Civic Intelligence

The College Assistance Program (Cap) of Miami-Dade County Inc

990 • Fiscal year 2025 • EIN 65-0082772

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 28, 2025

Organization ProfileWWW.MIAMIFOUNDATION.ORG/SCHOLARSHIPS/CAP
40 NW 3rd Street 305Miami, FL 33128

(305) 371-2711

Siviq Scores

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

Liabilities / Assets

39th percentile

0.06x

Higher debt load relative to assets than 39% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.30x

Higher debt load relative to revenue than 67% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

50th percentile

4.8%

Higher net margin than 50% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

98th percentile

$499,997

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 41.1% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

237%

Faster revenue growth than 98% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$5,600,258

Up $264,128 (+4.9%) from 2023

Net Assets

Down

$5,236,443

Down $99,687 (-1.9%) from 2023

Liabilities

Up

$363,815

Up $363,815 from 2023

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin50th percentile

Revenue

Up

$1,216,463

Up $16,319 (+1.4%) from 2023

Expenses

Up

$1,158,528

Up $523,250 (+82%) from 2023

Net Income

Down

$57,935

Down $506,931 (-90%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,756,367Liabilities 2011: $0Net Assets 2011: $3,756,3672011Assets 2012: $3,807,043Liabilities 2012: $1,741Net Assets 2012: $3,805,3022012Assets 2013: $3,773,410Liabilities 2013: $1,740Net Assets 2013: $3,771,6702013Assets 2014: $4,376,387Liabilities 2014: $0Net Assets 2014: $4,376,3872014Assets 2015: $4,223,606Liabilities 2015: $0Net Assets 2015: $4,223,6062015Assets 2016: $3,989,816Liabilities 2016: $0Net Assets 2016: $3,989,8162016Assets 2017: $4,123,399Liabilities 2017: $108Net Assets 2017: $4,123,2912017Assets 2018: $4,242,749Liabilities 2018: $0Net Assets 2018: $4,242,7492018Assets 2019: $4,219,742Liabilities 2019: $0Net Assets 2019: $4,219,7422019Assets 2020: $3,951,215Liabilities 2020: $0Net Assets 2020: $3,951,2152020Assets 2021: $5,155,432Liabilities 2021: $0Net Assets 2021: $5,155,4322021Assets 2022: $4,642,586Liabilities 2022: $0Net Assets 2022: $4,642,5862022Assets 2023: $5,336,130Liabilities 2023: $0Net Assets 2023: $5,336,1302023Assets 2025: $5,600,258Liabilities 2025: $363,815Net Assets 2025: $5,236,4432025

Highlighted filing

2025

Assets$5,600,258
Liabilities$363,815
Net Assets$5,236,443
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $307,403Expenses 2011: $812,652Net Income 2011: -$505,2492011Revenue 2012: $671,053Expenses 2012: $412,571Net Income 2012: $258,4822012Expenses 2013: $973,6662013Revenue 2014: $447,650Expenses 2014: $457,233Net Income 2014: -$9,5832014Revenue 2015: $366,161Expenses 2015: $374,944Net Income 2015: -$8,7832015Revenue 2016: $196,501Expenses 2016: $345,673Net Income 2016: -$149,1722016Revenue 2017: $221,382Expenses 2017: $290,464Net Income 2017: -$69,0822017Revenue 2018: $267,695Expenses 2018: $268,026Net Income 2018: -$3312018Revenue 2019: $356,274Expenses 2019: $259,185Net Income 2019: $97,0892019Revenue 2020: $255,243Expenses 2020: $244,202Net Income 2020: $11,0412020Revenue 2021: $528,733Expenses 2021: $196,057Net Income 2021: $332,6762021Revenue 2022: $903,997Expenses 2022: $504,430Net Income 2022: $399,5672022Revenue 2023: $1,200,144Expenses 2023: $635,278Net Income 2023: $564,8662023Revenue 2025: $1,216,463Expenses 2025: $1,158,528Net Income 2025: $57,9352025

Highlighted filing

2025

Revenue$1,216,463
Expenses$1,158,528
Net Income$57,935
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$1,216,463
Mission and Program Overview

Mission

To assist the diverse, multicultural and economically disadvantaged miami-dade county public high school graduates who have exhausted all available means of financial assistance by providing scholarship grants that will allow them to attend the college of their choice.

