Civic Intelligence

Clara a Schiller Perpetual Charitable Trust

990PF • Fiscal year 2016 • EIN 30-6133829

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 17, 2017

Organization Profile
200 Central Avenue Suite 220St Petersburg, FL 33701

(727) 824-8705

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-49%

Higher net margin than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$23,434

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 44.4% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

40th percentile

-1.2%

Faster asset growth than 40% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.6%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,070,118

Down $25,747 (-1.2%) from 2015

Net Assets

Down

$2,070,118

Down $25,747 (-1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Up

$52,801

Up $2,796 (+5.6%) from 2015

Expenses

Down

$78,548

Down $83,052 (-51%) from 2015

Net Income

Up

-$25,747

Up $85,848 (+77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2016

Assets$2,070,118
Liabilities$0
Net Assets$2,070,118
Open 2016 Filing

Operations Trend

Revenue Growth59th 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

2016

Revenue$52,801
Expenses$78,548
Net Income-$25,747
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 17, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SunTrust CompanyCo-Trustee-$23,434-$23,434
Harry B Jamieson CPACo-Trustee-$22,834-$22,834
Sabal Trust CompanyCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Clara A Schiller Perpetual
EIN
30-6133829
Phone
7278248705
Address
200 Central Avenue Suite 220, St Petersburg, FL 33701

Signing Officer

Name
Elizabeth J Knowles
Title
Principal
Signed
2017-04-17
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 Appendix282 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/PropertyDesc0See Attached Schedules
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See Attached Schedules
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-01
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sabal Trust Company
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Harry B Jamieson CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SunTrust Company
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 Central Avenue Suite 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11956 Bayshore Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 1689
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dunedin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Orlando
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Elizabeth J Knowles
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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/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Macular Degeneration Medical Research Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Lions Eye Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01410 North 21st Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034605
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt034855
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0124891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt043868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt043868
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034855
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043868
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt046168
TaxesSchedule/TaxesDetail/Amt0180
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Withheld at Source
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0162
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth J Knowles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Principal
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Clara A Schiller Perpetual
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0306133829
ReturnHeader/Filer/PhoneNum07278248705
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Central Avenue Suite 220
ReturnHeader/Filer/USAddress/CityNm0St Petersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033701
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/ReturnTs02017-04-17T05:31:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,070,118
Liabilities
$0
Net assets
$2,070,118
Revenue
$52,801
Expenses
$78,548
Net income
-$25,747
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
2016Detailed filing. Detailed filing data is available for this year.$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