Civic Intelligence

Patricia Dzubera and Richard E Nelson Foundation

990PF • Fiscal year 2014 • EIN 62-1834708

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization Profile
353 SE Ethan TerraceStuart, FL 34997

(772) 286-8077

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$8,490

Up $1,689 (+25%) from 2013

Net Assets

Up

$8,490

Up $1,689 (+25%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Up

$2,839

Up $1,026 (+57%) from 2013

Expenses

Up

$1,150

Up $297 (+35%) from 2013

Net Income

Up

$1,689

Up $729 (+76%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$40K$30K$20K$10K$0Assets 2010: $12,314Liabilities 2010: $0Net Assets 2010: $12,3142010Assets 2011: $6,406Liabilities 2011: $0Net Assets 2011: $6,4062011Assets 2012: $5,841Liabilities 2012: $0Net Assets 2012: $5,8412012Assets 2013: $6,801Liabilities 2013: $1Net Assets 2013: $6,8012013Assets 2014: $8,490Liabilities 2014: $1Net Assets 2014: $8,4902014Assets 2015: $8,078Liabilities 2015: $1Net Assets 2015: $8,0782015Assets 2016: $7,414Liabilities 2016: $0Net Assets 2016: $7,4142016Assets 2017: $9,543Liabilities 2017: $0Net Assets 2017: $9,5432017Assets 2018: $28,040Liabilities 2018: $0Net Assets 2018: $28,0402018Assets 2019: $28,128Liabilities 2019: $1Net Assets 2019: $28,1282019Assets 2021: $39,525Liabilities 2021: $1Net Assets 2021: $39,5252021

Highlighted filing

2014

Assets$8,490
Liabilities$1
Net Assets$8,490
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $3,4042010Expenses 2011: $2,4612011Expenses 2012: $8532012Revenue 2013: $1,813Expenses 2013: $853Net Income 2013: $9602013Revenue 2014: $2,839Expenses 2014: $1,150Net Income 2014: $1,6892014Revenue 2015: $366Expenses 2015: $778Net Income 2015: -$4122015Revenue 2016: $393Expenses 2016: $1,057Net Income 2016: -$6642016Revenue 2017: $11,676Expenses 2017: $1,204Net Income 2017: $10,4722017Revenue 2018: $13,268Expenses 2018: $954Net Income 2018: $12,3142018Revenue 2019: $1,145Expenses 2019: $1,057Net Income 2019: $882019Revenue 2021: $1,488Expenses 2021: $2,227Net Income 2021: -$7392021

Highlighted filing

2014

Revenue$2,839
Expenses$1,150
Net Income$1,689
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA DZUBERACo TrusteePT$0--
RICHARD NELSONCo TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Patricia Dzubera and Richard E Nelson Foundation
EIN
62-1834708
Phone
7722868077
Address
353 SE ETHAN TERRACE, STUART, FL 34997

Signing Officer

Name
Patricia Dzubera
Title
Co Trustee
Phone
7722868077
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Magoldsteincpapc
Address
5100 POPLAR AVE STE 720, MEMPHIS, TN 38137
Preparer
Morris Goldstein
Phone
9017667510
Raw XML Appendix308 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NATURE OF NEED AND AMOUNTS OF REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PATRICIA DZUBERA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07722868077
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0353 SE ETHAN TERRACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0STUART
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034997
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PATRICIA DZUBERA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1RICHARD NELSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANIMAL PROTECTION AND WELLNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANIMAL PROTECTION AND WELLNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HUMANE SOCIETY OF THE TREASURE COAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JUSTIN BARTLETT ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04100 SW LEIGHTON FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 201572
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALM CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROYAL PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133421
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PATRICIA DZUBERA AND RICHARD NELSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0353 SE ETHAN TERRACE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0STUART
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034997
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA DZUBERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07722868077
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA DZUBERA AND RICHARD E NELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0621834708
ReturnHeader/Filer/PhoneNum07722868077
ReturnHeader/Filer/USAddress/AddressLine1Txt0353 SE ETHAN TERRACE
ReturnHeader/Filer/USAddress/CityNm0STUART
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034997
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621143553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAGOLDSTEINCPAPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 POPLAR AVE STE 720
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038137
ReturnHeader/PreparerPersonGrp/PhoneNum09017667510
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORRIS GOLDSTEIN
ReturnHeader/ReturnTs02015-11-15T21:35:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,490
Liabilities
$1
Net assets
$8,490
Revenue
$2,839
Expenses
$1,150
Net income
$1,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$1.49$2.23$0.74
2019Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$1.15$1.06$0.09
2018Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$13.3$0.95$12.3
2017Detailed filing. Detailed filing data is available for this year.$9.54$0.00$9.54$11.7$1.20$10.5
2016Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.39$1.06$0.66
2015Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.37$0.78$0.41
2014Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$2.84$1.15$1.69
2013Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$1.81$0.85$0.96
2012Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.85
2011Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$2.46
2010Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$3.40