Civic Intelligence

1213 Charitable Trust

990PF • Fiscal year 2018 • EIN 27-4399617

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

80th percentile

0.09x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.39x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$9,900

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 25.2% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-4.8%

Faster asset growth than 36% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$168,033

Down $8,469 (-4.8%) from 2017

Net Assets

Down

$152,622

Down $8,469 (-5.3%) from 2017

Liabilities

Flat

$15,411

Flat from 2017

Revenue

Up

$39,362

Up $10,851 (+38%) from 2017

Expenses

Down

$47,831

Down $8,151 (-15%) from 2017

Net Income

Up

-$8,469

Up $19,002 (+69%) from 2017

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

2018

Assets$168,033
Liabilities$15,411
Net Assets$152,622

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

2018

Revenue$39,362
Expenses$47,831
Net Income-$8,469
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP ROBERTSONTrustee-$9,900-$9,900
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 H Church
Title
Trustee
Phone
4072754720
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Vestal & Wiler Cpas
Address
201 E PINE ST STE 801, ORLANDO, FL 32801
Preparer
Teresa M Walker
Phone
4078434433
Raw XML AppendixShowing 400 of 416 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHIROPRACTIC THERAPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ASSISTANCE FOR VOLUNTEER WORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5MEDICAL BILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SON'S MEDICAL BILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WILSON JULIE ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1STEPHANIE CONNIE SWANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2DAVID ALAN BREWER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ELIJAH AARON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4STACY BUTLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MISTY JOHNSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MARY BETH MAUDLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED THIRD PARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED THIRD PARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED THIRD PARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3UNRELATED THIRD PARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4UNRELATED THIRD PARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5UNRELATED THIRD PARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6UNRELATED THIRD PARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04412 THOROUGHBRED LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1301 BRENT COV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2229 WYNNFIELD WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35 SAVAGE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45140 APRIL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5148 OLD CUMSLO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65272 S STATE ROAD 60
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MURFREESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAVERGNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DOTHAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREENBRIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CONWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GRAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PEKIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd372058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd472034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd531032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd647165
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030694
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/AppliedToCurrentYearAmt01006
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt064253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0182931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0250562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0187907
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0187907
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0583232
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0182931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0250562
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046102
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045096
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0771139
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0726043
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0NSCRYPT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KENNETH CHURCH AND DEBRA BROWNELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012151 RESEARCH PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11861 CROWN HILL BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ORLANDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ORLANDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032826
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd132828
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05881
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt011332
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt14907
LandEtcSchedule2/LandEtcGrp/BookValueAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt184
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1COMPUTER EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt011332
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt14991
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt00
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt184
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1162
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3234
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt044
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt115367
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1PAYROLL AND OTHER LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt044
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt115367
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH H CHURCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04072754720
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/AtSubmissionCreationDeviceId0BA8379B64C83D4FA05FA86CC7F7433293FA46766
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010AEA063EC22E28AA53B982FA52DBA754B472E4F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.101.125.194

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