Civic Intelligence

Dolores & Bill Perry Scholarship

EIN 20-3993946 • Swampscott, MA

60 Burpee RoadSwampscott, MA 01907
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

6th percentile

-433%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

21st percentile

-47%

Faster asset growth than 21% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$7,510

Down $490 (-6.1%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Up

$607

Up $274 (+82%) from 2022

Expenses

Up

$800

Up $100 (+14%) from 2022

Net Income

Up

-$193

Up $174 (+47%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$10K$5.0K$0Assets 2010: $7,071Liabilities 2010: $0Net Assets 2010: $7,0712010Assets 2011: $8,000Liabilities 2011: $0Net Assets 2011: $8,0002011Assets 2012: $8,020Liabilities 2012: $0Net Assets 2012: $8,0202012Assets 2013: $8,069Liabilities 2013: $49Net Assets 2013: $8,0202013Assets 2014: $8,020Liabilities 2014: $0Net Assets 2014: $8,0202014Assets 2015: $8,010Liabilities 2015: $0Net Assets 2015: $8,0102015Assets 2016: $7,991Liabilities 2016: $0Net Assets 2016: $7,9912016Assets 2017: $8,419Liabilities 2017: $0Net Assets 2017: $8,4192017Assets 2018: $8,796Liabilities 2018: $0Net Assets 2018: $8,7962018Assets 2019: $8,347Liabilities 2019: $0Net Assets 2019: $8,3472019Assets 2020: $8,443Liabilities 2020: $0Net Assets 2020: $8,4432020Assets 2021: $8,000Liabilities 2021: $12021Assets 2022: $8,000Liabilities 2022: $12022Assets 2023: $7,510Liabilities 2023: $12023

Highlighted filing

2023

Assets$7,510
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0K$500$0-$500Expenses 2010: $5002010Expenses 2011: $5002011Expenses 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $500Expenses 2014: $500Net Income 2014: $02014Revenue 2015: $490Expenses 2015: $500Net Income 2015: -$102015Revenue 2016: $481Expenses 2016: $500Net Income 2016: -$192016Revenue 2017: $428Expenses 2017: $0Net Income 2017: $4282017Revenue 2018: $452Expenses 2018: $75Net Income 2018: $3772018Revenue 2019: $401Expenses 2019: $700Net Income 2019: -$2992019Revenue 2020: $796Expenses 2020: $700Net Income 2020: $962020Revenue 2021: $710Expenses 2021: $710Net Income 2021: $02021Revenue 2022: $333Expenses 2022: $700Net Income 2022: -$3672022Revenue 2023: $607Expenses 2023: $800Net Income 2023: -$1932023

Highlighted filing

2023

Revenue$607
Expenses$800
Net Income-$193
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$7,510
Liabilities
$1
Net assets
-
Revenue
$607
Expenses
$800
Net income
-$193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7,510$1$607$800$193
2022Summary only. Only limited summary data is available for this year.$8,000$1$333$700$367
2021Summary only. Only limited summary data is available for this year.$8,000$1$710$710$0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8,443$0$8,443$796$700$96
2019Detailed filing. Detailed filing data is available for this year.$8,347$0$8,347$401$700$299
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8,796$0$8,796$452$75$377
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8,419$0$8,419$428$0$428
2016Detailed filing. Detailed filing data is available for this year.$7,991$0$7,991$481$500$19
2015Detailed filing. Detailed filing data is available for this year.$8,010$0$8,010$490$500$10
2014Detailed filing. Detailed filing data is available for this year.$8,020$0$8,020$500$500$0
2013Detailed filing. Detailed filing data is available for this year.$8,069$49$8,020$0$0$0
2012Detailed filing. Detailed filing data is available for this year.$8,020$0$8,020$0
2011Detailed filing. Detailed filing data is available for this year.$8,000$0$8,000$500
2010Detailed filing. Detailed filing data is available for this year.$7,071$0$7,071$500
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONI PERRYTrustee-$0--
GERARD D PERRYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dolores & Bill Perry Scholarship
EIN
20-3993946
Phone
7815819077
Address
60 BURPEE ROAD, SWAMPSCOTT, MA 01907

Signing Officer

Name
Joni Perry
Title
Trustee
Phone
7815819077
Signed
2020-06-14

Preparer

Firm
Nestegg Financial
Address
PO Box 1273, Middleton, MA 01949
Preparer
Charles J Consentino III
Phone
7815920006
Raw XML Appendix291 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JOHN MAGUIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 MARGINAL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAHANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001908
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt0600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01a(1)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0ST THOMAS AQUINAS PARISH
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0CHECK PAYMENT
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0600
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0600
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0150
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOSS OF INVESTMENT VALUE
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JONI PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815819077
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOLORES & BILL PERRY SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0DOLO
ReturnHeader/Filer/EIN0203993946
ReturnHeader/Filer/PhoneNum07815819077
ReturnHeader/Filer/USAddress/AddressLine1Txt060 BURPEE ROAD
ReturnHeader/Filer/USAddress/CityNm0SWAMPSCOTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.221.106.74
ReturnHeader/FilingSecurityInformation/IPDt02020-06-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:18:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NESTEGG FINANCIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1273
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Middleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001949
ReturnHeader/PreparerPersonGrp/PhoneNum07815920006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles J Consentino III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-28T17:18:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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