Civic Intelligence

Paul & June Perry Memorial Trust

990PF • Fiscal year 2012 • EIN 33-6320512

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 20, 2013

Organization Profile
Box 24715613
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

68th percentile

5.6%

Faster asset growth than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,156,629

Up $61,022 (+5.6%) from 2011

Net Assets

Up

$1,156,629

Up $61,022 (+5.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$32,167

Down $527 (-1.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2012

Assets$1,156,629
Liabilities$0
Net Assets$1,156,629
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$32,167
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 20, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHRINERS HOSPITALSCIENTIFICRECIPIENTTAMPA, FL, US$18,580
Filing and Contact Details

Filer

EIN
33-6320512
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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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1019078
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2019127
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3023371
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4023400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5025417
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5025417
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0103556
IRS990PF/UndistributedIncome/ExcessFromCurrentYear018580
IRS990PF/UndistributedIncome/ExcessFromYear1019078
IRS990PF/UndistributedIncome/ExcessFromYear2019127
IRS990PF/UndistributedIncome/ExcessFromYear3023371
IRS990PF/UndistributedIncome/ExcessFromYear4023400
IRS990PF/UndistributedIncome/QualifyingDistributions018580
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus018580
IRS990PF/UndistributedIncome/TotalCorpus0128973
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0110393
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue04217
OtherAssetsSchedule/OtherAssets/Description0INVESTMENT INCOME RECEIVABLE
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1FIDUCIARY FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome013132
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks013132
TaxesSchedule/Taxes/Amount057
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/NetInvestmentIncome057
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0336320512
ReturnHeader/Filer/Name/BusinessNameLine10PAUL & JUNE PERRY MEMORIAL TRUST
ReturnHeader/Filer/NameControl0PAUL
ReturnHeader/Filer/Phone07244783151
ReturnHeader/Filer/USAddress/AddressLine10BOX 247
ReturnHeader/Filer/USAddress/City0APOLLO
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015613
ReturnHeader/Officer/DateSigned02013-04-20
ReturnHeader/Officer/Name0LISA FERGUSON
ReturnHeader/Officer/Phone07244783151
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-20
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SHARSHAN & COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107051 STEUBENVILLE PIKE STE D
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OAKDALE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0150713318
ReturnHeader/Preparer/Name0ANDREW SHARSHAN CPA
ReturnHeader/Preparer/Phone04127885252
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-20T10:05:23-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,156,629
Liabilities
$0
Net assets
$1,156,629
Revenue
-
Expenses
$32,167
Net income
-
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $1M-$5M nonprofits