Civic Intelligence

Catherine T Bankert Charitable Trust

EIN 27-6586750 • Mount Dora, FL

PO Box 1406Mount Dora, FL 32756
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2014

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

$500k-$1M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$10,930

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

$500k-$1M nonprofits • Source year 2014

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

603%

Faster revenue growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$953,189

Up $131,765 (+16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$953,189

Up $131,765 (+16%) from 2013

Revenue

Up

$179,595

Up $143,676 (+400%) from 2013

Expenses

Up

$47,712

Up $11,793 (+33%) from 2013

Net Income

Up

$131,883

Up $131,883 from 2013

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $821,424Liabilities 2013: $0Net Assets 2013: $821,4242013Assets 2014: $953,189Liabilities 2014: $0Net Assets 2014: $953,1892014

Highlighted filing

2014

Assets$953,189
Liabilities$0
Net Assets$953,189

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2013: $35,919Expenses 2013: $35,919Net Income 2013: $02013Revenue 2014: $179,595Expenses 2014: $47,712Net Income 2014: $131,8832014

Highlighted filing

2014

Revenue$179,595
Expenses$47,712
Net Income$131,883

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATL BANK OF MOUNT DORATrusteePT$10,930-$10,930
Filing and Contact Details

Filer

Filer Name
Catherine T Bankert Charitable Trust
EIN
27-6586750
Phone
3523832140
Address
PO BOX 1406, MOUNT DORA, FL 32756

Signing Officer

Name
First Natl Bank of Mount Dora
Title
Trustee
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Greenlee Kurras Rice & Brown PA CPAs
Address
627 Donnelly Street, Mount Dora, FL 32757
Preparer
Clare L Garner Jr CPA
Phone
3523836300
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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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