Civic Intelligence

Foundation Trust C/O Caldwell Trust Company

990PF • Fiscal year 2018 • EIN 65-6253272

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 22, 2019

Organization Profile
1400 Center RoadVenice, FL 34293

(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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-551%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-5.3%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$47,915

Down $3,341 (-6.5%) from 2017

Net Assets

Down

$47,884

Down $3,334 (-6.5%) from 2017

Liabilities

Down

$31

Down $7 (-18%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin2nd percentile

Revenue

Down

$605

Down $34 (-5.3%) from 2017

Expenses

Down

$3,939

Down $2,998 (-43%) from 2017

Net Income

Up

-$3,334

Up $2,964 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$47,915
Liabilities$31
Net Assets$47,884
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

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

2018

Revenue$605
Expenses$3,939
Net Income-$3,334
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALDWELL TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Foundation Trust
EIN
65-6253272
Phone
9414933600
Address
1400 CENTER ROAD, VENICE, FL 34293

Signing Officer

Name
Caldwell Trust Company
Title
Trustee
Phone
9414933600
Signed
2019-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Gregory Sharer & Stuart Pa
Address
100 2ND AVE SOUTH STE 600, SAINT PETERSBURG, FL 33701-4336
Preparer
Byron C Smith CPA
Phone
7278216161
Raw XML Appendix278 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.

Path#Value
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01235
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0795
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02247
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01212
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07907
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08347
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0160
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MONEY MARKET INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0166
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0166
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CALDWELL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09414933600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CALDWELL TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0656253272
ReturnHeader/Filer/PhoneNum09414933600
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 CENTER ROAD
ReturnHeader/Filer/USAddress/CityNm0VENICE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034293
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BD5B91F34181DEC76A75D407FF4AB2E56AA89E64
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId075C0F5688FE3D7ACD2754C76ECD3B79637F4CB1B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.126.75
ReturnHeader/FilingSecurityInformation/IPDt02019-03-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:52:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591850025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY SHARER & STUART PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 2ND AVE SOUTH STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337014336
ReturnHeader/PreparerPersonGrp/PhoneNum07278216161
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON C SMITH CPA
ReturnHeader/ReturnTs02019-03-27T14:52:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,915
Liabilities
$31
Net assets
$47,884
Revenue
$605
Expenses
$3,939
Net income
-$3,334
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