Civic Intelligence

Clara a Schiller Perpetual Charitable Trust

990PF • Fiscal year 2018 • EIN 30-6133829

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 15, 2019

Organization Profile
101 Central AvenueSt Petersburg, FL 33701

(727) 824-8705

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$25,610

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

64th percentile

4.6%

Faster asset growth than 64% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,406,335

Up $105,704 (+4.6%) from 2017

Net Assets

Up

$2,406,335

Up $105,704 (+4.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin87th percentile

Revenue

Down

$245,224

Down $165,366 (-40%) from 2017

Expenses

Down

$139,520

Down $40,557 (-23%) from 2017

Net Income

Down

$105,704

Down $124,809 (-54%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$2,406,335
Liabilities$0
Net Assets$2,406,335
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$245,224
Expenses$139,520
Net Income$105,704
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sabal Trust CompanyCo-Trustee-$25,610-$25,610
Harry B Jamieson CPACo-Trustee-$25,609-$25,609
Filing and Contact Details

Filer

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

Signing Officer

Name
Elizabeth J Knowles
Title
Principal
Signed
2019-04-15
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 Appendix321 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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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Return Preparation Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0210
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01890
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0At the end of Tax Year 2017, the Foundation had "Undistributed Net Income", totaling $84,363. Amounts applied during 2018 totaled $81,452; reflecting a shortfall in distributions required under IRC Section 4942 totaling $2,911, which was the result of a mis-communication between the Trustees. Arrangements are currently in place to assure that this entire shortfall, as well as all required Net Income Distributions for 2018 will be made during 2019; with the first of these distributions being made during the first half of 2019.
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Attached Schedules
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See Attached Schedules
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LTCG Mutual Fund Distributions
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sabal Trust Company
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Harry B Jamieson CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11956 Bayshore Blvd
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 Central Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0St Petersburg
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Elizabeth J Knowles
IRS990PF/StatementsRegardingActyGrp/PhoneNum07278248705
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/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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Univ of South Fla College of Medici
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032601
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/AppliedToYear1Amt081452
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127708
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081452
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02911
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0127708
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt084363
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Misc Inv Expense (ADR Fees)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
TaxesSchedule/TaxesDetail/Amt04222
TaxesSchedule/TaxesDetail/Amt16320
TaxesSchedule/TaxesDetail/Amt2652
TaxesSchedule/TaxesDetail/CategoryTxt02017 Federal Excise Tax Paid with Return
TaxesSchedule/TaxesDetail/CategoryTxt12018 Federal Excise Tax Estimates
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes Withheld at Source
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0422
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1632
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt265
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03800
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15688
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2587
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth J Knowles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Principal
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Clara A Schiller Perpetual
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0306133829
ReturnHeader/Filer/PhoneNum07278248705
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 Central Avenue
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/ReturnTs02019-04-15T11:23:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,406,335
Liabilities
$0
Net assets
$2,406,335
Revenue
$245,224
Expenses
$139,520
Net income
$105,704
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
2018Detailed filing. Detailed filing data is available for this year.$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