Civic Intelligence

John R Thoren Charitable Trust

990PF • Fiscal year 2023 • EIN 87-6470060

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 04, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-940%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$45,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 156.7% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-78%

Faster asset growth than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$77,286

Down $269,883 (-78%) from 2022

Net Assets

Down

$77,286

Down $269,883 (-78%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Down

$28,718

Down $1,318,492 (-98%) from 2022

Expenses

Down

$298,601

Down $701,440 (-70%) from 2022

Net Income

Down

-$269,883

Down $617,052 (-178%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$400K$300K$200K$100K$0Assets 2022: $347,169Liabilities 2022: $1Net Assets 2022: $347,1692022Assets 2023: $77,286Liabilities 2023: $0Net Assets 2023: $77,2862023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$77,286
Liabilities$0
Net Assets$77,286
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

2023

Revenue$28,718
Expenses$298,601
Net Income-$269,883
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STEPHEN PULLUMCo-TrusteePT$45,000-$45,000
MARSHALL H HUXCo-Trustee-$45,000-$45,000
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
2024-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Alfred C Haliday Jr Pa
Address
PO BOX 490387, LEESBURG, FL 34749-0387
Preparer
Afred C Haliday Jr
Phone
3527873445
Raw XML Appendix293 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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE TRUSTEES SHALL CONSIDER ALL QUALIFIED APPLICATIONS RECEIVED FROM ORGANIZATIONS THAT ARE EXEMPT FROM TAXATION UNDER THE INTERNAL REVENUE CODE OF THE UNITED STATES OF AMERICA. THE QUALIFIED ORGANIZATIONS ARE THOSE WHICH ARE CHARITABLE, RELIGIOUS AND EDUCATIONAL. NO PART OF ANY GIFT SHALL BE USED TO INFLUENCE LEGISLATION OR TO CARRY ON PROPAGANDA, THE SOLE OBJECT AND PURPOSE OF THE CHARITABLE TRUST BEING TO FURTHER THE CAUSE OF CHARITY, EDUCATION AND RELIGION. PREFERENCE IN GRANT MAKING SHALL BE BASED ON THE FOLOWIN DESCRIBED CONSIDERATIONS: A. NEED B. THE BREATH OF SUPPORT FOR THE ORGANIZATION, AS REFLECTED BY THE NUMBERS OF OTHER CONTRIBUTIONS AND THE AMOUNT GIVEN BY THEM. C. GIFTS MAY BE MADE ONLY FOR USE WITHIN THE UNITED STATES OR ITS POSSESSIONS. D. THE WILLINGNESS OF THE ORGNIZATION TO RAISE MATCHING FUNDS MAY BE A CONSIDERATION IN ORDER TO QUALIFY FOR THE GIFT FROM THE JOHN R THREN CHARITABLE TRUST.
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0997493
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01214152
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0216659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0997493
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0223237
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0216659
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01214152
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06475
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12126
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03237
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03238
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12126
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J STEPHEN PULLUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04077326510
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN R THOREN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0J STEPHEN PULLUM CO-TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591874580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALFRED C HALIDAY JR PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 490387
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0347490387
ReturnHeader/PreparerPersonGrp/PhoneNum03527873445
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AFRED C HALIDAY JR
ReturnHeader/ReturnTs02024-09-06T14:01:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,286
Liabilities
$0
Net assets
$77,286
Revenue
$28,718
Expenses
$298,601
Net income
-$269,883
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