Civic Intelligence

The D L Charitable Trust C/O Douglas S Libertore

990PF • Fiscal year 2016 • EIN 20-5321479

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization Profile
PO Box 1838Sarasota, FL 34230-1838

(941) 552-1612

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-71%

Higher net margin than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1441%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$351,612

Down $83,828 (-19%) from 2015

Net Assets

Down

$351,610

Down $83,828 (-19%) from 2015

Liabilities

Flat

$2

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Up

$118,668

Up $110,966 (+1441%) from 2015

Expenses

Down

$202,496

Down $51,601 (-20%) from 2015

Net Income

Up

-$83,828

Up $162,567 (+66%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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

2016

Assets$351,612
Liabilities$2
Net Assets$351,610
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$118,668
Expenses$202,496
Net Income-$83,828
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
The Mosaic Financial Group LLC
Address
330 NORTH WABASH AVENUE SUITE 1650, CHICAGO, IL 60611
Preparer
Timothy J Debruyne
Phone
3122555490
Raw XML Appendix336 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2164
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIG BROTHERS BIG SISTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LIBERTORE FUND FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED CEREBRAL PALSY OF SOUTHWEST FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02831 RINGLING BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22203 30TH AVENUE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRADENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200214
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019508
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0218439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt050400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041678
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0491223
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0180706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0218439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt050400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041678
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200214
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0180706
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0491223
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0310517
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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/TotalContributionsAmt0100800
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02177
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02177
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DOUGLAS S LIBERTORE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 1838
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SARASOTA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0342301838
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/CategoryTxt02013 990 TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S LIBERTORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09415521612
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId094E19433C45A47EBDCEB2DF87B22F9245DC2606C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.18.130
ReturnHeader/FilingSecurityInformation/IPDt02017-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:23:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364379428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MOSAIC FINANCIAL GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 NORTH WABASH AVENUE SUITE 1650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03122555490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J DEBRUYNE
ReturnHeader/ReturnTs02017-05-11T12:35:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,612
Liabilities
$2
Net assets
$351,610
Revenue
$118,668
Expenses
$202,496
Net income
-$83,828
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