Civic Intelligence

Perry Family Foundation

990PF • Fiscal year 2019 • EIN 26-3584109

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 02, 2020

2324 Panorama CTArlington, TX 76016

(817) 259-9112

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

45th percentile

0.7%

Faster asset growth than 45% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$932,163

Up $6,123 (+0.7%) from 2018

Net Assets

Up

$932,163

Up $6,123 (+0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$46,894

Down $7,318 (-13%) from 2018

Expenses

Down

$27,667

Down $80,050 (-74%) from 2018

Net Income

Up

$19,227

Up $72,732 (+136%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2016: $764,738Liabilities 2016: $0Net Assets 2016: $764,7382016Assets 2017: $975,843Liabilities 2017: $0Net Assets 2017: $975,8432017Assets 2018: $926,040Liabilities 2018: $0Net Assets 2018: $926,0402018Assets 2019: $932,163Liabilities 2019: $0Net Assets 2019: $932,1632019Assets 2020: $874,546Liabilities 2020: $0Net Assets 2020: $874,5462020Assets 2021: $2,786,369Liabilities 2021: $0Net Assets 2021: $2,786,3692021Assets 2022: $2,726,822Liabilities 2022: $0Net Assets 2022: $2,726,8222022Assets 2023: $2,554,089Liabilities 2023: $33,608Net Assets 2023: $2,520,4812023Assets 2024: $2,630,432Liabilities 2024: $0Net Assets 2024: $2,630,4322024

Highlighted filing

2019

Assets$932,163
Liabilities$0
Net Assets$932,163

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $41,821Expenses 2016: $50,047Net Income 2016: -$8,2262016Revenue 2017: $358,442Expenses 2017: $266,006Net Income 2017: $92,4362017Revenue 2018: $54,212Expenses 2018: $107,717Net Income 2018: -$53,5052018Revenue 2019: $46,894Expenses 2019: $27,667Net Income 2019: $19,2272019Revenue 2020: -$35,658Expenses 2020: $22,183Net Income 2020: -$57,8412020Revenue 2021: $2,067,337Expenses 2021: $155,534Net Income 2021: $1,911,8032021Revenue 2022: $72,273Expenses 2022: $131,820Net Income 2022: -$59,5472022Revenue 2023: -$58,492Expenses 2023: $147,849Net Income 2023: -$206,3412023Revenue 2024: $266,381Expenses 2024: $156,202Net Income 2024: $110,1792024

Highlighted filing

2019

Revenue$46,894
Expenses$27,667
Net Income$19,227
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 2, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAINE PERRYPresident/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Perry Family Foundation
EIN
26-3584109
Phone
8172599112
Address
2324 PANORAMA CT, ARLINGTON, TX 76016

Signing Officer

Name
Laine Perry
Title
President/treasurer
Phone
8172599112
Signed
2020-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
640 TAYLOR STREET SUITE 2200, FT WORTH, TX 76102
Preparer
Christy Cates
Phone
8172599100
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUE WIGGS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02324 PANORAMA CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09404454973
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNION GOSPEL MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ANGLICAN CHURCH IN NORTH AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11321 E LANCASTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2911 SOUTH DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARLINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276013
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012375
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt035974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0195174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt051399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt038369
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt035974
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0293590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0195174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt051399
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012375
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0295985
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0331959
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt017015
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt122991
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt222492
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt317005
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt456481
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt578256
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt60
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt70
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ISHARES MSCI GERMANY ETF IV
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2TECHNOLOGY SELECT SECTOR SPDR ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3US GLOBAL JETS ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4VANGUARD FTSE EUROPE ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5VANGUARD GROWTH ETF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6SPDR S&P OIL & GAS EXPL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7VANGUARD SMALL CAP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt017015
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt122991
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt222492
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt317004
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt40
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt578256
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt639915
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt732805
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt017640
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt131094
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt236668
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt318901
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt642660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt734773
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013104
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS AND LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09077
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09077
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01340
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAINE PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08172599112
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0263584109

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