Civic Intelligence

Clara a Schiller Perpetual Charitable Trust

990PF • Fiscal year 2019 • EIN 30-6133829

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 20, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

11th percentile

-46%

Higher net margin than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$27,592

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,306,262

Down $100,073 (-4.2%) from 2018

Net Assets

Down

$2,306,262

Down $100,073 (-4.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$218,494

Down $26,730 (-11%) from 2018

Expenses

Up

$318,567

Up $179,047 (+128%) from 2018

Net Income

Down

-$100,073

Down $205,777 (-195%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$2,306,262
Liabilities$0
Net Assets$2,306,262
Open 2019 Filing

Operations Trend

Revenue Growth24th 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

2019

Revenue$218,494
Expenses$318,567
Net Income-$100,073
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 20, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SABAL TRUST COMPANYCo-Trustee-$27,592-$27,592
HARRY B JAMIESON CPACo-Trustee-$27,592-$27,592
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
Harry B Jamieson CPA
Title
Co-trustee
Signed
2020-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Jamieson & Cristini Pl
Address
1956 BAYSHORE BLVD, DUNEDIN, FL 34698-2500
Preparer
Harry B Jamieson
Phone
7277345437
Raw XML Appendix314 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SEE ATTACHED SCHEDULES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2LT CAP GAIN DISTRIBS ON MUTUAL FDS
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-100073
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01046973
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0194967
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01183
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01183
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt076560
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035339
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED STATEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SCHEDULES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0148340
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-14392
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-100073
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02306262
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0133888
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HARRY B JAMIESON CPA
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SABAL TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PETERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07278248705
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SABAL TRUST COMPANY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07278242405
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0101 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt280000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LIONS EYE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF SOUTH FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0SHANDS COLLEGE OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1COLLEGE OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 100296
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11410 NORTH 21ST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212901 BRUCE B DOWNS BLVD
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0260000
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/AppliedToCurrentYearAmt0133888
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02911
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt084363
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt084363
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0158540
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0158540
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0295339
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0158540
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0242903
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084363
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02911
TaxesSchedule/TaxesDetail/Amt01183
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED 2019 EXCISE TAX PAYMEN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0296
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01183
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY B JAMIESON CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-20
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/ZIPCd0346982500
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY B JAMIESON
ReturnHeader/ReturnTs02020-04-21T18:22:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,306,262
Liabilities
$0
Net assets
$2,306,262
Revenue
$218,494
Expenses
$318,567
Net income
-$100,073
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