Civic Intelligence

Catherine D Anderson Charitable Trust

990PF • Fiscal year 2021 • EIN 65-6080716

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 17, 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

25%

Higher net margin than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$5,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

4.1%

Faster asset growth than 51% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

984%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$408,665

Up $16,162 (+4.1%) from 2020

Net Assets

Up

$408,665

Up $16,162 (+4.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Up

$64,523

Up $58,573 (+984%) from 2020

Expenses

Down

$48,361

Down $1,518 (-3.0%) from 2020

Net Income

Up

$16,162

Up $60,091 (+137%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$408,665
Liabilities$0
Net Assets$408,665
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$64,523
Expenses$48,361
Net Income$16,162
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 17, 2021
Return Version
2020v4.0
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
2021-11-17

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 Appendix258 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/TaxesDetail/Amt1592
TaxesSchedule/TaxesDetail/CategoryTxt0LICENSE
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt099
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DARRYL TOMPKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03524181000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
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/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/PreparationDt02021-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN PASSARIELLO CPA
ReturnHeader/ReturnTs02021-12-13T09:18:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DARRYL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOMPKINS
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$408,665
Liabilities
$0
Net assets
$408,665
Revenue
$64,523
Expenses
$48,361
Net income
$16,162
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