Civic Intelligence

Gladys M Dickson Charitable Trust J Stephen Pullum Trustee

990PF • Fiscal year 2015 • EIN 59-6965930

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 27, 2015

Organization Profile
1330 W Citizens BlvdRoom/Suite 701Leesburg, FL 34748-3945

(352) 728-3060

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

5th percentile

-146%

Higher net margin than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$20,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 58.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

25th percentile

-4.1%

Faster asset growth than 25% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,183,879

Down $49,986 (-4.1%) from 2014

Net Assets

Down

$1,183,879

Down $49,986 (-4.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin5th percentile

Revenue

Down

$34,240

Down $114,643 (-77%) from 2014

Expenses

Up

$84,226

Up $1,116 (+1.3%) from 2014

Net Income

Down

-$49,986

Down $115,759 (-176%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,205,321Liabilities 2011: $0Net Assets 2011: $1,205,3212011Assets 2012: $1,109,654Liabilities 2012: $0Net Assets 2012: $1,109,6542012Assets 2013: $1,168,092Liabilities 2013: $0Net Assets 2013: $1,168,0922013Assets 2014: $1,233,865Liabilities 2014: $0Net Assets 2014: $1,233,8652014Assets 2015: $1,183,879Liabilities 2015: $0Net Assets 2015: $1,183,8792015Assets 2016: $1,156,971Liabilities 2016: $02016Assets 2020: $1,537,693Liabilities 2020: $0Net Assets 2020: $1,537,6932020Assets 2021: $1,664,187Liabilities 2021: $0Net Assets 2021: $1,664,1872021Assets 2022: $1,657,911Liabilities 2022: $0Net Assets 2022: $1,657,9112022Assets 2023: $1,630,888Liabilities 2023: $0Net Assets 2023: $1,630,8882023Assets 2024: $1,710,000Liabilities 2024: $0Net Assets 2024: $1,710,0002024Assets 2025: $2,282,247Liabilities 2025: $0Net Assets 2025: $2,282,2472025

Highlighted filing

2015

Assets$1,183,879
Liabilities$0
Net Assets$1,183,879
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200KExpenses 2011: $92,6832011Expenses 2012: $79,1232012Expenses 2013: $72,4692013Revenue 2014: $148,883Expenses 2014: $83,110Net Income 2014: $65,7732014Revenue 2015: $34,240Expenses 2015: $84,226Net Income 2015: -$49,9862015Revenue 2016: $86,048Expenses 2016: $112,956Net Income 2016: -$26,9082016Revenue 2020: $18,560Expenses 2020: $76,915Net Income 2020: -$58,3552020Revenue 2021: $41,624Expenses 2021: $83,190Net Income 2021: -$41,5662021Revenue 2022: $39,213Expenses 2022: $115,700Net Income 2022: -$76,4872022Revenue 2023: $112,722Expenses 2023: $20,000Net Income 2023: $92,7222023Revenue 2024: $198,287Expenses 2024: $129,175Net Income 2024: $69,1122024Revenue 2025: $384,523Expenses 2025: $109,973Net Income 2025: $274,5502025

Highlighted filing

2015

Revenue$34,240
Expenses$84,226
Net Income-$49,986
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 27, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STEPHEN PULLUMTrusteePT$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Gladys M Dickson Charitable Trust
EIN
59-6965930
Phone
3527283060
Address
1330 W CITIZENS BLVD, ROOM/SUITE 701, LEESBURG, FL 34748-3945

Signing Officer

Name
J Stephen Pullum
Title
Trustee
Phone
3527283060
Signed
2015-08-27

Preparer

Firm
Haliday Bair & Hux Pa
Address
400 WEBSTER STREET, LEESBURG, FL 34748
Preparer
Alfred C Haliday Jr
Phone
3527873445
Raw XML Appendix321 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/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL USES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ARTISTIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAKE A WISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MOUNT DORA CHRISTIAN ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SCOTT STRONG SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COLLEGE OF MT SAINT VINCENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FARNSWORTH ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01020 N ORLANDO AVE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1301 W 13TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22045 PRUITT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36301 RIVERDALE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt416 MUSEUM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MAITLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOUNT DORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LEESBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RIVERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ROCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132757
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404841
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064026
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014640
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07541
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064026
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010901
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEESBURG INVESTMENT GROUP TRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0329
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TALON POINTE LAND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WELLS FARGO ACCOUNT 6830-7181
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt019
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt144
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05337
TaxesSchedule/TaxesDetail/Amt02642
TaxesSchedule/TaxesDetail/Amt1316
TaxesSchedule/TaxesDetail/CategoryTxt0DEPT OF TREASURY 990-PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0316
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0J STEPHEN PULLUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03527283060
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLADYS M DICKSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0J STEPHEN PULLUM TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0GLAD
ReturnHeader/Filer/EIN0596965930
ReturnHeader/Filer/PhoneNum03527283060
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 W CITIZENS BLVD
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 701
ReturnHeader/Filer/USAddress/CityNm0LEESBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0347483945
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591874580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALIDAY BAIR & HUX PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 WEBSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034748
ReturnHeader/PreparerPersonGrp/PhoneNum03527873445
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED C HALIDAY JR
ReturnHeader/ReturnTs02015-09-03T09:34:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,183,879
Liabilities
$0
Net assets
$1,183,879
Revenue
$34,240
Expenses
$84,226
Net income
-$49,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.38$0.11$0.27
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.20$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.11$0.02$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.02$0.08$0.06
2016Summary only. Only limited summary data is available for this year.$1.16$0.00$0.09$0.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.15$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09