Civic Intelligence

The D L Charitable Trust C/O Douglas S Libertore

990PF • Fiscal year 2019 • EIN 20-5321479

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 10, 2020

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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

3.8%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,627,245

Up $130,352 (+3.7%) from 2018

Net Assets

Up

$3,627,243

Up $130,352 (+3.7%) from 2018

Liabilities

Flat

$2

Flat from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin97th percentile

Revenue

Up

$149,411

Up $5,458 (+3.8%) from 2018

Expenses

Down

$19,059

Down $8,621 (-31%) from 2018

Net Income

Up

$130,352

Up $14,079 (+12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$3,627,245
Liabilities$2
Net Assets$3,627,243
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$149,411
Expenses$19,059
Net Income$130,352
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd 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
2020-06-10
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 Appendix282 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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0170787
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0275266
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0105414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0169852
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0275266
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0446053
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012800
TaxesSchedule/TaxesDetail/Amt05116
TaxesSchedule/TaxesDetail/Amt11143
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11143
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S LIBERTORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09415521612
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-10
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/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/PreparationDt02020-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J DEBRUYNE
ReturnHeader/ReturnTs02020-06-17T16:53:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,627,245
Liabilities
$2
Net assets
$3,627,243
Revenue
$149,411
Expenses
$19,059
Net income
$130,352
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