Civic Intelligence

Gladys M Dickson Charitable Trust J Stephen Pullum Trustee

990PF • Fiscal year 2014 • EIN 59-6965930

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 06, 2014

Organization Profile
1330 W Citizens BlvdRoom/Suite 70134748-3945

(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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$20,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

64th percentile

5.6%

Faster asset growth than 64% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,233,865

Up $65,773 (+5.6%) from 2013

Net Assets

Up

$1,233,865

Up $65,773 (+5.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin86th percentile

Revenue

$148,883

No earlier filing loaded for comparison.

Expenses

Up

$83,110

Up $10,641 (+15%) from 2013

Net Income

$65,773

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2014

Assets$1,233,865
Liabilities$0
Net Assets$1,233,865
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$148,883
Expenses$83,110
Net Income$65,773
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

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

Filer

EIN
59-6965930
Phone
3527283060

Signing Officer

Name
J Stephen Pullum
Title
Trustee
Phone
3527283060
Signed
2014-10-06

Preparer

Preparer
Alfred C Haliday Jr
Phone
3527873445
Raw XML Appendix359 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/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHURCH CHARITABLE USES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL USES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHURCH CHARITABLE USES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL USES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATIONAL USES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ARTISTIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHILDRENS CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10LITTLEFIELD MEMORIAL BAPTIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11SIGMA APLPHA EPSILON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13STETSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14COLLEGE OF MT SAINT VINCENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15FARNSWORTH ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16HOUSE OF HOPE
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/RecipientFoundationStatusTxt5501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501 (C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101 WALDO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111856 SHERIDAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12106 E CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13421 N WOODLAND BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine146301 RIVERDALE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1516 MUSEUM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine162036 36TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20UNIT 8378
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ROCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3DELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4RIVERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5ROCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode004841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1602013837
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode232801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode332723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode410471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode504841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode632839
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050800
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/AppliedToCurrentYearAmt061423
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05720
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07069
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014640
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061423
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025069
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt083
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TALON POINTE LAND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2WELLS FARGO ADVISOR
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt023
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12270
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04907
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04907
TaxesSchedule/TaxesDetail/Amt04549
TaxesSchedule/TaxesDetail/Amt1278
TaxesSchedule/TaxesDetail/CategoryTxt0DEPT OF TREASURY 990-PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0278
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0J STEPHEN PULLUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03527283060
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10GLADYS M DICKSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20J STEPHEN PULLUM TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0GLAD
ReturnHeader/Filer/EIN0596965930
ReturnHeader/Filer/PhoneNum03527283060
ReturnHeader/Filer/USAddress/AddressLine101330 W CITIZENS BLVD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 701
ReturnHeader/Filer/USAddress/City0LEESBURG
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0347483945
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591874580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HALIDAY BAIR & HUX PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10400 WEBSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode034748
ReturnHeader/PreparerPersonGrp/PhoneNum03527873445
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED C HALIDAY JR
ReturnHeader/ReturnTs02014-10-07T12:53:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,233,865
Liabilities
$0
Net assets
$1,233,865
Revenue
$148,883
Expenses
$83,110
Net income
$65,773
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