Civic Intelligence

Nancy a K Perkins Charitable Foundation

990PF • Fiscal year 2019 • EIN 16-6439639

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 04, 2020

1 Grove St PO Box 450Pittsford, NY 14534

(585) 383-1111

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

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

Liabilities / Revenue

75th percentile

0.00x

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

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

Net Margin

24th percentile

-63%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

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

Asset Growth

38th percentile

-5.0%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

19th percentile

-52%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$65,516

Down $3,477 (-5.0%) from 2018

Net Assets

Down

$65,516

Down $3,477 (-5.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$37,116

Down $40,258 (-52%) from 2018

Expenses

Down

$60,571

Down $35,570 (-37%) from 2018

Net Income

Down

-$23,455

Down $4,688 (-25%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $155,993Liabilities 2011: $02011Assets 2012: $155,003Liabilities 2012: $02012Assets 2013: $159,741Liabilities 2013: $02013Assets 2014: $140,991Liabilities 2014: $0Net Assets 2014: $140,9912014Assets 2015: $255,321Liabilities 2015: $0Net Assets 2015: $255,3212015Assets 2016: $100,479Liabilities 2016: $0Net Assets 2016: $100,4792016Assets 2017: $86,432Liabilities 2017: $0Net Assets 2017: $86,4322017Assets 2018: $68,993Liabilities 2018: $0Net Assets 2018: $68,9932018Assets 2019: $65,516Liabilities 2019: $0Net Assets 2019: $65,5162019Assets 2020: $76,720Liabilities 2020: $0Net Assets 2020: $76,7202020Assets 2021: $77,255Liabilities 2021: $0Net Assets 2021: $77,2552021Assets 2022: $75,065Liabilities 2022: $0Net Assets 2022: $75,0652022Assets 2023: $61,508Liabilities 2023: $0Net Assets 2023: $61,5082023Assets 2024: $48,054Liabilities 2024: $0Net Assets 2024: $48,0542024Assets 2025: $27,221Liabilities 2025: $0Net Assets 2025: $27,2212025

Highlighted filing

2019

Assets$65,516
Liabilities$0
Net Assets$65,516

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $5,106Expenses 2011: $9,987Net Income 2011: -$4,8812011Revenue 2012: $40,610Expenses 2012: $41,600Net Income 2012: -$9902012Revenue 2013: $41,475Expenses 2013: $50,505Net Income 2013: -$9,0302013Revenue 2014: $14,146Expenses 2014: $55,985Net Income 2014: -$41,8392014Revenue 2015: $236,465Expenses 2015: $122,135Net Income 2015: $114,3302015Revenue 2016: $12,972Expenses 2016: $154,874Net Income 2016: -$141,9022016Revenue 2017: $111,989Expenses 2017: $138,335Net Income 2017: -$26,3462017Revenue 2018: $77,374Expenses 2018: $96,141Net Income 2018: -$18,7672018Revenue 2019: $37,116Expenses 2019: $60,571Net Income 2019: -$23,4552019Revenue 2020: $53,774Expenses 2020: $42,570Net Income 2020: $11,2042020Revenue 2021: $85,535Expenses 2021: $85,000Net Income 2021: $5352021Revenue 2022: $7,334Expenses 2022: $9,524Net Income 2022: -$2,1902022Revenue 2023: $21,522Expenses 2023: $38,750Net Income 2023: -$17,2282023Revenue 2024: $9,796Expenses 2024: $28,250Net Income 2024: -$18,4542024Revenue 2025: $62,502Expenses 2025: $79,346Net Income 2025: -$16,8442025

Highlighted filing

2019

Revenue$37,116
Expenses$60,571
Net Income-$23,455
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 4, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy A WeylChairman-$0--
Klaus ET SiebertTrustee-$0--
John A WeylDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-The Little Theatre is the premier cultural center for the presentation of American independent and foreign films, visual arts and music for the greater Rochester community. Through educational events, the Little Theatre provides local artists a place to share and discuss their visions with a diverse audience.501(c)3Rochester, NY, US$20,000
Paid Grant-Public broadcasting501(c)3Rochester, NY, US$20,000
Paid Grant-he mission of Step by Step is to assist women who are, have been or are at risk of being incarcerated to claim their gifts and strengths as the foundation on which to rebuild their lives.The purpose of the grant is to support this activity.501(c)3Rochester, NY, US$5,000
Paid Grant-Education-Tampa, FL, US$5,000
Paid Grant-The Churchville fire department is a fire protection district that is located in the village of Churchville inside the Town of Riga and is contracted by the Spencerport Fire District to provide coverage to a portion of the Town of Ogden.The purpose of the grant is to support this activity.501(c)3Churchville, NY, US$1,000
Paid Grant-Assist active duty military-Washington, DC, US$500
Filing and Contact Details

Filer

Filer Name
Nancy A K Perkins Charitable
EIN
16-6439639
Phone
5853831111
Address
1 Grove St PO Box 450, Pittsford, NY 14534

Signing Officer

Name
Klaus ET Siebert
Title
Trustee
Phone
5857323333
Signed
2020-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Klaus Siebert CPA Pc
Address
PO BOX 450, PITTSFORD, NY 14534-0450
Preparer
Klaus Siebert
Phone
5857323333
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Klaus ET Siebert
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd014534
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0$5,000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Nancy A Weyl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0The Churchville fire department is a fire protection district that is located in the village of Churchville inside the Town of Riga and is contracted by the Spencerport Fire District to provide coverage to a portion of the Town of Ogden.The purpose of the grant is to support this activity.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1The Little Theatre is the premier cultural center for the presentation of American independent and foreign films, visual arts and music for the greater Rochester community. Through educational events, the Little Theatre provides local artists a place to share and discuss their visions with a diverse audience.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Public broadcasting
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3he mission of Step by Step is to assist women who are, have been or are at risk of being incarcerated to claim their gifts and strengths as the foundation on which to rebuild their lives.The purpose of the grant is to support this activity.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Assist active duty military
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Churchville Fire Department
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Little Theator
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2WXXI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WXXI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4USO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5University of South Florida
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Buffalo Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1240 East Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2280 State Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3280 State Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 96322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54202 East Fowler
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Churchville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014428
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533620
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt096141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0138335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0154874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0122135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt055985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt055985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0572056
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt096141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0138335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0154874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0122135
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060571
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060571
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0628041
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0567470
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Administration of Trust
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06000
TaxesSchedule/TaxesDetail/Amt0721
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0Federal taxes
TaxesSchedule/TaxesDetail/CategoryTxt1NY State
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0721
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0721
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Klaus ET Siebert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05857323333
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Nancy A K Perkins Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0166439639
ReturnHeader/Filer/PhoneNum05853831111
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Grove St PO Box 450
ReturnHeader/Filer/USAddress/CityNm0Pittsford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161409290
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLAUS SIEBERT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0145340450
ReturnHeader/PreparerPersonGrp/PhoneNum05857323333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Klaus Siebert
ReturnHeader/ReturnTs02020-02-04T10:00:34-08:00
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.$0.27$0.00$0.27$0.63$0.79$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.10$0.28$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.22$0.39$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.07$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.86$0.85$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.54$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.37$0.61$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.77$0.96$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.12$1.38$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.13$1.55$1.42
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.36$1.22$1.14
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.14$0.56$0.42
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.41$0.51$0.09
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$0.41$0.42$0.01
2011Summary only. Only limited summary data is available for this year.$1.56$0.00$0.05$0.10$0.05