Civic Intelligence

Alfredo D and Luz Maria P Gutierrez Foundation

EIN 65-6386549 • Key Biscayne, FL

Pub. 78 Eligible
430 Grand Bay Drive 906Key Biscayne, FL 33149
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

59th percentile

1.1%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

34%

Faster revenue growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$160,279

Up $1,750 (+1.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$160,279

Up $1,750 (+1.1%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin79th percentile

Revenue

Up

$6,450

Up $1,645 (+34%) from 2024

Expenses

Down

$4,700

Down $2,385 (-34%) from 2024

Net Income

Up

$1,750

Up $4,030 (+177%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $57,716Liabilities 2012: $02012Assets 2013: $55,574Liabilities 2013: $02013Assets 2014: $80,863Liabilities 2014: $02014Assets 2015: $76,490Liabilities 2015: $02015Assets 2016: $74,205Liabilities 2016: $0Net Assets 2016: $74,2052016Assets 2020: $132,132Liabilities 2020: $02020Assets 2021: $140,120Liabilities 2021: $0Net Assets 2021: $140,1202021Assets 2022: $139,555Liabilities 2022: $0Net Assets 2022: $139,5552022Assets 2023: $160,814Liabilities 2023: $0Net Assets 2023: $160,8142023Assets 2024: $158,529Liabilities 2024: $0Net Assets 2024: $158,5292024Assets 2025: $160,279Liabilities 2025: $0Net Assets 2025: $160,2792025

Highlighted filing

2025

Assets$160,279
Liabilities$0
Net Assets$160,279
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2012: $27,499Expenses 2012: $3,881Net Income 2012: $23,6182012Revenue 2013: $4,497Expenses 2013: $6,639Net Income 2013: -$2,1422013Revenue 2014: $30,454Expenses 2014: $5,165Net Income 2014: $25,2892014Revenue 2015: $6,320Expenses 2015: $10,693Net Income 2015: -$4,3732015Revenue 2016: $161Expenses 2016: $2,446Net Income 2016: -$2,2852016Revenue 2020: $39,458Expenses 2020: $3,540Net Income 2020: $35,9182020Revenue 2021: $31,541Expenses 2021: $23,369Net Income 2021: $8,1722021Revenue 2022: $28,631Expenses 2022: $29,196Net Income 2022: -$5652022Revenue 2023: $24,235Expenses 2023: $2,972Net Income 2023: $21,2632023Revenue 2024: $4,805Expenses 2024: $7,085Net Income 2024: -$2,2802024Revenue 2025: $6,450Expenses 2025: $4,700Net Income 2025: $1,7502025

Highlighted filing

2025

Revenue$6,450
Expenses$4,700
Net Income$1,750
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,279
Liabilities
$0
Net assets
$160,279
Revenue
$6,450
Expenses
$4,700
Net income
$1,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.06$0.05$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.24$0.03$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.29$0.29$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.32$0.23$0.08
2020Summary only. Only limited summary data is available for this year.$1.32$0.00$0.39$0.04$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.00$0.02$0.02
2015Summary only. Only limited summary data is available for this year.$0.76$0.00$0.06$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.30$0.05$0.25
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.04$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.27$0.04$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALFREDO D GUTIERREZCo-Trustee-$0--
LUZ MARIA P GUTIERREZCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Alfredo D and Luz Maria P
EIN
65-6386549
Phone
7868970801
Address
430 GRAND BAY DRIVE 906, KEY BISCAYNE, FL 33149

Signing Officer

Name
Alfredo D Gutierrez
Title
Co-trustee
Phone
7868970801
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
3310 MARY STREET SUITE 501, MIAMI, FL 33133
Preparer
D Morrison CPA
Phone
3058585600
Raw XML Appendix319 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALFREDO D GUTIERREZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0430 GRAND BAY DRIVE NO 906
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KEY BISCAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033149
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07868970801
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALFREDO D GUTIERREZ
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LUZ MARIA P GUTIERREZ
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09234
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0485
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NORTHERN TRUST FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01812
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01812
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt127
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INTERNAL REVENUE SERVICE REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt127
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFREDO D GUTIERREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07868970801
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALFREDO D AND LUZ MARIA P
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GUTIERREZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALFR
ReturnHeader/Filer/EIN0656386549
ReturnHeader/Filer/PhoneNum07868970801
ReturnHeader/Filer/USAddress/AddressLine1Txt0430 GRAND BAY DRIVE 906
ReturnHeader/Filer/USAddress/CityNm0KEY BISCAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033149
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591818353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFMAN ROSSIN & COPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 MARY STREET SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033133
ReturnHeader/PreparerPersonGrp/PhoneNum03058585600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D MORRISON CPA
ReturnHeader/ReturnTs02025-11-14T08:27:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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