Civic Intelligence

Tuw Barney Davidson

990PF • Fiscal year 2024 • EIN 65-6186687

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 29, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-225%

Higher net margin than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$1,708

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-7.4%

Faster asset growth than 34% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$263,209

Down $21,006 (-7.4%) from 2023

Net Assets

Down

$263,209

Down $21,006 (-7.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$9,319

Down $11,262 (-55%) from 2023

Expenses

Up

$30,325

Up $1,381 (+4.8%) from 2023

Net Income

Down

-$21,006

Down $12,643 (-151%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2024

Assets$263,209
Liabilities$0
Net Assets$263,209
Open 2024 Filing

Operations Trend

Revenue Growth10th 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

2024

Revenue$9,319
Expenses$30,325
Net Income-$21,006
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GROVE BANK TRUSTCorporate Trustee-$1,708-$1,708
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
Grove Bank Trust Trustee
Title
Trustee
Phone
3058602719
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
2811 PONCE DE LEON BLVD STE 500, CORAL GABLES, FL 33134
Preparer
Michael B Vidal
Phone
7866936300
Raw XML Appendix298 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/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016853
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01613
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01613
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02412
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04835
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019265
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02412
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042712
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040300
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06834
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06834
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GROVE BANK TRUST TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03058602719
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUW BARNEY DAVIDSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GROVE BANK & TRUST TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0656186687
ReturnHeader/Filer/PhoneNum03058602725
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 SOUTH BAYSHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02811 PONCE DE LEON BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum07866936300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B VIDAL
ReturnHeader/ReturnTs02025-05-01T09:26:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,209
Liabilities
$0
Net assets
$263,209
Revenue
$9,319
Expenses
$30,325
Net income
-$21,006
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