Civic Intelligence

George F Murphy Perpetual Charitable Trust

990PF • Fiscal year 2018 • EIN 42-6595689

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

1525 W Wt Harris Blvd Mac D1114-044Charlotte, NC 28262

(704) 590-2828

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

23rd percentile

-4.3%

Faster asset growth than 23% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Down

$5,275,107

Down $234,904 (-4.3%) from 2017

Net Assets

Down

$5,275,107

Down $234,904 (-4.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$476,803

Up $57,379 (+14%) from 2017

Expenses

Up

$711,707

Up $24,832 (+3.6%) from 2017

Net Income

Up

-$234,904

Up $32,547 (+12%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $6,051,448Liabilities 2010: $0Net Assets 2010: $6,051,4482010Assets 2011: $5,895,200Liabilities 2011: $12011Assets 2012: $5,965,929Liabilities 2012: $0Net Assets 2012: $5,965,9292012Assets 2013: $6,051,241Liabilities 2013: $0Net Assets 2013: $6,051,2412013Assets 2014: $6,253,341Liabilities 2014: $0Net Assets 2014: $6,253,3412014Assets 2015: $6,022,559Liabilities 2015: $0Net Assets 2015: $6,022,5592015Assets 2016: $5,777,462Liabilities 2016: $0Net Assets 2016: $5,777,4622016Assets 2017: $5,510,011Liabilities 2017: $0Net Assets 2017: $5,510,0112017Assets 2018: $5,275,107Liabilities 2018: $0Net Assets 2018: $5,275,1072018Assets 2019: $5,029,806Liabilities 2019: $0Net Assets 2019: $5,029,8062019Assets 2020: $4,849,506Liabilities 2020: $0Net Assets 2020: $4,849,5062020Assets 2021: $4,624,134Liabilities 2021: $0Net Assets 2021: $4,624,1342021Assets 2022: $4,863,075Liabilities 2022: $0Net Assets 2022: $4,863,0752022Assets 2023: $11,933,509Liabilities 2023: $0Net Assets 2023: $11,933,5092023Assets 2024: $11,770,377Liabilities 2024: $0Net Assets 2024: $11,770,3772024

Highlighted filing

2018

Assets$5,275,107
Liabilities$0
Net Assets$5,275,107

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $485,3392010Revenue 2011: $421,193Expenses 2011: $577,441Net Income 2011: -$156,2482011Expenses 2012: $511,8082012Revenue 2013: $730,740Expenses 2013: $677,555Net Income 2013: $53,1852013Revenue 2014: $550,800Expenses 2014: $348,700Net Income 2014: $202,1002014Revenue 2015: $438,743Expenses 2015: $669,525Net Income 2015: -$230,7822015Revenue 2016: $398,339Expenses 2016: $618,009Net Income 2016: -$219,6702016Revenue 2017: $419,424Expenses 2017: $686,875Net Income 2017: -$267,4512017Revenue 2018: $476,803Expenses 2018: $711,707Net Income 2018: -$234,9042018Revenue 2019: $365,405Expenses 2019: $610,706Net Income 2019: -$245,3012019Revenue 2020: $461,786Expenses 2020: $642,086Net Income 2020: -$180,3002020Revenue 2021: $451,698Expenses 2021: $677,070Net Income 2021: -$225,3722021Revenue 2022: $891,088Expenses 2022: $652,147Net Income 2022: $238,9412022Revenue 2023: $8,029,269Expenses 2023: $912,404Net Income 2023: $7,116,8652023Revenue 2024: $934,718Expenses 2024: $1,074,077Net Income 2024: -$139,3592024

Highlighted filing

2018

Revenue$476,803
Expenses$711,707
Net Income-$234,904
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$0--
Filing and Contact Details

Filer

Filer Name
George F Murphy Perpetual Charitable
EIN
42-6595689
Phone
7045902828
Address
1525 W WT HARRIS BLVD MAC D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
Wells Fargo Bank
Title
Trustee
Phone
7045902828
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4698504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4724160
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt518285
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERIPRISE FINANL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMEX MATERIALS SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CME GROUP INCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COGNIZANT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CVS/CAREMARK CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DIAGEO PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ELI LILLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ETRACS ALGERIAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GAI CORBIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LAS VEGAS SANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MANULIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MERCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NIKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PNC FINANCL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PRINCIPAL MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ROCHE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TJX CO INC NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNITEDHEALTH GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ZOETIS
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InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt034315
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt110000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt22500
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt39875
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt42000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt55000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt69875
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt735000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt820000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt910000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1015000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt115000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt122000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt13148125
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt145000
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt157172
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt163562
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt170
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt015685
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt20
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt3125
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt40
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt50
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt6125
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt70
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt80
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt90
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt100
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt110
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt120
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt131875
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt140
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt15688
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt16382
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt171106285
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0DWELLING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1GARAGE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.93$1.07$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$8.03$0.91$7.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$0.89$0.65$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.45$0.68$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.46$0.64$0.18
2019Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.37$0.61$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.48$0.71$0.23
2017Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.42$0.69$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.00$5.78$0.40$0.62$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.00$6.02$0.44$0.67$0.23
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.55$0.35$0.20
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$0.73$0.68$0.05
2012Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.51
2011Summary only. Only limited summary data is available for this year.$5.90$0.00$0.42$0.58$0.16
2010Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.49