Civic Intelligence

Carl W Meyers Jr Testamentary Trust

EIN 80-6224613 • Perkasie, PA

Pub. 78 Eligible
c/o Daniel Paci PO Box 215Perkasie, PA 18944
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

5th percentile

-112%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

61st percentile

$6,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

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

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

75th percentile

37%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$828,785

Up $18,431 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$828,785

Up $18,431 (+2.3%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin5th percentile

Revenue

Up

$31,190

Up $8,459 (+37%) from 2023

Expenses

Up

$66,076

Up $428 (+0.7%) from 2023

Net Income

Up

-$34,886

Up $8,031 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,224,127Liabilities 2014: $02014Assets 2019: $951,257Liabilities 2019: $02019Assets 2020: $887,438Liabilities 2020: $0Net Assets 2020: $887,4382020Assets 2021: $946,435Liabilities 2021: $0Net Assets 2021: $946,4352021Assets 2022: $810,643Liabilities 2022: $0Net Assets 2022: $810,6432022Assets 2023: $810,354Liabilities 2023: $0Net Assets 2023: $810,3542023Assets 2024: $828,785Liabilities 2024: $0Net Assets 2024: $828,7852024

Highlighted filing

2024

Assets$828,785
Liabilities$0
Net Assets$828,785
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $202,657Expenses 2014: $181,207Net Income 2014: $21,4502014Revenue 2019: $44,683Expenses 2019: $72,780Net Income 2019: -$28,0972019Revenue 2020: $15,031Expenses 2020: $72,539Net Income 2020: -$57,5082020Revenue 2021: $55,594Expenses 2021: $72,501Net Income 2021: -$16,9072021Revenue 2022: $33,091Expenses 2022: $75,109Net Income 2022: -$42,0182022Revenue 2023: $22,731Expenses 2023: $65,648Net Income 2023: -$42,9172023Revenue 2024: $31,190Expenses 2024: $66,076Net Income 2024: -$34,8862024

Highlighted filing

2024

Revenue$31,190
Expenses$66,076
Net Income-$34,886
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$828,785
Liabilities
$0
Net assets
$828,785
Revenue
$31,190
Expenses
$66,076
Net income
-$34,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.07$0.06
2019Summary only. Only limited summary data is available for this year.$0.95$0.00$0.04$0.07$0.03
2014Summary only. Only limited summary data is available for this year.$1.22$0.00$0.20$0.18$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A MANNCo-Trustee-$6,000-$6,000
ROY RADZAICo-Trustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Carl W Meyers Jr Testamentary Trust
EIN
80-6224613
In Care Of
% Roy Radzai
Phone
2152576811
Address
c/o Daniel Paci PO Box 215, Perkasie, PA 18944

Signing Officer

Name
Roy Radzai
Title
Co-Trustee
Phone
2152576811
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Grim Biehn & Thatcher
Address
104 South Sixth St, PO Box 215, Perkasie, PA 18944-0215
Preparer
Daniel J Paci
Phone
2152576811
Raw XML Appendix257 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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TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0214
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROY RADZAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02152576811
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carl W Meyers Jr Testamentary Trust
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0806224613
ReturnHeader/Filer/InCareOfNm0% Roy Radzai
ReturnHeader/Filer/PhoneNum02152576811
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Daniel Paci PO Box 215
ReturnHeader/Filer/USAddress/CityNm0Perkasie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018944
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232574246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grim Biehn & Thatcher
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 South Sixth St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0PO Box 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perkasie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189440215
ReturnHeader/PreparerPersonGrp/PhoneNum02152576811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J PACI
ReturnHeader/ReturnTs02025-11-10T17:01:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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