Civic Intelligence

Consolidated Charitable Trust Post 1969

990PF • Fiscal year 2021 • EIN 25-6839131

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 29, 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

93rd percentile

76%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

55th percentile

$25,348

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

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

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

73rd percentile

52%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,906,076

Up $180,344 (+10%) from 2020

Net Assets

Up

$1,906,076

Up $180,344 (+10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin93rd percentile

Revenue

Up

$237,040

Up $80,780 (+52%) from 2020

Expenses

Down

$56,732

Down $4,887 (-7.9%) from 2020

Net Income

Up

$180,308

Up $85,667 (+91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,632,234Liabilities 2019: $0Net Assets 2019: $1,632,2342019Assets 2020: $1,725,732Liabilities 2020: $0Net Assets 2020: $1,725,7322020Assets 2021: $1,906,076Liabilities 2021: $0Net Assets 2021: $1,906,0762021Assets 2022: $1,854,981Liabilities 2022: $0Net Assets 2022: $1,854,9812022Assets 2023: $1,758,938Liabilities 2023: $0Net Assets 2023: $1,758,9382023Assets 2024: $1,773,145Liabilities 2024: $0Net Assets 2024: $1,773,1452024

Highlighted filing

2021

Assets$1,906,076
Liabilities$0
Net Assets$1,906,076
Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $70,749Expenses 2019: $61,876Net Income 2019: $8,8732019Revenue 2020: $156,260Expenses 2020: $61,619Net Income 2020: $94,6412020Revenue 2021: $237,040Expenses 2021: $56,732Net Income 2021: $180,3082021Revenue 2022: $119,233Expenses 2022: $169,468Net Income 2022: -$50,2352022Revenue 2023: $7,429Expenses 2023: $103,040Net Income 2023: -$95,6112023Revenue 2024: $134,812Expenses 2024: $103,074Net Income 2024: $31,7382024

Highlighted filing

2021

Revenue$237,040
Expenses$56,732
Net Income$180,308
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 29, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrusteePT$25,348-$25,348
Filing and Contact Details

Filer

Filer Name
Consolidated Char Trust Post 1069
EIN
25-6839131
Phone
8443823122
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8443823122
Signed
2022-06-29
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8646266C105 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8746625H100 JP MORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96883556102 THERMO FISHER SCIENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104G8994E103 TRANE TECHNOLOGIES P
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025348
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03866
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012935
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt056732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0230497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0237040
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012674
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012935
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029221
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-10-20

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Filings

Displayed year

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

Open filing
Assets
$1,906,076
Liabilities
$0
Net assets
$1,906,076
Revenue
$237,040
Expenses
$56,732
Net income
$180,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.01$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.24$0.06$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.16$0.06$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.06$0.01