Civic Intelligence

Estell Alexander Charitable Trust

990PF • Fiscal year 2011 • EIN 59-7172298

Jan 01, 2011 to Dec 31, 2011 • Filed on Feb 26, 2012

Organization Profile
1802 North Morgan Street33602
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

89th percentile

$25,000

Higher top officer pay than 89% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

59th percentile

2.1%

Faster asset growth than 59% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,858,661

Up $38,759 (+2.1%) from 2010

Net Assets

Up

$1,858,661

Up $38,759 (+2.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$119,274

Down $3,494 (-2.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,819,902Liabilities 2010: $0Net Assets 2010: $1,819,9022010Assets 2011: $1,858,661Liabilities 2011: $0Net Assets 2011: $1,858,6612011Assets 2012: $1,850,129Liabilities 2012: $0Net Assets 2012: $1,850,1292012Assets 2013: $1,829,542Liabilities 2013: $0Net Assets 2013: $1,829,5422013Assets 2014: $1,798,834Liabilities 2014: $0Net Assets 2014: $1,798,8342014Assets 2015: $1,787,384Liabilities 2015: $0Net Assets 2015: $1,787,3842015Assets 2016: $1,692,815Liabilities 2016: $0Net Assets 2016: $1,692,8152016Assets 2017: $1,645,226Liabilities 2017: $0Net Assets 2017: $1,645,2262017Assets 2018: $1,625,650Liabilities 2018: $0Net Assets 2018: $1,625,6502018Assets 2019: $1,479,279Liabilities 2019: $0Net Assets 2019: $1,479,2792019Assets 2020: $1,428,139Liabilities 2020: $0Net Assets 2020: $1,428,1392020Assets 2021: $1,415,504Liabilities 2021: $0Net Assets 2021: $1,415,5042021Assets 2022: $1,380,509Liabilities 2022: $0Net Assets 2022: $1,380,5092022Assets 2023: $1,362,044Liabilities 2023: $0Net Assets 2023: $1,362,0442023Assets 2024: $1,345,024Liabilities 2024: $0Net Assets 2024: $1,345,0242024

Highlighted filing

2011

Assets$1,858,661
Liabilities$0
Net Assets$1,858,661
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $122,7682010Expenses 2011: $119,2742011Expenses 2012: $149,7692012Revenue 2013: $120,013Expenses 2013: $140,600Net Income 2013: -$20,5872013Revenue 2014: $122,728Expenses 2014: $153,436Net Income 2014: -$30,7082014Revenue 2015: $143,029Expenses 2015: $154,479Net Income 2015: -$11,4502015Revenue 2016: $77,457Expenses 2016: $172,026Net Income 2016: -$94,5692016Revenue 2017: $110,742Expenses 2017: $158,331Net Income 2017: -$47,5892017Revenue 2018: $91,131Expenses 2018: $110,707Net Income 2018: -$19,5762018Revenue 2019: $45,756Expenses 2019: $192,127Net Income 2019: -$146,3712019Revenue 2020: $107,618Expenses 2020: $158,758Net Income 2020: -$51,1402020Revenue 2021: $153,661Expenses 2021: $166,296Net Income 2021: -$12,6352021Revenue 2022: $128,742Expenses 2022: $163,737Net Income 2022: -$34,9952022Revenue 2023: $125,412Expenses 2023: $143,877Net Income 2023: -$18,4652023Revenue 2024: $129,981Expenses 2024: $147,001Net Income 2024: -$17,0202024

Highlighted filing

2011

Revenue-
Expenses$119,274
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Feb 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$25,000-$25,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CAPITAL CAMPAIGN-TAMPA, FL, US$29,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$15,700
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$13,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$10,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$10,000
Paid Grant-GENERAL OPERATIONS-PHILADELPHIA, PA, US$5,400
Filing and Contact Details

Filer

EIN
59-7172298
Raw XML Appendix274 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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TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAXES
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATED TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0597172298
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ReturnHeader/Filer/USAddress/ZIPCode033602
ReturnHeader/Officer/DateSigned02012-02-26
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ReturnHeader/Officer/Phone08132290664
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-03-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GREGORY SHARER & STUART PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 2ND AVE SOUTH STE 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAINT PETERSBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0337014336
ReturnHeader/Preparer/Name0BYRON C SMITH CPA
ReturnHeader/Preparer/Phone07278216161
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-08T14:49:48-06:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,858,661
Liabilities
$0
Net assets
$1,858,661
Revenue
-
Expenses
$119,274
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.13$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.13$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.13$0.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.15$0.17$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11$0.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.05$0.19$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.08$0.17$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.12$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.14$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12