Civic Intelligence

Historic Lindsey Trust Inc

990EZ • Fiscal year 2023 • EIN 84-3932856

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 10, 2024

Organization ProfileN/A
1335 NW 67th StreetMiami, FL 33147

(305) 332-3326

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.8%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,681

Up $18,505 (+47%) from 2022

Net Assets

Up

$57,681

Up $1,847 (+3.3%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$62,000

Up $500 (+0.8%) from 2022

Expenses

Up

$43,495

Up $7,000 (+19%) from 2022

Net Income

Down

$18,505

Down $6,500 (-26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$80K$60K$40K$20K$0Assets 2021: $0Net Assets 2021: $22,5002021Assets 2022: $39,176Net Assets 2022: $55,8342022Assets 2023: $57,681Net Assets 2023: $57,6812023Assets 2024: $76,186Net Assets 2024: $76,1862024

Highlighted filing

2023

Assets$57,681
Liabilities-
Net Assets$57,681
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

$80K$60K$40K$20K$0Revenue 2021: $58,500Expenses 2021: $36,000Net Income 2021: $22,5002021Revenue 2022: $61,500Expenses 2022: $36,495Net Income 2022: $25,0052022Revenue 2023: $62,000Expenses 2023: $43,495Net Income 2023: $18,5052023Revenue 2024: $62,000Expenses 2024: $43,495Net Income 2024: $18,5052024

Highlighted filing

2023

Revenue$62,000
Expenses$43,495
Net Income$18,505
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 10, 2024
Return Version
2023v5.1
Gross Receipts
$62,000
Mission and Program Overview

Mission

Providimg Historic Trust

Program Services

DescriptionGrantsExpenses
Program Event Expenses--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greer AnitaPresident-$0--
Rayborn YolandaVice President-$0--
Williams SylviaTreasurer-$0--
WEBSTER VivianSecretary-$0--
Keller MaryDirector-$0--
Keller AliceDirector-$0--
Becker JulieDirector-$0--
Wahisi Tsi TsiDirector-$0--
Mincey TinaDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Historic Lindsey
EIN
84-3932856
Phone
3053323326
Address
1335 NW 67TH STREET, MIAMI, FL 33147

Signing Officer

Name
Jacquetta Colyer
Title
President
Signed
2024-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Direct Point Accountant Firm
Address
2645 Executive Park Drive501, Weston, FL 33331
Preparer
Heather Tulloch
Phone
9545463582
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $21550”

Raw XML Appendix128 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Historic Lindsey Trust
IRS990EZ/BooksInCareOfDetail/PhoneNum03053323326
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01335 Nw 67th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Miami
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033147
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039176
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057681
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018505
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039176
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057681
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt062000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039176
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057681
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039176
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057681
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greer Anita
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rayborn Yolanda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Williams Sylvia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WEBSTER Vivian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Keller Mary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Keller Alice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Becker Julie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Wahisi Tsi Tsi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Mincey Tina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providimg Historic Trust
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program Event Expenses
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021945
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043495
IRS990EZ/TotalRevenueAmt062000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $21550
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacquetta Colyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Historic Lindsey
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0843932856
ReturnHeader/Filer/PhoneNum03053323326
ReturnHeader/Filer/USAddress/AddressLine1Txt01335 NW 67TH STREET
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033147
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843822202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Direct Point Accountant Firm
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02645 Executive Park Drive501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Weston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033331
ReturnHeader/PreparerPersonGrp/PhoneNum09545463582
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather Tulloch
ReturnHeader/ReturnTs02024-08-10T12:20:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,681
Liabilities
-
Net assets
$57,681
Revenue
$62,000
Expenses
$43,495
Net income
$18,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.2$76.2$62.0$43.5$18.5
2023Detailed filing. Detailed filing data is available for this year.$57.7$57.7$62.0$43.5$18.5
2022Detailed filing. Detailed filing data is available for this year.$39.2$55.8$61.5$36.5$25.0
2021Detailed filing. Detailed filing data is available for this year.$0.00$22.5$58.5$36.0$22.5