Civic Intelligence

Shirley Perry Foundation

990 • Fiscal year 2020 • EIN 26-1910943

Jan 01, 2020 to Dec 31, 2020 • Filed on May 22, 2021

Organization ProfileN/A
1 Camino SobranteOrinda, CA 94563

(925) 452-4083

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

42nd percentile

3.6%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,419,190

Up $226,023 (+3.6%) from 2019

Net Assets

Up

$6,419,190

Up $226,023 (+3.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin90th percentile

Revenue

Down

$472,790

Down $138,973 (-23%) from 2019

Expenses

Down

$246,767

Down $48,189 (-16%) from 2019

Net Income

Down

$226,023

Down $90,784 (-29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $5,764,602Liabilities 2013: $20Net Assets 2013: $5,764,5822013Assets 2014: $5,865,699Liabilities 2014: $0Net Assets 2014: $5,865,6992014Assets 2015: $5,851,736Liabilities 2015: $20Net Assets 2015: $5,851,7162015Assets 2016: $5,664,906Liabilities 2016: $0Net Assets 2016: $5,664,9062016Assets 2017: $5,750,376Liabilities 2017: $0Net Assets 2017: $5,750,3762017Assets 2018: $5,876,360Liabilities 2018: $0Net Assets 2018: $5,876,3602018Assets 2019: $6,193,167Liabilities 2019: $0Net Assets 2019: $6,193,1672019Assets 2020: $6,419,190Liabilities 2020: $0Net Assets 2020: $6,419,1902020Assets 2021: $6,635,149Liabilities 2021: $0Net Assets 2021: $6,635,1492021Assets 2022: $7,106,938Liabilities 2022: $0Net Assets 2022: $7,106,9382022Assets 2023: $7,731,588Liabilities 2023: $0Net Assets 2023: $7,731,5882023Assets 2024: $7,769,067Liabilities 2024: $0Net Assets 2024: $7,769,0672024Assets 2025: $7,819,412Liabilities 2025: $0Net Assets 2025: $7,819,4122025

Highlighted filing

2020

Assets$6,419,190
Liabilities$0
Net Assets$6,419,190
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $937,230Expenses 2013: $165,243Net Income 2013: $771,9872013Revenue 2014: $303,129Expenses 2014: $202,012Net Income 2014: $101,1172014Revenue 2015: $239,662Expenses 2015: $253,645Net Income 2015: -$13,9832015Revenue 2016: $185,435Expenses 2016: $256,400Net Income 2016: -$70,9652016Revenue 2017: $292,616Expenses 2017: $207,147Net Income 2017: $85,4692017Revenue 2018: $378,910Expenses 2018: $252,925Net Income 2018: $125,9852018Revenue 2019: $611,763Expenses 2019: $294,956Net Income 2019: $316,8072019Revenue 2020: $472,790Expenses 2020: $246,767Net Income 2020: $226,0232020Revenue 2021: $475,760Expenses 2021: $259,801Net Income 2021: $215,9592021Revenue 2022: $299,170Expenses 2022: $347,769Net Income 2022: -$48,5992022Revenue 2023: $301,227Expenses 2023: $277,559Net Income 2023: $23,6682023Revenue 2024: $418,233Expenses 2024: $380,754Net Income 2024: $37,4792024Revenue 2025: $514,181Expenses 2025: $463,836Net Income 2025: $50,3452025

Highlighted filing

2020

Revenue$472,790
Expenses$246,767
Net Income$226,023
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 22, 2021
Return Version
2020v4.0
Gross Receipts
$988,615
Mission and Program Overview

Mission

Charitable support organization with its net income going exclusively for the benefit of four charities, viz: lions blind center of diablo valley, pittsburg, ca., american diabetes association, alexander va., friends of animal services, antioch, ca., and guide dogs for the blind of san rafael, ca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,193,167$6,419,190▲ $226,023
Investments in Publicly Traded Securities$6,181,213$6,411,634▲ $230,421
Savings and Temporary Cash Investments$11,954$7,556▼ $4,398
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,193,167$6,419,190▲ $226,023
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,193,167$6,419,190▲ $226,023
Total Liabilities and Net Assets / Fund Balance$6,193,167$6,419,190▲ $226,023
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Cheryl AllegroPresident/Director
Chuck KuslitsDirector
Daniel K BeattyDirector
Scott MetzgerDirector
Tony AllegroDirector
Yolanda BraxtonDirector
Alyson HaysSecretary
James T ClayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$472,790
Other Revenue
$0
Change in Net Assets
$226,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$230,758
Other Expenses$16,009
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$230,758--$230,758
Fees for Service Investment Mgmnt Fees-$16,009-$16,009
Total Functional Expenses$230,758$16,009$0$246,767
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Diabetes AsscAlexandria, VA-General Support Payments$57,690
Guide Dogs for BlindSan Rafael, CA-General Support Payments$57,690
Freinds of Animal ServAntioch, CA-General Support Payments$57,689
Lions Blind Cntr DvPittsburg, CA-General Support Payments$57,689
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
James T Clay CPATreasurerTax Preparation ServicesNo-
Jbrooker Cpas-d BeattyTrusteeInvestment Management FeesNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Director tony allegro is the spouse of the president cheryl allegro. There is no business relationship to the foundation for the above directors.president-cheryl allegro is also the trustee of the shirley perry living trust uta dtd. The perry trust contributed assets to the foundation.director-daniel beatty is the financial advisor to the foundation.secretary-robert j sehr jr- legal advisor to the foundation.treasurer-vasili miilias- cpa to the foundation.the services provided above are to be purchased at the regular and customary current hourly rates of such individuals which are being charged to other of their respective clients.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board reviews and approves.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Foundation files required exempt organization returns and reports to the federal and state authorities.other disclosures are dealt with upon request.”

