Civic Intelligence

Daniel S Blalock Jr Charitable Foundation Tr Uad 5-13-1988 as Ame

990PF • Fiscal year 2019 • EIN 83-6260131

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 11, 2020

Organization Profile
PO Box 9301Bradenton, FL 34206

(941) 737-9374

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

$11,860,802

No earlier filing loaded for comparison.

Net Assets

$11,860,802

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

$523,590

No earlier filing loaded for comparison.

Expenses

$7,885

No earlier filing loaded for comparison.

Net Income

$515,705

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.

$20M$15M$10M$5.0M$0Assets 2019: $11,860,802Liabilities 2019: $0Net Assets 2019: $11,860,8022019Assets 2020: $19,069,194Liabilities 2020: $0Net Assets 2020: $19,069,1942020Assets 2021: $19,492,844Liabilities 2021: $0Net Assets 2021: $19,492,8442021Assets 2022: $18,372,724Liabilities 2022: $0Net Assets 2022: $18,372,7242022Assets 2023: $18,209,103Liabilities 2023: $0Net Assets 2023: $18,209,1032023Assets 2024: $18,018,963Liabilities 2024: $0Net Assets 2024: $18,018,9632024

Highlighted filing

2019

Assets$11,860,802
Liabilities$0
Net Assets$11,860,802
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $523,590Expenses 2019: $7,885Net Income 2019: $515,7052019Revenue 2020: $340,775Expenses 2020: $1,297,698Net Income 2020: -$956,9232020Revenue 2021: $1,809,441Expenses 2021: $1,407,361Net Income 2021: $402,0802021Revenue 2022: $376,322Expenses 2022: $1,533,269Net Income 2022: -$1,156,9472022Revenue 2023: $1,088,929Expenses 2023: $1,253,565Net Income 2023: -$164,6362023Revenue 2024: $1,141,020Expenses 2024: $1,331,415Net Income 2024: -$190,3952024

Highlighted filing

2019

Revenue$523,590
Expenses$7,885
Net Income$515,705
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M BLALOCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Daniel S Blalock Jr Charitable
EIN
83-6260131
Phone
9417379374
Address
PO BOX 9301, BRADENTON, FL 34206

Signing Officer

Name
William M Blalock
Title
Trustee
Signed
2020-06-11
Discuss with paid preparer
Yes

Preparer

Firm
The Rehfeldt Group Pa Cpas
Address
3201 26TH ST WEST, BRADENTON, FL 34205
Preparer
Kevin a Hassall CPA
Phone
9417390920
Raw XML Appendix250 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION PLANS TO USE ITS INTEREST AND DIVIDEND
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INCOME FROM ITS INVESTMENTS TO MAKE DISTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2TO VARIOUS 501 (C) (3) ORGANIZATIONS. WITH THESE INVESTMENTS AND EARNINGS, THE FOUNDATION HOPES TO CONTINUE TO MAKE MANY DISTRIBUTIONS FOR YEARS TO COME.
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ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL S BLALOCK JR CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0836260131
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D194D68AA343904AB5F527AF5862F713B5E362B3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3662141604E676E10635F7BE0F1963E4CC1FA4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.122.164.210
ReturnHeader/FilingSecurityInformation/IPDt02020-06-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:28:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300014946
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE REHFELDT GROUP PA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03201 26TH ST WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRADENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034205
ReturnHeader/PreparerPersonGrp/PhoneNum09417390920
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN A HASSALL CPA
ReturnHeader/ReturnTs02020-06-16T07:28:59-05:00
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
$11,860,802
Liabilities
$0
Net assets
$11,860,802
Revenue
$523,590
Expenses
$7,885
Net income
$515,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.14$1.33$0.19
2023Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.09$1.25$0.16
2022Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.38$1.53$1.16
2021Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.81$1.41$0.40
2020Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.34$1.30$0.96
2019Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.52$0.01$0.52