Civic Intelligence

Phyllis C Goodman Charitable Trust

EIN 86-6678104 • Crystal River, FL

1205 N Meeting Tree BlvdCrystal River, FL 34429
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$10,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

$1,065,421

No earlier filing loaded for comparison.

Expenses

$1,065,421

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2021: $1,065,421Expenses 2021: $1,065,421Net Income 2021: $02021

Highlighted filing

2021

Revenue$1,065,421
Expenses$1,065,421
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.07$1.07$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS M VANNESS JRTrustee-$10,000-$10,000
J STEPHEN PULLUMTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Phyllis C Goodman Charitable Trust
EIN
86-6678104
Phone
3527951444
Address
1205 N MEETING TREE BLVD, CRYSTAL RIVER, FL 34429

Signing Officer

Name
Thomas M Vanness Jr
Title
Trustee
Phone
3527951444
Signed
2022-04-28
Discuss with paid preparer
Yes

Preparer

Firm
DALLAIRE AND ASSOCIATES CPA'S PA
Address
PO BOX 490, CRYSTAL RIVER, FL 34423-0490
Preparer
Terri L Dallaire CPA
Phone
3525631300
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LiquidationExplanationStmt/ExplanationTxt0TERMINATION STATEMENT: THE PHYLLIS C GOODMAN CHARITABLE TRUST WAS TERMINATED IN NOVEMBER 2021. ALL ASSETS WERE USED TO PAY FINAL TRUSTEE FEES AND DISTRIBUTIONS TO CHARITABLE ORGANIZATIONS. THE COST OF MAINTAINING THE CHARITABLE TRUST BECAME COST INEFFICIENT. THEREFORE, THE CHARITABLE TRUST WAS TERMINATED AND ALL ASSETS WERE DISTRIBUTED. CASH IN THE AMOUNT OF 1,065,362.25 WAS DISTRIBUTED ON 11/18/21 TO THE NASER CHARITABLE TRUST, TAXPAYER IDENTIFICATION NO. 59-7118492, 1205 N. MEETING TREE BLVD, CRYSTAL RIVER, FL 34429. THIS WAS A TERMINATING DISTRIBUTION TO A QUALIFIED 501(C)(3).
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
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ReturnHeader/ReturnTs02022-05-13T06:30:12-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS M
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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