Civic Intelligence

Dolores and Bill Perry Scholarship Fund

990PF • Fiscal year 2015 • EIN 20-3993946

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 09, 2016

Organization Profile
60 Burpee RoadSwampscott, MA 01907

(781) 581-9077

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

38th percentile

-2.0%

Higher net margin than 38% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-2.0%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$8,010

Down $10 (-0.1%) from 2014

Net Assets

Down

$8,010

Down $10 (-0.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin38th percentile

Revenue

Down

$490

Down $10 (-2.0%) from 2014

Expenses

Flat

$500

Flat from 2014

Net Income

Down

-$10

Down $10 from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2015

Assets$8,010
Liabilities$0
Net Assets$8,010
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$490
Expenses$500
Net Income-$10
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th 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
2016-03-09

Preparer

Firm
Nestegg Financial
Address
PO Box 1273, Middleton, MA 01949
Preparer
Charles J Consentino Iii
Phone
7815920006
Raw XML Appendix198 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/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GERARD D PERRY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt060 BURPEE ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SWAMPSCOTT
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JONI PERRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt060 BURPEE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SWAMPSCOTT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001907
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07815819077
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT PAYMENT TO INDIVIDUAL FOR EDUCATION FUNDING
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0CHECK PAYMENT
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JONI PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815819077
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-09
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/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/PreparationDt02016-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J CONSENTINO III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-09T17:32:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,010
Liabilities
$0
Net assets
$8,010
Revenue
$490
Expenses
$500
Net income
-$10
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits