Civic Intelligence

Clara a Schiller Perpetual Charitable Trust

990PF • Fiscal year 2014 • EIN 30-6133829

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 21, 2015

Organization Profile
PO Box 1689Orlando, FL 32802

(866) 658-5308

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

51st percentile

$33,240

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

55th percentile

2.7%

Faster asset growth than 55% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

128%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,207,460

Up $57,912 (+2.7%) from 2013

Net Assets

Up

$2,207,460

Up $57,912 (+2.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin80th percentile

Revenue

Up

$202,624

Up $113,613 (+128%) from 2013

Expenses

Up

$144,712

Up $2,344 (+1.6%) from 2013

Net Income

Up

$57,912

Up $111,269 (+209%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,149,548Liabilities 2013: $0Net Assets 2013: $2,149,5482013Assets 2014: $2,207,460Liabilities 2014: $0Net Assets 2014: $2,207,4602014Assets 2015: $2,095,865Liabilities 2015: $0Net Assets 2015: $2,095,8652015Assets 2016: $2,070,118Liabilities 2016: $0Net Assets 2016: $2,070,1182016Assets 2017: $2,300,631Liabilities 2017: $0Net Assets 2017: $2,300,6312017Assets 2018: $2,406,335Liabilities 2018: $0Net Assets 2018: $2,406,3352018Assets 2019: $2,306,262Liabilities 2019: $0Net Assets 2019: $2,306,2622019Assets 2020: $2,175,037Liabilities 2020: $0Net Assets 2020: $2,175,0372020Assets 2021: $2,127,899Liabilities 2021: $0Net Assets 2021: $2,127,8992021Assets 2022: $2,152,392Liabilities 2022: $0Net Assets 2022: $2,152,3922022Assets 2023: $2,049,889Liabilities 2023: $0Net Assets 2023: $2,049,8892023Assets 2024: $2,105,769Liabilities 2024: $0Net Assets 2024: $2,105,7692024

Highlighted filing

2014

Assets$2,207,460
Liabilities$0
Net Assets$2,207,460
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $89,011Expenses 2013: $142,368Net Income 2013: -$53,3572013Revenue 2014: $202,624Expenses 2014: $144,712Net Income 2014: $57,9122014Revenue 2015: $50,005Expenses 2015: $161,600Net Income 2015: -$111,5952015Revenue 2016: $52,801Expenses 2016: $78,548Net Income 2016: -$25,7472016Revenue 2017: $410,590Expenses 2017: $180,077Net Income 2017: $230,5132017Revenue 2018: $245,224Expenses 2018: $139,520Net Income 2018: $105,7042018Revenue 2019: $218,494Expenses 2019: $318,567Net Income 2019: -$100,0732019Revenue 2020: $18,272Expenses 2020: $149,497Net Income 2020: -$131,2252020Revenue 2021: $114,041Expenses 2021: $161,179Net Income 2021: -$47,1382021Revenue 2022: $186,545Expenses 2022: $162,052Net Income 2022: $24,4932022Revenue 2023: $54,066Expenses 2023: $156,318Net Income 2023: -$102,2522023Revenue 2024: $203,599Expenses 2024: $147,836Net Income 2024: $55,7632024

Highlighted filing

2014

Revenue$202,624
Expenses$144,712
Net Income$57,912
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SunTrust Bank Wealth MgmtCo-Trustee-$33,240-$33,240
Harry B Jamieson CPACo-Trustee-$33,239-$33,239
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUniv of Florida College of MedicineHeart Disease Research GrantN/AGainesville, FL, US$50,000
Paid GrantLions Eye InstituteMacular Degeneration Medical Research GrantN/ATampa, FL, US$25,000
Filing and Contact Details

Filer

Filer Name
Clara A Schiller Perpetual
EIN
30-6133829
Phone
8666585308
Address
PO Box 1689, Orlando, FL 32802

Signing Officer

Name
Carolyn Kiser
Title
AVP & Trust Advisor
Signed
2015-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Jamieson & Cristini PL
Address
1956 Bayshore Blvd, Dunedin, FL 34698
Preparer
Harry B Jamieson
Phone
7277345437
Raw XML Appendix306 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2See Attached Schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3See Attached Schedule
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SunTrust Bank Wealth Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Harry B Jamieson CPA
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Carolyn J Kiser V President
IRS990PF/StatementsRegardingActyGrp/PhoneNum04072371774
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Harry B Jamieson CPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07277345437
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01956 Bayshore Blvd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Dunedin
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0346982503
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Foundation makes grants only to approved Charitable Organizations which conduct or engage in Medical Research associated with finding a cure for, or prevention of, (1) Heart Disease, (2) Macular Degeneration, or other diseases of, or conditions associated with, dysfunctions of the eye, or which are (3) operated by, or in association with the Lutheran Church - Missouri Synod.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Varies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Heart Disease Research Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Macular Degeneration Medical Research Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Univ of Florida College of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Lions Eye Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 100296
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11410 North 21st Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134605
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
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/AppliedToCurrentYearAmt081971
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt052206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt070118
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt052206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017912
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081971
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061780
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0113986
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0328
TaxesSchedule/TaxesDetail/Amt1905
TaxesSchedule/TaxesDetail/CategoryTxt0Current Year Fed'l Excise Tax Estimates
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Withheld at Source
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt033
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt190
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0295
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1815
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn Kiser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP & Trust Advisor
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Clara A Schiller Perpetual
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0306133829
ReturnHeader/Filer/PhoneNum08666585308
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1689
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davidson Jamieson & Cristini PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01956 Bayshore Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dunedin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034698
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harry B Jamieson
ReturnHeader/ReturnTs02015-04-23T07:43:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,207,460
Liabilities
$0
Net assets
$2,207,460
Revenue
$202,624
Expenses
$144,712
Net income
$57,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.20$0.15$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.05$0.16$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.19$0.16$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.11$0.16$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.02$0.15$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.22$0.32$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.25$0.14$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.41$0.18$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.05$0.08$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.05$0.16$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.20$0.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.09$0.14$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits