Civic Intelligence

Oliver & Jennie Donaldson Char(1071

EIN 04-6229044 • Orlando, FL

PO Box 919798Orlando, FL 32891-9798
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$142,173

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

57th percentile

6.4%

Faster asset growth than 57% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

465%

Faster revenue growth than 97% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$35,794,047

Up $2,168,717 (+6.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$35,794,047

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue16th percentileNet Margin86th percentile

Revenue

Up

$4,269,524

Up $3,513,261 (+465%) from 2023

Expenses

Up

$2,164,697

Up $36,582 (+1.7%) from 2023

Net Income

Up

$2,104,827

Up $3,476,679 (+253%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$40M$30M$20M$10M$0Assets 2011: $29,431,832Liabilities 2011: $02011Assets 2012: $28,578,017Liabilities 2012: $02012Assets 2013: $29,810,834Liabilities 2013: $02013Assets 2014: $32,851,042Liabilities 2014: $02014Assets 2015: $31,917,136Liabilities 2015: $02015Assets 2018: $32,687,728Liabilities 2018: $0Net Assets 2018: $32,687,7282018Assets 2019: $31,431,910Liabilities 2019: $1Net Assets 2019: $31,431,9102019Assets 2020: $32,581,969Liabilities 2020: $1Net Assets 2020: $32,581,9692020Assets 2021: $35,782,150Liabilities 2021: $1Net Assets 2021: $35,782,1502021Assets 2022: $35,027,770Liabilities 2022: $12022Assets 2023: $33,625,330Liabilities 2023: $12023Assets 2024: $35,794,047Liabilities 2024: $0Net Assets 2024: $35,794,0472024

Highlighted filing

2024

Assets$35,794,047
Liabilities$0
Net Assets$35,794,047
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $8,094,125Expenses 2011: $1,983,277Net Income 2011: $6,110,8482011Revenue 2012: $1,397,926Expenses 2012: $2,135,169Net Income 2012: -$737,2432012Revenue 2013: $3,002,667Expenses 2013: $1,750,290Net Income 2013: $1,252,3772013Revenue 2014: $4,714,897Expenses 2014: $1,819,711Net Income 2014: $2,895,1862014Revenue 2015: $1,080,960Expenses 2015: $1,974,819Net Income 2015: -$893,8592015Revenue 2018: $3,080,881Expenses 2018: $1,819,205Net Income 2018: $1,261,6762018Revenue 2019: $599,509Expenses 2019: $1,851,595Net Income 2019: -$1,252,0862019Revenue 2020: $2,925,599Expenses 2020: $1,773,610Net Income 2020: $1,151,9892020Revenue 2021: $5,494,763Expenses 2021: $2,202,066Net Income 2021: $3,292,6972021Revenue 2022: $1,411,784Expenses 2022: $2,271,715Net Income 2022: -$859,9312022Revenue 2023: $756,263Expenses 2023: $2,128,115Net Income 2023: -$1,371,8522023Revenue 2024: $4,269,524Expenses 2024: $2,164,697Net Income 2024: $2,104,8272024

Highlighted filing

2024

Revenue$4,269,524
Expenses$2,164,697
Net Income$2,104,827
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,794,047
Liabilities
$0
Net assets
$35,794,047
Revenue
$4,269,524
Expenses
$2,164,697
Net income
$2,104,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$4.27$2.16$2.10
2023Detailed filing. Detailed filing data is available for this year.$33.6$0.00$0.76$2.13$1.37
2022Detailed filing. Detailed filing data is available for this year.$35.0$0.00$1.41$2.27$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$0.00$35.8$5.49$2.20$3.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.6$0.00$32.6$2.93$1.77$1.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.00$31.4$0.60$1.85$1.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$0.00$32.7$3.08$1.82$1.26
2015Summary only. Only limited summary data is available for this year.$31.9$0.00$1.08$1.97$0.89
2014Summary only. Only limited summary data is available for this year.$32.9$0.00$4.71$1.82$2.90
2013Summary only. Only limited summary data is available for this year.$29.8$0.00$3.00$1.75$1.25
2012Summary only. Only limited summary data is available for this year.$28.6$0.00$1.40$2.14$0.74
2011Summary only. Only limited summary data is available for this year.$29.4$0.00$8.09$1.98$6.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKCo-Trustee-$142,173-$142,173
HILTON C SMITH JRCo-Trustee-$58,162-$58,162
MARGARET SMITHCo-Trustee-$29,081-$29,081
WILSON SMITHCo-Trustee-$29,081-$29,081
STEPHEN LIRAKISCo-Trustee-$0--
CHRISTOPHER LIRAKISCo-Trustee-$0--
PRISCILLA LAWRENCECo-Trustee-$0--
MARK LAWRENCECo-Trustee-$0--
SUSAN LIRAKISCo-Trustee-$0--
ALLEN MASTOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Oliver & Jennie Donaldson Char(1071
EIN
04-6229044
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Raw XML AppendixShowing 400 of 4,206 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16950050N103 KONTOOR BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17074051N102 PREMIER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17298956P102 ZIMMER BIOMET HOLDIN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174012653101 ALBEMARLE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17712740C103 CADENCE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm178147528103 CASEYS GEN STORES IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm180219350105 CORNING INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185552690109 MDU RES GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91973270
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13332928
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15845000
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