Civic Intelligence

Nicholas Steven Perretti Charitable Tr

990EZ • Fiscal year 2023 • EIN 27-6504941

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 07, 2024

28221 Jewel Fish LaneBonita Springs, FL 34135

(781) 454-9560

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$91,234

Up $2,354 (+2.6%) from 2022

Net Assets

Up

$91,234

Up $2,354 (+2.6%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$5,519

Down $4,249 (-43%) from 2022

Expenses

Down

$6,553

Down $953 (-13%) from 2022

Net Income

Down

-$1,034

Down $3,296 (-146%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $25,969Net Assets 2010: $25,9692010Assets 2011: $33,408Net Assets 2011: $33,4082011Assets 2013: $60,927Net Assets 2013: $60,9272013Assets 2014: $70,999Net Assets 2014: $70,9992014Assets 2015: $72,645Net Assets 2015: $72,6452015Assets 2016: $79,751Net Assets 2016: $79,7512016Assets 2017: $85,940Net Assets 2017: $85,9402017Assets 2018: $83,318Net Assets 2018: $83,3182018Assets 2019: $96,521Net Assets 2019: $96,5212019Assets 2020: $98,647Net Assets 2020: $98,6472020Assets 2021: $101,337Net Assets 2021: $101,3372021Assets 2022: $88,880Net Assets 2022: $88,8802022Assets 2023: $91,234Net Assets 2023: $91,2342023Assets 2024: $97,393Net Assets 2024: $97,3932024

Highlighted filing

2023

Assets$91,234
Liabilities-
Net Assets$91,234

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $37,670Expenses 2010: $11,701Net Income 2010: $25,9692010Revenue 2011: $12,674Expenses 2011: $5,235Net Income 2011: $7,4392011Revenue 2013: $19,690Expenses 2013: $5,500Net Income 2013: $14,1902013Revenue 2014: $12,572Expenses 2014: $2,500Net Income 2014: $10,0722014Revenue 2015: $7,698Expenses 2015: $6,052Net Income 2015: $1,6462015Revenue 2016: $12,784Expenses 2016: $5,678Net Income 2016: $7,1062016Revenue 2017: $12,739Expenses 2017: $6,550Net Income 2017: $6,1892017Revenue 2018: $7,546Expenses 2018: $7,013Net Income 2018: $5332018Revenue 2019: $13,682Expenses 2019: $7,074Net Income 2019: $6,6082019Revenue 2020: $9,084Expenses 2020: $7,958Net Income 2020: $1,1262020Revenue 2021: $9,464Expenses 2021: $6,034Net Income 2021: $3,4302021Revenue 2022: $9,768Expenses 2022: $7,506Net Income 2022: $2,2622022Revenue 2023: $5,519Expenses 2023: $6,553Net Income 2023: -$1,0342023Revenue 2024: $12,363Expenses 2024: $2,295Net Income 2024: $10,0682024

Highlighted filing

2023

Revenue$5,519
Expenses$6,553
Net Income-$1,034
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 7, 2024
Return Version
2023v5.0
Gross Receipts
$5,519
Mission and Program Overview

Mission

To provide donated funds from public contributions to merrimack college for the sole purpose of funding the nicholas steven perretti 04 memorial scholarship

Program Services

DescriptionGrantsExpenses
DONATED 5000 TO MERRIMACK COLLEGE IN SEPTEMBER 2020--
DONATED 5000 TO MERRIMACK COLLEGE IN SEPTEMBER 2021--
DONATED 5000 TO MERRIMACK COLLEGE IN JULY 2022--
DONATED 5000 TO MERRIMACK COLLEGE IN JULY 2023--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN PERRETTI TRUSTEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nicholas Perretti Charitable Trust
EIN
27-6504941
Phone
7814549560
Address
28221 JEWEL FISH LANE, BONITA SPRINGS, FL 34135

Signing Officer

Name
Steven Perretti
Title
Trustee
Phone
7814549560
Signed
2024-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Attorney James M Sears
Address
7 FEDERAL ST 17, DANVERS, MA 01923
Preparer
Atty James M Sears
Phone
9787772104
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

DONATED 5000 TO MERRIMACK COLLEGE IN JULY 2023 Grants and allocations 0, Program service expenses 0

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 560

Form 990-EZ, Part I, Line 16, Other Expenses

LEGAL FEES 375

Form 990-EZ, Part I, Line 16, Other Expenses

PAYPAL EXPENSE 55

Form 990-EZ, Part I, Line 16, Other Expenses

Gifts to other charities 250

Form 990-EZ, Part I, Line 16, Other Expenses

POSTAGE 7

Form 990-EZ, Part I, Line 16, Other Expenses

BANK FEE 21

Form 990-EZ, Part I, Line 16, Other Expenses

MA Filing Fee 35

Form 990-EZ, Part I, Line 20, Net Assets

Change in investment value 9,283

Form 990-EZ, Part I, Line 20, Net Assets

reduction in checking account at Eastern Bank -5,895

Raw XML Appendix165 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0STEVEN PERRETTI TRUSTEE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SOLE TRUSTEE, NO COMPENSATION
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVEN PERRETTI TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum07812791109
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt042 SHERWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0METHUEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0018442277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088880
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091234
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0600
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1034
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088880
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091234
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05250
IRS990EZ/GrossReceiptsAmt05519
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04919
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088880
IRS990EZ/NetAssetsOrFundBalancesEOYAmt091234
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088880
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091234
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN PERRETTI TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03388
IRS990EZ/OtherExpensesTotalAmt01303
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE DONATED FUNDS FROM PUBLIC CONTRIBUTIONS TO MERRIMACK COLLEGE FOR THE SOLE PURPOSE OF FUNDING THE NICHOLAS STEVEN PERRETTI 04 MEMORIAL SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED 5000 TO MERRIMACK COLLEGE IN SEPTEMBER 2020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATED 5000 TO MERRIMACK COLLEGE IN SEPTEMBER 2021
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATED 5000 TO MERRIMACK COLLEGE IN JULY 2022
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DONATED 5000 TO MERRIMACK COLLEGE IN JULY 2023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt06553
IRS990EZ/TotalRevenueAmt05519
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NICKPERRETTIFUND.COM
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103731
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MERRIMACK COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATED 5000 TO MERRIMACK COLLEGE IN JULY 2023 Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEGAL FEES 375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYPAL EXPENSE 55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GIFTS TO OTHER CHARITIES 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSTAGE 7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEE 21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MA Filing Fee 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CHANGE IN INVESTMENT VALUE 9,283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9reduction in checking account at Eastern Bank -5,895
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN PERRETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814549560
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NICHOLAS PERRETTI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NICH
ReturnHeader/Filer/EIN0276504941
ReturnHeader/Filer/PhoneNum07814549560
ReturnHeader/Filer/USAddress/AddressLine1Txt028221 JEWEL FISH LANE
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034135
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810676254
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATTORNEY JAMES M SEARS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 FEDERAL ST 17
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001923
ReturnHeader/PreparerPersonGrp/PhoneNum09787772104
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ATTY JAMES M SEARS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-11T11:08:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERRETTI
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.12$0.02$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.10$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.09$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.09$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.14$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.08$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.13$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.13$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.08$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.13$0.03$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.20$0.06$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.13$0.05$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.38$0.12$0.26