Civic Intelligence

Duncan Thecker Irrv Charitable Tr Duncan Thecker Irrv Charitable Tr

EIN 20-6718054 • Sarasota, FL

7333 Scotland Way Apt Rm/Ste 1317Sarasota, FL 34238
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 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

44th percentile

-0.7%

Higher net margin than 44% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

55th percentile

-0.0%

Faster asset growth than 55% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

41%

Faster revenue growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$408,270

Down $192 (-0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$408,270

Down $192 (-0.0%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin44th percentile

Revenue

Up

$25,997

Up $7,587 (+41%) from 2015

Expenses

Down

$26,189

Down $35,234 (-57%) from 2015

Net Income

Up

-$192

Up $42,821 (+100%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$800K$600K$400K$200K$0Assets 2010: $640,408Liabilities 2010: $0Net Assets 2010: $640,4082010Assets 2011: $668,348Liabilities 2011: $0Net Assets 2011: $668,3482011Assets 2012: $417,100Liabilities 2012: $12012Assets 2013: $431,180Liabilities 2013: $0Net Assets 2013: $431,1802013Assets 2014: $451,475Liabilities 2014: $0Net Assets 2014: $451,4752014Assets 2015: $408,462Liabilities 2015: $0Net Assets 2015: $408,4622015Assets 2016: $408,270Liabilities 2016: $0Net Assets 2016: $408,2702016

Highlighted filing

2016

Assets$408,270
Liabilities$0
Net Assets$408,270
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $252,3362010Expenses 2011: $9732011Revenue 2012: $50,617Expenses 2012: $301,865Net Income 2012: -$251,2482012Revenue 2013: $18,762Expenses 2013: $4,682Net Income 2013: $14,0802013Revenue 2014: $21,632Expenses 2014: $1,337Net Income 2014: $20,2952014Revenue 2015: $18,410Expenses 2015: $61,423Net Income 2015: -$43,0132015Revenue 2016: $25,997Expenses 2016: $26,189Net Income 2016: -$1922016

Highlighted filing

2016

Revenue$25,997
Expenses$26,189
Net Income-$192
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$408,270
Liabilities
$0
Net assets
$408,270
Revenue
$25,997
Expenses
$26,189
Net income
-$192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.26$0.26$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.18$0.61$0.43
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.22$0.01$0.20
2013Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.19$0.05$0.14
2012Summary only. Only limited summary data is available for this year.$4.17$0.00$0.51$3.02$2.51
2011Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.01
2010Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$2.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN J EPSTEINTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALGONQUIN ARTS THEATERSUPPORT-MANASQUAN, NJ, US$25,000
Filing and Contact Details

Filer

Filer Name
Duncan Thecker Irrv Charitable Tr
EIN
20-6718054
Phone
7324621414
Address
7333 SCOTLAND WAY APT RM/STE 1317, SARASOTA, FL 34238

Signing Officer

Name
Martin J Epstein
Title
Trustee
Phone
7324621414
Signed
2017-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Petrik & Murtha LLC
Address
400 OKERSON RD STE 2A, FREEHOLD, NJ 07728
Preparer
Janet Petrik CPA
Phone
7323036060
Raw XML Appendix264 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/ExcessDistributionCyovYr1Amt030695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0300000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036432
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06445
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0330695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0300000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0360682
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0367127
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0215
TaxesSchedule/TaxesDetail/Amt0224
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN J EPSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07324621414
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUNCAN THECKER IRRV CHARITABLE TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DUNCAN THECKER IRRV CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0DUNC
ReturnHeader/Filer/EIN0206718054
ReturnHeader/Filer/PhoneNum07324621414
ReturnHeader/Filer/USAddress/AddressLine1Txt07333 SCOTLAND WAY APT RM/STE 1317
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034238
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId060E298A78D0BA335DC1A77921097547C8920BF8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId060E298A78D0BA335DC1A77921097547C8920BF8F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550814038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETRIK & MURTHA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 OKERSON RD STE 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEHOLD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007728
ReturnHeader/PreparerPersonGrp/PhoneNum07323036060
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET PETRIK CPA
ReturnHeader/ReturnTs02017-05-02T11:31:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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