Civic Intelligence

R Elizabeth Ewart Casey Trust Wilmington Trust Company

990PF • Fiscal year 2020 • EIN 51-6162942

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 15, 2020

Organization Profile
1100 N Market StreetWilmington, DE 19890-0900

(302) 651-1940

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$27,512

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

38th percentile

0.0%

Faster asset growth than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-4.4%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,673,323

Up $41 (+0.0%) from 2019

Net Assets

$1,673,323

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin44th percentile

Revenue

Down

$87,614

Down $4,062 (-4.4%) from 2019

Expenses

Down

$86,145

Down $7,169 (-7.7%) from 2019

Net Income

Up

$1,469

Up $3,107 (+190%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,572,976Liabilities 2012: $02012Assets 2013: $1,597,436Liabilities 2013: $02013Assets 2014: $1,588,934Liabilities 2014: $02014Assets 2015: $1,573,948Liabilities 2015: $02015Assets 2016: $1,547,904Liabilities 2016: $02016Assets 2019: $1,673,282Liabilities 2019: $02019Assets 2020: $1,673,323Liabilities 2020: $0Net Assets 2020: $1,673,3232020Assets 2021: $1,734,387Liabilities 2021: $0Net Assets 2021: $1,734,3872021Assets 2022: $1,776,740Liabilities 2022: $0Net Assets 2022: $1,776,7402022Assets 2023: $1,686,453Liabilities 2023: $0Net Assets 2023: $1,686,4532023Assets 2024: $1,737,794Liabilities 2024: $0Net Assets 2024: $1,737,7942024

Highlighted filing

2020

Assets$1,673,323
Liabilities$0
Net Assets$1,673,323
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$200K$100K$0-$100KRevenue 2012: $86,983Expenses 2012: $138,614Net Income 2012: -$51,6312012Revenue 2013: $73,701Expenses 2013: $97,666Net Income 2013: -$23,9652013Revenue 2014: $103,713Expenses 2014: $109,835Net Income 2014: -$6,1222014Revenue 2015: $123,859Expenses 2015: $128,157Net Income 2015: -$4,2982015Revenue 2016: $103,013Expenses 2016: $99,609Net Income 2016: $3,4042016Revenue 2019: $91,676Expenses 2019: $93,314Net Income 2019: -$1,6382019Revenue 2020: $87,614Expenses 2020: $86,145Net Income 2020: $1,4692020Revenue 2021: $133,239Expenses 2021: $81,213Net Income 2021: $52,0262021Revenue 2022: $123,299Expenses 2022: $95,248Net Income 2022: $28,0512022Revenue 2023: $44,272Expenses 2023: $130,158Net Income 2023: -$85,8862023Revenue 2024: $79,085Expenses 2024: $62,770Net Income 2024: $16,3152024

Highlighted filing

2020

Revenue$87,614
Expenses$86,145
Net Income$1,469
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILMINGTON TRUST COTrustee-$27,512-$27,512
Filing and Contact Details

Filer

Filer Name
Tt Uw Ree Casey - Perpetual Trust
EIN
51-6162942
Phone
3026511940
Address
1100 N MARKET STREET, WILMINGTON, DE 19890-0900

Signing Officer

Name
Frank Scher
Title
Officer, Wilm Trust, Trustee
Phone
3026511040
Signed
2020-11-15
Raw XML Appendix367 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FIXED INCOME - FEDERATED TOTAL RETURN BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0138620
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1275000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt077925
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY - FEDERATED INTL STRATEGIC VALUE DIV FD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EQUITY - ISHARES SELECT DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EQUITY - SPDR S&P EMERGING MARKETS
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0AVAILABLE UPON REQUEST
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt316843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48419
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTRE MONTHLY MEETING OF FRIENDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEW GARDEN MONTHLY MEETING OF FRIENDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RELIGIOUS SOCIETY OF FRIENDS HOCKESSIN MONTHLY MEETING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WILMILMINGTON MONTHLY MEETING OF FRIENDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1TAX EXEMPT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2TAX EXEMPT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3TAX EXEMPT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4TAX EXEMPT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0503 WOODDALE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1415 CEDAR SPRING RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2106 STRATTON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3440 WEST NYACK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4401 N WEST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KENNETT SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOCKESSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WEST NYACK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119348
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310994
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4198012137
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050534
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/AppliedToCurrentYearAmt060420
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03870
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064290
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023072
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03870
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0836144
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COMMON TRUST FUND - BALANCED INCOME FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0852775
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0946440
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01857
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11333
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COMMON TRUST FUND RECONCILIATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNLOCATED DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMON TRUST FUND EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01097
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01097
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01572
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1190
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COMMON TRUST FUND INV MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04900
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt11102
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11102
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK SCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER, WILM TRUST, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026511040
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TT UW REE CASEY - PERPETUAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0022860-000
ReturnHeader/Filer/BusinessNameControlTxt0CASE
ReturnHeader/Filer/EIN0516162942
ReturnHeader/Filer/PhoneNum03026511940
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 N MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198900900
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.19.225.242
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm007:35:37
ReturnHeader/ReturnTs02020-11-09T07:35:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,673,323
Liabilities
$0
Net assets
$1,673,323
Revenue
$87,614
Expenses
$86,145
Net income
$1,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.04$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.13$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.09$0.09$0.00
2019Summary only. Only limited summary data is available for this year.$1.67$0.00$0.09$0.09$0.00
2016Summary only. Only limited summary data is available for this year.$1.55$0.00$0.10$0.10$0.00
2015Summary only. Only limited summary data is available for this year.$1.57$0.00$0.12$0.13$0.00
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$0.10$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.07$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.09$0.14$0.05