Civic Intelligence

Consolidated Chartrust Pre 1069

990PF • Fiscal year 2021 • EIN 25-6839130

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 27, 2022

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(844) 382-3122

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

94th percentile

81%

Higher net margin than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$22,490

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

64th percentile

14%

Faster asset growth than 64% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

95%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,639,617

Up $200,324 (+14%) from 2020

Net Assets

Up

$1,639,617

Up $200,324 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin94th percentile

Revenue

Up

$246,412

Up $119,936 (+95%) from 2020

Expenses

Up

$46,107

Up $808 (+1.8%) from 2020

Net Income

Up

$200,305

Up $119,128 (+147%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,358,592Liabilities 2019: $0Net Assets 2019: $1,358,5922019Assets 2020: $1,439,293Liabilities 2020: $0Net Assets 2020: $1,439,2932020Assets 2021: $1,639,617Liabilities 2021: $0Net Assets 2021: $1,639,6172021Assets 2022: $1,630,376Liabilities 2022: $0Net Assets 2022: $1,630,3762022Assets 2023: $1,540,550Liabilities 2023: $0Net Assets 2023: $1,540,5502023Assets 2024: $1,569,841Liabilities 2024: $0Net Assets 2024: $1,569,8412024

Highlighted filing

2021

Assets$1,639,617
Liabilities$0
Net Assets$1,639,617
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2019: $57,332Expenses 2019: $47,269Net Income 2019: $10,0632019Revenue 2020: $126,476Expenses 2020: $45,299Net Income 2020: $81,1772020Revenue 2021: $246,412Expenses 2021: $46,107Net Income 2021: $200,3052021Revenue 2022: $145,677Expenses 2022: $154,328Net Income 2022: -$8,6512022Revenue 2023: -$2,731Expenses 2023: $86,923Net Income 2023: -$89,6542023Revenue 2024: $124,710Expenses 2024: $96,417Net Income 2024: $28,2932024

Highlighted filing

2021

Revenue$246,412
Expenses$46,107
Net Income$200,305
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 27, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrusteePT$22,490-$22,490
Filing and Contact Details

Filer

Filer Name
Consolidated Chartrust Pre 1069
EIN
25-6839130
Phone
8443823122
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8443823122
Signed
2022-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-09-21

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,639,617
Liabilities
$0
Net assets
$1,639,617
Revenue
$246,412
Expenses
$46,107
Net income
$200,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.12$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.00$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.15$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.25$0.05$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.05$0.01