Civic Intelligence

John and Paulette Paganelli Charitable Tr

990PF • Fiscal year 2022 • EIN 87-6949949

Apr 07, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
701 East Washington StreetTampa, FL 33602

(813) 229-0664

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

96th percentile

94%

Higher net margin than 96% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$15,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2022 filings • $500k-$1M 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 / Assets40th percentile

Assets

$703,624

No earlier filing loaded for comparison.

Net Assets

$703,624

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin96th percentile

Revenue

$748,780

No earlier filing loaded for comparison.

Expenses

$45,156

No earlier filing loaded for comparison.

Net Income

$703,624

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.

$800K$600K$400K$200K$0Assets 2022: $703,624Liabilities 2022: $0Net Assets 2022: $703,6242022Assets 2023: $711,511Liabilities 2023: $0Net Assets 2023: $711,5112023Assets 2024: $675,523Liabilities 2024: $0Net Assets 2024: $675,5232024

Highlighted filing

2022

Assets$703,624
Liabilities$0
Net Assets$703,624
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2022: $748,780Expenses 2022: $45,156Net Income 2022: $703,6242022Revenue 2023: $76,105Expenses 2023: $68,218Net Income 2023: $7,8872023Revenue 2024: $72,777Expenses 2024: $108,765Net Income 2024: -$35,9882024

Highlighted filing

2022

Revenue$748,780
Expenses$45,156
Net Income$703,624
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 7, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
John and Paulette Paganelli
EIN
87-6949949
Phone
8132290664
Address
701 EAST WASHINGTON STREET, TAMPA, FL 33602

Signing Officer

Name
Harvey Schonbrun
Title
Trustee
Phone
8132290664
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Ladd CPA
Address
7050 SUNSET DRIVE S UNIT 201, SOUTH PASADENA, FL 33707-8817
Preparer
Thomas L Ladd CPA
Phone
7273459273
Raw XML Appendix269 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/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2JOHN HANCOCK LIFE INS. CO.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WINGS OF GRACE MINISTRIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2H LEE MOFFITT CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LIVRAMENTO DELGADO BOXING FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HUMANE SOCIETY OF TAMPA BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHILDREN'S CANCER CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24202 FOWLER AVENUE E
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04413
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04567
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COSTS & BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01057
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt044168
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1133223
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt297446
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt332027
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/Desc1JOHN HANCOCK LIFE INS. CO.
OtherIncomeSchedule2/OtherIncomeDetail/Desc2JOHN HANCOCK LIFE INS. CO.
OtherIncomeSchedule2/OtherIncomeDetail/Desc3RELIANCE STANDARD LIFE INS CO
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt044168
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt044168
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1133223
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt297446
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt332027
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHONBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132290664
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN AND PAULETTE PAGANELLI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0876949949
ReturnHeader/Filer/PhoneNum08132290664
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 EAST WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS LADD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07050 SUNSET DRIVE S UNIT 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337078817
ReturnHeader/PreparerPersonGrp/PhoneNum07273459273
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS L LADD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-14T15:11:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HARVEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHONBRUN
ReturnHeader/TaxPeriodBeginDt02022-04-07
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$703,624
Liabilities
$0
Net assets
$703,624
Revenue
$748,780
Expenses
$45,156
Net income
$703,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.73$1.09$0.36
2023Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.76$0.68$0.08
2022Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$7.49$0.45$7.04