Civic Intelligence

Patricia Dzubera and Richard E Nelson Foundation

990PF • Fiscal year 2018 • EIN 62-1834708

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

Organization Profile
1741 NW 42nd DriveBoca Raton, FL 33431

(901) 268-7006

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

96th percentile

194%

Faster asset growth than 96% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$28,040

Up $18,497 (+194%) from 2017

Net Assets

Up

$28,040

Up $18,497 (+194%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Up

$13,268

Up $1,592 (+14%) from 2017

Expenses

Down

$954

Down $250 (-21%) from 2017

Net Income

Up

$12,314

Up $1,842 (+18%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2018

Assets$28,040
Liabilities$0
Net Assets$28,040
Open 2018 Filing

Operations Trend

Revenue Growth68th 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

2018

Revenue$13,268
Expenses$954
Net Income$12,314
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
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
EIN
62-1834708
Phone
9012687006
Address
1741 NW 42ND DRIVE, BOCA RATON, FL 33431

Signing Officer

Name
Patricia Dzubera
Title
Co Trustee
Phone
7722868077
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Ma Goldstein CPA Pc
Address
5100 POPLAR SUITE 720, MEMPHIS, TN 38137
Preparer
Morris Goldstein
Phone
9017667510
Raw XML Appendix272 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/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0200
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06183
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCR / DECR FMV OF STOCK
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0TAX BALANCE DUE
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA DZUBERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07722868077
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA DZUBERA AND RICHARD E
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0621834708
ReturnHeader/Filer/PhoneNum09012687006
ReturnHeader/Filer/USAddress/AddressLine1Txt01741 NW 42ND DRIVE
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033431
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId074E2F59BAD8C7455383966CBD4B3F2E29783587C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8691CCF22B3A433ABE5C936949B8DA24944F932
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:29:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621143553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MA GOLDSTEIN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 POPLAR SUITE 720
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038137
ReturnHeader/PreparerPersonGrp/PhoneNum09017667510
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORRIS GOLDSTEIN
ReturnHeader/ReturnTs02019-11-08T10:29:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,040
Liabilities
$0
Net assets
$28,040
Revenue
$13,268
Expenses
$954
Net income
$12,314
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