Civic Intelligence

Alice Barberis Charitable Trust 1700-0001003

990 • Fiscal year 2016 • EIN 86-6236362

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 30, 2017

Organization Profile
4683 Chandlers FordeSarasota, FL 34235

(941) 388-7566

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.98x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

36th percentile

$6,906

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

63rd percentile

5.5%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-84%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$1,534,722

Up $80,606 (+5.5%) from 2015

Net Assets

Up

$1,475,246

Up $73,288 (+5.2%) from 2015

Liabilities

Up

$59,476

Up $7,318 (+14%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin14th percentile

Revenue

Down

$60,469

Down $308,678 (-84%) from 2015

Expenses

Up

$73,511

Up $9,076 (+14%) from 2015

Net Income

Down

-$13,042

Down $317,754 (-104%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2016

Assets$1,534,722
Liabilities$59,476
Net Assets$1,475,246
Open 2016 Filing

Operations Trend

Revenue Growth1st 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

2016

Revenue$60,469
Expenses$73,511
Net Income-$13,042
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 30, 2017
Return Version
2016v3.0
Gross Receipts
$273,431
Mission and Program Overview

Mission

Donate annual income to charity

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,395,398$1,475,246▲ $79,848
Investments in Publicly Traded Securities$1,369,541$1,465,343▲ $95,802
Cash and Non-Interest-Bearing Accounts$76,656$61,209▼ $15,447
Investments Other Securities$7,919$8,170▲ $251
Total Assets$1,454,116$1,534,722▲ $80,606
Liabilities
Grants Payable$50,958$51,370▲ $412
Accounts Payable and Accrued Expenses$7,760$8,106▲ $346
Total Liabilities$58,718$59,476▲ $758
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,395,398$1,475,246▲ $79,848
Total Liabilities and Net Assets / Fund Balance$1,454,116$1,534,722▲ $80,606
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charles T FlettTrusteePT$6,906$6,906
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$60,469
Other Revenue
$0
Change in Net Assets
$-13,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,370
Other Expenses$15,235
Salaries, Compensation, and Employee Benefits$6,906
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,370--$51,370
Fees for Service Investment Mgmnt Fees-$14,035-$14,035
Current Officers, Directors, Trustees, and Key Employees-$6,906-$6,906
Fees for Services Accounting-$1,100-$1,100
Other Expenses-$100-$100
Total Functional Expenses$51,370$22,141$0$73,511
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dominican SistersDenver, CO-Assistance$15,411
Little SistersDenver, CO-Assistance$15,411
St Catherines ChurchDenver, CO-Assistance$10,274
St Louis Catholic ChurchLouisville, CO-Assistance$10,274
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
Backup withholding compliance
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, Page 6, Part VI, 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, Page 6, Part VI, Line 8A

“No meetings or documentation required”

Form 990, Page 6, Part VI, Line 8B

“No meetings or documentation required”

Form 990, Page 6, Part VI, Line 11B

“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 and differences with the cpa to ensure their understanding of the final return that will be filed.”

Form 990, Page 6, Part VI, Line 19

“Paper file available upon request.”

Filing and Contact Details

Filer

Filer Name
Alice Barberis Charitable Trust
EIN
86-6236362
Phone
9413887566
Address
4683 CHANDLERS FORDE, SARASOTA, FL 34235

Signing Officer

Name
Charles T Flett
Title
Trustee
Phone
9413887566
Signed
2017-03-30

Organization Details

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

Preparer

Firm
Palik & Associates Pc
Address
8100 RALSTON RD STE 220, ARVADA, CO 80002-2456
Preparer
Bradley S Palik
Phone
3034327077
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Gains recoginized current year adjusted prior year 92,890”

Raw XML AppendixShowing 400 of 404 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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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt051415
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt050925
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt04
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt015411
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt215411
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt310274
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2LITTLE SISTERS OF THE POOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ST LOUIS CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0DOMINICAN SISTERS OF THE POOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1ST CATHERINES CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2LITTLESISTERS OF THE POOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt3ST LOUIS CATHOLIC CHURCH
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleI/RecipientTable/CashGrantAmt015411
IRS990ScheduleI/RecipientTable/CashGrantAmt115411
IRS990ScheduleI/RecipientTable/CashGrantAmt210274
IRS990ScheduleI/RecipientTable/CashGrantAmt310274
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LITTLE SISTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DOMINICAN SISTERS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST LOUIS CATHOLIC CHURCH
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3902 GRANT AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOUISVILLE
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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 AND 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/ExplanationTxt5GAINS RECOGINIZED CURRENT YEAR ADJUSTED PRIOR YEAR 92,890
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01534722
IRS990/TotalAssetsGrp/BOYAmt01454116
IRS990/TotalAssetsGrp/EOYAmt01534722
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022141
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051370
IRS990/TotalFunctionalExpensesGrp/TotalAmt073511
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt059476
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IRS990/TotalLiabilitiesGrp/EOYAmt059476
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01395398
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IRS990/TotalProgramServiceExpensesAmt051370
IRS990/TotalReportableCompFromOrgAmt06906
IRS990/TotalRevenueGrp/ExclusionAmt062250
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1781
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060469
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01534722
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04683 CHANDLERS FORDE
IRS990/USAddress/CityNm0SARASOTA
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IRS990/USAddress/ZIPCd034235
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES T FLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09413887566
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE BARBERIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0866236362
ReturnHeader/Filer/PhoneNum09413887566
ReturnHeader/Filer/USAddress/AddressLine1Txt04683 CHANDLERS FORDE
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
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ReturnHeader/Filer/USAddress/ZIPCd034235
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D9205932F6ADF62B28516D0DC5F3D8DE19F4E11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463810784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PALIK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08100 RALSTON RD STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARVADA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0800022456
ReturnHeader/PreparerPersonGrp/PhoneNum03034327077
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY S PALIK
ReturnHeader/ReturnTs02017-03-29T15:34:51+00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,534,722
Liabilities
$59,476
Net assets
$1,475,246
Revenue
$60,469
Expenses
$73,511
Net income
-$13,042
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
2016Detailed filing. Detailed filing data is available for this year.$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