Civic Intelligence

Catalli Family Charitable Trust

EIN 99-1562271 • Naples, FL

9189 Esplanade BlvdNaples, FL 34119
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

$510,460

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$510,460

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin99th percentile

Revenue

$517,444

No earlier filing loaded for comparison.

Expenses

$6,984

No earlier filing loaded for comparison.

Net Income

$510,460

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2024: $510,460Liabilities 2024: $0Net Assets 2024: $510,4602024

Highlighted filing

2024

Assets$510,460
Liabilities$0
Net Assets$510,460
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2024: $517,444Expenses 2024: $6,984Net Income 2024: $510,4602024

Highlighted filing

2024

Revenue$517,444
Expenses$6,984
Net Income$510,460
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510,460
Liabilities
$0
Net assets
$510,460
Revenue
$517,444
Expenses
$6,984
Net income
$510,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$5.17$0.07$5.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 11, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph S DalyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Catalli Family Charitable Trust
EIN
99-1562271
Phone
2392871681
Address
9189 Esplanade Blvd, Naples, FL 34119

Signing Officer

Name
Joseph S Daly
Title
Trustee
Signed
2025-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
606 Bald Eagle Drive Suite 400, Marco Island, FL 34145
Preparer
Scot A Shepard CPA
Phone
2393947502
Raw XML Appendix195 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
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