Civic Intelligence

Paul & June Perry Memorial Trust

EIN 33-6320512 • Indiana, PA

800 Philadelphia StreetIndiana, PA 15701
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-64%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$15,470

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 49.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.5%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,209,538

Down $18,459 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,209,538

Down $18,459 (-1.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Up

$31,453

Up $38,723 (+533%) from 2023

Expenses

Up

$51,625

Up $11,983 (+30%) from 2023

Net Income

Up

-$20,172

Up $26,740 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,095,607Liabilities 2011: $0Net Assets 2011: $1,095,6072011Assets 2012: $1,156,629Liabilities 2012: $0Net Assets 2012: $1,156,6292012Assets 2013: $1,191,646Liabilities 2013: $0Net Assets 2013: $1,191,6462013Assets 2014: $1,251,909Liabilities 2014: $0Net Assets 2014: $1,251,9092014Assets 2015: $1,294,649Liabilities 2015: $0Net Assets 2015: $1,294,6492015Assets 2016: $1,281,594Liabilities 2016: $0Net Assets 2016: $1,281,5942016Assets 2017: $1,315,089Liabilities 2017: $0Net Assets 2017: $1,315,0892017Assets 2018: $1,347,779Liabilities 2018: $0Net Assets 2018: $1,347,7792018Assets 2019: $1,332,858Liabilities 2019: $0Net Assets 2019: $1,332,8582019Assets 2020: $1,278,018Liabilities 2020: $0Net Assets 2020: $1,278,0182020Assets 2021: $1,333,135Liabilities 2021: $0Net Assets 2021: $1,333,1352021Assets 2022: $1,274,909Liabilities 2022: $0Net Assets 2022: $1,274,9092022Assets 2023: $1,227,997Liabilities 2023: $0Net Assets 2023: $1,227,9972023Assets 2024: $1,209,538Liabilities 2024: $0Net Assets 2024: $1,209,5382024

Highlighted filing

2024

Assets$1,209,538
Liabilities$0
Net Assets$1,209,538
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2011: $32,6942011Expenses 2012: $32,1672012Revenue 2013: $66,419Expenses 2013: $31,402Net Income 2013: $35,0172013Revenue 2014: $92,868Expenses 2014: $32,605Net Income 2014: $60,2632014Revenue 2015: $80,122Expenses 2015: $37,382Net Income 2015: $42,7402015Revenue 2016: $40,081Expenses 2016: $53,136Net Income 2016: -$13,0552016Revenue 2017: $111,285Expenses 2017: $77,790Net Income 2017: $33,4952017Revenue 2018: $108,253Expenses 2018: $75,563Net Income 2018: $32,6902018Revenue 2019: $67,921Expenses 2019: $82,842Net Income 2019: -$14,9212019Revenue 2020: $19,123Expenses 2020: $73,963Net Income 2020: -$54,8402020Revenue 2021: $135,811Expenses 2021: $80,694Net Income 2021: $55,1172021Revenue 2022: $25,003Expenses 2022: $83,229Net Income 2022: -$58,2262022Revenue 2023: -$7,270Expenses 2023: $39,642Net Income 2023: -$46,9122023Revenue 2024: $31,453Expenses 2024: $51,625Net Income 2024: -$20,1722024

Highlighted filing

2024

Revenue$31,453
Expenses$51,625
Net Income-$20,172
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,209,538
Liabilities
$0
Net assets
$1,209,538
Revenue
$31,453
Expenses
$51,625
Net income
-$20,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.14$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.11$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.08$0.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.09$0.03$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.03$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$15,470-$15,470
Filing and Contact Details

Filer

Filer Name
Paul & June Perry Memorial Trust
EIN
33-6320512
Phone
7244651412
Address
800 PHILADELPHIA STREET, INDIANA, PA 15701

Signing Officer

Name
Tracy Mckeel
Title
Trustee
Phone
7244651412
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Stoecklein CPA LLC
Address
8915 BELLA DANYELLE CT, BRIDGEVILLE, PA 15017
Preparer
Christian Stoecklein
Phone
4126066544
Raw XML Appendix235 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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TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY MCKEEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07244651412
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & JUNE PERRY MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0336320512
ReturnHeader/Filer/PhoneNum07244651412
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 PHILADELPHIA STREET
ReturnHeader/Filer/USAddress/CityNm0INDIANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871241389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOECKLEIN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08915 BELLA DANYELLE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIDGEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015017
ReturnHeader/PreparerPersonGrp/PhoneNum04126066544
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN STOECKLEIN
ReturnHeader/ReturnTs02025-05-13T14:48:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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