Civic Intelligence

J D Carroll Trust #43Q028011

990PF • Fiscal year 2017 • EIN 59-6166899

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
125 West Romana St No 224Pensacola, FL 32502

(850) 436-8459

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$5,562

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.5%

Faster asset growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

248%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$459,380

Up $2,068 (+0.5%) from 2016

Net Assets

Up

$459,380

Up $2,068 (+0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin56th percentile

Revenue

Up

$33,249

Up $23,705 (+248%) from 2016

Expenses

Up

$31,304

Up $656 (+2.1%) from 2016

Net Income

Up

$1,945

Up $23,049 (+109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2010: $430,373Liabilities 2010: $0Net Assets 2010: $430,3732010Assets 2011: $430,672Liabilities 2011: $0Net Assets 2011: $430,6722011Assets 2012: $439,268Liabilities 2012: $0Net Assets 2012: $439,2682012Assets 2013: $436,215Liabilities 2013: $0Net Assets 2013: $436,2152013Assets 2014: $460,530Liabilities 2014: $0Net Assets 2014: $460,5302014Assets 2015: $478,501Liabilities 2015: $0Net Assets 2015: $478,5012015Assets 2016: $457,312Liabilities 2016: $0Net Assets 2016: $457,3122016Assets 2017: $459,380Liabilities 2017: $0Net Assets 2017: $459,3802017Assets 2018: $466,366Liabilities 2018: $0Net Assets 2018: $466,3662018Assets 2019: $460,659Liabilities 2019: $0Net Assets 2019: $460,6592019Assets 2020: $456,168Liabilities 2020: $0Net Assets 2020: $456,1682020Assets 2021: $464,601Liabilities 2021: $0Net Assets 2021: $464,6012021Assets 2022: $479,016Liabilities 2022: $0Net Assets 2022: $479,0162022Assets 2023: $474,598Liabilities 2023: $0Net Assets 2023: $474,5982023Assets 2024: $482,136Liabilities 2024: $0Net Assets 2024: $482,1362024

Highlighted filing

2017

Assets$459,380
Liabilities$0
Net Assets$459,380
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $17,0422010Expenses 2011: $35,0332011Expenses 2012: $23,8482012Revenue 2013: $26,070Expenses 2013: $29,508Net Income 2013: -$3,4382013Revenue 2014: $54,881Expenses 2014: $31,180Net Income 2014: $23,7012014Revenue 2015: $50,206Expenses 2015: $32,099Net Income 2015: $18,1072015Revenue 2016: $9,544Expenses 2016: $30,648Net Income 2016: -$21,1042016Revenue 2017: $33,249Expenses 2017: $31,304Net Income 2017: $1,9452017Revenue 2018: $39,766Expenses 2018: $32,642Net Income 2018: $7,1242018Revenue 2019: $11,622Expenses 2019: $17,451Net Income 2019: -$5,8292019Revenue 2020: $31,565Expenses 2020: $34,752Net Income 2020: -$3,1872020Revenue 2021: $27,625Expenses 2021: $16,647Net Income 2021: $10,9782021Revenue 2022: $37,473Expenses 2022: $23,198Net Income 2022: $14,2752022Revenue 2023: $22,569Expenses 2023: $27,038Net Income 2023: -$4,4692023Revenue 2024: $32,800Expenses 2024: $25,199Net Income 2024: $7,6012024

Highlighted filing

2017

Revenue$33,249
Expenses$31,304
Net Income$1,945
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYNOVUS TRUST COMPANYTrustee-$5,562-$5,562
Filing and Contact Details

Filer

Filer Name
J D CARROLL TRUST #43Q028011
EIN
59-6166899
Phone
8504368459
Address
125 WEST ROMANA ST NO 224, PENSACOLA, FL 32502

Signing Officer

Name
Sandra Reed
Title
Relationship Manager
Phone
8504368459
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Saltmarsh Cleaveland & Gund
Address
34 WALTER MARTIN ROAD, FT WALTON BEACH, FL 32548
Preparer
Glenn Scharf CPA
Phone
8502436713
Raw XML Appendix367 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/Amt2441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt04-H CLUB OF ESCAMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EMORY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FIRST METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PENSACOLA STATE COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF W FLORIDA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5VASHTI CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03740 STEFANI RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ROOM 305 ADMIN BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26 E WRIGHT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41100 UNIVERSITY PKWY RM 129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51815 E CLAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CANTONMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5THOMASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032533
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd531792
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022075
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02044
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022075
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024119
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023164
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022075
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0397
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 INCOME ITEMS RECEIVED IN 2018
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0643
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0643
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0643
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0520
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 INCOME ITEMS THAT WERE RECEIVED IN 2017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02384
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0596
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01788
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/Amt1181
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt12017 TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt012
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt145
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1136
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0RELATIONSHIP MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08504368459
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J D CARROLL TRUST #43Q028011
ReturnHeader/Filer/BusinessNameControlTxt0JDCA
ReturnHeader/Filer/EIN0596166899
ReturnHeader/Filer/PhoneNum08504368459
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 WEST ROMANA ST NO 224
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032502
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03CEDF3E7AD834D66483EA3E75936BF36D8FECFA7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03CEDF3E7AD834D66483EA3E75936BF36D8FECFA7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.169.168.131
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:32:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592922169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTMARSH CLEAVELAND & GUND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034 WALTER MARTIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WALTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032548
ReturnHeader/PreparerPersonGrp/PhoneNum08502436713
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN SCHARF CPA
ReturnHeader/ReturnTs02018-05-14T10:47:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,380
Liabilities
$0
Net assets
$459,380
Revenue
$33,249
Expenses
$31,304
Net income
$1,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.33$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.23$0.27$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.37$0.23$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.28$0.17$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.32$0.35$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.12$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.40$0.33$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.33$0.31$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.10$0.31$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.50$0.32$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.55$0.31$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.26$0.30$0.03
2012Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.24
2011Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.35
2010Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.17