Civic Intelligence

Catherine D Anderson Charitable Trust

990PF • Fiscal year 2022 • EIN 65-6080716

Sep 01, 2021 to Aug 31, 2022 • Filed on Nov 03, 2022

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

17th percentile

-33%

Higher net margin than 17% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$5,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-2.5%

Faster asset growth than 44% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-51%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$398,371

Down $10,294 (-2.5%) from 2021

Net Assets

Down

$398,371

Down $10,294 (-2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$31,601

Down $32,922 (-51%) from 2021

Expenses

Down

$41,895

Down $6,466 (-13%) from 2021

Net Income

Down

-$10,294

Down $26,456 (-164%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$398,371
Liabilities$0
Net Assets$398,371

Operations Trend

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

2022

Revenue$31,601
Expenses$41,895
Net Income-$10,294
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Nov 3, 2022
Return Version
2021v4.0
Compensation and Service Providers

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
2022-11-03

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 Appendix253 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
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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/PreparationDt02022-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN PASSARIELLO CPA
ReturnHeader/ReturnTs02022-11-29T09:48:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DARRYL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOMPKINS
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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