Civic Intelligence

Vern a & Florence E Martin Charitable Ta

EIN 59-6940773 • Murdock, FL

Englewood Bank Trust PO Box 38060Murdock, FL 33938-0609
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-154%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$912

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-5.7%

Faster asset growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-0.4%

Faster revenue growth than 34% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,630,391

Down $99,435 (-5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,630,391

Down $99,435 (-5.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Down

$64,772

Down $256 (-0.4%) from 2023

Expenses

Down

$164,207

Down $26 (-0.0%) from 2023

Net Income

Down

-$99,435

Down $230 (-0.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,994,916Liabilities 2011: $02011Assets 2012: $2,178,617Liabilities 2012: $02012Assets 2013: $2,282,455Liabilities 2013: $02013Assets 2014: $2,258,852Liabilities 2014: $02014Assets 2015: $2,207,042Liabilities 2015: $02015Assets 2018: $2,311,738Liabilities 2018: $0Net Assets 2018: $2,311,7382018Assets 2019: $2,176,846Liabilities 2019: $0Net Assets 2019: $2,176,8462019Assets 2020: $2,079,841Liabilities 2020: $0Net Assets 2020: $2,079,8412020Assets 2021: $2,003,096Liabilities 2021: $0Net Assets 2021: $2,003,0962021Assets 2022: $1,829,031Liabilities 2022: $0Net Assets 2022: $1,829,0312022Assets 2023: $1,729,826Liabilities 2023: $0Net Assets 2023: $1,729,8262023Assets 2024: $1,630,391Liabilities 2024: $0Net Assets 2024: $1,630,3912024

Highlighted filing

2024

Assets$1,630,391
Liabilities$0
Net Assets$1,630,391
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$400K$200K$0-$200KRevenue 2011: $133,661Expenses 2011: $139,356Net Income 2011: -$5,6952011Revenue 2012: $308,200Expenses 2012: $125,186Net Income 2012: $183,0142012Revenue 2013: $232,154Expenses 2013: $139,030Net Income 2013: $93,1242013Revenue 2014: $71,351Expenses 2014: $145,485Net Income 2014: -$74,1342014Revenue 2015: $73,051Expenses 2015: $142,930Net Income 2015: -$69,8792015Revenue 2018: $344,001Expenses 2018: $153,111Net Income 2018: $190,8902018Revenue 2019: $10,220Expenses 2019: $145,112Net Income 2019: -$134,8922019Revenue 2020: $45,719Expenses 2020: $142,724Net Income 2020: -$97,0052020Revenue 2021: $73,618Expenses 2021: $150,363Net Income 2021: -$76,7452021Revenue 2022: -$7,848Expenses 2022: $168,245Net Income 2022: -$176,0932022Revenue 2023: $65,028Expenses 2023: $164,233Net Income 2023: -$99,2052023Revenue 2024: $64,772Expenses 2024: $164,207Net Income 2024: -$99,4352024

Highlighted filing

2024

Revenue$64,772
Expenses$164,207
Net Income-$99,435
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,630,391
Liabilities
$0
Net assets
$1,630,391
Revenue
$64,772
Expenses
$164,207
Net income
-$99,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.06$0.16$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.07$0.16$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.01$0.17$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.07$0.15$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.05$0.14$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.01$0.15$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.34$0.15$0.19
2015Summary only. Only limited summary data is available for this year.$2.21$0.00$0.07$0.14$0.07
2014Summary only. Only limited summary data is available for this year.$2.26$0.00$0.07$0.15$0.07
2013Summary only. Only limited summary data is available for this year.$2.28$0.00$0.23$0.14$0.09
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$0.31$0.13$0.18
2011Summary only. Only limited summary data is available for this year.$1.99$0.00$0.13$0.14$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Sep 12, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lory Weisensee for Englewood BankTrustee-$590-$590
Filing and Contact Details

Filer

Filer Name
Vern A & Florence E Martin Charitable TA
EIN
59-6940773
In Care Of
% ENGLEWOOD BANK & TRUST
Phone
9416241935
Address
ENGLEWOOD BANK TRUST PO BOX 38060, MURDOCK, FL 33938-0609

Signing Officer

Name
Lory Weisensee
Title
Trustee
Phone
9416241935
Signed
2023-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 537 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0Lory Weisensee for Englewood Bank
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*LORY WEISENSEE FOR ENGLEWOOD BANK, TRUSTEE OF VERN A. & FLORENCE E. MARTIN CHARITABLE T/A (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. DURING TAXABLE YEAR ENDING OCTOBER 31, 2022,THE FOUNDATION PAID $7,297 TO ENGLEWOOD BANK FOR INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C.
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040139
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0590
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lory Weisensee for Englewood Bank
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09416241935
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02559
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21745
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62294
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72443
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt143490
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165816
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt184653
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192443
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR SARASOTA AND CHARLOTTE COUNTIES PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Child Safety Seats program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5the Charlotte Harbor Center, Prescription/Medical programs for Children, Nix Crme Rinse program lice treatment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Backpacks for kids initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Fund, Preschool program, Counseling Program, Church Ministries, Youth Program, and Children's Ministry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13After School Tutoring, Connections Program, 7 Habits program, the Scholarship fund, and general fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN LUNG ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BAKERHEAD START
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BIG BROTHERS-BIG SISTERS FOUNDATION OF THE SUNCOAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHARLOTTE COUNTY PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6COMMUNITY PRESBYTERIAN CHURCH OF ENGLEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DOLLARS FOR MAMMOGRAMS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ENGLEWOOD ELEMENTARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9ENGLEWOOD HELPING HAND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10ENGLEWOOD UNITED METHODIST CHURCH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11GIRL SCOUTS OF GULFCOAST FLORIDA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12L A AINGER MIDDLE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13LEMON BAY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14LOVELAND CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Myakka River Elementary School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16PENTWATER PUBLIC SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SUNCOAST HUMANE SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18UNITED METHODIST CHURCH CENTENARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19VINELAND ELEMENTARY SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014010 ROOSEVELT BLVD STE 709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16852 BELFORT OAKS PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2311 E CHARLOTTE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 TAMIAMI TRL S STE C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt414258 MICHIGAN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51445 EDUCATION WAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8150 N MCCALL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9700 E DEARBORN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10700 E DEARBORN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114780 CATTLEMEN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12245 COUGAR WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132201 PLACIDA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14157 S HAVANA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1512650 WILMINGTON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16600 E PARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt176781 SAN CASA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18PO BOX 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19467 BOUNDARY BLVD

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