Civic Intelligence

Clara a Schiller Perpetual Charitable Trust

990PF • Fiscal year 2017 • EIN 30-6133829

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 16, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$31,121

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

678%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,300,631

Up $230,513 (+11%) from 2016

Net Assets

Up

$2,300,631

Up $230,513 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Up

$410,590

Up $357,789 (+678%) from 2016

Expenses

Up

$180,077

Up $101,529 (+129%) from 2016

Net Income

Up

$230,513

Up $256,260 (+995%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2017

Assets$2,300,631
Liabilities$0
Net Assets$2,300,631
Open 2017 Filing

Operations Trend

Revenue Growth98th 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

2017

Revenue$410,590
Expenses$180,077
Net Income$230,513
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sabal Trust CompanyCo-Trustee-$31,121-$31,121
Harry B Jamieson CPACo-Trustee-$31,121-$31,121
SunTrust CompanyCo-Trustee-$16,907-$16,907
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUniv of Florida College of MedicineHeart Disease Research GrantN/AGainesville, FL, US$40,000
Paid GrantLions Eye InstituteMacular Degeneration Medical Research GrantN/ATampa, FL, US$25,000
Paid Grant-Medical Research-Tampa, FL, US$10,000
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
2018-04-16
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 Appendix304 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SunTrust Company
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Harry B Jamieson CPA
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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/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Heart Disease Research Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Macular Degeneration Medical Research Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Medical Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Univ of Florida College of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Lions Eye Institute
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Univ of South Fla College of Medici
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 100296
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11410 North 21st Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212901 Bruce B Downs Blvd MDC 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Tampa
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233612
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/AppliedToCurrentYearAmt039340
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt046168
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0123703
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085508
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084363
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046168
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Attorney Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01092
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010923
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt09831
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011878
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01188
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010690
TaxesSchedule/TaxesDetail/Amt0377
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Withheld at Source
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt038
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0339
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth J Knowles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Principal
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-16
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/PreparerFirmEIN0593732759
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/ReturnTs02018-04-16T06:10:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,300,631
Liabilities
$0
Net assets
$2,300,631
Revenue
$410,590
Expenses
$180,077
Net income
$230,513
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
2017Detailed filing. Detailed filing data is available for this year.$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