Civic Intelligence

James E Mcdonnell II 2012 Charitable Tr

990PF • Fiscal year 2020 • EIN 81-6876542

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-5321%

Higher net margin than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

17th percentile

-6.3%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$711,011

Down $47,520 (-6.3%) from 2019

Net Assets

Down

$711,011

Down $47,520 (-6.3%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin1st percentile

Revenue

Down

$893

Down $4,963 (-85%) from 2019

Expenses

Up

$48,412

Up $17,895 (+59%) from 2019

Net Income

Down

-$47,519

Down $22,858 (-93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th 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: $0Net Assets 2020: $711,0112020Assets 2021: $675,117Liabilities 2021: $0Net Assets 2021: $675,1172021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$711,011
Liabilities$0
Net Assets$711,011
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$893
Expenses$48,412
Net Income-$47,519
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.0
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
2021-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Altman Friedberg & Wolfman PLLC
Address
1880 N Congress Ave Ste 307, Boynton Beach, FL 33426
Preparer
Melvin B Friedberg CPA
Phone
5617335300
Raw XML Appendix218 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0737069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011056
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Charles E Garris Trustee
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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
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt047203
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt047203
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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.
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles E Garris Co-Trustee
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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.
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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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0822 West Lake Avenue
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036301
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020868
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010902
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020868
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09966
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles E Garris Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-27
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/ZIPCd033426
ReturnHeader/PreparerPersonGrp/PhoneNum05617335300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melvin B Friedberg CPA
ReturnHeader/ReturnTs02021-04-27T08:28:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Charles E Garris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Esq
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$711,011
Liabilities
$0
Net assets
$711,011
Revenue
$893
Expenses
$48,412
Net income
-$47,519
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