Civic Intelligence

The Donna Joseph Charitable Trust

990PF • Fiscal year 2019 • EIN 83-6149115

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 20, 2020

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

38th percentile

0.00x

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

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

Liabilities / Revenue

38th percentile

0.00x

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

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

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

66th percentile

$20,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

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

Asset Growth

23rd percentile

-4.7%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

95th percentile

171%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$986,613

Down $48,744 (-4.7%) from 2018

Net Assets

Down

$986,613

Down $48,744 (-4.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin61st percentile

Revenue

Up

$147,452

Up $93,026 (+171%) from 2018

Expenses

Up

$134,792

Up $91,577 (+212%) from 2018

Net Income

Up

$12,660

Up $1,449 (+13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2019

Assets$986,613
Liabilities$0
Net Assets$986,613
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

2019

Revenue$147,452
Expenses$134,792
Net Income$12,660
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 20, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$20,000-$20,000
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
2020-02-20
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 Appendix284 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/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt044035
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012344
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044035
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028842
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028842
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085221
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028842
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028842
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012344
OtherDecreasesSchedule/OtherDecreasesDetail/Amt061404
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DONNA JOSEPH ESTATE K-1 ITEMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BAD DEBT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt124506
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124506
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DONNA JOSEPH ESTATE PORTFOLIO
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt085214
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt150757
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt085214
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt150757
TaxesSchedule/TaxesDetail/Amt02995
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHONBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132290664
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-20
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/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/PreparationDt02020-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS L LADD CPA
ReturnHeader/ReturnTs02020-03-02T12:08:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$986,613
Liabilities
$0
Net assets
$986,613
Revenue
$147,452
Expenses
$134,792
Net income
$12,660
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