Civic Intelligence

The D L Charitable Trust C/O Douglas S Libertore

990PF • Fiscal year 2023 • EIN 20-5321479

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 24, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,899,336

Up $40,924 (+0.8%) from 2022

Net Assets

Up

$4,899,336

Up $40,926 (+0.8%) from 2022

Liabilities

Down

$0

Down $2 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin72nd percentile

Revenue

Down

$220,892

Down $963,823 (-81%) from 2022

Expenses

Up

$179,966

Up $150,249 (+506%) from 2022

Net Income

Down

$40,926

Down $1,114,072 (-96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$4,899,336
Liabilities$0
Net Assets$4,899,336
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$220,892
Expenses$179,966
Net Income$40,926
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 24, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th 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
2024-07-24
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 Appendix278 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014826
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01123
TaxesSchedule/TaxesDetail/Amt11735
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01123
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S LIBERTORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09415521612
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-24
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J DEBRUYNE
ReturnHeader/ReturnTs02024-07-24T17:01:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUGLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIBERTORE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,899,336
Liabilities
$0
Net assets
$4,899,336
Revenue
$220,892
Expenses
$179,966
Net income
$40,926
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