Civic Intelligence

Daniel Padgett Perpetual Memorial Trust

990PF • Fiscal year 2021 • EIN 35-6307835

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile
800 State Street Suite 500Erie, PA 16501

(765) 213-2979

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-145%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,417

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 80.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

34th percentile

-3.3%

Faster asset growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-83%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$125,142

Down $4,246 (-3.3%) from 2020

Net Assets

Down

$125,142

Down $4,246 (-3.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$3,014

Down $14,962 (-83%) from 2020

Expenses

Up

$7,386

Up $818 (+12%) from 2020

Net Income

Down

-$4,372

Down $15,780 (-138%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$150K$100K$50K$0Assets 2020: $129,388Liabilities 2020: $0Net Assets 2020: $129,3882020Assets 2021: $125,142Liabilities 2021: $0Net Assets 2021: $125,1422021Assets 2022: $123,005Liabilities 2022: $0Net Assets 2022: $123,0052022Assets 2023: $113,012Liabilities 2023: $0Net Assets 2023: $113,0122023Assets 2024: $114,312Liabilities 2024: $0Net Assets 2024: $114,3122024

Highlighted filing

2021

Assets$125,142
Liabilities$0
Net Assets$125,142
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$20K$10K$0-$10K-$20KRevenue 2020: $17,976Expenses 2020: $6,568Net Income 2020: $11,4082020Revenue 2021: $3,014Expenses 2021: $7,386Net Income 2021: -$4,3722021Revenue 2022: $5,655Expenses 2022: $7,543Net Income 2022: -$1,8882022Revenue 2023: $1,355Expenses 2023: $11,358Net Income 2023: -$10,0032023Revenue 2024: $5,834Expenses 2024: $4,533Net Income 2024: $1,3012024

Highlighted filing

2021

Revenue$3,014
Expenses$7,386
Net Income-$4,372
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,417-$2,417
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRUSTEES OF TERRE HAUTE BIBLE CENTERGENERAL PURPOSESPCTERRE HAUTE, IN, US$2,026
Paid GrantSPENCER UNITED METHODIST CHURCHGENERAL PURPOSESPCSPENCER, IN, US$2,026
Filing and Contact Details

Filer

Filer Name
Padgett Perpetual Tr
EIN
35-6307835
Phone
7652132979
Address
800 STATE STREET SUITE 500, ERIE, PA 16501

Signing Officer

Name
Terry J Thierman
Title
Divisional VP
Phone
7652132979
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Raw XML Appendix353 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02550
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05261
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03545
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02550
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 INCOME POSTED IN 2022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0128
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 INCOME POSTED IN 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt0248
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/Amt22
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt117
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY J THIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIVISIONAL VP
ReturnHeader/BusinessOfficerGrp/PhoneNum07652132979
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PADGETT PERPETUAL TR
ReturnHeader/Filer/BusinessNameControlTxt0PADG
ReturnHeader/Filer/EIN0356307835
ReturnHeader/Filer/PhoneNum07652132979
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 STATE STREET SUITE 500
ReturnHeader/Filer/USAddress/CityNm0ERIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02022-05-13T14:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,142
Liabilities
$0
Net assets
$125,142
Revenue
$3,014
Expenses
$7,386
Net income
-$4,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.01$0.11$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.07$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.18$0.07$0.11