Civic Intelligence

Trust Under Will of Beatrice Dahlquist

EIN 02-6070615 • North Palm Beach, FL

1036 US Highway 1 Ste 117North Palm Beach, FL 33408
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$2,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

51st percentile

2.6%

Faster asset growth than 51% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$591,295

Up $14,764 (+2.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$591,295

Up $14,764 (+2.6%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin41st percentile

Revenue

Down

$38,088

Down $15,965 (-30%) from 2024

Expenses

Up

$38,088

Up $875 (+2.4%) from 2024

Net Income

Down

$0

Down $16,840 (-100%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2012: $593,967Liabilities 2012: $02012Assets 2013: $607,713Liabilities 2013: $02013Assets 2014: $609,000Liabilities 2014: $02014Assets 2015: $593,985Liabilities 2015: $02015Assets 2016: $595,847Liabilities 2016: $02016Assets 2020: $524,377Liabilities 2020: $02020Assets 2021: $604,471Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $544,359Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $550,307Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $576,531Liabilities 2024: $0Net Assets 2024: $576,5312024Assets 2025: $591,295Liabilities 2025: $0Net Assets 2025: $591,2952025

Highlighted filing

2025

Assets$591,295
Liabilities$0
Net Assets$591,295
Open 2025 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $15,339Expenses 2012: $29,729Net Income 2012: -$14,3902012Revenue 2013: $19,186Expenses 2013: $30,460Net Income 2013: -$11,2742013Revenue 2014: $14,495Expenses 2014: $30,450Net Income 2014: -$15,9552014Revenue 2015: $15,435Expenses 2015: $29,357Net Income 2015: -$13,9222015Revenue 2016: $22,590Expenses 2016: $29,792Net Income 2016: -$7,2022016Revenue 2020: $27,600Expenses 2020: $27,600Net Income 2020: $02020Revenue 2021: $31,815Expenses 2021: $31,815Net Income 2021: $02021Revenue 2022: $28,651Expenses 2022: $28,651Net Income 2022: $02022Revenue 2023: $35,447Expenses 2023: $35,447Net Income 2023: $02023Revenue 2024: $54,053Expenses 2024: $37,213Net Income 2024: $16,8402024Revenue 2025: $38,088Expenses 2025: $38,088Net Income 2025: $02025

Highlighted filing

2025

Revenue$38,088
Expenses$38,088
Net Income$0
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$591,295
Liabilities
$0
Net assets
$591,295
Revenue
$38,088
Expenses
$38,088
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.38$0.38$0.00
2024Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.54$0.37$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$0.00$0.35$0.35$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.00$0.00$0.29$0.29$0.00
2021Detailed filing. Detailed filing data is available for this year.$6.04$0.00$0.00$0.32$0.32$0.00
2020Summary only. Only limited summary data is available for this year.$5.24$0.00$0.28$0.28$0.00
2016Summary only. Only limited summary data is available for this year.$5.96$0.00$0.23$0.30$0.07
2015Summary only. Only limited summary data is available for this year.$5.94$0.00$0.15$0.29$0.14
2014Summary only. Only limited summary data is available for this year.$6.09$0.00$0.14$0.30$0.16
2013Summary only. Only limited summary data is available for this year.$6.08$0.00$0.19$0.30$0.11
2012Summary only. Only limited summary data is available for this year.$5.94$0.00$0.15$0.30$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Trust Under Will of Beatrice Dahlquist
EIN
02-6070615
In Care Of
% JAMES P WINSTON TRUSTEE
Phone
6036244364
Address
1036 US HIGHWAY 1 STE 117, NORTH PALM BEACH, FL 33408

Signing Officer

Name
James P Winstson
Title
Trustee
Phone
6036244364
Signed
2025-07-16

Preparer

Firm
Ceces Consulting & Tax Services
Address
1127 ROYAL PALM BEACH BLVD, 510, ROYAL PALM BEACH, FL 33411
Preparer
Griselia Torres
Phone
5617928556
Raw XML Appendix224 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/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08869
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TaxesSchedule/TaxesDetail/Amt0900
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P WINSTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06036244364
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UNDER WILL OF BEATRICE DAHLQUIST
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0026070615
ReturnHeader/Filer/InCareOfNm0% JAMES P WINSTON TRUSTEE
ReturnHeader/Filer/PhoneNum06036244364
ReturnHeader/Filer/USAddress/AddressLine1Txt01036 US HIGHWAY 1 STE 117
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033408
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461072395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CECES CONSULTING & TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01127 ROYAL PALM BEACH BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROYAL PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033411
ReturnHeader/PreparerPersonGrp/PhoneNum05617928556
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRISELIA TORRES
ReturnHeader/ReturnTs02025-07-19T16:10:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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