Civic Intelligence

Herman J Deford Charitable Trust

990PF • Fiscal year 2019 • EIN 59-6841753

Oct 01, 2018 to Sep 30, 2019 • Filed on Jul 30, 2020

Organization Profile
200 S Orange Avenue Tower 3rd FloorOrlando, FL 32801

(407) 237-5718

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-435%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$10,026

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 52.3% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$421,958

Down $83,297 (-16%) from 2018

Net Assets

Down

$421,958

Down $83,297 (-16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$19,161

Down $13,115 (-41%) from 2018

Expenses

Down

$102,458

Down $1,198 (-1.2%) from 2018

Net Income

Down

-$83,297

Down $11,917 (-17%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.0M$500K$0Assets 2011: $943,486Liabilities 2011: $02011Assets 2012: $855,843Liabilities 2012: $02012Assets 2013: $800,959Liabilities 2013: $02013Assets 2014: $764,235Liabilities 2014: $02014Assets 2015: $687,545Liabilities 2015: $02015Assets 2018: $505,255Liabilities 2018: $0Net Assets 2018: $505,2552018Assets 2019: $421,958Liabilities 2019: $0Net Assets 2019: $421,9582019Assets 2020: $337,302Liabilities 2020: $0Net Assets 2020: $337,3022020Assets 2021: $308,609Liabilities 2021: $0Net Assets 2021: $308,6092021Assets 2022: $252,011Liabilities 2022: $0Net Assets 2022: $252,0112022Assets 2023: $172,031Liabilities 2023: $0Net Assets 2023: $172,0312023Assets 2024: $112,313Liabilities 2024: $0Net Assets 2024: $112,3132024Assets 2025: $42,340Liabilities 2025: $0Net Assets 2025: $42,3402025

Highlighted filing

2019

Assets$421,958
Liabilities$0
Net Assets$421,958
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$200K$100K$0-$100KRevenue 2011: $49,940Expenses 2011: $122,410Net Income 2011: -$72,4702011Revenue 2012: $36,811Expenses 2012: $124,454Net Income 2012: -$87,6432012Revenue 2013: $61,780Expenses 2013: $116,664Net Income 2013: -$54,8842013Revenue 2014: $81,147Expenses 2014: $117,871Net Income 2014: -$36,7242014Revenue 2015: $38,542Expenses 2015: $114,390Net Income 2015: -$75,8482015Revenue 2018: $32,276Expenses 2018: $103,656Net Income 2018: -$71,3802018Revenue 2019: $19,161Expenses 2019: $102,458Net Income 2019: -$83,2972019Revenue 2020: $14,955Expenses 2020: $99,827Net Income 2020: -$84,8722020Revenue 2021: $70,078Expenses 2021: $98,814Net Income 2021: -$28,7362021Revenue 2022: $44,216Expenses 2022: $100,712Net Income 2022: -$56,4962022Revenue 2023: $17,494Expenses 2023: $97,237Net Income 2023: -$79,7432023Revenue 2024: $30,445Expenses 2024: $90,481Net Income 2024: -$60,0362024Revenue 2025: $23,416Expenses 2025: $94,124Net Income 2025: -$70,7082025

Highlighted filing

2019

Revenue$19,161
Expenses$102,458
Net Income-$83,297
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jul 30, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUNTRUST BANKTrustee-$10,026-$10,026
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTHWESTERN UNIVERSITYFINANCIAL ASSISTANCE TO STUDENTSPUBLIC CHARITYEVANSTON, IL, US$88,732
Filing and Contact Details

Filer

Filer Name
Herman J Deford Charitable Trust
EIN
59-6841753
Phone
4072375718
Address
200 S ORANGE AVENUE TOWER 3RD FLOOR, ORLANDO, FL 32801

Signing Officer

Name
Andrew Thomas
Title
Vice President
Phone
4072375718
Signed
2020-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
100 NE 3RD AVE SUITE 300, FORT LAUDERDALE, FL 33301
Preparer
Arturo Giacosa
Phone
9544626351
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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0624433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0674748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0779550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0864662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt095470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.704257
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt095348
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt095470
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0122
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt095470
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1689
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SUNTRUST BANK SO FLORIDA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08666549252
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt088732
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL ASSISTANCE TO STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0619 CLARK ST 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt088732
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/AppliedToCurrentYearAmt024673
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt057278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt067007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt065031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt063059
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt063059
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0326771
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt070797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066658
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt057278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065031
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095470
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt070797
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0389830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0319033
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0705
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0705
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0705
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0250
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04072375718
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN J DEFORD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0596841753
ReturnHeader/Filer/PhoneNum04072375718
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 S ORANGE AVENUE TOWER 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 NE 3RD AVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033301
ReturnHeader/PreparerPersonGrp/PhoneNum09544626351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTURO GIACOSA
ReturnHeader/ReturnTs02020-07-30T11:31:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,958
Liabilities
$0
Net assets
$421,958
Revenue
$19,161
Expenses
$102,458
Net income
-$83,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.23$0.94$0.71
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.30$0.90$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.17$0.97$0.80
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.44$1.01$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.70$0.99$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.15$1.00$0.85
2019Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.19$1.02$0.83
2018Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.32$1.04$0.71
2015Summary only. Only limited summary data is available for this year.$6.88$0.00$0.39$1.14$0.76
2014Summary only. Only limited summary data is available for this year.$7.64$0.00$0.81$1.18$0.37
2013Summary only. Only limited summary data is available for this year.$8.01$0.00$0.62$1.17$0.55
2012Summary only. Only limited summary data is available for this year.$8.56$0.00$0.37$1.24$0.88
2011Summary only. Only limited summary data is available for this year.$9.43$0.00$0.50$1.22$0.72