Civic Intelligence

Daniel C Ferguson Charitable Trust

990PF • Fiscal year 2019 • EIN 36-6848627

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 06, 2020

Organization Profile
535 Kingstown DriveNaples, FL 34102

(239) 261-4369

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-57%

Higher net margin than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

26th percentile

-2.9%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,763,638

Down $52,450 (-2.9%) from 2018

Net Assets

Down

$1,763,638

Down $48,649 (-2.7%) from 2018

Liabilities

Down

$0

Down $3,801 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$85,071

Down $22,871 (-21%) from 2018

Expenses

Down

$133,720

Down $151,157 (-53%) from 2018

Net Income

Up

-$48,649

Up $128,286 (+73%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$1,763,638
Liabilities$0
Net Assets$1,763,638
Open 2019 Filing

Operations Trend

Revenue Growth16th 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

2019

Revenue$85,071
Expenses$133,720
Net Income-$48,649
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay66th 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 KINGSTOWN DRIVE, NAPLES, FL 34102

Signing Officer

Name
Betsy R Ferguson
Title
Trustee
Phone
2392614369
Signed
2020-04-06
Discuss with paid preparer
Yes

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 Appendix312 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/RecipientUSAddress/AddressLine1Txt05833 PELICAN BAY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1398 MILL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 N MICHIGAN AVE FL1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3660 TAMIAMI TRAIL NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41036 SIXTH AVENUE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5111 S TEJON ST SUITE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FONTANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580903
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115100
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/AppliedToCurrentYearAmt0115100
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0129292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0160228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0165175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0191400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0197028
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017082
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0179946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0646095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0129292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0160228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0165175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0191400
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0115100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0826041
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0843123
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01801
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX DUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015233
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015233
TaxesSchedule/TaxesDetail/Amt01357
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS PENALTY
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETSY R FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02392614369
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL C FERGUSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0366848627
ReturnHeader/Filer/PhoneNum02392614369
ReturnHeader/Filer/USAddress/AddressLine1Txt0535 KINGSTOWN DRIVE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
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/PreparationDt02020-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L PEZESHKAN
ReturnHeader/ReturnTs02020-04-08T12:14:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,763,638
Liabilities
$0
Net assets
$1,763,638
Revenue
$85,071
Expenses
$133,720
Net income
-$48,649
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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