Civic Intelligence

Marjorie L Perfect Charitable Foundation Trust

990PF • Fiscal year 2020 • EIN 13-4216122

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 03, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-20%

Higher net margin than 24% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$1,250

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.2%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

6.1%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$465,634

Down $5,864 (-1.2%) from 2019

Net Assets

Down

$465,634

Down $5,864 (-1.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Up

$29,021

Up $1,656 (+6.1%) from 2019

Expenses

Down

$34,885

Down $249 (-0.7%) from 2019

Net Income

Up

-$5,864

Up $1,905 (+25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$465,634
Liabilities$0
Net Assets$465,634
Open 2020 Filing

Operations Trend

Revenue Growth71st 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

2020

Revenue$29,021
Expenses$34,885
Net Income-$5,864
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY E MILESTrustee-$1,250-$1,250
ROBERT H KAUFFMANTrustee-$1,250-$1,250
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
2021-09-03
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 Appendix334 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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OPPORTUNITY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAFE BERKS
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/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/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/ZIPCd019601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029500
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/AppliedToCurrentYearAmt029319
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016215
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016215
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011807
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0922
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034885
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05566
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028022
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022456
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE AND SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
TaxesSchedule/TaxesDetail/Amt0234
TaxesSchedule/TaxesDetail/Amt1216
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0234
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1216
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0234
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1216
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY E MILES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06103726730
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
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/ReturnTs02021-09-09T08:55:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$465,634
Liabilities
$0
Net assets
$465,634
Revenue
$29,021
Expenses
$34,885
Net income
-$5,864
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