Civic Intelligence

The Boland Charitable Trust Wells Fargo Ifs Fiduciary Tax Services

990PF • Fiscal year 2014 • EIN 58-6345803

Jul 01, 2013 to Jun 30, 2014

Organization Profile
Orlando, FL
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

62nd percentile

6.3%

Faster asset growth than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-5.9%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$245,038

Up $14,621 (+6.3%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin88th percentile

Revenue

Down

$36,464

Down $2,274 (-5.9%) from 2013

Expenses

Up

$21,843

Up $1,551 (+7.6%) from 2013

Net Income

Down

$14,621

Down $3,825 (-21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$800K$600K$400K$200K$0Assets 2012: $211,971Liabilities 2012: $02012Assets 2013: $230,417Liabilities 2013: $02013Assets 2014: $245,038Liabilities 2014: $02014Assets 2015: $240,294Liabilities 2015: $02015Assets 2016: $232,799Liabilities 2016: $0Net Assets 2016: $232,7992016Assets 2017: $221,520Liabilities 2017: $0Net Assets 2017: $221,5202017Assets 2018: $230,945Liabilities 2018: $0Net Assets 2018: $230,9452018Assets 2020: $421,151Liabilities 2020: $0Net Assets 2020: $421,1512020Assets 2021: $540,308Liabilities 2021: $0Net Assets 2021: $540,3082021Assets 2022: $751,241Liabilities 2022: $0Net Assets 2022: $751,2412022Assets 2023: $720,611Liabilities 2023: $12023Assets 2024: $695,192Liabilities 2024: $12024Assets 2025: $688,276Liabilities 2025: $0Net Assets 2025: $688,2762025

Highlighted filing

2014

Assets$245,038
Liabilities$0
Net Assets-
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $12,662Expenses 2012: $19,816Net Income 2012: -$7,1542012Revenue 2013: $38,738Expenses 2013: $20,292Net Income 2013: $18,4462013Revenue 2014: $36,464Expenses 2014: $21,843Net Income 2014: $14,6212014Revenue 2015: $13,896Expenses 2015: $18,640Net Income 2015: -$4,7442015Revenue 2016: $9,204Expenses 2016: $16,699Net Income 2016: -$7,4952016Revenue 2017: $5,481Expenses 2017: $16,760Net Income 2017: -$11,2792017Revenue 2018: $27,566Expenses 2018: $18,141Net Income 2018: $9,4252018Revenue 2020: $252,940Expenses 2020: $25,484Net Income 2020: $227,4562020Revenue 2021: $176,353Expenses 2021: $62,905Net Income 2021: $113,4482021Revenue 2022: $208,793Expenses 2022: $33,325Net Income 2022: $175,4682022Revenue 2023: -$3,945Expenses 2023: $26,586Net Income 2023: -$30,5312023Revenue 2024: $17,063Expenses 2024: $42,501Net Income 2024: -$25,4382024Revenue 2025: $31,735Expenses 2025: $38,608Net Income 2025: -$6,8732025

Highlighted filing

2014

Revenue$36,464
Expenses$21,843
Net Income$14,621
Open 2014 Filing
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$245,038
Liabilities
$0
Net assets
-
Revenue
$36,464
Expenses
$21,843
Net income
$14,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.32$0.39$0.07
2024Summary only. Only limited summary data is available for this year.$6.95$0.00$0.17$0.43$0.25
2023Summary only. Only limited summary data is available for this year.$7.21$0.00$0.04$0.27$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.00$7.51$2.09$0.33$1.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$1.76$0.63$1.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.21$2.53$0.25$2.27
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.28$0.18$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.05$0.17$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.09$0.17$0.07
2015Summary only. Only limited summary data is available for this year.$2.40$0.00$0.14$0.19$0.05
2014Summary only. Only limited summary data is available for this year.$2.45$0.00$0.36$0.22$0.15
2013Summary only. Only limited summary data is available for this year.$2.30$0.00$0.39$0.20$0.18
2012Summary only. Only limited summary data is available for this year.$2.12$0.00$0.13$0.20$0.07