Civic Intelligence

Foundation Trust C/O Caldwell Trust Company

990PF • Fiscal year 2023 • EIN 65-6253272

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 05, 2024

Organization Profile
1400 Center RdVenice, 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

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

11th percentile

-69%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

80th percentile

$964

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 66.9% of source-year revenue.

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

Asset Growth

44th percentile

-2.4%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$40,216

Down $994 (-2.4%) from 2022

Net Assets

Down

$40,216

Down $994 (-2.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin11th percentile

Revenue

Up

$1,440

Up $1,725 (+605%) from 2022

Expenses

Up

$2,434

Up $397 (+19%) from 2022

Net Income

Up

-$994

Up $1,328 (+57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2023

Assets$40,216
Liabilities$0
Net Assets$40,216
Open 2023 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

2023

Revenue$1,440
Expenses$2,434
Net Income-$994
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 5, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALDWELL TRUST COMPANYTrustee-$964-$964
Filing and Contact Details

Filer

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

Signing Officer

Name
Caldwell Trust Company
Title
Trustee
Phone
9414933600
Signed
2024-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PLACE, MELBOURNE, FL 32940-8229
Preparer
Juliana Kreul
Phone
3217516200
Raw XML Appendix273 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/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02592
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0477
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0150
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MONEY MARKET INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0206
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0206
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CALDWELL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09414933600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-05
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 RD
ReturnHeader/Filer/USAddress/CityNm0VENICE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034293
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07351 OFFICE PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELBOURNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329408229
ReturnHeader/PreparerPersonGrp/PhoneNum03217516200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIANA KREUL
ReturnHeader/ReturnTs02024-03-06T16:50:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CALDWELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
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
$40,216
Liabilities
$0
Net assets
$40,216
Revenue
$1,440
Expenses
$2,434
Net income
-$994
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