Civic Intelligence

Alice Barberis Charitable Trust 1700-0001003

990 • Fiscal year 2013 • EIN 86-6236362

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 18, 2014

Organization Profile
4683 Chandlers Forde34235

(941) 388-7566

Siviq Scores

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

Liabilities / Assets

35th percentile

0.04x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

79th percentile

0.65x

Higher debt load relative to revenue than 79% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

39th percentile

$6,956

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

61st percentile

5.7%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,451,743

Up $78,275 (+5.7%) from 2012

Net Assets

Up

$1,394,472

Up $69,627 (+5.3%) from 2012

Liabilities

Up

$57,271

Up $8,648 (+18%) from 2012

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin83rd percentile

Revenue

Up

$88,387

Up $24,105 (+37%) from 2012

Expenses

Up

$63,405

Up $5,804 (+10%) from 2012

Net Income

Up

$24,982

Up $18,301 (+274%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,261,390Liabilities 2011: $49,427Net Assets 2011: $1,211,9632011Assets 2012: $1,373,468Liabilities 2012: $48,623Net Assets 2012: $1,324,8452012Assets 2013: $1,451,743Liabilities 2013: $57,271Net Assets 2013: $1,394,4722013Assets 2014: $1,513,051Liabilities 2014: $62,127Net Assets 2014: $1,450,9242014Assets 2015: $1,454,116Liabilities 2015: $52,158Net Assets 2015: $1,401,9582015Assets 2016: $1,534,722Liabilities 2016: $59,476Net Assets 2016: $1,475,2462016Assets 2019: $1,451,949Liabilities 2019: $02019Assets 2020: $1,422,528Liabilities 2020: $0Net Assets 2020: $1,422,5282020Assets 2021: $1,508,764Liabilities 2021: $0Net Assets 2021: $1,508,7642021Assets 2022: $1,427,450Liabilities 2022: $0Net Assets 2022: $1,427,4502022Assets 2023: $1,398,223Liabilities 2023: $0Net Assets 2023: $1,398,2232023Assets 2024: $1,411,323Liabilities 2024: $0Net Assets 2024: $1,411,3232024

Highlighted filing

2013

Assets$1,451,743
Liabilities$57,271
Net Assets$1,394,472
Open 2013 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$200K$0-$200KRevenue 2011: $55,253Expenses 2011: $56,636Net Income 2011: -$1,3832011Revenue 2012: $64,282Expenses 2012: $57,601Net Income 2012: $6,6812012Revenue 2013: $88,387Expenses 2013: $63,405Net Income 2013: $24,9822013Revenue 2014: $74,570Expenses 2014: $66,911Net Income 2014: $7,6592014Revenue 2015: $369,147Expenses 2015: $64,435Net Income 2015: $304,7122015Revenue 2016: $60,469Expenses 2016: $73,511Net Income 2016: -$13,0422016Revenue 2019: $45,902Expenses 2019: $109,586Net Income 2019: -$63,6842019Revenue 2020: $31,355Expenses 2020: $110,506Net Income 2020: -$79,1512020Revenue 2021: $194,390Expenses 2021: $114,299Net Income 2021: $80,0912021Revenue 2022: $42,008Expenses 2022: $123,239Net Income 2022: -$81,2312022Revenue 2023: $75,970Expenses 2023: $103,734Net Income 2023: -$27,7642023Revenue 2024: $115,079Expenses 2024: $104,119Net Income 2024: $10,9602024

Highlighted filing

2013

Revenue$88,387
Expenses$63,405
Net Income$24,982
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 18, 2014
Return Version
2013v3.0
Gross Receipts
$206,634
Mission and Program Overview

Mission

Donate annual income to charity

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,319,933$1,394,472▲ $74,539
Investments in Publicly Traded Securities$1,313,382$1,393,137▲ $79,755
Cash and Non-Interest-Bearing Accounts$45,658$47,763▲ $2,105
Investments Other Securities$10,918$10,843▼ $75
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,369,958$1,451,743▲ $81,785
Liabilities
Grants Payable$50,025$50,915▲ $890
Accounts Payable and Accrued Expenses-$6,356-
Total Liabilities$50,025$57,271▲ $7,246
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,319,933$1,394,472▲ $74,539
Total Liabilities and Net Assets / Fund Balance$1,369,958$1,451,743▲ $81,785
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charles T FlettTrusteePT$6,956$6,956
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$89,620
Other Revenue
$-1,233
Change in Net Assets
$24,982

Audited Revenue Reconciliation

Revenue per Audited Statements
$88,387
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$48,369
Total Revenue per Audited Statements
$136,756
Total Revenue per Form 990
$88,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,915
Salaries, Compensation, and Employee Benefits$6,956
Other Expenses$5,534
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,915--$50,915
Current Officers, Directors, Trustees, and Key Employees-$6,956-$6,956
Fees for Services Accounting-$5,300-$5,300
Fees for Services Other-$234-$234
Total Functional Expenses$50,915$12,490$0$63,405

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$63,405
Total Expenses per Audited Statements$63,405
Total Expenses per Form 990$63,405
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
84-0528531--Assistance$15,275
84-0567786--Assistance$15,274
84-0438235--Assistance$10,183
84-6012535--Assistance$10,183
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The sole trustee has the authority to appoint co-trustees and the power to appoint successor trustees or a sole trustee. The number of trustees may be increased to three by appointment or election of additional members.”

