Civic Intelligence

Daniel C Ferguson Charitable Trust

990PF • Fiscal year 2022 • EIN 36-6848627

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 02, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-95%

Higher net margin than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,252,700

Down $510,938 (-29%) from 2019

Net Assets

Down

$1,252,700

Down $510,938 (-29%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Up

$278,239

Up $193,168 (+227%) from 2019

Expenses

Up

$541,401

Up $407,681 (+305%) from 2019

Net Income

Down

-$263,162

Down $214,513 (-441%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2022

Assets$1,252,700
Liabilities$0
Net Assets$1,252,700
Open 2022 Filing

Operations Trend

Revenue Growth26th 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

2022

Revenue$278,239
Expenses$541,401
Net Income-$263,162
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 2, 2023
Return Version
2022v4.1
Compensation and Service Providers
Top Officer Pay46th 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
2023-03-02

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 Appendix267 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0160228
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0886316
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0370361
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0386663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0129292
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0509100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0370361
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01046544
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0676183
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02636
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX DUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027334
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027334
TaxesSchedule/TaxesDetail/Amt03467
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETSY R FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02392614369
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-02
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L PEZESHKAN
ReturnHeader/ReturnTs02023-03-02T08:03:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETSY R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERGUSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,252,700
Liabilities
$0
Net assets
$1,252,700
Revenue
$278,239
Expenses
$541,401
Net income
-$263,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$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