Civic Intelligence

The D L Charitable Trust

EIN 20-5321479 • Sarasota, FL

PO Box 1838Sarasota, FL 34230-1838
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

94th percentile

79%

Higher net margin than 94% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

68th percentile

9.4%

Faster asset growth than 68% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

164%

Faster revenue growth than 91% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,362,102

Up $462,766 (+9.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,362,102

Up $462,766 (+9.4%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Up

$583,782

Up $362,890 (+164%) from 2023

Expenses

Down

$121,016

Down $58,950 (-33%) from 2023

Net Income

Up

$462,766

Up $421,840 (+1031%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $836,320Liabilities 2011: $0Net Assets 2011: $836,3202011Assets 2012: $817,283Liabilities 2012: $0Net Assets 2012: $817,2832012Assets 2013: $749,511Liabilities 2013: $2Net Assets 2013: $749,5092013Assets 2014: $681,835Liabilities 2014: $2Net Assets 2014: $681,8332014Assets 2015: $435,440Liabilities 2015: $2Net Assets 2015: $435,4382015Assets 2016: $351,612Liabilities 2016: $2Net Assets 2016: $351,6102016Assets 2017: $3,380,620Liabilities 2017: $2Net Assets 2017: $3,380,6182017Assets 2018: $3,496,893Liabilities 2018: $2Net Assets 2018: $3,496,8912018Assets 2019: $3,627,245Liabilities 2019: $2Net Assets 2019: $3,627,2432019Assets 2020: $3,638,134Liabilities 2020: $2Net Assets 2020: $3,638,1322020Assets 2021: $3,703,414Liabilities 2021: $2Net Assets 2021: $3,703,4122021Assets 2022: $4,858,412Liabilities 2022: $2Net Assets 2022: $4,858,4102022Assets 2023: $4,899,336Liabilities 2023: $0Net Assets 2023: $4,899,3362023Assets 2024: $5,362,102Liabilities 2024: $0Net Assets 2024: $5,362,1022024

Highlighted filing

2024

Assets$5,362,102
Liabilities$0
Net Assets$5,362,102
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $11,1002011Expenses 2012: $19,1212012Revenue 2013: $16,507Expenses 2013: $84,281Net Income 2013: -$67,7742013Revenue 2014: $27,668Expenses 2014: $95,344Net Income 2014: -$67,6762014Revenue 2015: $7,702Expenses 2015: $254,097Net Income 2015: -$246,3952015Revenue 2016: $118,668Expenses 2016: $202,496Net Income 2016: -$83,8282016Revenue 2017: $3,169,709Expenses 2017: $140,701Net Income 2017: $3,029,0082017Revenue 2018: $143,953Expenses 2018: $27,680Net Income 2018: $116,2732018Revenue 2019: $149,411Expenses 2019: $19,059Net Income 2019: $130,3522019Revenue 2020: $25,044Expenses 2020: $14,155Net Income 2020: $10,8892020Revenue 2021: $178,713Expenses 2021: $113,433Net Income 2021: $65,2802021Revenue 2022: $1,184,715Expenses 2022: $29,717Net Income 2022: $1,154,9982022Revenue 2023: $220,892Expenses 2023: $179,966Net Income 2023: $40,9262023Revenue 2024: $583,782Expenses 2024: $121,016Net Income 2024: $462,7662024

Highlighted filing

2024

Revenue$583,782
Expenses$121,016
Net Income$462,766
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,362,102
Liabilities
$0
Net assets
$5,362,102
Revenue
$583,782
Expenses
$121,016
Net income
$462,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.58$0.12$0.46
2023Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.22$0.18$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$1.18$0.03$1.15
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.18$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.03$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.15$0.02$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.14$0.03$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$3.17$0.14$3.03
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.12$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.01$0.25$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.10$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.02$0.08$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS S LIBERTORETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The D L Charitable Trust
EIN
20-5321479
Phone
9415521612
Address
PO BOX 1838, SARASOTA, FL 34230-1838

Signing Officer

Name
Douglas S Libertore
Title
Trustee
Phone
9415521612
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
The Mosaic Financial Group LLC
Address
303 EAST WACKER DRIVE SUITE 1675, CHICAGO, IL 60601
Preparer
Timothy J Debruyne
Phone
3122555490
Raw XML Appendix280 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013198
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt086802
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0282296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0269098
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt086802
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DOUGLAS S LIBERTORE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1838
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0342301838
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02750
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015064
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01215
TaxesSchedule/TaxesDetail/Amt14737
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01215
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S LIBERTORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09415521612
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE D L CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DOUGLAS S LIBERTORE
ReturnHeader/Filer/BusinessNameControlTxt0DLCH
ReturnHeader/Filer/EIN0205321479
ReturnHeader/Filer/PhoneNum09415521612
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1838
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0342301838
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364379428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MOSAIC FINANCIAL GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 EAST WACKER DRIVE SUITE 1675
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03122555490
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J DEBRUYNE
ReturnHeader/ReturnTs02025-11-10T16:11:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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