Civic Intelligence

Frederic and Catherine Crehan Family Foundation

990PF • Fiscal year 2017 • EIN 65-6329206

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 16, 2018

Organization Profile
3240 Lake Pointe Blvd 240Sarasota, FL 34231

(941) 349-4569

Siviq Scores

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

Liabilities / Assets

90th percentile

0.44x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

8.26x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-80%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$6,116

Down $31 (-0.5%) from 2016

Net Assets

Down

$3,422

Down $260 (-7.1%) from 2016

Liabilities

Up

$2,694

Up $229 (+9.3%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin7th percentile

Revenue

Down

$326

Down $1,066 (-77%) from 2016

Expenses

Up

$586

Up $5 (+0.9%) from 2016

Net Income

Down

-$260

Down $1,071 (-132%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $5,501Liabilities 2011: $1,4132011Assets 2012: $5,329Liabilities 2012: $1,638Net Assets 2012: $3,6912012Assets 2013: $5,311Liabilities 2013: $1,8632013Assets 2014: $5,234Liabilities 2014: $2,050Net Assets 2014: $3,1842014Assets 2015: $5,256Liabilities 2015: $2,385Net Assets 2015: $2,8712015Assets 2016: $6,147Liabilities 2016: $2,465Net Assets 2016: $3,6822016Assets 2017: $6,116Liabilities 2017: $2,694Net Assets 2017: $3,4222017Assets 2018: $6,100Liabilities 2018: $2,924Net Assets 2018: $3,1762018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$6,116
Liabilities$2,694
Net Assets$3,422
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $111Expenses 2011: $543Net Income 2011: -$4322011Expenses 2012: $5692012Revenue 2013: $225Expenses 2013: $506Net Income 2013: -$2812013Revenue 2014: $282Expenses 2014: $582Net Income 2014: -$3002014Revenue 2015: $231Expenses 2015: $578Net Income 2015: -$3472015Revenue 2016: $1,392Expenses 2016: $581Net Income 2016: $8112016Revenue 2017: $326Expenses 2017: $586Net Income 2017: -$2602017Revenue 2018: $338Expenses 2018: $584Net Income 2018: -$2462018Revenue 2019: $1,245Expenses 2019: $7,204Net Income 2019: -$5,9592019

Highlighted filing

2017

Revenue$326
Expenses$586
Net Income-$260
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERIC M CREHANTrustee-$0--
CATHERINE I CREHANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Frederic & Catherine Crehan
EIN
65-6329206
Phone
9413494569
Address
3240 LAKE POINTE BLVD 240, SARASOTA, FL 34231

Signing Officer

Name
Frederic M Crehan
Title
Trustee
Signed
2018-10-16

Preparer

Firm
HYNTON POOL & SMITH CPA'S
Address
5410 26TH STREET WEST, BRADENTON, FL 34207
Preparer
Adam B Smith
Phone
9417539566
Raw XML Appendix295 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc026.019 SH INTERMEDIATE-TERM MUNI FUN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13.869 SH INTERMEDIATE-TERM MUNI FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2.214 SH SEI TAX MANAGED VOLATILITY -
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5.087 SH CORE FIXED INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc62.772 SH INTERMEDIATE-TERM MUNI FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0306
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0320
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0320
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0330
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0393
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0369
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02465
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0REIMBURSEMENT DUE TRUSTEE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02694
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERIC M CREHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FREDERIC & CATHERINE CREHAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0656329206
ReturnHeader/Filer/PhoneNum09413494569
ReturnHeader/Filer/USAddress/AddressLine1Txt03240 LAKE POINTE BLVD 240
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034231
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04BDE658D98623C66332FE31C4BA85D7D771FC759
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04BDE658D98623C66332FE31C4BA85D7D771FC759
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.99.224.17
ReturnHeader/FilingSecurityInformation/IPDt02018-10-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:59:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651060239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HYNTON POOL & SMITH CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05410 26TH STREET WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRADENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034207
ReturnHeader/PreparerPersonGrp/PhoneNum09417539566
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM B SMITH
ReturnHeader/ReturnTs02018-10-18T12:59:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,116
Liabilities
$2,694
Net assets
$3,422
Revenue
$326
Expenses
$586
Net income
-$260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0$0$0$1,245$7,204$5,959
2018Detailed filing. Detailed filing data is available for this year.$6,100$2,924$3,176$338$584$246
2017Detailed filing. Detailed filing data is available for this year.$6,116$2,694$3,422$326$586$260
2016Detailed filing. Detailed filing data is available for this year.$6,147$2,465$3,682$1,392$581$811
2015Detailed filing. Detailed filing data is available for this year.$5,256$2,385$2,871$231$578$347
2014Detailed filing. Detailed filing data is available for this year.$5,234$2,050$3,184$282$582$300
2013Summary only. Only limited summary data is available for this year.$5,311$1,863$225$506$281
2012Detailed filing. Detailed filing data is available for this year.$5,329$1,638$3,691$569
2011Summary only. Only limited summary data is available for this year.$5,501$1,413$111$543$432