Civic Intelligence

Marjorie L Perfect Charitable Foundation Trust

990PF • Fiscal year 2017 • EIN 13-4216122

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization Profile
50 Berkshire Court No 208Wyomissing, PA 19610

(610) 372-6730

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$478,224

Up $670 (+0.1%) from 2016

Net Assets

Up

$478,224

Up $670 (+0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin49th percentile

Revenue

Down

$25,524

Down $14,414 (-36%) from 2016

Expenses

Up

$24,854

Up $151 (+0.6%) from 2016

Net Income

Down

$670

Down $14,565 (-96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2011: $448,589Liabilities 2011: $02011Assets 2012: $397,828Liabilities 2012: $02012Assets 2013: $415,319Liabilities 2013: $02013Assets 2014: $415,319Liabilities 2014: $02014Assets 2015: $462,319Liabilities 2015: $02015Assets 2016: $477,554Liabilities 2016: $0Net Assets 2016: $477,5542016Assets 2017: $478,224Liabilities 2017: $0Net Assets 2017: $478,2242017Assets 2018: $479,267Liabilities 2018: $0Net Assets 2018: $479,2672018Assets 2019: $471,498Liabilities 2019: $0Net Assets 2019: $471,4982019Assets 2020: $465,634Liabilities 2020: $0Net Assets 2020: $465,6342020Assets 2021: $458,046Liabilities 2021: $0Net Assets 2021: $458,0462021Assets 2022: $465,340Liabilities 2022: $0Net Assets 2022: $465,3402022Assets 2023: $460,990Liabilities 2023: $0Net Assets 2023: $460,9902023Assets 2024: $456,835Liabilities 2024: $0Net Assets 2024: $456,8352024

Highlighted filing

2017

Assets$478,224
Liabilities$0
Net Assets$478,224
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $25,181Expenses 2011: $25,181Net Income 2011: $02011Revenue 2012: $19,904Expenses 2012: $70,665Net Income 2012: -$50,7612012Revenue 2013: $34,861Expenses 2013: $17,370Net Income 2013: $17,4912013Revenue 2014: $21,249Expenses 2014: $21,249Net Income 2014: $02014Revenue 2015: $23,685Expenses 2015: $23,685Net Income 2015: $02015Revenue 2016: $39,938Expenses 2016: $24,703Net Income 2016: $15,2352016Revenue 2017: $25,524Expenses 2017: $24,854Net Income 2017: $6702017Revenue 2018: $26,824Expenses 2018: $25,781Net Income 2018: $1,0432018Revenue 2019: $27,365Expenses 2019: $35,134Net Income 2019: -$7,7692019Revenue 2020: $29,021Expenses 2020: $34,885Net Income 2020: -$5,8642020Revenue 2021: $23,106Expenses 2021: $35,812Net Income 2021: -$12,7062021Revenue 2022: $37,162Expenses 2022: $29,868Net Income 2022: $7,2942022Revenue 2023: $25,740Expenses 2023: $30,090Net Income 2023: -$4,3502023Revenue 2024: $25,825Expenses 2024: $29,980Net Income 2024: -$4,1552024

Highlighted filing

2017

Revenue$25,524
Expenses$24,854
Net Income$670
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY E MILESTrustee-$1,500-$1,500
ROBERT H KAUFFMANTrustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Marjorie L Perfect Charitable
EIN
13-4216122
Phone
6103726730
Address
50 BERKSHIRE COURT NO 208, WYOMISSING, PA 19610

Signing Officer

Name
Larry E Miles
Title
Trustee
Phone
6103726730
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Larry E Miles CPA
Address
50 BERKSHIRE COURT SUITE 208, WYOMISSING, PA 19610
Preparer
Larry E Miles
Phone
6103726730
Raw XML Appendix349 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATOING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREATER BERKS FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAFE BERKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OPPORTUNITY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OLIVETS BOYS AND GIRLS CLUBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0117 MORGAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1225 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2430 NORTH SECOND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3328 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024854
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065729
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06582
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt059147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047348
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024854
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106495
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0113077
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE AND SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0104
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0400
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0400
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY E MILES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06103726730
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARJORIE L PERFECT CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARJ
ReturnHeader/Filer/EIN0134216122
ReturnHeader/Filer/PhoneNum06103726730
ReturnHeader/Filer/USAddress/AddressLine1Txt050 BERKSHIRE COURT NO 208
ReturnHeader/Filer/USAddress/CityNm0WYOMISSING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019610
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId042FACA8940102CE2FD10969B0CDE3F7072A806C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId042FACA8940102CE2FD10969B0CDE3F7072A806C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.199.173.217
ReturnHeader/FilingSecurityInformation/IPDt02018-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:45:24
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARRY E MILES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 BERKSHIRE COURT SUITE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019610
ReturnHeader/PreparerPersonGrp/PhoneNum06103726730
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY E MILES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-01T08:15:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,224
Liabilities
$0
Net assets
$478,224
Revenue
$25,524
Expenses
$24,854
Net income
$670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.26$0.30$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.26$0.30$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.37$0.30$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.23$0.36$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.29$0.35$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.27$0.35$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.27$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.26$0.25$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.40$0.25$0.15
2015Summary only. Only limited summary data is available for this year.$4.62$0.00$0.24$0.24$0.00
2014Summary only. Only limited summary data is available for this year.$4.15$0.00$0.21$0.21$0.00
2013Summary only. Only limited summary data is available for this year.$4.15$0.00$0.35$0.17$0.17
2012Summary only. Only limited summary data is available for this year.$3.98$0.00$0.20$0.71$0.51
2011Summary only. Only limited summary data is available for this year.$4.49$0.00$0.25$0.25$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits