Civic Intelligence

Daniel & Virginia Hundley Charitable Trust Ui 83005

990PF • Fiscal year 2015 • EIN 41-6547115

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 28, 2016

Organization Profile
1701 Middle River DriveFt Lauderdale, FL 33305

(954) 537-5355

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

2.9%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$619,123

Up $78,487 (+15%) from 2014

Net Assets

$619,123

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin94th percentile

Revenue

Up

$102,751

Up $2,849 (+2.9%) from 2014

Expenses

Up

$34,220

Up $7,599 (+29%) from 2014

Net Income

Down

$68,531

Down $4,750 (-6.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$800K$600K$400K$200K$0Assets 2005: $25,064Liabilities 2005: $02005Assets 2006: $74,481Liabilities 2006: $02006Assets 2007: $124,641Liabilities 2007: $02007Assets 2008: $183,250Liabilities 2008: $02008Assets 2009: $235,525Liabilities 2009: $02009Assets 2010: $283,592Liabilities 2010: $02010Assets 2011: $357,796Liabilities 2011: $12011Assets 2012: $412,087Liabilities 2012: $0Net Assets 2012: $412,0872012Assets 2013: $495,595Liabilities 2013: $0Net Assets 2013: $495,5952013Assets 2014: $540,636Liabilities 2014: $12014Assets 2015: $619,123Liabilities 2015: $0Net Assets 2015: $619,1232015

Highlighted filing

2015

Assets$619,123
Liabilities$0
Net Assets$619,123
Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0Revenue 2005: $26,279Expenses 2005: $1,215Net Income 2005: $25,0642005Revenue 2006: $50,417Expenses 2006: $1,000Net Income 2006: $49,4172006Revenue 2007: $53,760Expenses 2007: $3,600Net Income 2007: $50,1602007Revenue 2008: $67,193Expenses 2008: $3,300Net Income 2008: $63,8932008Revenue 2009: $59,177Expenses 2009: $6,902Net Income 2009: $52,2752009Revenue 2010: $59,847Expenses 2010: $10,002Net Income 2010: $49,8452010Revenue 2011: $91,329Expenses 2011: $17,125Net Income 2011: $74,2042011Expenses 2012: $33,0402012Revenue 2013: $84,810Expenses 2013: $25,609Net Income 2013: $59,2012013Revenue 2014: $99,902Expenses 2014: $26,621Net Income 2014: $73,2812014Revenue 2015: $102,751Expenses 2015: $34,220Net Income 2015: $68,5312015

Highlighted filing

2015

Revenue$102,751
Expenses$34,220
Net Income$68,531
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 28, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS L HUNDLEYTrustee-$0--
SHAWN ESTESTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEDGEWOOD CHILDREN'S CTRTO CHILDRENFOR ASSISTANCE501C3ST LOUIS, MO, US$34,000
Filing and Contact Details

Filer

Filer Name
Daniel & Virginia Hundley Charitable Trust Ui 83005
EIN
41-6547115
Phone
9545375355
Address
1701 MIDDLE RIVER DRIVE, FT LAUDERDALE, FL 33305

Signing Officer

Name
William R Diepenbrock
Title
Trustee
Phone
9545375355
Signed
2016-02-28
Discuss with paid preparer
Yes

Preparer

Firm
William R Diepenbrock
Address
9717 LANDMARK PARKWAY SUITE 116, ST LOUIS, MO 63127
Preparer
William R Diepenbrock
Phone
3148492270
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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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IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt034000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt034000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt034000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME USED TO MAKE DISTRIBUTIONS IN ORDER TO ACCOMPLISH THE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1CHARTIABLE PURPOSE OF THE TRUST
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DOUGLAS HUNDLEY SHAWN ESTES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01701 MIDDLE RIVER DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FT LAUDERDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033305
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09545375355
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDGEWOOD CHILDREN'S CENTER GREAT CIRCLE330 N. GORE AVE.ST LOUIS, MO. 63119
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt034000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DOUGLAS L HUNDLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO CHILDRENFOR ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EDGEWOOD CHILDREN'S CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0330 N GORE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034000
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/AppliedToCurrentYearAmt0637
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt033363
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042107
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt041470
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033663
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOUGLAS HUNDLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01701 MIDDLE RIVER DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FORT LAUDERDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033305
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization4947a1TrtdPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NESTLE ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09956
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF SECURITIES
TaxesSchedule/TaxesDetail/Amt0205
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID SWITZ
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R DIEPENBROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09545375355
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL & VIRGINIA HUNDLEY CHARITABLE TRUST UI 83005
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0416547115
ReturnHeader/Filer/PhoneNum09545375355
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 MIDDLE RIVER DRIVE
ReturnHeader/Filer/USAddress/CityNm0FT LAUDERDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM R DIEPENBROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 LANDMARK PARKWAY SUITE 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063127
ReturnHeader/PreparerPersonGrp/PhoneNum03148492270
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R DIEPENBROCK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-14T12:48:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$619,123
Liabilities
$0
Net assets
$619,123
Revenue
$102,751
Expenses
$34,220
Net income
$68,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$1.03$0.34$0.69
2014Summary only. Only limited summary data is available for this year.$5.41$0.00$1.00$0.27$0.73
2013Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.85$0.26$0.59
2012Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.33
2011Summary only. Only limited summary data is available for this year.$3.58$0.00$0.91$0.17$0.74
2010Summary only. Only limited summary data is available for this year.$2.84$0.00$0.60$0.10$0.50
2009Summary only. Only limited summary data is available for this year.$2.36$0.00$0.59$0.07$0.52
2008Summary only. Only limited summary data is available for this year.$1.83$0.00$0.67$0.03$0.64
2007Summary only. Only limited summary data is available for this year.$1.25$0.00$0.54$0.04$0.50
2006Summary only. Only limited summary data is available for this year.$0.74$0.00$0.50$0.01$0.49
2005Summary only. Only limited summary data is available for this year.$0.25$0.00$0.26$0.01$0.25