Civic Intelligence

Charles a Zerbst Charitable Tr

990 • Fiscal year 2023 • EIN 81-2918786

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
601 Bayshore Boulevard Suite 960Tampa, FL 33606

(813) 872-1216

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$6,714

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-17%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$663,826

Down $3,542 (-0.5%) from 2022

Net Assets

Down

$663,826

Down $3,542 (-0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin14th percentile

Revenue

Down

$21,734

Down $4,359 (-17%) from 2022

Expenses

Up

$26,732

Up $1,656 (+6.6%) from 2022

Net Income

Down

-$4,998

Down $6,015 (-591%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2020: $655,232Liabilities 2020: $0Net Assets 2020: $655,2322020Assets 2021: $665,861Liabilities 2021: $0Net Assets 2021: $665,8612021Assets 2022: $667,368Liabilities 2022: $0Net Assets 2022: $667,3682022Assets 2023: $663,826Liabilities 2023: $0Net Assets 2023: $663,8262023

Highlighted filing

2023

Assets$663,826
Liabilities$0
Net Assets$663,826
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

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

$40K$20K$0-$20KRevenue 2020: $8,410Expenses 2020: $24,655Net Income 2020: -$16,2452020Revenue 2021: $36,047Expenses 2021: $26,011Net Income 2021: $10,0362021Revenue 2022: $26,093Expenses 2022: $25,076Net Income 2022: $1,0172022Revenue 2023: $21,734Expenses 2023: $26,732Net Income 2023: -$4,9982023

Highlighted filing

2023

Revenue$21,734
Expenses$26,732
Net Income-$4,998
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$180,033
Mission and Program Overview

Mission

To provide support in perpetuity to lutheran services, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$667,368$663,826▼ $3,542
Cap Stk Tr Prin Current Funds$667,368$663,826▼ $3,542
Total Assets$667,368$663,826▼ $3,542
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$667,368$663,826▼ $3,542
Total Liabilities and Net Assets / Fund Balance$667,368$663,826▼ $3,542
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
-Trustee$6,714$6,714
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,734
Other Revenue
$0
Change in Net Assets
$-4,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,589
Other Expenses$8,143
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,589--$18,589
Fees for Services Management-$6,714-$6,714
Fees for Services Accounting-$750-$750
Other Expenses-$2-$2
Total Functional Expenses$18,589$8,143$0$26,732
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Services Flordia IncTampa, FL501c3General Financial Assistance$18,589
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 12C

“Annual acknowledgement by trustee”

Form 990, Part VI, Line 19

“All appropriate documents are made available upon request”

Form 990, Part VI, Line 11

“Copy of tax return sent to trustee for review comment. After approval, the return is filed.”

Filing and Contact Details

Filer

Filer Name
Zerbst Charles a Charitable Trust
EIN
81-2918786
Phone
8138721216
Address
601 BAYSHORE BOULEVARD SUITE 960, TAMPA, FL 33606

Signing Officer

Name
Sarah Peet
Title
Chief Trust Officer
Phone
8138721264
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
The Bank of Tampa
Formed
1989
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Cch Trust US
Address
225 CHASTAIN MEADOWS CT, KENNESAW, GA 30144
Preparer
Timothy S Varner
Phone
8663550356
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Posted subseq yr taxed current yr 465 posted current yr taxed prior yr 59 return of capital adjustment 168 accrued interest 751 rounding adjustment 13”

Raw XML Appendix386 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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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/FormationYr01989
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt018589
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0156660
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IRS990/LoanOutstandingInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01456
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0677
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL APPROPRIATE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW COMMENT. AFTER APPROVAL, THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POSTED SUBSEQ YR TAXED CURRENT YR 465 POSTED CURRENT YR TAXED PRIOR YR 59 RETURN OF CAPITAL ADJUSTMENT 168 ACCRUED INTEREST 751 ROUNDING ADJUSTMENT 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0667368
IRS990/TotalAssetsEOYAmt0663826
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08143
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018589
IRS990/TotalFunctionalExpensesGrp/TotalAmt026732
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0663826
IRS990/TotalProgramServiceExpensesAmt018589
IRS990/TotalReportableCompFromOrgAmt06714
IRS990/TotalRevenueGrp/ExclusionAmt021734
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021734
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0667368
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0663826
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IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0601 BAYSHORE BOULEVARD SUITE 960
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH PEET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08138721264
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZERBST CHARLES A CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ZERB
ReturnHeader/Filer/EIN0812918786
ReturnHeader/Filer/PhoneNum08138721216
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 BAYSHORE BOULEVARD SUITE 960
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541484602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCH TRUST US
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 CHASTAIN MEADOWS CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030144
ReturnHeader/PreparerPersonGrp/PhoneNum08663550356
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY S VARNER
ReturnHeader/ReturnTs02024-05-13T09:22:56-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEET
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$663,826
Liabilities
$0
Net assets
$663,826
Revenue
$21,734
Expenses
$26,732
Net income
-$4,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.22$0.27$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.00$6.67$0.26$0.25$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.66$0.00$6.66$0.36$0.26$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$0.08$0.25$0.16