Civic Intelligence

John R Thoren Charitable Trust

990PF • Fiscal year 2022 • EIN 87-6470060

Nov 18, 2022 to Dec 31, 2022 • Filed on Sep 07, 2023

Organization Profile
P O Box 950610Lake Mary, FL 32795-0610

(407) 732-6510

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

74th percentile

26%

Higher net margin than 74% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$347,169

No earlier filing loaded for comparison.

Net Assets

$347,169

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin74th percentile

Revenue

$1,347,210

No earlier filing loaded for comparison.

Expenses

$1,000,041

No earlier filing loaded for comparison.

Net Income

$347,169

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.

$400K$300K$200K$100K$0Assets 2022: $347,169Liabilities 2022: $0Net Assets 2022: $347,1692022Assets 2023: $77,286Liabilities 2023: $0Net Assets 2023: $77,2862023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$347,169
Liabilities$0
Net Assets$347,169
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,347,210Expenses 2022: $1,000,041Net Income 2022: $347,1692022Revenue 2023: $28,718Expenses 2023: $298,601Net Income 2023: -$269,8832023Revenue 2024: $513,097Expenses 2024: $590,383Net Income 2024: -$77,2862024

Highlighted filing

2022

Revenue$1,347,210
Expenses$1,000,041
Net Income$347,169
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 18, 2022 to Dec 31, 2022
Signed
Sep 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STEPHEN PULLUMCo-TrusteePT$0--
MARSHALL H HUXCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
John R Thoren Charitable Trust
EIN
87-6470060
Phone
4077326510
Address
P O BOX 950610, LAKE MARY, FL 32795-0610

Signing Officer

Name
J Stephen Pullum
Title
Co-trustee
Phone
4077326510
Signed
2023-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Alfred C Haliday Jr Pa
Address
206 N 3RD STREET, LEESBURG, FL 34748
Preparer
Afred C Haliday Jr
Phone
3527873445
Raw XML Appendix326 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THORNWELL HOME FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5USS INTREPID ASSOCIATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FIRST PRESBYTERIAN CHURCH ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07800 LAGUNA VEGA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 WEST HERSHEY PARK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21014 CAVE SPRING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 38
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4302 SOUTH BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5P O BOX 654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6106 EAST CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELK GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HERSHEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ORLANDO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095758
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230161
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd429325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd504920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd632801
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000000
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/AppliedToCurrentYearAmt02507
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02507
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0997493
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0997493
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0997493
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0997493
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOHN R THOREN CHARITABLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0P O BOX 950610
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LAKE MARY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0327950610
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J STEPHEN PULLUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04077326510
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN R THOREN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0J STEPHEN PULLUM CO-TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0876470060
ReturnHeader/Filer/PhoneNum04077326510
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 950610
ReturnHeader/Filer/USAddress/CityNm0LAKE MARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327950610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591874580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALFRED C HALIDAY JR PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206 N 3RD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034748
ReturnHeader/PreparerPersonGrp/PhoneNum03527873445
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AFRED C HALIDAY JR
ReturnHeader/ReturnTs02023-09-11T09:37:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARYBETH L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PULLUM
ReturnHeader/TaxPeriodBeginDt02022-11-18
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$347,169
Liabilities
$0
Net assets
$347,169
Revenue
$1,347,210
Expenses
$1,000,041
Net income
$347,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.51$0.59$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.03$0.30$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.35$1.00$0.35