Civic Intelligence

The Donna Joseph Charitable Trust

990PF • Fiscal year 2018 • EIN 83-6149115

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
1802 N Morgan StreetTampa, FL 33602-2328

(813) 229-0664

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,035,357

No earlier filing loaded for comparison.

Net Assets

$1,035,357

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin75th percentile

Revenue

$54,426

No earlier filing loaded for comparison.

Expenses

$43,215

No earlier filing loaded for comparison.

Net Income

$11,211

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2018: $1,035,357Liabilities 2018: $0Net Assets 2018: $1,035,3572018Assets 2019: $986,613Liabilities 2019: $0Net Assets 2019: $986,6132019Assets 2020: $936,533Liabilities 2020: $0Net Assets 2020: $936,5332020Assets 2021: $880,293Liabilities 2021: $0Net Assets 2021: $880,2932021Assets 2022: $872,568Liabilities 2022: $0Net Assets 2022: $872,5682022Assets 2023: $851,591Liabilities 2023: $0Net Assets 2023: $851,5912023Assets 2024: $807,073Liabilities 2024: $0Net Assets 2024: $807,0732024

Highlighted filing

2018

Assets$1,035,357
Liabilities$0
Net Assets$1,035,357
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2018: $54,426Expenses 2018: $43,215Net Income 2018: $11,2112018Revenue 2019: $147,452Expenses 2019: $134,792Net Income 2019: $12,6602019Revenue 2020: $70,827Expenses 2020: $120,907Net Income 2020: -$50,0802020Revenue 2021: $120,891Expenses 2021: $177,131Net Income 2021: -$56,2402021Revenue 2022: $79,362Expenses 2022: $87,087Net Income 2022: -$7,7252022Revenue 2023: $87,364Expenses 2023: $108,341Net Income 2023: -$20,9772023Revenue 2024: $80,504Expenses 2024: $125,022Net Income 2024: -$44,5182024

Highlighted filing

2018

Revenue$54,426
Expenses$43,215
Net Income$11,211
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Donna Joseph Charitable Trust
EIN
83-6149115
Phone
8132290664
Address
1802 N MORGAN STREET, TAMPA, FL 33602-2328

Signing Officer

Name
Harvey Schonbrun
Title
Trustee
Phone
8132290664
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Woodbury and Associates LLC
Address
696 1ST AVE N STE 303, SAINT PETERSBURG, FL 33701-3610
Preparer
Thomas L Ladd CPA
Phone
7275020106
Raw XML Appendix281 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036556
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048900
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036556
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012344
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SOLID WASTE ASSESSMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14589
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14589
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt054409
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt054409
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01024146
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BEQUEST VIA WILL OF DONNA JOSEPH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02000
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHONBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132290664
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DONNA JOSEPH CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HARVEY SCHONBRUN
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0836149115
ReturnHeader/Filer/PhoneNum08132290664
ReturnHeader/Filer/USAddress/AddressLine1Txt01802 N MORGAN STREET
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0336022328
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0070BE63F830527C2BCD7902E7E9F3ADF1D227200
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04069FC157CB9B80FE8968E93C3C6556E49D6D9C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:36:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472646133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOODBURY AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0696 1ST AVE N STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337013610
ReturnHeader/PreparerPersonGrp/PhoneNum07275020106
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS L LADD CPA
ReturnHeader/ReturnTs02019-05-24T08:36:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,035,357
Liabilities
$0
Net assets
$1,035,357
Revenue
$54,426
Expenses
$43,215
Net income
$11,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.08$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.12$0.18$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.15$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.04$0.01