Civic Intelligence

The Hubert Charitable Foundation

990PF • Fiscal year 2023 • EIN 72-1462516

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 20, 2024

Organization Profile
3561 Downwind LaneNorth Fort Myers, FL 33917

(239) 936-6144

Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.38x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

19th percentile

-26%

Higher net margin than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

25th percentile

-3.6%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$1,139,369

Down $42,519 (-3.6%) from 2022

Net Assets

Down

$1,113,910

Down $16,967 (-1.5%) from 2022

Liabilities

Down

$25,459

Down $25,552 (-50%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin19th percentile

Revenue

Down

$66,220

Down $7,668 (-10%) from 2022

Expenses

Down

$83,187

Down $14,404 (-15%) from 2022

Net Income

Up

-$16,967

Up $6,736 (+28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,249,952Liabilities 2010: $02010Assets 2011: $1,185,590Liabilities 2011: $02011Assets 2012: $1,149,122Liabilities 2012: $0Net Assets 2012: $1,149,1222012Assets 2013: $1,142,667Liabilities 2013: $0Net Assets 2013: $1,142,6672013Assets 2014: $1,178,759Liabilities 2014: $0Net Assets 2014: $1,178,7592014Assets 2015: $1,233,322Liabilities 2015: $4,352Net Assets 2015: $1,228,9702015Assets 2016: $1,204,866Liabilities 2016: $12,384Net Assets 2016: $1,192,4822016Assets 2017: $1,195,017Liabilities 2017: $0Net Assets 2017: $1,195,0172017Assets 2018: $1,225,070Liabilities 2018: $10,000Net Assets 2018: $1,215,0702018Assets 2019: $1,252,323Liabilities 2019: $53,766Net Assets 2019: $1,198,5572019Assets 2020: $1,102,682Liabilities 2020: $50,540Net Assets 2020: $1,052,1422020Assets 2021: $1,204,944Liabilities 2021: $50,364Net Assets 2021: $1,154,5802021Assets 2022: $1,181,888Liabilities 2022: $51,011Net Assets 2022: $1,130,8772022Assets 2023: $1,139,369Liabilities 2023: $25,459Net Assets 2023: $1,113,9102023Assets 2024: $1,137,480Liabilities 2024: $24,561Net Assets 2024: $1,112,9192024

Highlighted filing

2023

Assets$1,139,369
Liabilities$25,459
Net Assets$1,113,910
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$200K$100K$0-$100K-$200K-$300KRevenue 2010: -$153,557Expenses 2010: $56,767Net Income 2010: -$210,3242010Revenue 2011: -$5,923Expenses 2011: $58,439Net Income 2011: -$64,3622011Expenses 2012: $54,8302012Revenue 2013: $51,620Expenses 2013: $58,075Net Income 2013: -$6,4552013Revenue 2014: $103,873Expenses 2014: $67,781Net Income 2014: $36,0922014Revenue 2015: $127,843Expenses 2015: $77,632Net Income 2015: $50,2112015Revenue 2016: $40,505Expenses 2016: $76,993Net Income 2016: -$36,4882016Revenue 2017: $76,674Expenses 2017: $74,139Net Income 2017: $2,5352017Revenue 2018: $105,888Expenses 2018: $85,835Net Income 2018: $20,0532018Revenue 2019: $61,374Expenses 2019: $77,887Net Income 2019: -$16,5132019Revenue 2020: -$57,734Expenses 2020: $88,681Net Income 2020: -$146,4152020Revenue 2021: $170,904Expenses 2021: $68,466Net Income 2021: $102,4382021Revenue 2022: $73,888Expenses 2022: $97,591Net Income 2022: -$23,7032022Revenue 2023: $66,220Expenses 2023: $83,187Net Income 2023: -$16,9672023Revenue 2024: $103,429Expenses 2024: $104,420Net Income 2024: -$9912024

Highlighted filing

2023

Revenue$66,220
Expenses$83,187
Net Income-$16,967
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 20, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine Hubert FoxDirectorFT$0--
Filing and Contact Details

Filer

Filer Name
The Hubert Charitable Foundation
EIN
72-1462516
Address
3561 Downwind Lane, North Fort Myers, FL 33917

Signing Officer

Name
Catherine Hubert Fox
Title
Director
Phone
3045491071
Signed
2024-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Noack & Company LLC
Address
12610 World Plaza Lane Bldg 61, Fort Myers, FL 33907
Preparer
Janet Noack
Phone
2399366144
Raw XML Appendix299 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Morgan Stanley
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-25463
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1548
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033916
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333917
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
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/AppliedToCurrentYearAmt028835
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt041165
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083206
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt054371
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt041165
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010172
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010172
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01665
TaxesSchedule/TaxesDetail/CategoryTxt0Estimated Tax Payment
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Catherine Hubert Fox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum03045491071
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Hubert Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HUBE
ReturnHeader/Filer/EIN0721462516
ReturnHeader/Filer/USAddress/AddressLine1Txt03561 Downwind Lane
ReturnHeader/Filer/USAddress/CityNm0North Fort Myers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033917
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261414845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Noack & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012610 World Plaza Lane Bldg 61
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Myers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033907
ReturnHeader/PreparerPersonGrp/PhoneNum02399366144
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Noack
ReturnHeader/ReturnTs02024-06-17T12:17:48-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Catherine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hubert Fox
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
$1,139,369
Liabilities
$25,459
Net assets
$1,113,910
Revenue
$66,220
Expenses
$83,187
Net income
-$16,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.02$1.11$0.10$0.10$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.11$0.07$0.08$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.05$1.13$0.07$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.05$1.15$0.17$0.07$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.05$1.05$0.06$0.09$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.05$1.20$0.06$0.08$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.01$1.22$0.11$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.07$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.01$1.19$0.04$0.08$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.13$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.10$0.07$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.01$0.06$0.06
2010Summary only. Only limited summary data is available for this year.$1.25$0.00$0.15$0.06$0.21