Civic Intelligence

The Izard Family Charitable Trust

EIN 58-6302412 • Tampa, FL

2926 Villa Rosa ParkTampa, FL 33611-2838
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-32%

Higher net margin than 15% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

37th percentile

-1.6%

Faster asset growth than 37% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

32%

Faster revenue growth than 76% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$753,101

Down $12,064 (-1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$753,101

Down $12,064 (-1.6%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin15th percentile

Revenue

Up

$37,908

Up $9,261 (+32%) from 2023

Expenses

Down

$49,972

Down $2,241 (-4.3%) from 2023

Net Income

Up

-$12,064

Up $11,502 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,003,716Liabilities 2011: $02011Assets 2012: $998,878Liabilities 2012: $02012Assets 2013: $1,012,473Liabilities 2013: $02013Assets 2014: $1,015,614Liabilities 2014: $02014Assets 2015: $1,119,789Liabilities 2015: $02015Assets 2019: $972,846Liabilities 2019: $02019Assets 2022: $788,731Liabilities 2022: $0Net Assets 2022: $788,7312022Assets 2023: $765,165Liabilities 2023: $0Net Assets 2023: $765,1652023Assets 2024: $753,101Liabilities 2024: $0Net Assets 2024: $753,1012024

Highlighted filing

2024

Assets$753,101
Liabilities$0
Net Assets$753,101
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $11,798Expenses 2011: $71,390Net Income 2011: -$59,5922011Revenue 2012: $45,087Expenses 2012: $49,925Net Income 2012: -$4,8382012Revenue 2013: $55,775Expenses 2013: $42,180Net Income 2013: $13,5952013Revenue 2014: $71,625Expenses 2014: $68,484Net Income 2014: $3,1412014Revenue 2015: $154,411Expenses 2015: $50,236Net Income 2015: $104,1752015Revenue 2019: $106,714Expenses 2019: $79,788Net Income 2019: $26,9262019Revenue 2022: $38,015Expenses 2022: $47,048Net Income 2022: -$9,0332022Revenue 2023: $28,647Expenses 2023: $52,213Net Income 2023: -$23,5662023Revenue 2024: $37,908Expenses 2024: $49,972Net Income 2024: -$12,0642024

Highlighted filing

2024

Revenue$37,908
Expenses$49,972
Net Income-$12,064
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$753,101
Liabilities
$0
Net assets
$753,101
Revenue
$37,908
Expenses
$49,972
Net income
-$12,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.04$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$0.97$0.00$0.11$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$1.12$0.00$0.15$0.05$0.10
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$0.06$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.05$0.05$0.00
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.01$0.07$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH PARISEAUTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Izard Family Charitable Trust
EIN
58-6302412
Address
2926 VILLA ROSA PARK, TAMPA, FL 33611-2838

Signing Officer

Name
Sarah Pariseau
Title
Trustee
Phone
8132518604
Signed
2025-10-14

Preparer

Firm
Burge & Associates Pc
Address
315 W PONCE DE LEON AVE STE 700, DECATUR, GA 30030
Preparer
Chad W Swanson
Phone
7704466649
Raw XML Appendix226 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
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ReturnHeader/Filer/BusinessNameControlTxt0IZAR
ReturnHeader/Filer/EIN0586302412
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ReturnHeader/PreparerPersonGrp/PhoneNum07704466649
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHAD W SWANSON
ReturnHeader/ReturnTs02025-10-15T15:00:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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