplish the organization's program goals.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011827
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt089919
IRS990/ProgSrvcAccomActy3Grp/Desc0Donations to individuals for Medical and special need expenses and following Hurricane Irma, disaster assistance for local fishing guides.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt042380
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt045000
IRS990/PYInvestmentIncomeAmt061352
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017305
IRS990/PYOtherRevenueAmt010514
IRS990/PYRevenuesLessExpensesAmt051941
IRS990/PYTotalExpensesAmt062305
IRS990/PYTotalRevenueAmt0114246
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt058258
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt047485
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt042380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0632944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0103500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0906704
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt069739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt063690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018637
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0227184
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt069850
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69190
IRS990ScheduleA/PublicSupportPY170Pct00.69030
IRS990ScheduleA/PublicSupportTotal170Amt0784500
IRS990ScheduleA/SubstantialContributorsTotAmt0122204
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0632944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0103500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0906704
IRS990ScheduleA/TotalSupportAmt01133888
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt043
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0920
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0963
IRS990ScheduleD/TotalBookValueLandBuildingsAmt043
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033918
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Hawley Tourn.
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012570
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047845
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013927
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt016035
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt016035
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05313
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05313
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Hurricane Irma assistance-Guides
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Hardship Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Procedures for monitoring the use of Scholarship Funds.Students submit applications to local schools in Monroe County.The applications are reviewed by the Scholarsip Committee and then submitted to the Board of Directors for approval. The GTF is notified of the awarded recipients and congratulatory letters for are sent to them with a certificate for their records. Hurricane recovery assistance was provided to Florida Keys area guides.Grants to Guides for medical or hardship needs are awarded after review and approval of the Board of Directors.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Chairperson and Treasurer review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Records and governing documents are available by written request to the Foundation office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous Adj = $43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false

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