Civic Intelligence

Paul & June Perry Memorial Trust

990PF • Fiscal year 2015 • EIN 33-6320512

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

Organization Profile
Box 247Apollo, PA 15613

(724) 478-3151

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

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

63rd percentile

3.4%

Faster asset growth than 63% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-14%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,294,649

Up $42,740 (+3.4%) from 2014

Net Assets

Up

$1,294,649

Up $42,740 (+3.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin90th percentile

Revenue

Down

$80,122

Down $12,746 (-14%) from 2014

Expenses

Up

$37,382

Up $4,777 (+15%) from 2014

Net Income

Down

$42,740

Down $17,523 (-29%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2015

Assets$1,294,649
Liabilities$0
Net Assets$1,294,649
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

2015

Revenue$80,122
Expenses$37,382
Net Income$42,740
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul & June Perry Memorial Trust
EIN
33-6320512
Phone
7244783151
Address
BOX 247, APOLLO, PA 15613

Signing Officer

Name
Apollo Trust Company
Title
Trustee
Phone
7244783151
Signed
2016-04-01

Preparer

Firm
Sharshan & Company
Address
7051 STEUBENVILLE PIKE STE D, OAKDALE, PA 15071-3318
Preparer
Andrew Sharshan
Phone
4127885252
Raw XML Appendix261 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06926
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06926
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013852
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01645
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01645
TaxesSchedule/TaxesDetail/Amt0795
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0APOLLO TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07244783151
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & JUNE PERRY MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0336320512
ReturnHeader/Filer/PhoneNum07244783151
ReturnHeader/Filer/USAddress/AddressLine1Txt0BOX 247
ReturnHeader/Filer/USAddress/CityNm0APOLLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204825122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARSHAN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07051 STEUBENVILLE PIKE STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0150713318
ReturnHeader/PreparerPersonGrp/PhoneNum04127885252
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW SHARSHAN
ReturnHeader/ReturnTs02016-04-14T08:34:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,294,649
Liabilities
$0
Net assets
$1,294,649
Revenue
$80,122
Expenses
$37,382
Net income
$42,740
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