Civic Intelligence

Marjorie L Perfect Charitable Foundation Trust

990PF • Fiscal year 2019 • EIN 13-4216122

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$1,250

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

2.0%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$471,498

Down $7,769 (-1.6%) from 2018

Net Assets

Down

$471,498

Down $7,769 (-1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$27,365

Up $541 (+2.0%) from 2018

Expenses

Up

$35,134

Up $9,353 (+36%) from 2018

Net Income

Down

-$7,769

Down $8,812 (-845%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$471,498
Liabilities$0
Net Assets$471,498

Operations Trend

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

2019

Revenue$27,365
Expenses$35,134
Net Income-$7,769
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY E MILESTrustee-$1,250-$1,250
ROBERT H KAUFFMANTrustee-$1,250-$1,250
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOPPORTUNITY HOUSEOPERATING FUNDSNON-PROFIT ORGANIZATREADING, PA, US$7,500
Paid GrantSAFE BERKSOPERATING FUNDSNON-PROFIT ORGANIZATREADING, PA, US$7,500
Paid GrantBERKS ENCOREOPERATING FUNDSNON-PROFIT ORGANIZATREADING, PA, US$5,000
Paid GrantGREATER BERKS FOOD BANKOPERATING FUNDSNON-PROFIT ORGANIZATREADING, PA, US$5,000
Paid GrantCASA OF BERKS COUNTYOPERATING FUNDSNON-PROFIT ORGANIZATWYOMISSING, PA, US$5,000
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
2020-05-13
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 Appendix355 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LARRY E MILES CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt050 BERKSHIRE COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WYOMISSING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019610
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06103726730
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BERKS ENCORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GREATER BERKS FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OPPORTUNITY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAFE BERKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CASA OF BERKS COUNTY
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/RecipientFoundationStatusTxt4NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 NORTH 9TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1117 MORGAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2430 NORTH SECOND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3225 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4845 PARK ROAD SUITE 307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3READING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WYOMISSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419610
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt029815
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022456
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016215
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035134
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05319
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038651
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033332
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE AND SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt074
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt074
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt074
TaxesSchedule/TaxesDetail/Amt0210
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0210
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0210
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY E MILES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06103726730
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
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/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/ReturnTs02020-05-18T14:25:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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