Civic Intelligence

Foundation Trust C/O Caldwell Trust Company

990PF • Fiscal year 2013 • EIN 65-6253272

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile
201 Center RoadRoom/Suite 234285

(941) 493-3600

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

67th percentile

0.01x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-78%

Higher net margin than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

76th percentile

$936

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

35th percentile

-4.4%

Faster asset growth than 35% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$71,172

Down $3,251 (-4.4%) from 2012

Net Assets

Down

$71,127

Down $3,258 (-4.4%) from 2012

Liabilities

Up

$45

Up $7 (+18%) from 2012

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin8th percentile

Revenue

$4,193

No earlier filing loaded for comparison.

Expenses

Up

$7,451

Up $597 (+8.7%) from 2012

Net Income

-$3,258

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80K$60K$40K$20K$0Assets 2010: $32,478Liabilities 2010: $16Net Assets 2010: $32,4622010Assets 2011: $37,762Liabilities 2011: $20Net Assets 2011: $37,7422011Assets 2012: $74,423Liabilities 2012: $38Net Assets 2012: $74,3852012Assets 2013: $71,172Liabilities 2013: $45Net Assets 2013: $71,1272013Assets 2014: $75,279Liabilities 2014: $44Net Assets 2014: $75,2352014Assets 2015: $67,292Liabilities 2015: $33Net Assets 2015: $67,2592015Assets 2016: $57,554Liabilities 2016: $38Net Assets 2016: $57,5162016Assets 2017: $51,256Liabilities 2017: $38Net Assets 2017: $51,2182017Assets 2018: $47,915Liabilities 2018: $31Net Assets 2018: $47,8842018Assets 2019: $44,019Liabilities 2019: $35Net Assets 2019: $43,9842019Assets 2020: $44,763Liabilities 2020: $0Net Assets 2020: $44,7632020Assets 2021: $43,532Liabilities 2021: $0Net Assets 2021: $43,5322021Assets 2022: $41,210Liabilities 2022: $0Net Assets 2022: $41,2102022Assets 2023: $40,216Liabilities 2023: $0Net Assets 2023: $40,2162023Assets 2024: $33,866Liabilities 2024: $0Net Assets 2024: $33,8662024

Highlighted filing

2013

Assets$71,172
Liabilities$45
Net Assets$71,127
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KExpenses 2010: $1,5792010Expenses 2011: $6,7512011Expenses 2012: $6,8542012Revenue 2013: $4,193Expenses 2013: $7,451Net Income 2013: -$3,2582013Revenue 2014: $11,243Expenses 2014: $7,135Net Income 2014: $4,1082014Revenue 2015: $177Expenses 2015: $8,153Net Income 2015: -$7,9762015Revenue 2016: -$2,247Expenses 2016: $7,496Net Income 2016: -$9,7432016Revenue 2017: $639Expenses 2017: $6,937Net Income 2017: -$6,2982017Revenue 2018: $605Expenses 2018: $3,939Net Income 2018: -$3,3342018Revenue 2019: $2,015Expenses 2019: $5,915Net Income 2019: -$3,9002019Revenue 2020: $2,642Expenses 2020: $1,863Net Income 2020: $7792020Revenue 2021: $812Expenses 2021: $2,043Net Income 2021: -$1,2312021Revenue 2022: -$285Expenses 2022: $2,037Net Income 2022: -$2,3222022Revenue 2023: $1,440Expenses 2023: $2,434Net Income 2023: -$9942023Revenue 2024: $1,422Expenses 2024: $7,772Net Income 2024: -$6,3502024

Highlighted filing

2013

Revenue$4,193
Expenses$7,451
Net Income-$3,258
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALDWELL TRUST COMPANYTrustee-$936-$936
Filing and Contact Details

Filer

EIN
65-6253272
Phone
9414933600

Signing Officer

Name
Jan Miller
Title
Trustee
Phone
9414933600
Signed
2014-05-12

Preparer

Preparer
Byron C Smith CPA
Phone
7278216161
Raw XML Appendix266 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0CALDWELL TRUST COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SECTOR ALLOCATION MODEL FUND
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01152
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MONEY MARKET INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0410
TaxesSchedule/TaxesDetail/Amt0410
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0410
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09414933600
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O CALDWELL TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0656253272
ReturnHeader/Filer/PhoneNum09414933600
ReturnHeader/Filer/USAddress/AddressLine10201 CENTER ROAD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 2
ReturnHeader/Filer/USAddress/City0VENICE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GREGORY SHARER & STUART PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 2ND AVE SOUTH STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0337014336
ReturnHeader/PreparerPersonGrp/PhoneNum07278216161
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON C SMITH CPA
ReturnHeader/ReturnTs02014-06-11T12:58:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,172
Liabilities
$45
Net assets
$71,127
Revenue
$4,193
Expenses
$7,451
Net income
-$3,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$1.42$7.77$6.35
2023Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$1.44$2.43$0.99
2022Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$0.29$2.04$2.32
2021Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$0.81$2.04$1.23
2020Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$2.64$1.86$0.78
2019Detailed filing. Detailed filing data is available for this year.$44.0$0.04$44.0$2.02$5.92$3.90
2018Detailed filing. Detailed filing data is available for this year.$47.9$0.03$47.9$0.61$3.94$3.33
2017Detailed filing. Detailed filing data is available for this year.$51.3$0.04$51.2$0.64$6.94$6.30
2016Detailed filing. Detailed filing data is available for this year.$57.6$0.04$57.5$2.25$7.50$9.74
2015Detailed filing. Detailed filing data is available for this year.$67.3$0.03$67.3$0.18$8.15$7.98
2014Detailed filing. Detailed filing data is available for this year.$75.3$0.04$75.2$11.2$7.14$4.11
2013Detailed filing. Detailed filing data is available for this year.$71.2$0.05$71.1$4.19$7.45$3.26
2012Detailed filing. Detailed filing data is available for this year.$74.4$0.04$74.4$6.85
2011Detailed filing. Detailed filing data is available for this year.$37.8$0.02$37.7$6.75
2010Detailed filing. Detailed filing data is available for this year.$32.5$0.02$32.5$1.58