Civic Intelligence

Arturo & Eunjae Peralta-Ramos Charitable Tr

990PF • Fiscal year 2021 • EIN 47-7040182

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

Organization Profile
3630 Peachtree Road NE 2307Atlanta, GA 30326

(307) 413-9716

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

87th percentile

58%

Higher net margin than 87% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

50th percentile

6.9%

Faster asset growth than 50% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2019 to 2021

Revenue Growth

80th percentile

84%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,699,291

Up $336,071 (+14%) from 2019

Net Assets

Up

$2,699,291

Up $336,071 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$232,489

Up $163,540 (+237%) from 2019

Expenses

Down

$96,993

Down $67,998 (-41%) from 2019

Net Income

Up

$135,496

Up $231,538 (+241%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $2,688,974Liabilities 2016: $0Net Assets 2016: $2,688,9742016Assets 2018: $2,437,945Liabilities 2018: $0Net Assets 2018: $2,437,9452018Assets 2019: $2,363,220Liabilities 2019: $0Net Assets 2019: $2,363,2202019Assets 2021: $2,699,291Liabilities 2021: $0Net Assets 2021: $2,699,2912021Assets 2022: $2,554,563Liabilities 2022: $0Net Assets 2022: $2,554,5632022Assets 2023: $2,255,421Liabilities 2023: $0Net Assets 2023: $2,255,4212023

Highlighted filing

2021

Assets$2,699,291
Liabilities$0
Net Assets$2,699,291
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,812,168Expenses 2016: $123,194Net Income 2016: $2,688,9742016Revenue 2018: $104,555Expenses 2018: $323,485Net Income 2018: -$218,9302018Revenue 2019: $68,949Expenses 2019: $164,991Net Income 2019: -$96,0422019Revenue 2021: $232,489Expenses 2021: $96,993Net Income 2021: $135,4962021Revenue 2022: $17,161Expenses 2022: $174,580Net Income 2022: -$157,4192022Revenue 2023: $14,917Expenses 2023: $285,994Net Income 2023: -$271,0772023

Highlighted filing

2021

Revenue$232,489
Expenses$96,993
Net Income$135,496
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTURO PERALTA-RAMOSTrustee-$0--
EUNJAE KIMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMICHAEL J FOX FOUNDATION 469 7T AVEMEDICAL RESEARCH501 C 3NEW YORK, NY, US$40,000
Paid GrantWORLD WILDLIFE FUND 1250 24TH STREET NWPROTECTION OF ANIMALS501(C)3WASHINGTON, DC, US$20,000
Filing and Contact Details

Filer

Filer Name
Arturo & Eunjae Peralta-ramos
EIN
47-7040182
Phone
3074139716
Address
3630 PEACHTREE ROAD NE 2307, ATLANTA, GA 30326

Signing Officer

Name
Eunjae Kim
Title
Trustee
Phone
4042623300
Signed
2022-11-01

Preparer

Firm
Dan Lee & Associates Pc
Address
836 SYCAMORE ST, DECATUR, GA 30030
Preparer
Daniel C Lee
Phone
4043719846
Raw XML Appendix294 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIXED INCOME
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL 7589 ST COV - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERRILL 7589 LT COV - SEE ATTACHED
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MERRILL 7591 ST COV - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MERRILL 7591 LT COV - SEE ATTACHED
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02563795
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02699291
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0139569
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0139569
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IRS990PF/DistributableAmountGrp/TotalTaxAmt02701
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IRS990PF/FMVAssetsEOYAmt03213653
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt052287
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARTURO PERALTA-RAMOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EUNJAE KIM
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EUNJAE KIM
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030326
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03074139716
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROTECTION OF ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MICHAEL J FOX FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WORLD WILDLIFE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0469 7T AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt11250 24TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0469 7T AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11250 24TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt060000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0139569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt079569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0184869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0431500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt079569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0351931
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0184869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0184869
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0536800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0616369
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12010
TaxesSchedule/TaxesDetail/Amt03035
TaxesSchedule/TaxesDetail/CategoryTxt0MERILL 77591
TaxesSchedule/TaxesDetail/CategoryTxt1MERILL 77330
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EUNJAE KIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04042623300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTURO & EUNJAE PERALTA-RAMOS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ARTU
ReturnHeader/Filer/EIN0477040182
ReturnHeader/Filer/PhoneNum03074139716
ReturnHeader/Filer/USAddress/AddressLine1Txt03630 PEACHTREE ROAD NE 2307
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030326
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743106418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAN LEE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0836 SYCAMORE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030030
ReturnHeader/PreparerPersonGrp/PhoneNum04043719846
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL C LEE
ReturnHeader/ReturnTs02022-11-09T12:24:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EUNJAE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,699,291
Liabilities
$0
Net assets
$2,699,291
Revenue
$232,489
Expenses
$96,993
Net income
$135,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.01$0.29$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.02$0.17$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.23$0.10$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07$0.16$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.10$0.32$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$2.81$0.12$2.69