Civic Intelligence

Daniel C Ferguson Charitable Trust

990PF • Fiscal year 2018 • EIN 36-6848627

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 18, 2019

Organization Profile
535 Kings Town DriveNaples, FL 34102

(239) 261-4369

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.04x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-164%

Higher net margin than 3% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

14th percentile

-8.8%

Faster asset growth than 14% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,816,088

Down $174,610 (-8.8%) from 2017

Net Assets

Down

$1,812,287

Down $176,935 (-8.9%) from 2017

Liabilities

Up

$3,801

Up $2,325 (+158%) from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin3rd percentile

Revenue

Down

$107,942

Down $20,420 (-16%) from 2017

Expenses

Down

$284,877

Down $23,967 (-7.8%) from 2017

Net Income

Up

-$176,935

Up $3,547 (+2.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,929,983Liabilities 2012: $6,250Net Assets 2012: $1,923,7332012Assets 2013: $1,810,893Liabilities 2013: $8,000Net Assets 2013: $1,802,8932013Assets 2015: $2,437,742Liabilities 2015: $11,805Net Assets 2015: $2,425,9372015Assets 2016: $2,183,609Liabilities 2016: $13,905Net Assets 2016: $2,169,7042016Assets 2017: $1,990,698Liabilities 2017: $1,476Net Assets 2017: $1,989,2222017Assets 2018: $1,816,088Liabilities 2018: $3,801Net Assets 2018: $1,812,2872018Assets 2019: $1,763,638Liabilities 2019: $0Net Assets 2019: $1,763,6382019Assets 2022: $1,252,700Liabilities 2022: $0Net Assets 2022: $1,252,7002022

Highlighted filing

2018

Assets$1,816,088
Liabilities$3,801
Net Assets$1,812,287
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $447,6332012Revenue 2013: $343,568Expenses 2013: $464,408Net Income 2013: -$120,8402013Revenue 2015: $117,034Expenses 2015: $341,793Net Income 2015: -$224,7592015Revenue 2016: $52,112Expenses 2016: $308,345Net Income 2016: -$256,2332016Revenue 2017: $128,362Expenses 2017: $308,844Net Income 2017: -$180,4822017Revenue 2018: $107,942Expenses 2018: $284,877Net Income 2018: -$176,9352018Revenue 2019: $85,071Expenses 2019: $133,720Net Income 2019: -$48,6492019Revenue 2022: $278,239Expenses 2022: $541,401Net Income 2022: -$263,1622022

Highlighted filing

2018

Revenue$107,942
Expenses$284,877
Net Income-$176,935
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 18, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL C FERGUSONTrustee-$0--
BETSY R FERGUSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Daniel C Ferguson Charitable Trust
EIN
36-6848627
Phone
2392614369
Address
535 KINGS TOWN DRIVE, NAPLES, FL 34102

Signing Officer

Name
Betsy R Ferguson
Title
Trustee
Phone
2392614369
Signed
2019-03-18

Preparer

Firm
Linda L Pezeshkan CPA Pa
Address
3200 BAILEY LANE SUITE 199, NAPLES, FL 34105-8523
Preparer
Linda L Pezeshkan
Phone
2398772990
Raw XML Appendix332 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/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/RecipientRelationshipTxt7NONCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0350 7TH STEET NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15833 PELICAN BAY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2398 MILL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3225 N MICHIGAN AVE FL1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4660 TAMIAMI TRAIL NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54500 SAN PABLO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6660 TAMIAMI TRAIL NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7198 COLLEGE HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FONTANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5JACKSONVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd634102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd713323
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0265200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0135908
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0135908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0160228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0165175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0191400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0197028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0293854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0293854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0843123
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0129292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0160228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0165175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0191400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0197028
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0265200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0129292
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01136977
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01007685
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01476
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX DUE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01801
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015876
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015875
TaxesSchedule/TaxesDetail/Amt01801
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETSY R FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02392614369
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL C FERGUSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0366848627
ReturnHeader/Filer/PhoneNum02392614369
ReturnHeader/Filer/USAddress/AddressLine1Txt0535 KINGS TOWN DRIVE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB07BD207FB4176FFC2640FAA7363DA162166323
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FF9D9975F6B92CA2A500B1E8A089A82718BBEFB5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-04-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:41:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650795675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDA L PEZESHKAN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 BAILEY LANE SUITE 199
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341058523
ReturnHeader/PreparerPersonGrp/PhoneNum02398772990
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L PEZESHKAN
ReturnHeader/ReturnTs02019-04-04T15:41:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,816,088
Liabilities
$3,801
Net assets
$1,812,287
Revenue
$107,942
Expenses
$284,877
Net income
-$176,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.28$0.54$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.09$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.81$0.11$0.28$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.13$0.31$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.01$2.17$0.05$0.31$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.43$0.12$0.34$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.80$0.34$0.46$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.92$0.45