Civic Intelligence

Pearle Foundation Charitable Trust

990PF • Fiscal year 2019 • EIN 20-4755005

Aug 01, 2018 to Jul 31, 2019 • Filed on Oct 16, 2019

5846 S Flamingo RoadCooper City, FL 33330

(305) 823-6533

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

3rd percentile

-441%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

79th percentile

$1,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 39.9% of source-year revenue.

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

Asset Growth

18th percentile

-22%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Down

$59,991

Down $16,547 (-22%) from 2018

Net Assets

Down

$59,970

Down $16,568 (-22%) from 2018

Liabilities

Up

$21

Up $21 from 2018

Revenue

Up

$3,756

Up $561 (+18%) from 2018

Expenses

Up

$20,324

Up $12,206 (+150%) from 2018

Net Income

Down

-$16,568

Down $11,645 (-237%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,059,370Liabilities 2011: $02011Assets 2012: $744,607Liabilities 2012: $0Net Assets 2012: $744,6072012Assets 2013: $507,231Liabilities 2013: $0Net Assets 2013: $507,2312013Assets 2014: $278,297Liabilities 2014: $0Net Assets 2014: $278,2972014Assets 2015: $188,729Liabilities 2015: $852Net Assets 2015: $187,8772015Assets 2016: $126,999Liabilities 2016: $0Net Assets 2016: $126,9992016Assets 2017: $81,461Liabilities 2017: $0Net Assets 2017: $81,4612017Assets 2018: $76,538Liabilities 2018: $0Net Assets 2018: $76,5382018Assets 2019: $59,991Liabilities 2019: $21Net Assets 2019: $59,9702019Assets 2020: $50,238Liabilities 2020: $21Net Assets 2020: $50,2172020Assets 2021: $47,881Liabilities 2021: $71Net Assets 2021: $47,8102021Assets 2022: $37,061Liabilities 2022: $35Net Assets 2022: $37,0262022Assets 2023: $16,907Liabilities 2023: $0Net Assets 2023: $16,9072023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$59,991
Liabilities$21
Net Assets$59,970

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $144,514Expenses 2011: $227,949Net Income 2011: -$83,4352011Expenses 2012: $325,4102012Expenses 2013: $265,6462013Revenue 2014: -$5,094Expenses 2014: $223,840Net Income 2014: -$228,9342014Revenue 2015: $76,597Expenses 2015: $167,017Net Income 2015: -$90,4202015Revenue 2016: $5,942Expenses 2016: $66,820Net Income 2016: -$60,8782016Revenue 2017: $1,375Expenses 2017: $46,913Net Income 2017: -$45,5382017Revenue 2018: $3,195Expenses 2018: $8,118Net Income 2018: -$4,9232018Revenue 2019: $3,756Expenses 2019: $20,324Net Income 2019: -$16,5682019Revenue 2020: $3,170Expenses 2020: $12,923Net Income 2020: -$9,7532020Revenue 2021: $7,181Expenses 2021: $9,588Net Income 2021: -$2,4072021Revenue 2022: $4,935Expenses 2022: $15,719Net Income 2022: -$10,7842022Revenue 2023: $387Expenses 2023: $20,506Net Income 2023: -$20,1192023Revenue 2024: $18Expenses 2024: $16,925Net Income 2024: -$16,9072024

Highlighted filing

2019

Revenue$3,756
Expenses$20,324
Net Income-$16,568
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Oct 16, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY A NICHOLSTrustee-$1,500-$1,500
MAIRA M NICHOLSTrustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Pearle Foundation Charitable Trust
EIN
20-4755005
Phone
3058236533
Address
5846 S FLAMINGO ROAD, COOPER CITY, FL 33330

Signing Officer

Name
Gregory a Nichols
Title
Trustee
Signed
2019-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Wendell Nichols & Company Cpas
Address
2000 NW 150TH AVENUE SUITE 1105-1, PEMBROKE PINES, FL 33028
Preparer
Gregory A Nichols
Phone
3058236533
Raw XML Appendix253 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01175
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY A NICHOLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEARLE FOUNDATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PEAR
ReturnHeader/Filer/EIN0204755005
ReturnHeader/Filer/PhoneNum03058236533
ReturnHeader/Filer/USAddress/AddressLine1Txt05846 S FLAMINGO ROAD
ReturnHeader/Filer/USAddress/CityNm0COOPER CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033330
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590710523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WENDELL NICHOLS & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 NW 150TH AVENUE SUITE 1105-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEMBROKE PINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033028
ReturnHeader/PreparerPersonGrp/PhoneNum03058236533
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory A Nichols
ReturnHeader/ReturnTs02019-10-16T08:38:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.01$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.08$0.17$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.01$0.22$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.27
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.33
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$0.14$0.23$0.08