Civic Intelligence

The Margeson Family Charitable Trust

EIN 59-7124961 • Maitland, FL

400 South Lake Sybelia DriveMaitland, FL 32751
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2014

Net Margin

47th percentile

0.0%

Higher net margin than 47% of similar nonprofits.

<$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

-1.7%

Faster revenue growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,043 (-100%) from 2013

Liabilities

Down

$0

Down $2,200 (-100%) from 2013

Net Assets

Up

$0

Up $157 (+100%) from 2013

Operations
Liabilities / Revenue66th percentileNet Margin47th percentile

Revenue

Down

$350

Down $6 (-1.7%) from 2013

Expenses

Down

$350

Down $5 (-1.4%) from 2013

Net Income

Down

$0

Down $1 (-100%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$8.0K$6.0K$4.0K$2.0K$0-$2.0KAssets 2010: $7,142Liabilities 2010: $2,200Net Assets 2010: $4,9422010Assets 2011: $7,142Liabilities 2011: $2,2002011Assets 2012: $2,042Liabilities 2012: $2,200Net Assets 2012: -$1582012Assets 2013: $2,043Liabilities 2013: $2,200Net Assets 2013: -$1572013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth49th percentile

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

$6.0K$4.0K$2.0K$0Expenses 2010: $3002010Revenue 2011: $275Expenses 2011: $275Net Income 2011: $02011Expenses 2012: $5,3852012Revenue 2013: $356Expenses 2013: $355Net Income 2013: $12013Revenue 2014: $350Expenses 2014: $350Net Income 2014: $02014

Highlighted filing

2014

Revenue$350
Expenses$350
Net Income$0
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$350
Expenses
$350
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0$0$0$350$350$0
2013Detailed filing. Detailed filing data is available for this year.$2,043$2,200$157$356$355$1
2012Detailed filing. Detailed filing data is available for this year.$2,042$2,200$158$5,385
2011Summary only. Only limited summary data is available for this year.$7,142$2,200$275$275$0
2010Detailed filing. Detailed filing data is available for this year.$7,142$2,200$4,942$300
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH L MARGESONTrustee-$0--
TRISHA H MARGESONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Margeson Family Charitable
EIN
59-7124961
Phone
4076478888
Address
400 SOUTH LAKE SYBELIA DRIVE, MAITLAND, FL 32751

Signing Officer

Name
Kenneth Margeson
Title
Trustee
Phone
4076478888
Signed
2015-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Elerick & Elerick Pa
Address
265 N WYMORE RD, WINTER PARK, FL 32789-3454
Preparer
Linda M Elerick
Phone
4076299995
Raw XML Appendix202 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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LiquidationExplanationStmt/ExplanationTxt0CHARITABLE FOUNDATION WAS DISSOLVED DUE TO LACK OF PUBLIC CONTRIBUTIONS
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LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0TRUSTEE
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0157
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LIQUIDATION ADJUSTMENT
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH MARGESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04076478888
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARGESON FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0597124961
ReturnHeader/Filer/PhoneNum04076478888
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ReturnHeader/Filer/USAddress/ZIPCd032751
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0265 N WYMORE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327893454
ReturnHeader/PreparerPersonGrp/PhoneNum04076299995
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA M ELERICK
ReturnHeader/ReturnTs02015-02-12T08:04:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits