Civic Intelligence

Alfredo D and Luz Maria P Gutierrez Foundation

990PF • Fiscal year 2021 • EIN 65-6386549

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 14, 2023

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

26%

Higher net margin than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

6.0%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-20%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$140,120

Up $7,988 (+6.0%) from 2020

Net Assets

$140,120

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Down

$31,541

Down $7,917 (-20%) from 2020

Expenses

Up

$23,369

Up $19,829 (+560%) from 2020

Net Income

Down

$8,172

Down $27,746 (-77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2021

Assets$140,120
Liabilities$0
Net Assets$140,120
Open 2021 Filing

Operations Trend

Revenue Growth30th 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

2021

Revenue$31,541
Expenses$23,369
Net Income$8,172
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 14, 2023
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay78th 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
2023-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
3310 MARY STREET SUITE 501, MIAMI, FL 33133
Preparer
Deborah P Morrison CPA
Phone
3058585600
Raw XML Appendix347 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/StatementsRegardingActyGrp/IndividualWithBooksNm0ALFREDO D GUTIERREZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE GROVE ISLE DRIVE NO 1101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COCONUT GROVE
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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/GrantOrContributionPdDurYrGrp/Amt021710
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RANSOM EVERGLADES SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03575 MAIN HWY
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021710
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/AppliedToCurrentYearAmt07659
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05606
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08445
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08445
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021710
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08445
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08445
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05606
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ALFREDO D AND LUZ MARIA P GUTIERREZ
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0ONE GROVE ISLE DRIVE NO 1101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0COCONUT GROVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033133
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0184
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CAPITAL STRUCTURE CHANGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NORTHERN TRUST FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01492
TaxesSchedule/TaxesDetail/Amt0167
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFREDO GUTIERREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03058573728
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-14
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 & 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/PreparationDt02023-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH P MORRISON CPA
ReturnHeader/ReturnTs02023-02-21T16:38:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALFREDO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUTIERREZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,120
Liabilities
$0
Net assets
$140,120
Revenue
$31,541
Expenses
$23,369
Net income
$8,172
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