Civic Intelligence

The Perry Initiative

990 • Fiscal year 2013 • EIN 27-3728166

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

Organization Profilewww.perryinitiative.org

View Organization Page

450 Stanyan Street94117

(415) 206-4478

Siviq Scores

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

Liabilities / Assets

74th percentile

0.08x

Higher debt load relative to assets than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

41st percentile

-0.0%

Higher net margin than 41% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets74th percentile

Assets

$100,475

No earlier filing loaded for comparison.

Net Assets

$92,913

No earlier filing loaded for comparison.

Liabilities

$7,562

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin41st percentile

Revenue

$208,948

No earlier filing loaded for comparison.

Expenses

$209,032

No earlier filing loaded for comparison.

Net Income

-$84

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2013: $100,475Liabilities 2013: $7,562Net Assets 2013: $92,9132013Assets 2014: $153,342Liabilities 2014: $10,735Net Assets 2014: $142,6072014Assets 2015: $208,477Liabilities 2015: $7,183Net Assets 2015: $201,2942015Assets 2016: $224,552Liabilities 2016: $1,918Net Assets 2016: $222,6342016Assets 2017: $350,503Liabilities 2017: $47,062Net Assets 2017: $303,4412017Assets 2018: $435,699Liabilities 2018: $31,791Net Assets 2018: $403,9082018Assets 2019: $489,509Liabilities 2019: $28,554Net Assets 2019: $460,9552019Assets 2021: $314,100Liabilities 2021: $11,453Net Assets 2021: $302,6472021Assets 2022: $376,087Liabilities 2022: $11,457Net Assets 2022: $364,6302022Assets 2024: $586,746Liabilities 2024: $5,624Net Assets 2024: $581,1222024

Highlighted filing

2013

Assets$100,475
Liabilities$7,562
Net Assets$92,913
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2013: $208,948Expenses 2013: $209,032Net Income 2013: -$842013Revenue 2014: $288,866Expenses 2014: $248,650Net Income 2014: $40,2162014Revenue 2015: $303,715Expenses 2015: $245,028Net Income 2015: $58,6872015Revenue 2016: $273,031Expenses 2016: $251,592Net Income 2016: $21,4392016Revenue 2017: $399,231Expenses 2017: $318,424Net Income 2017: $80,8072017Revenue 2018: $409,361Expenses 2018: $308,894Net Income 2018: $100,4672018Revenue 2019: $416,086Expenses 2019: $354,039Net Income 2019: $62,0472019Revenue 2021: $173,133Expenses 2021: $252,114Net Income 2021: -$78,9812021Revenue 2022: $486,757Expenses 2022: $383,410Net Income 2022: $103,3472022Revenue 2024: $590,154Expenses 2024: $505,941Net Income 2024: $84,2132024

Highlighted filing

2013

Revenue$208,948
Expenses$209,032
Net Income-$84
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.1
Gross Receipts
$208,948
Mission and Program Overview

Mission

The Perry Initiative was formed to promote the advancement of women in orthopaedic surgery and engineering through mentorship, strategic research and advocacy, and community outreach. The Perry Initiative strives to develop future leaders in the fields of Orthopaedic Surgery and Engineering.

The Perry Initiative was formed to promote the advancement of women in orthopaedic surgery and engineering through mentorship, strategic research and advocacy, and community outreach. The Perry Initiative strives to develop future leaders in the fields of Orthopaedic Surgery and Engineering through:The Perry Outreach Program (POP) - POP is a mentoring program for high school aged women designed to encourage them to pursue careers as orthapaedic surgeons and engineers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$88,141$100,475▲ $12,334
Prepaid Expenses and Deferred Charges$4,856$0▼ $4,856
Savings and Temporary Cash Investments-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$92,997$100,475▲ $7,478
Other Assets Total-$0-
Liabilities
Other Liabilities-$7,562-
Total Liabilities$0$7,562▲ $7,562
Net Assets / Fund Balance
Unrestricted Net Assets$92,997$92,913▼ $84
Total Net Assets Fund Balance$92,997$92,913▼ $84
Total Liabilities and Net Assets / Fund Balance$92,997$100,475▲ $7,478
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Lisa Lattanza MDPresident
Michelle James MDTreasurer
Jenni M Buckley MDV. Pres. & Secr
Revenue and Support

Revenue Composition

Contributions and Grants
$208,947
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
All Other Contributions
$208,947
Change in Net Assets
$-84
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,566
Salaries, Compensation, and Employee Benefits$67,466
Total Fundraising Expense$1,619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$62,152-$62,152
Travel-$38,602-$38,602
Fees for Services Accounting-$11,936-$11,936
All Other Expenses$1,582$7,381$1,619$10,582
Fees for Services Other$8,000$103-$8,103
Payroll Taxes-$5,314-$5,314
Other Expenses$1,520$2,581-$4,101
Insurance-$3,953-$3,953
Occupancy-$2,400-$2,400
Conferences and Meetings-$2,016-$2,016
Fees for Services Legal-$1,976-$1,976
Office Expenses-$982-$982
Total Functional Expenses$68,017$139,396$1,619$209,032
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Liability$7,562
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
27-3728166
Phone
4152064478

Signing Officer

Name
Jenni M Buckley MD
Title
Vice President
Signed
2014-08-14
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
308

Preparer

Preparer
Mario Dahdah
Phone
4159830500
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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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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068017
IRS990/TotalFunctionalExpensesGrp/TotalAmt0209032
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt07562
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt07562
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt092997
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt092913
IRS990/TotalProgramServiceExpensesAmt068017
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208948
IRS990/TotalVolunteersCnt0308
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt092997
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0100475
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt038602
IRS990/TravelGrp/TotalAmt038602
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt092997
IRS990/UnrestrictedNetAssetsGrp/EOYAmt092913
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.perryinitiative.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenni M Buckley MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Perry Initiative
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0273728166
ReturnHeader/Filer/PhoneNum04152064478
ReturnHeader/Filer/USAddress/AddressLine10450 Stanyan Street
ReturnHeader/Filer/USAddress/City0San Francisco
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Delagnes Mitchell & Linder LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 Montgomery Street Suite 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0941041999
ReturnHeader/PreparerPersonGrp/PhoneNum04159830500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mario Dahdah
ReturnHeader/ReturnTs02014-08-14T13:20:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,475
Liabilities
$7,562
Net assets
$92,913
Revenue
$208,948
Expenses
$209,032
Net income
-$84
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.87$0.06$5.81$5.90$5.06$0.84
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.11$3.65$4.87$3.83$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.11$3.03$1.73$2.52$0.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.29$4.61$4.16$3.54$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.32$4.04$4.09$3.09$1.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.47$3.03$3.99$3.18$0.81
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.02$2.23$2.73$2.52$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.07$2.01$3.04$2.45$0.59
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.11$1.43$2.89$2.49$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.08$0.93$2.09$2.09$0.00