Civic Intelligence

Lenelle Perry Charitable Trust Ua Dated

990 • Fiscal year 2020 • EIN 47-2384218

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization ProfileN/A
PO Box 29522Raleigh, NC 27626

(919) 716-2015

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2020 filings • NTEE X • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • NTEE X • $500k-$1M nonprofits • Source year 2020

Net Margin

85th percentile

51%

Higher net margin than 85% of similar nonprofits.

2020 filings • NTEE X • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$6,959

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2020 filings • NTEE X • $500k-$1M nonprofits • Source year 2020

Asset Growth

36th percentile

1.7%

Faster asset growth than 36% of similar nonprofits.

2020 filings • NTEE X • $500k-$1M nonprofits • Annualized from 2018 to 2020

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • NTEE X • $500k-$1M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$531,039

Up $18,051 (+3.5%) from 2018

Net Assets

Up

$531,039

Up $18,051 (+3.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin85th percentile

Revenue

Up

$36,133

Up $11,624 (+47%) from 2018

Expenses

Down

$17,836

Down $195 (-1.1%) from 2018

Net Income

Up

$18,297

Up $11,819 (+182%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$600K$400K$200K$0Assets 2014: $521,733Liabilities 2014: $0Net Assets 2014: $521,7332014Assets 2015: $518,760Liabilities 2015: $0Net Assets 2015: $518,7602015Assets 2016: $485,436Liabilities 2016: $0Net Assets 2016: $485,4362016Assets 2017: $506,963Liabilities 2017: $0Net Assets 2017: $506,9632017Assets 2018: $512,988Liabilities 2018: $0Net Assets 2018: $512,9882018Assets 2020: $531,039Liabilities 2020: $0Net Assets 2020: $531,0392020Assets 2021: $563,394Liabilities 2021: $0Net Assets 2021: $563,3942021Assets 2022: $572,916Liabilities 2022: $0Net Assets 2022: $572,9162022Assets 2023: $533,859Liabilities 2023: $0Net Assets 2023: $533,8592023Assets 2024: $538,771Liabilities 2024: $0Net Assets 2024: $538,7712024

Highlighted filing

2020

Assets$531,039
Liabilities$0
Net Assets$531,039
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $521,763Expenses 2014: $29Net Income 2014: $521,7342014Revenue 2015: $30,776Expenses 2015: $33,369Net Income 2015: -$2,5932015Revenue 2016: -$14,032Expenses 2016: $18,369Net Income 2016: -$32,4012016Revenue 2017: $38,210Expenses 2017: $16,025Net Income 2017: $22,1852017Revenue 2018: $24,509Expenses 2018: $18,031Net Income 2018: $6,4782018Revenue 2020: $36,133Expenses 2020: $17,836Net Income 2020: $18,2972020Revenue 2021: $50,640Expenses 2021: $20,820Net Income 2021: $29,8202021Revenue 2022: $28,574Expenses 2022: $19,052Net Income 2022: $9,5222022Revenue 2023: -$15,521Expenses 2023: $22,985Net Income 2023: -$38,5062023Revenue 2024: $31,802Expenses 2024: $27,186Net Income 2024: $4,6162024

Highlighted filing

2020

Revenue$36,133
Expenses$17,836
Net Income$18,297
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Gross Receipts
$416,142
Mission and Program Overview

Mission

The primary purpose is to provide support to Funston United Methodist Church for the operation & expansion of the music program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$500,185$517,120▲ $16,935
Savings and Temporary Cash Investments$15,056$13,919▼ $1,137
Total Assets$515,241$531,039▲ $15,798
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$515,241$531,039▲ $15,798
Total Net Assets Fund Balance$515,241$531,039▲ $15,798
Total Liabilities and Net Assets / Fund Balance$515,241$531,039▲ $15,798
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseTotal
First-citizens Bank Trust CoTrustee$6,959$6,959
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,133
Other Revenue
$0
Change in Net Assets
$18,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,412
Salaries, Compensation, and Employee Benefits$6,959
Other Expenses$465
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,412--$10,412
Current Officers, Directors, Trustees, and Key Employees-$6,959-$6,959
Fees for Services Accounting-$250-$250
All Other Expenses-$215-$215
Total Functional Expenses$10,412$7,424$0$17,836
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Funston United Methodist ChurchFunston, GA-Funds for the Operation & Expansion of the Music Program$10,412
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“Trust does not have a governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Return available upon request”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Lenelle Perry Charitable Trust Ua Dated
EIN
47-2384218
Phone
9197162015
Address
PO BOX 29522, RALEIGH, NC 27626

Signing Officer

Name
Thomas F Wiggins
Title
SVP
Phone
9197162015
Signed
2021-05-11

Organization Details

Principal Officer
Thomas F Wiggins
Formed
2014
Legal Domicile
Nc
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, Richmond, VA 23223-7078
Preparer
Doak Arthur Pfaff
Phone
8043444557
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Rounding, roc & wash sale adjustments - $2,499.00”

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURN AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING, ROC & WASH SALE ADJUSTMENTS - $2,499.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07424
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010412
IRS990/TotalFunctionalExpensesGrp/TotalAmt017836
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalReportableCompFromOrgAmt06959
IRS990/TotalRevenueGrp/ExclusionAmt036133
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS F WIGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum09197162015
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LENELLE PERRY CHARITABLE TRUST UA DATED
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 EAST CARY STREET SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerPersonGrp/PhoneNum08043444557
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK ARTHUR PFAFF
ReturnHeader/ReturnTs02021-05-11T15:00:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$531,039
Liabilities
$0
Net assets
$531,039
Revenue
$36,133
Expenses
$17,836
Net income
$18,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.32$0.27$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.16$0.23$0.39
2022Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.29$0.19$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.51$0.21$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.36$0.18$0.18
2018Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$0.25$0.18$0.06
2017Summary only. Only limited summary data is available for this year.$5.07$0.00$5.07$0.38$0.16$0.22
2016Summary only. Only limited summary data is available for this year.$4.85$0.00$4.85$0.14$0.18$0.32
2015Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$0.31$0.33$0.03
2014Summary only. Only limited summary data is available for this year.$5.22$0.00$5.22$5.22$0.00$5.22