Civic Intelligence

Helen Greene Perry-E Lee Perry Charitable Tr

990PF • Fiscal year 2024 • EIN 11-3648768

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 23, 2025

Organization Profile
4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

(800) 999-9658

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$4,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

8.3%

Faster asset growth than 65% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

307%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$274,214

Up $21,107 (+8.3%) from 2023

Net Assets

Up

$274,214

Up $21,107 (+8.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Up

$26,115

Up $19,696 (+307%) from 2023

Expenses

Down

$5,008

Down $36,762 (-88%) from 2023

Net Income

Up

$21,107

Up $56,458 (+160%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2011: $237,680Liabilities 2011: $02011Assets 2012: $242,192Liabilities 2012: $02012Assets 2013: $245,264Liabilities 2013: $02013Assets 2014: $246,626Liabilities 2014: $02014Assets 2015: $259,441Liabilities 2015: $02015Assets 2019: $286,130Liabilities 2019: $0Net Assets 2019: $286,1302019Assets 2020: $280,953Liabilities 2020: $0Net Assets 2020: $280,9532020Assets 2021: $303,594Liabilities 2021: $0Net Assets 2021: $303,5942021Assets 2022: $288,459Liabilities 2022: $0Net Assets 2022: $288,4592022Assets 2023: $253,107Liabilities 2023: $0Net Assets 2023: $253,1072023Assets 2024: $274,214Liabilities 2024: $0Net Assets 2024: $274,2142024

Highlighted filing

2024

Assets$274,214
Liabilities$0
Net Assets$274,214
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $32,364Expenses 2011: $18,642Net Income 2011: $13,7222011Revenue 2012: $23,119Expenses 2012: $16,490Net Income 2012: $6,6292012Revenue 2013: $14,879Expenses 2013: $11,806Net Income 2013: $3,0732013Revenue 2014: $21,702Expenses 2014: $20,340Net Income 2014: $1,3622014Revenue 2015: $17,620Expenses 2015: $4,805Net Income 2015: $12,8152015Revenue 2019: $23,895Expenses 2019: $14,770Net Income 2019: $9,1252019Revenue 2020: $15,310Expenses 2020: $20,488Net Income 2020: -$5,1782020Revenue 2021: $38,567Expenses 2021: $14,770Net Income 2021: $23,7972021Revenue 2022: -$500Expenses 2022: $15,791Net Income 2022: -$16,2912022Revenue 2023: $6,419Expenses 2023: $41,770Net Income 2023: -$35,3512023Revenue 2024: $26,115Expenses 2024: $5,008Net Income 2024: $21,1072024

Highlighted filing

2024

Revenue$26,115
Expenses$5,008
Net Income$21,107
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 23, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Perry H G-e Lee Perry Pfdn
EIN
11-3648768
Phone
8009999658
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
8009999658
Signed
2025-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix265 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0271395
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0274214
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0253107
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0274214
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014335
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0321
IRS990PF/DistributableAmountGrp/TotalTaxAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0200
IRS990PF/FMVAssetsEOYAmt0308384
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0293128
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04900 TIEDEMAN RD
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02168134556
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08009999658
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY H G-E LEE PERRY PFDN
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0113648768
ReturnHeader/Filer/PhoneNum08009999658
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-02T11:01:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$274,214
Liabilities
$0
Net assets
$274,214
Revenue
$26,115
Expenses
$5,008
Net income
$21,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.26$0.05$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.06$0.42$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.01$0.16$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.39$0.15$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.15$0.20$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.24$0.15$0.09
2015Summary only. Only limited summary data is available for this year.$2.59$0.00$0.18$0.05$0.13
2014Summary only. Only limited summary data is available for this year.$2.47$0.00$0.22$0.20$0.01
2013Summary only. Only limited summary data is available for this year.$2.45$0.00$0.15$0.12$0.03
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$0.23$0.16$0.07
2011Summary only. Only limited summary data is available for this year.$2.38$0.00$0.32$0.19$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • <$500k nonprofits