Civic Intelligence

2701 Foundation Inc.

990PF • Fiscal year 2023 • EIN 65-0885933

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
1870 South Bayshore DriveMiami, FL 33133

(305) 854-6803

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-3.0%

Higher net margin than 39% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-0.5%

Faster asset growth than 48% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

2.0%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$30,424

Down $154 (-0.5%) from 2022

Net Assets

Down

$30,424

Down $154 (-0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin39th percentile

Revenue

Up

$5,200

Up $100 (+2.0%) from 2022

Expenses

Up

$5,354

Up $184 (+3.6%) from 2022

Net Income

Down

-$154

Down $84 (-120%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$40K$30K$20K$10K$0Assets 2011: $31,953Liabilities 2011: $02011Assets 2012: $31,952Liabilities 2012: $02012Assets 2013: $31,871Liabilities 2013: $02013Assets 2014: $30,014Liabilities 2014: $02014Assets 2015: $29,833Liabilities 2015: $02015Assets 2019: $30,688Liabilities 2019: $0Net Assets 2019: $30,6882019Assets 2020: $30,718Liabilities 2020: $0Net Assets 2020: $30,7182020Assets 2021: $30,648Liabilities 2021: $0Net Assets 2021: $30,6482021Assets 2022: $30,578Liabilities 2022: $0Net Assets 2022: $30,5782022Assets 2023: $30,424Liabilities 2023: $0Net Assets 2023: $30,4242023Assets 2024: $30,681Liabilities 2024: $0Net Assets 2024: $30,6812024

Highlighted filing

2023

Assets$30,424
Liabilities$0
Net Assets$30,424
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $5,500Expenses 2011: $5,351Net Income 2011: $1492011Revenue 2012: $5,500Expenses 2012: $5,501Net Income 2012: -$12012Revenue 2013: $5,500Expenses 2013: $5,581Net Income 2013: -$812013Revenue 2014: $3,500Expenses 2014: $5,356Net Income 2014: -$1,8562014Revenue 2015: $0Expenses 2015: $181Net Income 2015: -$1812015Revenue 2019: $4,700Expenses 2019: $4,611Net Income 2019: $892019Revenue 2020: $5,200Expenses 2020: $5,170Net Income 2020: $302020Revenue 2021: $5,100Expenses 2021: $5,170Net Income 2021: -$702021Revenue 2022: $5,100Expenses 2022: $5,170Net Income 2022: -$702022Revenue 2023: $5,200Expenses 2023: $5,354Net Income 2023: -$1542023Revenue 2024: $15,000Expenses 2024: $14,743Net Income 2024: $2572024

Highlighted filing

2023

Revenue$5,200
Expenses$5,354
Net Income-$154
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAURICE WIENER DEC'D 11082023Chairman-$0--
ALAN N FINKELSTEINTreasurer-$0--
HAYDEE OROZCODirector-$0--
Filing and Contact Details

Filer

Filer Name
2701 Foundation Inc
EIN
65-0885933
Phone
3058546803
Address
1870 SOUTH BAYSHORE DRIVE, MIAMI, FL 33133

Signing Officer

Name
Alan N Finkelstein
Title
Treasurer
Phone
3053801797
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Alan N Finkelstein Pa
Address
7215 SW 128TH CT, MIAMI, FL 33183
Preparer
Alan N Finkelstein
Phone
3053801797
Raw XML Appendix235 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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ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,424
Liabilities
$0
Net assets
$30,424
Revenue
$5,200
Expenses
$5,354
Net income
-$154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$15.0$14.7$0.26
2023Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$5.20$5.35$0.15
2022Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$5.10$5.17$0.07
2021Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$5.10$5.17$0.07
2020Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$5.20$5.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$4.70$4.61$0.09
2015Summary only. Only limited summary data is available for this year.$29.8$0.00$0.00$0.18$0.18
2014Summary only. Only limited summary data is available for this year.$30.0$0.00$3.50$5.36$1.86
2013Summary only. Only limited summary data is available for this year.$31.9$0.00$5.50$5.58$0.08
2012Summary only. Only limited summary data is available for this year.$32.0$0.00$5.50$5.50$0.00
2011Summary only. Only limited summary data is available for this year.$32.0$0.00$5.50$5.35$0.15