Civic Intelligence

1213 Charitable Trust

990PF • Fiscal year 2016 • EIN 27-4399617

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

12151 Research ParkwayOrlando, FL 32826

(407) 275-4720

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

0.90x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-351%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$9,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 52.5% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Down

$203,973

Down $80,709 (-28%) from 2014

Net Assets

Down

$188,562

Down $77,114 (-29%) from 2014

Liabilities

Down

$15,411

Down $3,595 (-19%) from 2014

Revenue

Up

$17,150

Up $7,400 (+76%) from 2014

Expenses

Down

$77,393

Down $196,622 (-72%) from 2014

Net Income

Up

-$60,243

Up $204,022 (+77%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $787,458Liabilities 2012: $21,999Net Assets 2012: $765,4592012Assets 2014: $284,682Liabilities 2014: $19,006Net Assets 2014: $265,6762014Assets 2016: $203,973Liabilities 2016: $15,411Net Assets 2016: $188,5622016Assets 2017: $176,502Liabilities 2017: $15,411Net Assets 2017: $161,0912017Assets 2018: $168,033Liabilities 2018: $15,411Net Assets 2018: $152,6222018Assets 2019: $154,303Liabilities 2019: $15,367Net Assets 2019: $138,9362019Assets 2020: $207,947Liabilities 2020: $15,367Net Assets 2020: $192,5802020Assets 2021: $178,574Liabilities 2021: $15,367Net Assets 2021: $163,2072021Assets 2022: $157,466Liabilities 2022: $15,496Net Assets 2022: $141,9702022Assets 2023: $169,809Liabilities 2023: $15,496Net Assets 2023: $154,3132023Assets 2024: $158,875Liabilities 2024: $15,483Net Assets 2024: $143,3922024

Highlighted filing

2016

Assets$203,973
Liabilities$15,411
Net Assets$188,562

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2012: $233,5282012Revenue 2014: $9,750Expenses 2014: $274,015Net Income 2014: -$264,2652014Revenue 2016: $17,150Expenses 2016: $77,393Net Income 2016: -$60,2432016Revenue 2017: $28,511Expenses 2017: $55,982Net Income 2017: -$27,4712017Revenue 2018: $39,362Expenses 2018: $47,831Net Income 2018: -$8,4692018Revenue 2019: $35,118Expenses 2019: $48,803Net Income 2019: -$13,6852019Revenue 2020: $81,210Expenses 2020: $27,566Net Income 2020: $53,6442020Revenue 2021: $36,420Expenses 2021: $65,793Net Income 2021: -$29,3732021Revenue 2022: $33,958Expenses 2022: $55,195Net Income 2022: -$21,2372022Revenue 2023: $57,886Expenses 2023: $45,543Net Income 2023: $12,3432023Revenue 2024: $13,388Expenses 2024: $24,309Net Income 2024: -$10,9212024

Highlighted filing

2016

Revenue$17,150
Expenses$77,393
Net Income-$60,243
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
phillip robertsonTrustee-$9,000-$9,000
kenneth h churchTrustee-$0--
Filing and Contact Details

Filer

Filer Name
1213 Charitable Trust
EIN
27-4399617
Phone
4072754720
Address
12151 Research Parkway, Orlando, FL 32826

Signing Officer

Name
kenneth a church
Title
trustee
Phone
4072754720
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
1111 Metropolitan Ave Ste 1000, Charlotte, NC 28204
Preparer
Amanda Adams
Phone
7043771678
Raw XML AppendixShowing 400 of 402 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0PURUANT TO CODE 4942(H)(2) AND REGULATION SECTION 53.4942(A)-3(D)(2), THE 1213 CHARITABLE TRUST ELECTS TO APPLY CURRENT YEAR QUALIFYING DISTRIBUTIONS TO 2011 UNDISTRIBUTED INCOME.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Help
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Reimbursement for Bills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Police Officer Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Medical Expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ADOPTION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Sacred Selections
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KW Legacy Ranch FBO Tristan Dickerson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1n/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Stephen Walker PhD FBO Kaitlyn Reit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Leann Murray
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Katie Ellis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Kristen Morrison
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4David Alan Brewer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NonE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01608 Manasco Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11878 Nails Creek Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21760 SR 318
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3608 Legacy Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43404 Colonnade Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt514319 Hanging Moss Circle Apt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6229 Wynnfield Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Folsom
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Burns
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Hiko
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Morrilton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Dothan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd289017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd372110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd636301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055045
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09876
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0182931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0250562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0187907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0111605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0797258
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt064253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0182931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0250562
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0187907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0111605
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074129
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064253
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0797258
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0733005
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Kenneth Church
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01861 Crown Hill Blvd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Orlando
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032828
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt09064
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt12911
LandEtcSchedule2/LandEtcGrp/BookValueAmt02268
LandEtcSchedule2/LandEtcGrp/BookValueAmt12080
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Computer equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt011332
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt14991
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0General Governance and Counsel
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0414
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0414
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0255
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14975
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14975
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt044
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt115467
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0credit cards payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1payroll and other liabilities
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt044
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt115367
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0kenneth a church
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04072754720
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt01213 Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt01213
ReturnHeader/Filer/EIN0274399617
ReturnHeader/Filer/PhoneNum04072754720
ReturnHeader/Filer/USAddress/AddressLine1Txt012151 Research Parkway
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032826
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08BC89A892503ACD1B1C074A005CB4947576541AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.98.34
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm018:06:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 Metropolitan Ave Ste 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043771678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amanda Adams
ReturnHeader/ReturnTs02017-11-15T12:32:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01

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