Civic Intelligence

The David and Lyn Berelsman Family Charitable Foundation Trust

990PF • Fiscal year 2015 • EIN 52-2003023

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 02, 2016

238 Acadia TerraceCelebration, FL 34747-5004

(407) 566-9294

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,449,527

Down $16,300 (-0.7%) from 2014

Net Assets

Down

$2,449,527

Down $16,300 (-0.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$109,825

Down $58,529 (-35%) from 2014

Expenses

Up

$126,125

Up $15,669 (+14%) from 2014

Net Income

Down

-$16,300

Down $74,198 (-128%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,428,625Liabilities 2012: $02012Assets 2013: $2,402,514Liabilities 2013: $0Net Assets 2013: $2,402,5142013Assets 2014: $2,465,827Liabilities 2014: $0Net Assets 2014: $2,465,8272014Assets 2015: $2,449,527Liabilities 2015: $0Net Assets 2015: $2,449,5272015Assets 2016: $2,349,457Liabilities 2016: $0Net Assets 2016: $2,349,4572016Assets 2017: $2,367,345Liabilities 2017: $0Net Assets 2017: $2,367,3452017Assets 2018: $2,370,288Liabilities 2018: $0Net Assets 2018: $2,370,2882018Assets 2019: $2,473,320Liabilities 2019: $0Net Assets 2019: $2,473,3202019Assets 2020: $2,618,053Liabilities 2020: $0Net Assets 2020: $2,618,0532020Assets 2021: $2,636,676Liabilities 2021: $12021Assets 2022: $2,596,876Liabilities 2022: $12022Assets 2023: $2,405,972Liabilities 2023: $12023Assets 2024: $2,434,937Liabilities 2024: $0Net Assets 2024: $2,434,9372024

Highlighted filing

2015

Assets$2,449,527
Liabilities$0
Net Assets$2,449,527

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $109,991Expenses 2012: $78,581Net Income 2012: $31,4102012Expenses 2013: $170,3332013Revenue 2014: $168,354Expenses 2014: $110,456Net Income 2014: $57,8982014Revenue 2015: $109,825Expenses 2015: $126,125Net Income 2015: -$16,3002015Revenue 2016: -$479Expenses 2016: $99,591Net Income 2016: -$100,0702016Revenue 2017: $176,118Expenses 2017: $158,230Net Income 2017: $17,8882017Revenue 2018: $207,085Expenses 2018: $204,142Net Income 2018: $2,9432018Revenue 2019: $207,413Expenses 2019: $104,381Net Income 2019: $103,0322019Revenue 2020: $268,019Expenses 2020: $123,286Net Income 2020: $144,7332020Revenue 2021: $161,105Expenses 2021: $142,482Net Income 2021: $18,6232021Revenue 2022: $96,806Expenses 2022: $136,606Net Income 2022: -$39,8002022Revenue 2023: $87,893Expenses 2023: $278,795Net Income 2023: -$190,9022023Revenue 2024: $158,292Expenses 2024: $129,328Net Income 2024: $28,9642024

Highlighted filing

2015

Revenue$109,825
Expenses$126,125
Net Income-$16,300
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 2, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID W BERELSMANTrustee-$0--
LYNELL D CAMERONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The David and Lyn Berelsman
EIN
52-2003023
Phone
4075669294
Address
238 ACADIA TERRACE, CELEBRATION, FL 34747-5004

Signing Officer

Name
Lyn Berelsman
Title
Trustee
Phone
4075669294
Signed
2016-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Ferrell & Kelly LLC
Address
1400 W FAIRBANKS AVENUE SUITE 202, WINTER PARK, FL 32789
Preparer
Tonya Kelly CPA
Phone
4074786596
Raw XML AppendixShowing 400 of 649 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039028
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.024721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052212
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.201473
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID LYN BERELSMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0238 ACADIA TERRACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CELEBRATION
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0347475004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04075669294
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID W BERELSMAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45645
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt126000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1317804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt168100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2540130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25FURTHERANCE OF CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A GIFT FOR TEACHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY OF CENTRAL FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOYS AND GIRLS CLUB OF CENTRAL FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CELEBRATION 34747 CARES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CELEBRATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CLEAN THE WORLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6DAVE'S HOUSE - THE BRAIN FOUNDATION OF FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DELPHOS CITY SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8DELPHOS K OF C CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9DELPHOS PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10DELPHOS ROTARY CONCERT SERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11DELPHOS ST JOHN SCHOOL

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.16$0.13$0.03
2023Summary only. Only limited summary data is available for this year.$2.41$0.00$0.09$0.28$0.19
2022Summary only. Only limited summary data is available for this year.$2.60$0.00$0.10$0.14$0.04
2021Summary only. Only limited summary data is available for this year.$2.64$0.00$0.16$0.14$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.27$0.12$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.21$0.10$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.21$0.20$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.18$0.16$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.00$0.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.11$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.17$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.17
2012Summary only. Only limited summary data is available for this year.$2.43$0.00$0.11$0.08$0.03