Civic Intelligence

Alfredo D and Luz Maria P Gutierrez Foundation

990PF • Fiscal year 2016 • EIN 65-6386549

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization Profile
One Grove Isle Drive No 1101Coconut Grove, FL 33133

(305) 857-3728

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-1419%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-3.0%

Faster asset growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$74,205

Down $2,285 (-3.0%) from 2015

Net Assets

$74,205

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$161

Down $6,159 (-97%) from 2015

Expenses

Down

$2,446

Down $8,247 (-77%) from 2015

Net Income

Up

-$2,285

Up $2,088 (+48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2016

Assets$74,205
Liabilities$0
Net Assets$74,205
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$161
Expenses$2,446
Net Income-$2,285
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th 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
3058573728
Address
ONE GROVE ISLE DRIVE NO 1101, COCONUT GROVE, FL 33133

Signing Officer

Name
Alfredo Gutierrez
Title
Co-trustee
Phone
3058573728
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Co Pa
Address
2699 S BAYSHORE DRIVE, MIAMI, FL 33133
Preparer
John Anzivino
Phone
3058585600
Raw XML Appendix334 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/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/AddressLine1Txt0ONE GROVE ISLE DRIVE NO 1101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COCONUT GROVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033133
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03058573728
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/AppliedToCurrentYearAmt0937
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02673
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01096
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0937
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01096
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03769
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NORTHERN TRUST FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0523
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0523
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFREDO GUTIERREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03058573728
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALFREDO D AND LUZ MARIA P
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GUTIERREZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALFR
ReturnHeader/Filer/EIN0656386549
ReturnHeader/Filer/PhoneNum03058573728
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE GROVE ISLE DRIVE NO 1101
ReturnHeader/Filer/USAddress/CityNm0COCONUT GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591818353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFMAN ROSSIN & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02699 S BAYSHORE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033133
ReturnHeader/PreparerPersonGrp/PhoneNum03058585600
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ANZIVINO
ReturnHeader/ReturnTs02016-11-14T09:45:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,205
Liabilities
$0
Net assets
$74,205
Revenue
$161
Expenses
$2,446
Net income
-$2,285
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