Civic Intelligence

Wayne M Densch Charitable Trust

990PF • Fiscal year 2019 • EIN 59-7033503

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 25, 2020

1603 East Marks StreetOrlando, FL 32803

(407) 896-3884

Siviq Scores

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

Liabilities / Assets

44th percentile

0.10x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

1.55x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

Up

$28,937,363

Up $308,626 (+1.1%) from 2015

Net Assets

$26,187,363

No earlier filing loaded for comparison.

Liabilities

Down

$2,750,000

Down $2,159,300 (-44%) from 2015

Revenue

Up

$1,777,501

Up $120,180 (+7.3%) from 2015

Expenses

Up

$2,081,273

Up $1,019,188 (+96%) from 2015

Net Income

Down

-$303,772

Down $899,008 (-151%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $26,608,390Liabilities 2011: $2,205,0002011Assets 2012: $26,546,330Liabilities 2012: $4,915,0002012Assets 2013: $25,991,911Liabilities 2013: $1,985,5002013Assets 2014: $28,546,601Liabilities 2014: $5,422,4002014Assets 2015: $28,628,737Liabilities 2015: $4,909,3002015Assets 2019: $28,937,363Liabilities 2019: $2,750,000Net Assets 2019: $26,187,3632019Assets 2020: $28,262,902Liabilities 2020: $3,400,000Net Assets 2020: $24,862,9022020Assets 2021: $29,261,015Liabilities 2021: $12021Assets 2022: $28,361,112Liabilities 2022: $0Net Assets 2022: $28,361,1122022Assets 2023: $28,159,048Liabilities 2023: $12023Assets 2024: $28,487,140Liabilities 2024: $0Net Assets 2024: $28,487,1402024

Highlighted filing

2019

Assets$28,937,363
Liabilities$2,750,000
Net Assets$26,187,363

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,083,948Expenses 2011: $3,184,416Net Income 2011: -$1,100,4682011Revenue 2012: $1,307,403Expenses 2012: $4,079,463Net Income 2012: -$2,772,0602012Revenue 2013: $1,160,598Expenses 2013: -$1,214,483Net Income 2013: $2,375,0812013Revenue 2014: $4,150,075Expenses 2014: $5,032,285Net Income 2014: -$882,2102014Revenue 2015: $1,657,321Expenses 2015: $1,062,085Net Income 2015: $595,2362015Revenue 2019: $1,777,501Expenses 2019: $2,081,273Net Income 2019: -$303,7722019Revenue 2020: $834,677Expenses 2020: $2,620,186Net Income 2020: -$1,785,5092020Revenue 2021: $2,925,465Expenses 2021: $1,855,116Net Income 2021: $1,070,3492021Revenue 2022: $696,533Expenses 2022: $1,538,355Net Income 2022: -$841,8222022Revenue 2023: $1,604,508Expenses 2023: $1,627,969Net Income 2023: -$23,4612023Revenue 2024: $1,805,448Expenses 2024: $1,417,753Net Income 2024: $387,6952024

Highlighted filing

2019

Revenue$1,777,501
Expenses$2,081,273
Net Income-$303,772
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 25, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD E WILLIAMSPres/Secy/Tr-$0--
JOHN A WILLIAMSVice Pres-$0--
Filing and Contact Details

Filer

Filer Name
Wayne M Densch Charitable Trust
EIN
59-7033503
Phone
4078963884
Address
1603 EAST MARKS STREET, ORLANDO, FL 32803

Signing Officer

Name
Leonard E Williams
Title
Pres/secy/treas
Phone
4078966911
Signed
2020-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Anne Mchugh Consulting LLC
Address
2812 ASHTON TERRACE, OVIEDO, FL 32765
Preparer
Anne M Mchugh
Phone
4074611374
Raw XML Appendix362 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK IN WAYNE DENSCH DEVELOPMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CORPORATE STOCK INVESTMENTS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9AQR GLOBAL STOCK SEL. OFFSHORE FUND
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt028521554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt028780189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt028605716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt026705409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt028141090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt027975584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01620493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240648
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01605326
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01620493
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt015167
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01620493
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LEONARD E WILLIAMS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01603 EAST MARKS STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032803
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04078963884
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SUBMISSIONS SHOULD INCLUDE ORGANIZATIONAL & BOARD PROFILES, FINANCIAL STATEMENTS, & DETAIL OF PROGRAM REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LEONARD E WILLIAMS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04078963884
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01603 EAST MARKS STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032803
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PROGRAM REQUESTS MUST ASSIST DISADVANTAGED PERSONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0GRANT FOR PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0FLORIDA CITRUS SPORTS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0ONE CITRUS BOWL PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd032805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01571607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DETAIL ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01603 MARKS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032803
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0300000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01571607
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0WAYNE DENSCH DEVELOPME
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(2)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0STOCK IS OWNED BY WAYNE DENSCH CHARITABLE TRUST AND COMMON BOARD
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01510911
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt033694
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01510911
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075888
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075888
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01620493
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075888
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt075888
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033694
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04129
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1138
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1138
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0145128
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11778571
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK INVESTMENT VALUE ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1REVERSAL OF APPROVED GRANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0140871
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0140871
TaxesSchedule/TaxesDetail/Amt019909
TaxesSchedule/TaxesDetail/Amt143144
TaxesSchedule/TaxesDetail/CategoryTxt0WITHHELD FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt043144
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019909
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD E WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/SECY/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum04078966911
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAYNE M DENSCH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0597033503
ReturnHeader/Filer/PhoneNum04078963884
ReturnHeader/Filer/USAddress/AddressLine1Txt01603 EAST MARKS STREET
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032803
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A9C7EE79B3F71E8BAC9690D1F58863DE974EA95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09558F27B2620B57A7CDC60D0BC18FE52E168FC1C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:23:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833343601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANNE MCHUGH CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02812 ASHTON TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVIEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032765
ReturnHeader/PreparerPersonGrp/PhoneNum04074611374
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE M MCHUGH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-05T12:23:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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