Civic Intelligence

Alexander Petrellis Perry Trust

990PF • Fiscal year 2014 • EIN 38-6475645

Feb 01, 2013 to Jan 31, 2014 • Filed on Jun 11, 2014

Organization Profile
PO Box 75000Detroit, MI 48275-7874

(734) 930-2405

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

59th percentile

$9,929

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 45.8% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

28th percentile

-3.2%

Faster asset growth than 28% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

6.3%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$631,627

Down $20,805 (-3.2%) from 2013

Net Assets

Down

$631,627

Down $20,805 (-3.2%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin5th percentile

Revenue

Up

$21,673

Up $1,280 (+6.3%) from 2013

Expenses

Down

$44,347

Down $2,886 (-6.1%) from 2013

Net Income

Up

-$22,674

Up $4,166 (+16%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2011: $631,970Liabilities 2011: $0Net Assets 2011: $631,9702011Assets 2012: $673,790Liabilities 2012: $0Net Assets 2012: $673,7902012Assets 2013: $652,432Liabilities 2013: $1Net Assets 2013: $652,4322013Assets 2014: $631,627Liabilities 2014: $1Net Assets 2014: $631,6272014Assets 2015: $601,622Liabilities 2015: $1Net Assets 2015: $601,6222015Assets 2016: $581,693Liabilities 2016: $1Net Assets 2016: $581,6932016Assets 2017: $578,636Liabilities 2017: $0Net Assets 2017: $578,6362017Assets 2020: $657,853Liabilities 2020: $1Net Assets 2020: $657,8532020Assets 2021: $642,467Liabilities 2021: $1Net Assets 2021: $642,4672021Assets 2022: $639,969Liabilities 2022: $1Net Assets 2022: $639,9692022Assets 2023: $622,699Liabilities 2023: $12023Assets 2024: $612,081Liabilities 2024: $12024

Highlighted filing

2014

Assets$631,627
Liabilities$1
Net Assets$631,627
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KExpenses 2011: $48,4542011Expenses 2012: $45,5962012Revenue 2013: $20,393Expenses 2013: $47,233Net Income 2013: -$26,8402013Revenue 2014: $21,673Expenses 2014: $44,347Net Income 2014: -$22,6742014Revenue 2015: $14,314Expenses 2015: $44,930Net Income 2015: -$30,6162015Revenue 2016: $22,493Expenses 2016: $42,260Net Income 2016: -$19,7672016Revenue 2017: $39,013Expenses 2017: $41,905Net Income 2017: -$2,8922017Revenue 2020: $36,731Expenses 2020: $47,943Net Income 2020: -$11,2122020Revenue 2021: $27,176Expenses 2021: $42,337Net Income 2021: -$15,1612021Revenue 2022: $59,064Expenses 2022: $55,207Net Income 2022: $3,8572022Revenue 2023: $34,418Expenses 2023: $51,864Net Income 2023: -$17,4462023Revenue 2024: $28,799Expenses 2024: $45,596Net Income 2024: -$16,7972024

Highlighted filing

2014

Revenue$21,673
Expenses$44,347
Net Income-$22,674
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Jun 11, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMERICA BANKTrustee-$9,929-$9,929
Filing and Contact Details

Filer

EIN
38-6475645
Phone
7349302405

Signing Officer

Name
Jacquely Sparks-walker
Title
Vice President
Phone
7349302405
Signed
2014-06-11
Discuss with paid preparer
Yes

Preparer

Preparer
Richard F Floraday Jr
Phone
4198612300
Raw XML Appendix314 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1018 TREMONT STREET SUITE 704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11420 MADISON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0021082301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode110017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033498
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032953
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014937
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02878
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01130
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034941
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01988
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024733
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022745
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amount01869
OtherIncreasesSchedule/OtherIncreasesDetail/Description0DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELY SPARKS-WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07349302405
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALEXANDER PETRELLIS PERRY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0386475645
ReturnHeader/Filer/PhoneNum07349302405
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 75000
ReturnHeader/Filer/USAddress/City0DETROIT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0482757874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THOMSON REUTERS TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106135 TRUST DRIVE SUITE 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOLLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode043528
ReturnHeader/PreparerPersonGrp/PhoneNum04198612300
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD F FLORADAY JR
ReturnHeader/ReturnTs02014-06-13T15:55:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$631,627
Liabilities
$1
Net assets
$631,627
Revenue
$21,673
Expenses
$44,347
Net income
-$22,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.00$0.29$0.46$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.23$0.00$0.34$0.52$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.59$0.55$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.00$6.42$0.27$0.42$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.00$6.58$0.37$0.48$0.11
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.79$0.00$5.79$0.39$0.42$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.22$0.42$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.14$0.45$0.31
2014Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.22$0.44$0.23
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.52$0.00$6.52$0.20$0.47$0.27
2012Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.46
2011Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.48