Civic Intelligence

Catherine D Anderson Charitable Trust

990PF • Fiscal year 2020 • EIN 65-6080716

Sep 01, 2019 to Aug 31, 2020 • Filed on Nov 02, 2020

Organization Profile
C/O Tompkins P O Box 519Alachua, FL 32616

(352) 418-1000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-738%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$5,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 84.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-70%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$392,503

Down $43,929 (-10%) from 2019

Net Assets

$392,503

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$5,950

Down $14,001 (-70%) from 2019

Expenses

Up

$49,879

Up $2,470 (+5.2%) from 2019

Net Income

Down

-$43,929

Down $16,471 (-60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2011: $554,005Liabilities 2011: $02011Assets 2012: $546,595Liabilities 2012: $02012Assets 2013: $527,452Liabilities 2013: $02013Assets 2014: $611,281Liabilities 2014: $02014Assets 2015: $576,165Liabilities 2015: $02015Assets 2019: $436,432Liabilities 2019: $02019Assets 2020: $392,503Liabilities 2020: $0Net Assets 2020: $392,5032020Assets 2021: $408,665Liabilities 2021: $0Net Assets 2021: $408,6652021Assets 2022: $398,371Liabilities 2022: $0Net Assets 2022: $398,3712022Assets 2023: $376,384Liabilities 2023: $0Net Assets 2023: $376,3842023Assets 2024: $354,424Liabilities 2024: $0Net Assets 2024: $354,4242024Assets 2025: $356,365Liabilities 2025: $0Net Assets 2025: $356,3652025

Highlighted filing

2020

Assets$392,503
Liabilities$0
Net Assets$392,503
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $139,770Expenses 2011: $65,974Net Income 2011: $73,7962011Revenue 2012: $60,882Expenses 2012: $67,189Net Income 2012: -$6,3072012Revenue 2013: $41,532Expenses 2013: $60,325Net Income 2013: -$18,7932013Revenue 2014: $142,430Expenses 2014: $58,256Net Income 2014: $84,1742014Revenue 2015: $26,020Expenses 2015: $58,697Net Income 2015: -$32,6772015Revenue 2019: $19,951Expenses 2019: $47,409Net Income 2019: -$27,4582019Revenue 2020: $5,950Expenses 2020: $49,879Net Income 2020: -$43,9292020Revenue 2021: $64,523Expenses 2021: $48,361Net Income 2021: $16,1622021Revenue 2022: $31,601Expenses 2022: $41,895Net Income 2022: -$10,2942022Revenue 2023: $19,492Expenses 2023: $41,479Net Income 2023: -$21,9872023Revenue 2024: $18,845Expenses 2024: $40,805Net Income 2024: -$21,9602024Revenue 2025: $34,550Expenses 2025: $32,609Net Income 2025: $1,9412025

Highlighted filing

2020

Revenue$5,950
Expenses$49,879
Net Income-$43,929
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Nov 2, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARRYL TOMPKINSTrusteePT$5,000-$5,000
ASH FISHERTrusteePT$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Catherine Anderson Charitable Trust
EIN
65-6080716
Phone
3524181000
Address
C/O TOMPKINS P O BOX 519, ALACHUA, FL 32616

Signing Officer

Name
Darryl Tompkins
Title
Trustee
Phone
3524181000
Signed
2020-11-02

Preparer

Firm
Passariello & Staiano CPA Pa
Address
2953 W CYPRESS CREEK RD STE 101, FORT LAUDERDALE, FL 33309-1765
Preparer
John Passariello CPA
Phone
9549770900
Raw XML Appendix278 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/StockNm0SEE SCHEDULE ATTACHED
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02390
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IRS990PF/FMVAssetsEOYAmt0507310
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09162
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0492906
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07567
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024845
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05779
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05779
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022886
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05863
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02755
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028665
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025910
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02390
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID INCOME TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02390
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02390
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010300
TaxesSchedule/TaxesDetail/Amt099
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt099
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DARRYL TOMPKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03524181000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHERINE ANDERSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0656080716
ReturnHeader/Filer/PhoneNum03524181000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TOMPKINS P O BOX 519
ReturnHeader/Filer/USAddress/CityNm0ALACHUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032616
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0420C5AE711B9A087DA95443F553CA766493069EC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DE955071AF1F1C7849D527725D67FC62EA0D159
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.31.37.113
ReturnHeader/FilingSecurityInformation/IPDt02020-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:58:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650217596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PASSARIELLO & STAIANO CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02953 W CYPRESS CREEK RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333091765
ReturnHeader/PreparerPersonGrp/PhoneNum09549770900
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN PASSARIELLO CPA
ReturnHeader/ReturnTs02020-11-30T11:58:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$392,503
Liabilities
$0
Net assets
$392,503
Revenue
$5,950
Expenses
$49,879
Net income
-$43,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.35$0.33$0.02
2024Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.19$0.41$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.19$0.41$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.32$0.42$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.65$0.48$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.06$0.50$0.44
2019Summary only. Only limited summary data is available for this year.$4.36$0.00$0.20$0.47$0.27
2015Summary only. Only limited summary data is available for this year.$5.76$0.00$0.26$0.59$0.33
2014Summary only. Only limited summary data is available for this year.$6.11$0.00$1.42$0.58$0.84
2013Summary only. Only limited summary data is available for this year.$5.27$0.00$0.42$0.60$0.19
2012Summary only. Only limited summary data is available for this year.$5.47$0.00$0.61$0.67$0.06
2011Summary only. Only limited summary data is available for this year.$5.54$0.00$1.40$0.66$0.74