Civic Intelligence

Ronald P Cook Perpetual Charitable Trust

990PF • Fiscal year 2017 • EIN 47-7041312

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2018

Organization Profile
239 S 5th StreetLouisville, KY 40202

(502) 581-1600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,137,556

Up $72,211 (+6.8%) from 2016

Net Assets

Up

$1,137,556

Up $72,211 (+6.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

Down

$135,149

Down $426,374 (-76%) from 2016

Expenses

Up

$62,938

Up $4,493 (+7.7%) from 2016

Net Income

Down

$72,211

Down $430,867 (-86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0Assets 2016: $1,065,345Liabilities 2016: $0Net Assets 2016: $1,065,3452016Assets 2017: $1,137,556Liabilities 2017: $0Net Assets 2017: $1,137,5562017Assets 2018: $1,345,924Liabilities 2018: $0Net Assets 2018: $1,345,9242018Assets 2019: $1,363,247Liabilities 2019: $12019Assets 2020: $1,342,748Liabilities 2020: $0Net Assets 2020: $1,342,7482020Assets 2021: $1,368,491Liabilities 2021: $0Net Assets 2021: $1,368,4912021Assets 2022: $1,280,515Liabilities 2022: $0Net Assets 2022: $1,280,5152022Assets 2023: $1,245,285Liabilities 2023: $12023Assets 2024: $1,193,234Liabilities 2024: $0Net Assets 2024: $1,193,2342024

Highlighted filing

2017

Assets$1,137,556
Liabilities$0
Net Assets$1,137,556
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KRevenue 2016: $561,523Expenses 2016: $58,445Net Income 2016: $503,0782016Revenue 2017: $135,149Expenses 2017: $62,938Net Income 2017: $72,2112017Revenue 2018: $265,608Expenses 2018: $57,240Net Income 2018: $208,3682018Revenue 2019: $98,787Expenses 2019: $81,464Net Income 2019: $17,3232019Revenue 2020: $65,340Expenses 2020: $85,839Net Income 2020: -$20,4992020Revenue 2021: $114,063Expenses 2021: $88,320Net Income 2021: $25,7432021Revenue 2022: $27,937Expenses 2022: $115,913Net Income 2022: -$87,9762022Revenue 2023: $60,777Expenses 2023: $96,007Net Income 2023: -$35,2302023Revenue 2024: $44,922Expenses 2024: $96,973Net Income 2024: -$52,0512024

Highlighted filing

2017

Revenue$135,149
Expenses$62,938
Net Income$72,211
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT KLEINTrustee-$0--
KRISTEN CRIANOTAdvisory Committee-$0--
MELINDA SANDERSAdvisory Committee-$0--
Filing and Contact Details

Filer

Filer Name
Ronald P Cook Perpetual Charitable
EIN
47-7041312
Phone
5025811600
Address
239 S 5TH STREET, LOUISVILLE, KY 40202

Signing Officer

Name
Robert M Klein
Title
Trustee
Phone
5025811600
Signed
2018-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Mcmcpas & Advisors Llp
Address
462 S FOURTH ST SUITE 2600, LOUISVILLE, KY 40202-3445
Preparer
Victoria D Buster CPA
Phone
5027491900
Raw XML Appendix356 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT M KLEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0239 S 5TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05025811600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0YMCA GREATER LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0545 SOUTH 2ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021456
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028544
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036760
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028544
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RONALD P COOK CHARITABLE REMAINDER UNITRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0239 S 5TH STREET 1700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOUISVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-192
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt151767
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1RECEIVABLE FROM RON COOK CRT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-2234
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-1932
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ARTEK PROPERTIES K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RON COOK LLC K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-2234
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1932
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012774
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012774
TaxesSchedule/TaxesDetail/Amt014
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt014
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05025811600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RONALD P COOK PERPETUAL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RONA
ReturnHeader/Filer/EIN0477041312
ReturnHeader/Filer/PhoneNum05025811600
ReturnHeader/Filer/USAddress/AddressLine1Txt0239 S 5TH STREET
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E0606075131C0952A75392AB605E39D186CEFF94
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078758902DC47DB846FBBFB5AF48199B1099530A9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02018-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:16:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMCPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 S FOURTH ST SUITE 2600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402023445
ReturnHeader/PreparerPersonGrp/PhoneNum05027491900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA D BUSTER CPA
ReturnHeader/ReturnTs02018-11-13T10:59:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,137,556
Liabilities
$0
Net assets
$1,137,556
Revenue
$135,149
Expenses
$62,938
Net income
$72,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.10$0.05
2023Summary only. Only limited summary data is available for this year.$1.25$0.00$0.06$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.12$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.11$0.09$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.07$0.09$0.02
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$0.10$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.27$0.06$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.14$0.06$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.56$0.06$0.50