Civic Intelligence

Alvin J Perry Residuary Educational and Charitable Tr

990PF • Fiscal year 2013 • EIN 38-6662250

Nov 01, 2012 to Oct 31, 2013 • Filed on Feb 10, 2014

Organization Profile
PO Box 75000 Mc 9413Detroit, MI 48275-9413
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-148%

Higher net margin than 4% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$41,134

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 28.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

15th percentile

-6.5%

Faster asset growth than 15% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

15th percentile

-20%

Faster revenue growth than 15% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,083,839

Down $213,695 (-6.5%) from 2012

Net Assets

Down

$3,083,839

Down $213,695 (-6.5%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin4th percentile

Revenue

$144,744

No earlier filing loaded for comparison.

Expenses

Up

$358,439

Up $39,552 (+12%) from 2012

Net Income

-$213,695

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,505,770Liabilities 2011: $02011Assets 2012: $3,297,534Liabilities 2012: $0Net Assets 2012: $3,297,5342012Assets 2013: $3,083,839Liabilities 2013: $1Net Assets 2013: $3,083,8392013Assets 2014: $2,957,344Liabilities 2014: $1Net Assets 2014: $2,957,3442014Assets 2015: $2,853,840Liabilities 2015: $02015Assets 2018: $2,461,438Liabilities 2018: $0Net Assets 2018: $2,461,4382018Assets 2019: $2,331,521Liabilities 2019: $1Net Assets 2019: $2,331,5212019Assets 2020: $2,200,677Liabilities 2020: $1Net Assets 2020: $2,200,6772020Assets 2021: $2,050,354Liabilities 2021: $1Net Assets 2021: $2,050,3542021Assets 2022: $1,835,924Liabilities 2022: $12022Assets 2023: $1,967,981Liabilities 2023: $12023

Highlighted filing

2013

Assets$3,083,839
Liabilities$1
Net Assets$3,083,839
Open 2013 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $224,956Expenses 2011: $165,375Net Income 2011: $59,5812011Expenses 2012: $318,8872012Revenue 2013: $144,744Expenses 2013: $358,439Net Income 2013: -$213,6952013Revenue 2014: $124,454Expenses 2014: $250,949Net Income 2014: -$126,4952014Revenue 2015: $146,680Expenses 2015: $250,184Net Income 2015: -$103,5042015Revenue 2018: $117,540Expenses 2018: $248,224Net Income 2018: -$130,6842018Revenue 2019: $116,717Expenses 2019: $247,232Net Income 2019: -$130,5152019Revenue 2020: $109,665Expenses 2020: $240,508Net Income 2020: -$130,8432020Revenue 2021: $84,530Expenses 2021: $234,852Net Income 2021: -$150,3222021Revenue 2022: $189,951Expenses 2022: $404,383Net Income 2022: -$214,4322022Revenue 2023: $538,972Expenses 2023: $406,914Net Income 2023: $132,0582023

Highlighted filing

2013

Revenue$144,744
Expenses$358,439
Net Income-$213,695
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Feb 10, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMERICA BANKCo-Trustee-$41,134-$41,134
LAWRENCE BULLENCo-Trustee-$3,000-$3,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSEXEMPTJonesville, MI, US$310,651
Filing and Contact Details

Filer

EIN
38-6662250
Raw XML Appendix290 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0COMERICA BANK
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TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount0160
TaxesSchedule/Taxes/Category0EXCISE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0386662250
ReturnHeader/Filer/Name/BusinessNameLine10ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE
ReturnHeader/Filer/NameControl0ALVI
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 75000 MC 9413
ReturnHeader/Filer/USAddress/City0DETROIT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0482759413
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02014-02-10
ReturnHeader/Officer/Name0COMERICA BANK
ReturnHeader/Officer/Phone05177885151
ReturnHeader/Officer/Title0CO-TRUSTEE
ReturnHeader/Preparer/DatePrepared02014-02-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LILY AMBROSIO-YLEN EA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1036705 TULANE DR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Sterling Heights
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode048312
ReturnHeader/Preparer/Name0LILY AMBROSIO-YLEN
ReturnHeader/Preparer/Phone05869397756
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-28T13:34:38-05:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,083,839
Liabilities
$1
Net assets
$3,083,839
Revenue
$144,744
Expenses
$358,439
Net income
-$213,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$0.54$0.41$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$0.19$0.40$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.08$0.23$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$0.24$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.12$0.25$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.12$0.25$0.13
2015Summary only. Only limited summary data is available for this year.$2.85$0.00$0.15$0.25$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.12$0.25$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.14$0.36$0.21
2012Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.32
2011Summary only. Only limited summary data is available for this year.$3.51$0.00$0.22$0.17$0.06