Civic Intelligence

Lyle R Baker & Bernice V Baker Charitable Trust

990PF • Fiscal year 2019 • EIN 59-7074888

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(404) 813-4694

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

27th percentile

-8.0%

Higher net margin than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$21,670

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,142,701

Down $5,122 (-0.4%) from 2018

Net Assets

Down

$1,142,701

Down $5,122 (-0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin27th percentile

Revenue

Up

$62,682

Up $8,318 (+15%) from 2018

Expenses

Up

$67,672

Up $40,070 (+145%) from 2018

Net Income

Down

-$4,990

Down $31,752 (-119%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,225,294Liabilities 2011: $02011Assets 2012: $1,197,486Liabilities 2012: $02012Assets 2013: $1,210,499Liabilities 2013: $02013Assets 2014: $1,174,356Liabilities 2014: $02014Assets 2015: $1,115,349Liabilities 2015: $02015Assets 2018: $1,147,823Liabilities 2018: $0Net Assets 2018: $1,147,8232018Assets 2019: $1,142,701Liabilities 2019: $0Net Assets 2019: $1,142,7012019Assets 2020: $1,120,608Liabilities 2020: $0Net Assets 2020: $1,120,6082020Assets 2021: $1,182,774Liabilities 2021: $0Net Assets 2021: $1,182,7742021Assets 2022: $1,131,965Liabilities 2022: $0Net Assets 2022: $1,131,9652022Assets 2023: $1,134,159Liabilities 2023: $0Net Assets 2023: $1,134,1592023Assets 2024: $1,160,649Liabilities 2024: $0Net Assets 2024: $1,160,6492024

Highlighted filing

2019

Assets$1,142,701
Liabilities$0
Net Assets$1,142,701
Open 2019 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$100K$0-$100KRevenue 2011: $78,375Expenses 2011: $71,557Net Income 2011: $6,8182011Revenue 2012: $45,218Expenses 2012: $72,694Net Income 2012: -$27,4762012Revenue 2013: $103,855Expenses 2013: $90,743Net Income 2013: $13,1122013Revenue 2014: $99,924Expenses 2014: $136,367Net Income 2014: -$36,4432014Revenue 2015: $26,643Expenses 2015: $90,170Net Income 2015: -$63,5272015Revenue 2018: $54,364Expenses 2018: $27,602Net Income 2018: $26,7622018Revenue 2019: $62,682Expenses 2019: $67,672Net Income 2019: -$4,9902019Revenue 2020: $56,014Expenses 2020: $77,961Net Income 2020: -$21,9472020Revenue 2021: $147,295Expenses 2021: $81,368Net Income 2021: $65,9272021Revenue 2022: $35,597Expenses 2022: $89,847Net Income 2022: -$54,2502022Revenue 2023: $78,153Expenses 2023: $76,273Net Income 2023: $1,8802023Revenue 2024: $91,600Expenses 2024: $65,050Net Income 2024: $26,5502024

Highlighted filing

2019

Revenue$62,682
Expenses$67,672
Net Income-$4,990
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK FKA SUNTRUST BANKTrustee-$21,670-$21,670
Filing and Contact Details

Filer

Filer Name
Lyle R Baker & Benice V Baker Charitab
EIN
59-7074888
Phone
4048134694
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Truist Bank Fka Suntrust Bank
Title
Trustee
Phone
4048134694
Signed
2020-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt037816
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt024866
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt062682
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt062682
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt024866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010835
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010835
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt021670
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042786
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042786
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037282
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037816
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4990
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt074547
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt024866

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Filings

Displayed year

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

Open filing
Assets
$1,142,701
Liabilities
$0
Net assets
$1,142,701
Revenue
$62,682
Expenses
$67,672
Net income
-$4,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.09$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.03$0.03
2015Summary only. Only limited summary data is available for this year.$1.12$0.00$0.03$0.09$0.06
2014Summary only. Only limited summary data is available for this year.$1.17$0.00$0.10$0.14$0.04
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$0.10$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.05$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.08$0.07$0.01