Filing and Contact Details

Filer

Filer Name
Shirley Perry Foundation
EIN
26-1910943
Phone
9254524083
Address
1 CAMINO SOBRANTE, ORINDA, CA 94563

Signing Officer

Name
James T Clay
Title
Treasurer/director
Signed
2021-05-22
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
James T Clay CPA
Address
1 CAMINO SOBRANTE STE 215, ORINDA, CA 94563
Preparer
James T Clay CPA
Phone
9257574808
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0273377
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0325403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0276744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0225730
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01101254
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt01101254
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleI/RecipientTable/CashGrantAmt057690
IRS990ScheduleI/RecipientTable/CashGrantAmt157689
IRS990ScheduleI/RecipientTable/CashGrantAmt257690
IRS990ScheduleI/RecipientTable/CashGrantAmt357689
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN DIABETES ASSC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FREINDS OF ANIMAL SERV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GUIDE DOGS FOR BLIND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LIONS BLIND CNTR DV
IRS990ScheduleI/RecipientTable/RecipientEIN0131623888
IRS990ScheduleI/RecipientTable/RecipientEIN1680390937
IRS990ScheduleI/RecipientTable/RecipientEIN2941196195
IRS990ScheduleI/RecipientTable/RecipientEIN3946088712
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01660 DUKE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 242
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2350 LOS RANCHITOS ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3175 ALVARADO AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ANTIOCH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN RAFAEL
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JBROOKER CPAS-D BEATTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JAMES T CLAY CPA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT MANAGEMENT FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1TAX PREPARATION SERVICES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR TONY ALLEGRO IS THE SPOUSE OF THE PRESIDENT CHERYL ALLEGRO. THERE IS NO BUSINESS RELATIONSHIP TO THE FOUNDATION FOR THE ABOVE DIRECTORS.PRESIDENT-CHERYL ALLEGRO IS ALSO THE TRUSTEE OF THE SHIRLEY PERRY LIVING TRUST UTA DTD. THE PERRY TRUST CONTRIBUTED ASSETS TO THE FOUNDATION.DIRECTOR-DANIEL BEATTY IS THE FINANCIAL ADVISOR TO THE FOUNDATION.SECRETARY-ROBERT J SEHR JR- LEGAL ADVISOR TO THE FOUNDATION.TREASURER-VASILI MIILIAS- CPA TO THE FOUNDATION.THE SERVICES PROVIDED ABOVE ARE TO BE PURCHASED AT THE REGULAR AND CUSTOMARY CURRENT HOURLY RATES OF SUCH INDIVIDUALS WHICH ARE BEING CHARGED TO OTHER OF THEIR RESPECTIVE CLIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS AND APPROVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION FILES REQUIRED EXEMPT ORGANIZATION RETURNS AND REPORTS TO THE FEDERAL AND STATE AUTHORITIES.OTHER DISCLOSURES ARE DEALT WITH UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016009
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0230758
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246767
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0472790
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IRS990/TravelGrp/TotalAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0ORINDA
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IRS990/USAddress/ZIPCd094563
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IRS990/VotingMembersIndependentCnt08
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T CLAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIRLEY PERRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHIR
ReturnHeader/Filer/EIN0261910943
ReturnHeader/Filer/PhoneNum09254524083
ReturnHeader/Filer/USAddress/AddressLine1Txt01 CAMINO SOBRANTE
ReturnHeader/Filer/USAddress/CityNm0ORINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680340231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES T CLAY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 CAMINO SOBRANTE STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094563
ReturnHeader/PreparerPersonGrp/PhoneNum09257574808
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES T CLAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-22T15:20:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLAY
ReturnHeader/TaxPeriodBeginDt02020-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,419,190
Liabilities
$0
Net assets
$6,419,190
Revenue
$472,790
Expenses
$246,767
Net income
$226,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.51$0.46$0.05
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.42$0.38$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.30$0.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.30$0.35$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.48$0.26$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.47$0.25$0.23
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.61$0.29$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.38$0.25$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.29$0.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.19$0.26$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.24$0.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.30$0.20$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.94$0.17$0.77