Civic Intelligence

James E Mcdonnell II 2012 Charitable Tr

990PF • Fiscal year 2019 • EIN 81-6876542

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 18, 2020

Organization Profile
819 Beachland BlvdVero Beach, FL 32963

(772) 231-1995

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-421%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$758,531

Down $24,661 (-3.1%) from 2018

Net Assets

Down

$758,531

Down $24,661 (-3.1%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin2nd percentile

Revenue

Up

$5,856

Up $754 (+15%) from 2018

Expenses

Down

$30,517

Down $12,996 (-30%) from 2018

Net Income

Up

-$24,661

Up $13,750 (+36%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2017: $821,603Liabilities 2017: $0Net Assets 2017: $821,6032017Assets 2018: $783,192Liabilities 2018: $0Net Assets 2018: $783,1922018Assets 2019: $758,531Liabilities 2019: $1Net Assets 2019: $758,5312019Assets 2020: $711,011Liabilities 2020: $1Net Assets 2020: $711,0112020Assets 2021: $675,117Liabilities 2021: $0Net Assets 2021: $675,1172021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$758,531
Liabilities$1
Net Assets$758,531
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $1,479Expenses 2017: $78,449Net Income 2017: -$76,9702017Revenue 2018: $5,102Expenses 2018: $43,513Net Income 2018: -$38,4112018Revenue 2019: $5,856Expenses 2019: $30,517Net Income 2019: -$24,6612019Revenue 2020: $893Expenses 2020: $48,412Net Income 2020: -$47,5192020Revenue 2021: $177Expenses 2021: $36,071Net Income 2021: -$35,8942021Revenue 2022: $119Expenses 2022: $675,236Net Income 2022: -$675,1172022

Highlighted filing

2019

Revenue$5,856
Expenses$30,517
Net Income-$24,661
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 18, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles E Garris TrusteeTrusteeFT$0--
Thomas M McDonnellTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James E McDonnell II 2012 Charitable Tr
EIN
81-6876542
Phone
7722311995
Address
819 Beachland Blvd, Vero Beach, FL 32963

Signing Officer

Name
Charles E Garris Esq
Title
Trustee
Signed
2020-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Altman Friedberg & Wolfman PLLC
Address
1880 N Congress Ave Ste 307, Boynton Beach, FL 33426-8675
Preparer
Melvin B Friedberg CPA
Phone
5617335300
Raw XML Appendix215 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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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt05856
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038052
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt094
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0772630
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011589
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038052
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Charles E Garris Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas M McDonnell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0819 Beachland Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12140 Mangrove Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Vero Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Vero Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132963
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029369
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt029369
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt029369
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The sole goal of this entity is to provide an annual gift of 5% of the fair market value (as well as the income) of its asset(s) to the Boy's Latin School of Maryland, with a restriction that these gifts be used to support its Lacrosse sports activities program.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0819 Beachland Blvd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Vero Beach
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032963
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles E Garris Co-Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum07722311995
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Pursuant to the Decedent's Charitable Trust Agreement, the Trust was funded upon the death of the Settlor. The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Boys Latin School of Maryland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0822 West Lake Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029369
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017279
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01276
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08690
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Service Fee - ML
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt053
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/CategoryTxt0US TReasury
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt053
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles E Garris Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James E McDonnell II 2012 Charitable Tr
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Charles E Garris Co-Trustee
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0816876542
ReturnHeader/Filer/PhoneNum07722311995
ReturnHeader/Filer/USAddress/AddressLine1Txt0819 Beachland Blvd
ReturnHeader/Filer/USAddress/CityNm0Vero Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842817251
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Altman Friedberg & Wolfman PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01880 N Congress Ave Ste 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boynton Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334268675
ReturnHeader/PreparerPersonGrp/PhoneNum05617335300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melvin B Friedberg CPA
ReturnHeader/ReturnTs02020-03-20T12:36:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$758,531
Liabilities
$1
Net assets
$758,531
Revenue
$5,856
Expenses
$30,517
Net income
-$24,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$6.75$6.75
2021Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.00$0.36$0.36
2020Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.01$0.48$0.48
2019Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.06$0.31$0.25
2018Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.05$0.44$0.38
2017Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.01$0.78$0.77