Civic Intelligence

Celestine M Carroll Trust #43Q027013

990PF • Fiscal year 2014 • EIN 59-6169085

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
125 West Romana Street 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

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

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

81st percentile

$7,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

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

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$374,395

Up $19,238 (+5.4%) from 2013

Net Assets

Up

$374,395

Up $19,238 (+5.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin89th percentile

Revenue

Up

$44,642

Up $23,673 (+113%) from 2013

Expenses

Up

$25,902

Up $1,735 (+7.2%) from 2013

Net Income

Up

$18,740

Up $21,938 (+686%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2010: $347,468Liabilities 2010: $0Net Assets 2010: $347,4682010Assets 2011: $349,633Liabilities 2011: $0Net Assets 2011: $349,6332011Assets 2012: $358,329Liabilities 2012: $12012Assets 2013: $355,157Liabilities 2013: $0Net Assets 2013: $355,1572013Assets 2014: $374,395Liabilities 2014: $0Net Assets 2014: $374,3952014Assets 2015: $383,618Liabilities 2015: $0Net Assets 2015: $383,6182015Assets 2016: $370,819Liabilities 2016: $0Net Assets 2016: $370,8192016Assets 2017: $367,743Liabilities 2017: $0Net Assets 2017: $367,7432017Assets 2018: $373,063Liabilities 2018: $0Net Assets 2018: $373,0632018Assets 2019: $367,752Liabilities 2019: $0Net Assets 2019: $367,7522019Assets 2020: $363,018Liabilities 2020: $0Net Assets 2020: $363,0182020Assets 2021: $370,300Liabilities 2021: $0Net Assets 2021: $370,3002021Assets 2022: $381,004Liabilities 2022: $0Net Assets 2022: $381,0042022Assets 2023: $376,849Liabilities 2023: $0Net Assets 2023: $376,8492023Assets 2024: $382,439Liabilities 2024: $0Net Assets 2024: $382,4392024

Highlighted filing

2014

Assets$374,395
Liabilities$0
Net Assets$374,395
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $14,7942010Expenses 2011: $31,9942011Revenue 2012: $28,654Expenses 2012: $19,348Net Income 2012: $9,3062012Revenue 2013: $20,969Expenses 2013: $24,167Net Income 2013: -$3,1982013Revenue 2014: $44,642Expenses 2014: $25,902Net Income 2014: $18,7402014Revenue 2015: $36,311Expenses 2015: $26,978Net Income 2015: $9,3332015Revenue 2016: $8,574Expenses 2016: $25,941Net Income 2016: -$17,3672016Revenue 2017: $26,398Expenses 2017: $24,940Net Income 2017: $1,4582017Revenue 2018: $31,923Expenses 2018: $26,491Net Income 2018: $5,4322018Revenue 2019: $9,293Expenses 2019: $14,700Net Income 2019: -$5,4072019Revenue 2020: $25,298Expenses 2020: $28,997Net Income 2020: -$3,6992020Revenue 2021: $22,081Expenses 2021: $13,450Net Income 2021: $8,6312021Revenue 2022: $30,027Expenses 2022: $19,432Net Income 2022: $10,5952022Revenue 2023: $17,984Expenses 2023: $22,182Net Income 2023: -$4,1982023Revenue 2024: $26,080Expenses 2024: $20,440Net Income 2024: $5,6402024

Highlighted filing

2014

Revenue$44,642
Expenses$25,902
Net Income$18,740
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYNOVUS TRUST COMPANYTrustee-$7,500-$7,500
Filing and Contact Details

Filer

Filer Name
CELESTINE M CARROLL TRUST #43Q027013
EIN
59-6169085
Phone
8504368459
Address
125 WEST ROMANA STREET NO 224, PENSACOLA, FL 32502

Signing Officer

Name
Sandra Reed
Title
Relationship Manager
Phone
8504368459
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Saltmarsh Cleaveland & Gund
Address
34 WALTER MARTIN ROAD, FORT WALTON BEACH, FL 32548
Preparer
Glenn Scharf CPA
Phone
8502436713
Raw XML Appendix333 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0THIS ORGANIZATION HEREBY ELECTS, UNDER REGULATIONS SECTION53.4942(A)-3(D)(2), TO APPLY PART OF THE REMAININGQUALIFYING DISTRIBUTIONS FOR 2011 TO THE UNDISTRIBUTEDINCOME OF $202 FROM 2009.
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC CHARITIES BUREAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PENSACOLA STATE COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST MICHAEL'S CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF W FLORIDA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0222 E GOVERNMENT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 12423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311000 UNIVERSITY PKWY RM 129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PENSACOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232582
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017060
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/AppliedToCurrentYearAmt02662
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017249
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019911
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018074
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017249
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0244
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 DIVIDENDS POSTED IN 2015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt047
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt047
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0742
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INTEREST AND DIVIDENDS FROM 2013 POSTED IN JANUARY 2014
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/Amt1306
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12013 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt020
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt060
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0RELATIONSHIP MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08504368459
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CELESTINE M CARROLL TRUST #43Q027013
ReturnHeader/Filer/BusinessNameControlTxt0CELE
ReturnHeader/Filer/EIN0596169085
ReturnHeader/Filer/PhoneNum08504368459
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 WEST ROMANA STREET NO 224
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592922169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTMARSH CLEAVELAND & GUND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034 WALTER MARTIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WALTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032548
ReturnHeader/PreparerPersonGrp/PhoneNum08502436713
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN SCHARF CPA
ReturnHeader/ReturnTs02015-05-12T15:27:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,395
Liabilities
$0
Net assets
$374,395
Revenue
$44,642
Expenses
$25,902
Net income
$18,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.26$0.20$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.18$0.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.30$0.19$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.22$0.13$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.25$0.29$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.09$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.32$0.26$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.26$0.25$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.09$0.26$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.36$0.27$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.45$0.26$0.19
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.21$0.24$0.03
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.29$0.19$0.09
2011Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.32
2010Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.15