Civic Intelligence

Tuw Barney Davidson

990PF • Fiscal year 2021 • EIN 65-6186687

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 26, 2022

Organization Profile
2701 South Bayshore DriveMiami, FL 33133

(305) 860-2725

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-105%

Higher net margin than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$10,473

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 59.9% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

30th percentile

-5.2%

Faster asset growth than 30% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

18%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$337,166

Down $18,427 (-5.2%) from 2020

Net Assets

Down

$337,166

Down $18,427 (-5.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Up

$17,487

Up $2,653 (+18%) from 2020

Expenses

Up

$35,914

Up $592 (+1.7%) from 2020

Net Income

Up

-$18,427

Up $2,061 (+10%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2012: $413,756Liabilities 2012: $02012Assets 2013: $408,090Liabilities 2013: $02013Assets 2014: $397,131Liabilities 2014: $02014Assets 2015: $381,211Liabilities 2015: $02015Assets 2017: $422,387Liabilities 2017: $0Net Assets 2017: $422,3872017Assets 2018: $398,785Liabilities 2018: $0Net Assets 2018: $398,7852018Assets 2019: $376,081Liabilities 2019: $0Net Assets 2019: $376,0812019Assets 2020: $355,593Liabilities 2020: $0Net Assets 2020: $355,5932020Assets 2021: $337,166Liabilities 2021: $0Net Assets 2021: $337,1662021Assets 2022: $292,578Liabilities 2022: $0Net Assets 2022: $292,5782022Assets 2023: $284,215Liabilities 2023: $0Net Assets 2023: $284,2152023Assets 2024: $263,209Liabilities 2024: $0Net Assets 2024: $263,2092024

Highlighted filing

2021

Assets$337,166
Liabilities$0
Net Assets$337,166
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2012: $13,398Expenses 2012: $31,276Net Income 2012: -$17,8782012Revenue 2013: $26,041Expenses 2013: $32,300Net Income 2013: -$6,2592013Revenue 2014: $25,964Expenses 2014: $37,607Net Income 2014: -$11,6432014Revenue 2015: $16,870Expenses 2015: $33,015Net Income 2015: -$16,1452015Revenue 2017: $95,920Expenses 2017: $54,874Net Income 2017: $41,0462017Revenue 2018: $20,124Expenses 2018: $43,726Net Income 2018: -$23,6022018Revenue 2019: $11,124Expenses 2019: $33,828Net Income 2019: -$22,7042019Revenue 2020: $14,834Expenses 2020: $35,322Net Income 2020: -$20,4882020Revenue 2021: $17,487Expenses 2021: $35,914Net Income 2021: -$18,4272021Revenue 2022: $12,212Expenses 2022: $56,800Net Income 2022: -$44,5882022Revenue 2023: $20,581Expenses 2023: $28,944Net Income 2023: -$8,3632023Revenue 2024: $9,319Expenses 2024: $30,325Net Income 2024: -$21,0062024

Highlighted filing

2021

Revenue$17,487
Expenses$35,914
Net Income-$18,427
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GROVE BANK TRUSTCorporate Trustee-$10,473-$10,473
Filing and Contact Details

Filer

Filer Name
Tuw Barney Davidson
EIN
65-6186687
Phone
3058602725
Address
2701 SOUTH BAYSHORE DRIVE, MIAMI, FL 33133

Signing Officer

Name
Vania E Orozco
Title
Trustee
Phone
3058602725
Signed
2022-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
2525 PONCE DE LEON BLVD SUITE 1040, CORAL GABLES, FL 33134
Preparer
Michael B Vidal
Phone
7866936300
Raw XML Appendix324 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt020626
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03018
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014682
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03018
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt045
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0VANIA E OROZCO
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ReturnHeader/BusinessOfficerGrp/PhoneNum03058602725
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUW BARNEY DAVIDSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GROVE BANK & TRUST TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BARN
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ReturnHeader/Filer/PhoneNum03058602725
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum07866936300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B VIDAL
ReturnHeader/ReturnTs02022-08-31T15:02:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VANIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OROZCO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,166
Liabilities
$0
Net assets
$337,166
Revenue
$17,487
Expenses
$35,914
Net income
-$18,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.09$0.30$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.21$0.29$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.12$0.57$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.17$0.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.15$0.35$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.11$0.34$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.20$0.44$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.96$0.55$0.41
2015Summary only. Only limited summary data is available for this year.$3.81$0.00$0.17$0.33$0.16
2014Summary only. Only limited summary data is available for this year.$3.97$0.00$0.26$0.38$0.12
2013Summary only. Only limited summary data is available for this year.$4.08$0.00$0.26$0.32$0.06
2012Summary only. Only limited summary data is available for this year.$4.14$0.00$0.13$0.31$0.18