Civic Intelligence

Mary C Medley Charitable Trust

990PF • Fiscal year 2021 • EIN 61-6257537

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 12, 2022

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(252) 246-4637

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$17,874

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

151%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,068,658

Up $132,660 (+14%) from 2020

Net Assets

Up

$1,068,658

Up $132,660 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin96th percentile

Revenue

Up

$153,200

Up $92,126 (+151%) from 2020

Expenses

Down

$20,791

Down $60,891 (-75%) from 2020

Net Income

Up

$132,409

Up $153,017 (+743%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $957,392Liabilities 2019: $02019Assets 2020: $935,998Liabilities 2020: $0Net Assets 2020: $935,9982020Assets 2021: $1,068,658Liabilities 2021: $0Net Assets 2021: $1,068,6582021Assets 2022: $1,086,217Liabilities 2022: $0Net Assets 2022: $1,086,2172022Assets 2023: $1,036,935Liabilities 2023: $0Net Assets 2023: $1,036,9352023Assets 2024: $1,052,134Liabilities 2024: $0Net Assets 2024: $1,052,1342024

Highlighted filing

2021

Assets$1,068,658
Liabilities$0
Net Assets$1,068,658
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2019: $51,325Expenses 2019: $45,213Net Income 2019: $6,1122019Revenue 2020: $61,074Expenses 2020: $81,682Net Income 2020: -$20,6082020Revenue 2021: $153,200Expenses 2021: $20,791Net Income 2021: $132,4092021Revenue 2022: $78,293Expenses 2022: $60,387Net Income 2022: $17,9062022Revenue 2023: $10,743Expenses 2023: $59,767Net Income 2023: -$49,0242023Revenue 2024: $73,510Expenses 2024: $58,342Net Income 2024: $15,1682024

Highlighted filing

2021

Revenue$153,200
Expenses$20,791
Net Income$132,409
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 12, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrustee-$17,874-$17,874
Filing and Contact Details

Filer

Filer Name
Mary C Medley Charitable Trust
EIN
61-6257537
Phone
2522464637
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
2522464637
Signed
2022-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98G8994E103 TRANE TECHNOLOGIES P
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21464288620 ISHARES BROAD USD IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2246653M849 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2352472T775 BRANDYWINEGLOBAL COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2592206C755 VANGUARD MORTGAGE-BA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26922908553 VANGUARD REAL ESTATE
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt020791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0152953
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018791
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-02-06

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,068,658
Liabilities
$0
Net assets
$1,068,658
Revenue
$153,200
Expenses
$20,791
Net income
$132,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.15$0.02$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$0.96$0.00$0.05$0.05$0.01