To assist miami-dade county public school students who have exhausted all avenues of financial.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,032,649$5,588,258▲ $555,609
Cash and Non-Interest-Bearing Accounts$12,251$12,000▼ $251
Total Assets$5,044,900$5,600,258▲ $555,358
Liabilities
Accounts Payable and Accrued Expenses$2,000$363,815▲ $361,815
Total Liabilities$2,000$363,815▲ $361,815
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,042,900$5,236,443▲ $193,543
Total Net Assets Fund Balance$5,042,900$5,236,443▲ $193,543
Total Liabilities and Net Assets / Fund Balance$5,044,900$5,600,258▲ $555,358
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Alan AlvarezPresident
Rebecca Fishman LipseyPresident & CEO
Ana CollsDirector
Deborah MontillaDirector
Joan Casanova GonzalezDirector
Sharon KrantzDirector
G Holmes BraddockDirector (thru 7/24/25)
Toby DouthwrightVP for Finance & CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$800,162
Program Service Revenue
$0
Investment Income
$416,301
Other Revenue
$0
All Other Contributions
$300,162
Change in Net Assets
$57,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,078,542
Other Expenses$79,986
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,078,542--$1,078,542
Fees for Services Management-$47,982-$47,982
Fees for Service Investment Mgmnt Fees-$20,353-$20,353
Fees for Services Other-$9,446-$9,446
Fees for Services Accounting-$2,205-$2,205
Total Functional Expenses$1,078,542$79,986$0$1,158,528
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Six members of the board shall be appointed annually by the miami foundation, inc.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is distributed to board members for their review prior to filing. Staff of the miami foundation, inc. Also review the form 990.”

Form 990, Part VI, Section B, Line 12C

“Anually all board members are asked to sign a conflict of interest policy. The policy requires that in the event there is any material change in the information contained in any disclosure statement, the person who submitted it shall promptly submit written notification of change.”

Form 990, Part VI, Section C, Line 19

“Currently consolidated audited financial statements which include the activities of the miami foundation and its supporting and other organizations are available online at www.miamifoundation.org. Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The College Assistance Program (cap) of
EIN
65-0082772
Phone
3053712711
Address
40 NW 3RD STREET 305, MIAMI, FL 33128

Signing Officer

Name
Rebecca Fishman Lipsey
Title
President & CEO
Phone
3053712711
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Alvarez
Formed
1978
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
6550 N FEDERAL HIGHWAY 4TH FLOOR, FT LAUDERDALE, FL 33308
Preparer
Tyler Johnson
Phone
9547710896
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation identifies and evaluates uncertain tax positions, if any, and recognizes the impact of uncertain tax positions for which there is a less than more-likely-than-not probability of the position being upheld when reviewed by the relevant taxing authority. Such positions are deemed to be unrecognized tax benefits and a corresponding liability is established on the consolidated statements of financial position. The foundation has not recognized a liability for uncertain tax positions. If there were an unrecognized tax benefit, the foundation would recognize interest accrued related to unrecognized tax benefits in interest expenses and penalties in operating expenses.”

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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZES THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSITION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISHED ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE FOUNDATION HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, THE FOUNDATION WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSES AND PENALTIES IN OPERATING EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01078542
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0574
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT CHECKS ARE MADE PAYABLE TO SCHOOLS AND NOT TO INDIVIDUAL STUDENTS. IF THE STUDENT FAILS TO ATTEND, THE FUNDS ARE RETURNED TO THE ORGANIZATION AND CANNOT BE DIVERTED FROM THEIR INTENDED PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt12000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0375371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1186089
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt017604
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt19455
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt111076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0REBECCA FISHMAN LIPSEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TOBY DOUTHWRIGHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP FOR FINANCE & CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SIX MEMBERS OF THE BOARD SHALL BE APPOINTED ANNUALLY BY THE MIAMI FOUNDATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS DISTRIBUTED TO BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. STAFF OF THE MIAMI FOUNDATION, INC. ALSO REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANUALLY ALL BOARD MEMBERS ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES THAT IN THE EVENT THERE IS ANY MATERIAL CHANGE IN THE INFORMATION CONTAINED IN ANY DISCLOSURE STATEMENT, THE PERSON WHO SUBMITTED IT SHALL PROMPTLY SUBMIT WRITTEN NOTIFICATION OF CHANGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CURRENTLY CONSOLIDATED AUDITED FINANCIAL STATEMENTS WHICH INCLUDE THE ACTIVITIES OF THE MIAMI FOUNDATION AND ITS SUPPORTING AND OTHER ORGANIZATIONS ARE AVAILABLE ONLINE AT WWW.MIAMIFOUNDATION.ORG. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE MIAMI FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0650350357
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GRANTMAKING TO SUPPORT THE MIAMI AREA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 8
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MIAMI
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033128
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990/TotalAssetsGrp/EOYAmt05600258
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IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WebsiteAddressTxt0WWW.MIAMIFOUNDATION.ORG/SCHOLARSHIPS/CAP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,600,258
Liabilities
$363,815
Net assets
$5,236,443
Revenue
$1,216,463
Expenses
$1,158,528
Net income
$57,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.60$0.36$5.24$1.22$1.16$0.06
2023Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$1.20$0.64$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.64$0.00$4.64$0.90$0.50$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.53$0.20$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.26$0.24$0.01
2019Summary only. Only limited summary data is available for this year.$4.22$0.00$4.22$0.36$0.26$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.00$4.24$0.27$0.27$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.22$0.29$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.20$0.35$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.37$0.37$0.01
2014Summary only. Only limited summary data is available for this year.$4.38$0.00$4.38$0.45$0.46$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$0.97
2012Summary only. Only limited summary data is available for this year.$3.81$0.00$3.81$0.67$0.41$0.26
2011Summary only. Only limited summary data is available for this year.$3.76$0.00$3.76$0.31$0.81$0.51