Civic Intelligence

Nicholas Perretti Charitable Trust

EIN 27-6504941 • 501(c)3 • Bonita Springs, FL

Profile

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

28221 Jewel Fish LaneBonita Springs, FL 34135

www.nickperrettifund.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

124%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$97,393

Up $6,159 (+6.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$97,393

Up $6,159 (+6.8%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$12,363

Up $6,844 (+124%) from 2023

Expenses

Down

$2,295

Down $4,258 (-65%) from 2023

Net Income

Up

$10,068

Up $11,102 (+1074%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$97,393
Liabilities-
Net Assets$97,393
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$12,363
Expenses$2,295
Net Income$10,068
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,393
Liabilities
-
Net assets
$97,393
Revenue
$12,363
Expenses
$2,295
Net income
$10,068
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.2
Gross Receipts
$18,338
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--
DONATED 5000 TO MERRIMACK COLLEGE IN JUNE 2024--
Compensation and Service Providers
Top Officer Pay81st percentile

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
2025-06-24
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 III, Line 31

“DONATED 5000 TO MERRIMACK COLLEGE IN JUNE 2024 Grants and allocations 0, Program service expenses 0”

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

“Supplies 1,885”

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

“LEGAL FEES 375”

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 -3,909”

Raw XML Appendix157 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/AddressLine1Txt0282221 JEWEL FISH LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BONITA SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034135
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091234
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097393
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05638
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05975
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010068
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091234
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097393
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-975
IRS990EZ/GrossReceiptsAmt018338
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07700
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091234
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097393
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091234
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097393
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN PERRETTI TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3909
IRS990EZ/OtherExpensesTotalAmt02295
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4DONATED 5000 TO MERRIMACK COLLEGE IN JUNE 2024
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt05000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt02295
IRS990EZ/TotalRevenueAmt012363
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/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATED 5000 TO MERRIMACK COLLEGE IN JULY 2023 Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATED 5000 TO MERRIMACK COLLEGE IN JUNE 2024 Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 1,885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEGAL FEES 375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MA Filing Fee 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN INVESTMENT VALUE -3,909
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
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 20, Net Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN PERRETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814549560
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
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/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/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ATTY JAMES M SEARS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-25T10:26:21-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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