Civic Intelligence

William T Perry Charitable Trust

990PF • Fiscal year 2015 • EIN 31-6018719

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 19, 2016

PO Box 1558 Dept Ea4e86Columbus, OH 43216

(330) 438-1180

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

4th percentile

-194%

Higher net margin than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$17,174

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$1,540,818

No earlier filing loaded for comparison.

Net Assets

$1,540,818

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$63,901

No earlier filing loaded for comparison.

Expenses

$187,579

No earlier filing loaded for comparison.

Net Income

-$123,678

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,540,818Liabilities 2015: $0Net Assets 2015: $1,540,8182015Assets 2016: $1,515,715Liabilities 2016: $0Net Assets 2016: $1,515,7152016Assets 2017: $1,526,089Liabilities 2017: $0Net Assets 2017: $1,526,0892017Assets 2018: $1,628,884Liabilities 2018: $0Net Assets 2018: $1,628,8842018Assets 2019: $1,650,803Liabilities 2019: $0Net Assets 2019: $1,650,8032019Assets 2020: $1,660,904Liabilities 2020: $0Net Assets 2020: $1,660,9042020Assets 2021: $1,758,872Liabilities 2021: $0Net Assets 2021: $1,758,8722021Assets 2022: $1,728,629Liabilities 2022: $0Net Assets 2022: $1,728,6292022Assets 2023: $1,723,720Liabilities 2023: $0Net Assets 2023: $1,723,7202023Assets 2024: $1,740,000Liabilities 2024: $0Net Assets 2024: $1,740,0002024

Highlighted filing

2015

Assets$1,540,818
Liabilities$0
Net Assets$1,540,818

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2015: $63,901Expenses 2015: $187,579Net Income 2015: -$123,6782015Revenue 2016: $77,276Expenses 2016: $102,489Net Income 2016: -$25,2132016Revenue 2017: $122,402Expenses 2017: $111,869Net Income 2017: $10,5332017Revenue 2018: $226,345Expenses 2018: $113,463Net Income 2018: $112,8822018Revenue 2019: $135,862Expenses 2019: $116,595Net Income 2019: $19,2672019Revenue 2020: $130,120Expenses 2020: $124,816Net Income 2020: $5,3042020Revenue 2021: $239,964Expenses 2021: $136,860Net Income 2021: $103,1042021Revenue 2022: $118,785Expenses 2022: $153,668Net Income 2022: -$34,8832022Revenue 2023: $113,071Expenses 2023: $118,620Net Income 2023: -$5,5492023Revenue 2024: $134,241Expenses 2024: $118,197Net Income 2024: $16,0442024

Highlighted filing

2015

Revenue$63,901
Expenses$187,579
Net Income-$123,678
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 19, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$17,174-$17,174
Filing and Contact Details

Filer

Filer Name
William T Perry Charitable Trust
EIN
31-6018719
Phone
3304381180
Address
PO BOX 1558 DEPT EA4E86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3304381180
Signed
2016-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0390
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07887
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0170830
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0187579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt061622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt063901
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09062
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025811
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt047491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt416222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt052648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt214333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01123.521 COHEN AND STEERS INSTITUTIONAL REALTY SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17.17 COHEN AND STEERS INSTITUTIONAL REALTY SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21318.615 FEDERATED TOTAL RETURN BOND FUND #328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc363.925 FEDERATED TOTAL RETURN BOND FUND #328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-123678
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0596
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01541414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01663680
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01540818
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt095141
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt095141
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt095141
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt095665
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0524
IRS990PF/DistributableAmountGrp/TotalTaxAmt0524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt03604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04652
IRS990PF/FMVAssetsEOYAmt01779245
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01663680
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01540818
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt063
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-28295
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-28295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0596742
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0581381
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0571792
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01035549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0987732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01235748
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031326
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01663680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01540818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01779245
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01663680
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01540818
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01663680
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01540818
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01942433
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01907670
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029136
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt095665
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01913297
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01942433
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017174
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HUNTINGTON NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1558 DPT EA4E86
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt096201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt096725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt099322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt090970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0105597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0105469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0100322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01913297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01961021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01875104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02423489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02080641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01730522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0170830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251398
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0170306
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0170830
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0524
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0170830
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false

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