Civic Intelligence

Lenelle Perry Charitable Trust Ua Dated

990 • Fiscal year 2022 • EIN 47-2384218

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

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

42nd percentile

0.00x

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

2022 filings • NTEE X • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.00x

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

2022 filings • NTEE X • $500k-$1M nonprofits • Source year 2022

Net Margin

75th percentile

33%

Higher net margin than 75% of similar nonprofits.

2022 filings • NTEE X • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$8,634

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

2022 filings • NTEE X • $500k-$1M nonprofits • Source year 2022

Asset Growth

48th percentile

1.7%

Faster asset growth than 48% of similar nonprofits.

2022 filings • NTEE X • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-44%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • NTEE X • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$572,916

Up $9,522 (+1.7%) from 2021

Net Assets

Up

$572,916

Up $9,522 (+1.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin75th percentile

Revenue

Down

$28,574

Down $22,066 (-44%) from 2021

Expenses

Down

$19,052

Down $1,768 (-8.5%) from 2021

Net Income

Down

$9,522

Down $20,298 (-68%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2022

Assets$572,916
Liabilities$0
Net Assets$572,916
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$28,574
Expenses$19,052
Net Income$9,522
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$254,161
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$548,649$559,555▲ $10,906
Savings and Temporary Cash Investments$14,745$13,361▼ $1,384
Total Assets$563,394$572,916▲ $9,522
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$563,394$572,916▲ $9,522
Total Net Assets Fund Balance$563,394$572,916▲ $9,522
Total Liabilities and Net Assets / Fund Balance$563,394$572,916▲ $9,522
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseTotal
First-citizens Bank Trust CoTrustee$8,634$8,634
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$28,574
Other Revenue
$0
Change in Net Assets
$9,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,420
Salaries, Compensation, and Employee Benefits$8,634
Other Expenses$998
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,420--$9,420
Current Officers, Directors, Trustees, and Key Employees-$8,634-$8,634
Fees for Services Accounting-$750-$750
All Other Expenses-$248-$248
Total Functional Expenses$9,420$9,632$0$19,052
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Funston United Methodist ChurchFunston, GA-Funds for the Operation & Expansion of the Music Program$9,420
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
Walter Reed
Title
Director
Phone
9197162015
Signed
2023-05-04

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
800 YARD STREET SUITE 200, Grandville Heights, OH 43212
Preparer
Doak Arthur Pfaff
Phone
6142327288
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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/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
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09197162015
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LENELLE PERRY CHARITABLE TRUST UA DATED
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grandville Heights
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ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK ARTHUR PFAFF
ReturnHeader/ReturnTs02023-05-10T10:34:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$572,916
Liabilities
$0
Net assets
$572,916
Revenue
$28,574
Expenses
$19,052
Net income
$9,522
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