Form 990, Part VI, Section A, Line 8A

“No meetings or documentation required.”

Form 990, Part VI, Section A, Line 8B

“No meetings or documentation required.”

Form 990, Part VI, Section B, Line 11

“Trustee prepares a copy of form 990 based on their understanding of the income, expenses and grants of the trust. The trustee then compares the 990 prepared by the cpa with their copy and discusses any differences with the cpa to ensure their understanding of the final return that will be filed.”

Form 990, Part VI, Section B, Line 12

“Paper file available upon request.”

Form 990, Part VI, Section C, Line 19

“Paper file available upon request.”

Filing and Contact Details

Filer

EIN
86-6236362
Phone
9413887566

Signing Officer

Name
Charles T Flett
Title
Trustee
Phone
9413887566
Signed
2014-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles T Flett
Formed
1995
Legal Domicile
Co
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Robert Novak
Phone
3037585558
Raw XML Appendix341 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.

Path#Value
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IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0CHARLES T FLETT
IRS990/BooksInCareOfDetail/PhoneNum09413887566
IRS990/BooksInCareOfDetail/USAddress/AddressLine104683 CHANDLERS FORDE
IRS990/BooksInCareOfDetail/USAddress/City0SARASOTA
IRS990/BooksInCareOfDetail/USAddress/State0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode034235
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0146336
IRS990/GrossReceiptsAmt0206634
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt061531
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061531
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010918
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01313382
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0118247
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/OtherRevenueTotalAmt0-1233
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PriorPeriodAdjustmentsAmt01188
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt310183
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10DOMINICAN SISTERS OF THE POOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11ST CATHERINES CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12LITTLE SISTERS OF THE POOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13ST LOUIS CATHOLIC CHURCH
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt048369
IRS990ScheduleD/RevenueNotReportedAmt048369
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ASSISTANCE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine102501 GAYLORD STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine114200 FEDERAL BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine123629 W 30TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13902 GRANT AVE
IRS990ScheduleI/RecipientTable/USAddress/City0DENVER
IRS990ScheduleI/RecipientTable/USAddress/City1DENVER
IRS990ScheduleI/RecipientTable/USAddress/City2DENVER
IRS990ScheduleI/RecipientTable/USAddress/City3LOUISVILLE
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IRS990ScheduleI/RecipientTable/USAddress/State1CO
IRS990ScheduleI/RecipientTable/USAddress/State2CO
IRS990ScheduleI/RecipientTable/USAddress/State3CO
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE TRUSTEE HAS THE AUTHORITY TO APPOINT CO-TRUSTEES AND THE POWER TO APPOINT SUCCESSOR TRUSTEES OR A SOLE TRUSTEE. THE NUMBER OF TRUSTEES MAY BE INCREASED TO THREE BY APPOINTMENT OR ELECTION OF ADDITIONAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MEETINGS OR DOCUMENTATION REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO MEETINGS OR DOCUMENTATION REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE PREPARES A COPY OF FORM 990 BASED ON THEIR UNDERSTANDING OF THE INCOME, EXPENSES AND GRANTS OF THE TRUST. THE TRUSTEE THEN COMPARES THE 990 PREPARED BY THE CPA WITH THEIR COPY AND DISCUSSES ANY DIFFERENCES WITH THE CPA TO ENSURE THEIR UNDERSTANDING OF THE FINAL RETURN THAT WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAPER FILE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAPER FILE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01369958
IRS990/TotalAssetsEOYAmt01451743
IRS990/TotalAssetsGrp/BOYAmt01369958
IRS990/TotalAssetsGrp/EOYAmt01451743
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012490
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050915
IRS990/TotalFunctionalExpensesGrp/TotalAmt063405
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt050025
IRS990/TotalLiabilitiesEOYAmt057271
IRS990/TotalLiabilitiesGrp/BOYAmt050025
IRS990/TotalLiabilitiesGrp/EOYAmt057271
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01319933
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01394472
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt050915
IRS990/TotalReportableCompFromOrgAmt06956
IRS990/TotalRevenueGrp/ExclusionAmt060298
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028089
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088387
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01369958
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01451743
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104683 CHANDLERS FORDE
IRS990/USAddress/City0SARASOTA
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode034235
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES T FLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09413887566
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALICE BARBERIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0866236362
ReturnHeader/Filer/PhoneNum09413887566
ReturnHeader/Filer/USAddress/AddressLine104683 CHANDLERS FORDE
ReturnHeader/Filer/USAddress/City0SARASOTA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034235
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841157425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RYAN GUNSAULS & O'DONNELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105590 E YALE AVE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode080222
ReturnHeader/PreparerPersonGrp/PhoneNum03037585558
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT NOVAK
ReturnHeader/ReturnTs02014-04-07T16:07:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,451,743
Liabilities
$57,271
Net assets
$1,394,472
Revenue
$88,387
Expenses
$63,405
Net income
$24,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.10$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.04$0.12$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.19$0.11$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.03$0.11$0.08
2019Summary only. Only limited summary data is available for this year.$1.45$0.00$0.05$0.11$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.06$1.48$0.06$0.07$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.05$1.40$0.37$0.06$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.06$1.45$0.07$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.06$1.39$0.09$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$1.37$0.05$1.32$0.06$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$1.26$0.05$1.21$0.06$0.06$0.00