Civic Intelligence

The Philip Banks Memorial Trust Fund

EIN 20-1325553 • Stuart, FL

P O Box 809Stuart, FL 34995
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-576%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

90th percentile

$20,188

Higher top officer pay than 90% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

31st percentile

-20%

Faster asset growth than 31% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-36%

Faster revenue growth than 24% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$389,874

Down $71,297 (-15%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Down

$21,075

Down $58,633 (-74%) from 2022

Expenses

Down

$92,372

Down $8,815 (-8.7%) from 2022

Net Income

Down

-$71,297

Down $49,818 (-232%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,222,299Liabilities 2011: $0Net Assets 2011: $1,222,2992011Assets 2012: $1,151,228Liabilities 2012: $02012Assets 2013: $1,125,917Liabilities 2013: $12013Assets 2014: $1,070,301Liabilities 2014: $0Net Assets 2014: $1,070,3012014Assets 2015: $865,934Liabilities 2015: $0Net Assets 2015: $865,9342015Assets 2016: $786,471Liabilities 2016: $0Net Assets 2016: $786,4712016Assets 2017: $757,549Liabilities 2017: $0Net Assets 2017: $757,5492017Assets 2018: $713,324Liabilities 2018: $0Net Assets 2018: $713,3242018Assets 2019: $642,514Liabilities 2019: $0Net Assets 2019: $642,5142019Assets 2020: $561,314Liabilities 2020: $0Net Assets 2020: $561,3142020Assets 2021: $482,650Liabilities 2021: $0Net Assets 2021: $482,6502021Assets 2022: $461,171Liabilities 2022: $12022Assets 2023: $389,874Liabilities 2023: $12023

Highlighted filing

2023

Assets$389,874
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$100K$0-$100K-$200K-$300KExpenses 2011: $121,3772011Revenue 2012: $56,099Expenses 2012: $127,170Net Income 2012: -$71,0712012Revenue 2013: $95,274Expenses 2013: $120,585Net Income 2013: -$25,3112013Revenue 2014: $61,262Expenses 2014: $116,878Net Income 2014: -$55,6162014Revenue 2015: -$104,424Expenses 2015: $99,943Net Income 2015: -$204,3672015Revenue 2016: -$1,135Expenses 2016: $78,328Net Income 2016: -$79,4632016Revenue 2017: $37,544Expenses 2017: $66,466Net Income 2017: -$28,9222017Revenue 2018: $32,443Expenses 2018: $76,668Net Income 2018: -$44,2252018Revenue 2019: $383Expenses 2019: $71,193Net Income 2019: -$70,8102019Revenue 2020: $15,906Expenses 2020: $97,106Net Income 2020: -$81,2002020Revenue 2021: $14,688Expenses 2021: $93,352Net Income 2021: -$78,6642021Revenue 2022: $79,708Expenses 2022: $101,187Net Income 2022: -$21,4792022Revenue 2023: $21,075Expenses 2023: $92,372Net Income 2023: -$71,2972023

Highlighted filing

2023

Revenue$21,075
Expenses$92,372
Net Income-$71,297
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$389,874
Liabilities
$1
Net assets
-
Revenue
$21,075
Expenses
$92,372
Net income
-$71,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.39$0.00$0.02$0.09$0.07
2022Summary only. Only limited summary data is available for this year.$0.46$0.00$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.01$0.09$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.02$0.10$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.00$0.07$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.03$0.08$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.04$0.07$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.00$0.08$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.10$0.10$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.12$0.06
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$0.10$0.12$0.03
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$0.06$0.13$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY M STEWARTTrustee-$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
The Philip Banks Memorial Trust Fund
EIN
20-1325553
Phone
7722838191
Address
P O BOX 809, STUART, FL 34995

Signing Officer

Name
Larry M Stewart
Title
Trustee
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Ferraro & Ferraro CPAs PA
Address
3601 SE Ocean Blvd 005, Stuart, FL 34996
Preparer
Frank a Ferraro CPA
Phone
7722835001
Raw XML Appendix259 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt01550
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-538
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014688
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-78664
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02331
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-538
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc073.948 EATON VANCE FLOATING RATE
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27161.563 EATON VANCE FLOATING RATE
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-15
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034981
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt032728
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04233
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031505
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027272
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04233
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027272
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031505
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04233
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06622
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06622
TaxesSchedule/TaxesDetail/Amt0180
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY M STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILIP BANKS MEMORIAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0201325553
ReturnHeader/Filer/PhoneNum07722838191
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 809
ReturnHeader/Filer/USAddress/CityNm0STUART
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034995
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471589057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ferraro & Ferraro CPAs PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03601 SE Ocean Blvd 005
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stuart
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034996
ReturnHeader/PreparerPersonGrp/PhoneNum07722835001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK A FERRARO CPA
ReturnHeader/ReturnTs02022-04-26T11:26:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEWART
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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