Civic Intelligence

Perry Jm Tua

EIN 57-6024311 • Greenville, SC

PO Box 2817Greenville, SC 29602-2817
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

54th percentile

6.2%

Higher net margin than 54% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

691%

Faster revenue growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$679,341

Up $3,121 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$679,341

Up $3,121 (+0.5%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin54th percentile

Revenue

Up

$50,530

Up $44,142 (+691%) from 2023

Expenses

Down

$47,409

Down $28,959 (-38%) from 2023

Net Income

Up

$3,121

Up $73,101 (+104%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $689,734Liabilities 2011: $02011Assets 2012: $669,150Liabilities 2012: $02012Assets 2013: $664,114Liabilities 2013: $02013Assets 2014: $666,393Liabilities 2014: $02014Assets 2015: $649,394Liabilities 2015: $02015Assets 2018: $640,278Liabilities 2018: $0Net Assets 2018: $640,2782018Assets 2019: $652,307Liabilities 2019: $0Net Assets 2019: $652,3072019Assets 2020: $699,736Liabilities 2020: $0Net Assets 2020: $699,7362020Assets 2021: $738,414Liabilities 2021: $0Net Assets 2021: $738,4142021Assets 2022: $746,200Liabilities 2022: $0Net Assets 2022: $746,2002022Assets 2023: $676,220Liabilities 2023: $0Net Assets 2023: $676,2202023Assets 2024: $679,341Liabilities 2024: $0Net Assets 2024: $679,3412024

Highlighted filing

2024

Assets$679,341
Liabilities$0
Net Assets$679,341
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $16,166Expenses 2011: $40,297Net Income 2011: -$24,1312011Revenue 2012: $18,937Expenses 2012: $38,622Net Income 2012: -$19,6852012Revenue 2013: $35,357Expenses 2013: $41,066Net Income 2013: -$5,7092013Revenue 2014: $45,724Expenses 2014: $43,240Net Income 2014: $2,4842014Revenue 2015: $24,293Expenses 2015: $41,983Net Income 2015: -$17,6902015Revenue 2018: $43,249Expenses 2018: $41,885Net Income 2018: $1,3642018Revenue 2019: $64,317Expenses 2019: $52,237Net Income 2019: $12,0802019Revenue 2020: $98,140Expenses 2020: $50,624Net Income 2020: $47,5162020Revenue 2021: $81,240Expenses 2021: $42,667Net Income 2021: $38,5732021Revenue 2022: $53,214Expenses 2022: $45,428Net Income 2022: $7,7862022Revenue 2023: $6,388Expenses 2023: $76,368Net Income 2023: -$69,9802023Revenue 2024: $50,530Expenses 2024: $47,409Net Income 2024: $3,1212024

Highlighted filing

2024

Revenue$50,530
Expenses$47,409
Net Income$3,121
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$679,341
Liabilities
$0
Net assets
$679,341
Revenue
$50,530
Expenses
$47,409
Net income
$3,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.51$0.47$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.06$0.76$0.70
2022Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.53$0.45$0.08
2021Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.81$0.43$0.39
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.98$0.51$0.48
2019Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.64$0.52$0.12
2018Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.43$0.42$0.01
2015Summary only. Only limited summary data is available for this year.$6.49$0.00$0.24$0.42$0.18
2014Summary only. Only limited summary data is available for this year.$6.66$0.00$0.46$0.43$0.02
2013Summary only. Only limited summary data is available for this year.$6.64$0.00$0.35$0.41$0.06
2012Summary only. Only limited summary data is available for this year.$6.69$0.00$0.19$0.39$0.20
2011Summary only. Only limited summary data is available for this year.$6.90$0.00$0.16$0.40$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Perry Jm Tua
EIN
57-6024311
Phone
8643700737
Address
PO BOX 2817, GREENVILLE, SC 29602-2817

Signing Officer

Name
Colonial Trust Company
Title
Trustee
Phone
8887304933
Signed
2025-05-28

Preparer

Firm
Phillips Cpas & Advisors
Address
201 LAVINIA AVE, GREENVILLE, SC 29601
Preparer
Matthew V Phillips
Phone
8642361380
Raw XML Appendix251 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/UndistributedIncomeGrp/TotalCorpusAmt0866
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02221
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FIDUCUARY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ACCRUED INTEREST PURCHASED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2344
TaxesSchedule/TaxesDetail/Amt0186
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COLONIAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY JM TUA
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0576024311
ReturnHeader/Filer/PhoneNum08643700737
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2817
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0296022817
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883651234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIPS CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 LAVINIA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029601
ReturnHeader/PreparerPersonGrp/PhoneNum08642361380
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW V PHILLIPS
ReturnHeader/ReturnTs02025-05-28T17:29:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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