Civic Intelligence

Daniel C Ferguson Charitable Trust

990PF • Fiscal year 2023 • EIN 36-6848627

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 03, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

66th percentile

8.9%

Faster asset growth than 66% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-3.5%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,363,851

Up $111,151 (+8.9%) from 2022

Net Assets

Up

$1,363,851

Up $111,151 (+8.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Down

$268,553

Down $9,686 (-3.5%) from 2022

Expenses

Down

$157,402

Down $383,999 (-71%) from 2022

Net Income

Up

$111,151

Up $374,313 (+142%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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: $1,252,7002022Assets 2023: $1,363,851Liabilities 2023: $0Net Assets 2023: $1,363,8512023

Highlighted filing

2023

Assets$1,363,851
Liabilities$0
Net Assets$1,363,851
Open 2023 Filing

Operations Trend

Revenue Growth34th 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: -$263,1622022Revenue 2023: $268,553Expenses 2023: $157,402Net Income 2023: $111,1512023

Highlighted filing

2023

Revenue$268,553
Expenses$157,402
Net Income$111,151
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 3, 2024
Return Version
2023v5.0
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
2024-04-03

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/AddressLine1Txt62375 TAMIAMI TRL N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71036 6TH AVRE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt85833 PERLICAN BAY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3SUITE 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WILLIAMS BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd634103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd734102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd834108
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0128615
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/AppliedToCurrentYearAmt0123380
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0123380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0370361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0386663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0129292
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0129292
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0762259
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0370361
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0386663
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0128615
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05235
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0891551
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0886316
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024057
TaxesSchedule/TaxesDetail/Amt03380
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETSY R FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02392614369
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-03
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L PEZESHKAN
ReturnHeader/ReturnTs02024-04-03T10:58:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETSY R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERGUSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,363,851
Liabilities
$0
Net assets
$1,363,851
Revenue
$268,553
Expenses
$157,402
Net income
$111,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.27$0.16$0.11
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