Civic Intelligence

The Perry Initiative

990 • Fiscal year 2015 • EIN 27-3728166

Jan 01, 2015 to Dec 31, 2015 • Filed on Dec 15, 2016

Organization Profilewww.perryinitiative.org

View Organization Page

130 Academy St Spencer Lab Room 126Newark, DE 19716

(302) 319-1113

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$40,826

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.1%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$208,477

Up $55,135 (+36%) from 2014

Net Assets

Up

$201,294

Up $58,687 (+41%) from 2014

Liabilities

Down

$7,183

Down $3,552 (-33%) from 2014

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin76th percentile

Revenue

Up

$303,715

Up $14,849 (+5.1%) from 2014

Expenses

Down

$245,028

Down $3,622 (-1.5%) from 2014

Net Income

Up

$58,687

Up $18,471 (+46%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

2015

Assets$208,477
Liabilities$7,183
Net Assets$201,294
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

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

2015

Revenue$303,715
Expenses$245,028
Net Income$58,687
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Dec 15, 2016
Return Version
2015v2.1
Gross Receipts
$303,715
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$120,949$144,786▲ $23,837
Pledges and Grants Receivable$30,692$32,003▲ $1,311
Accounts Receivable$0$28,787▲ $28,787
Savings and Temporary Cash Investments$1,701$2,901▲ $1,200
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$153,342$208,477▲ $55,135
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,735$7,183▼ $3,552
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$10,735$7,183▼ $3,552
Net Assets / Fund Balance
Unrestricted Net Assets$124,607$192,094▲ $67,487
Temporarily Rstr Net Assets$18,000$9,200▼ $8,800
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$142,607$201,294▲ $58,687
Total Liabilities and Net Assets / Fund Balance$153,342$208,477▲ $55,135

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$18,000$9,200→ $0$18,000$9,200
2014$16,900$107,250→ $0$106,150$18,000
2013$0$16,900→ $0$0$16,900
2012$0$0→ $0$0$0
2011$0$0→ $0$0$0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie Meszaros Dearolf PhDExecutive DirectorFT$40,437$389$40,826

Board Members and Trustees

NameTitle
Jenni Buckley PhDCo-President
Lisa Lattanza MDCo-President
Amanda Sue Carlisle MD PhDDirector
Amy Ladd MDDirector
Anette Karlsson PhDDirector
Ann Van Heest MDDirector
Dawn Elliott PhDDirector
Judy D'AmicoDirector
Kathy Coyner MDDirector
Mary O'Connor MDDirector
Thomas Buchanan PhDDirector
Virginia Klausmeier MSDirector
Michelle James MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,292
Program Service Revenue
$86,301
Investment Income
$0
Other Revenue
$1,122
All Other Contributions
$216,292
Change in Net Assets
$58,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$179,340
Salaries, Compensation, and Employee Benefits$65,688
Total Fundraising Expense$14,733
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$72,949$1,637$282$74,868
Travel$50,172$48$0$50,220
Current Officers, Directors, Trustees, and Key Employees$35,700$1,944$4,737$42,381
Fees for Services Accounting$0$17,779$0$17,779
Other Salaries and Wages$14,512$0$0$14,512
Fees for Services Other$14,040$0$0$14,040
Information Technology$2,916$0$8,515$11,431
Conferences and Meetings$6,358$88$0$6,446
Payroll Taxes$4,049$167$391$4,607
Insurance$3,737$221$423$4,381
Other Employee Benefits$3,613$190$385$4,188
Occupancy$175$0$0$175
Total Functional Expenses$208,221$22,074$14,733$245,028
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Section B, Line 11B

“The Perry Initiative hired a paid preparer to work with the organization and its bookkeeper to prepare the 990. It is reviewed by a member of the Board of Directors to complete the 990. A copy of the 990 is provided to all Board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The members of the Board and employees of the Perry Initiative are required to identify any conflicts of interest at least annually, and to follow the organization's Conflict of Interest Policy when required.”

Form 990, Part VI, Section B, Line 15

“Reports and Data for nonprofit salary were used to determine appropriate compensation for the Associate Director and Business and Operations Director. The compensation decision was noted in the Board minutes.”

Form 990, Part VI, Section C, Line 19

“The Perry Initiative makes its governing documents, conflict of interest policy, and financial statements available to the public upon reasonable request.”

Filing and Contact Details

Filer

Filer Name
The Perry Initiative
EIN
27-3728166
Phone
3023191113
Address
130 Academy St Spencer Lab Room 126, Newark, DE 19716

Signing Officer

Name
Laurie Dearolf
Title
Executive Director
Phone
4127708973
Signed
2016-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Meszaros Dearolf
Formed
2010
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
400

Preparer

Firm
Shining Star Consulting LLC
Address
2320 Oak St, Berkeley, CA 94708
Preparer
Monte Meyers
Phone
5105417421
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Program coordination and development, and graphics services.”

Financial Statement Notes

Schedule D, Part V, Line 4

“Endowment funds consist of temporarily restricted contributions which are release based on donor restrictions of time or purpose. These funds are used to further the mission of The Perry Initiative.”

Raw XML AppendixShowing 400 of 648 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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IRS990/Form990PartVIISectionAGrp/PersonNm1Jenni Buckley PhD
IRS990/Form990PartVIISectionAGrp/PersonNm2Michelle James MD
IRS990/Form990PartVIISectionAGrp/PersonNm3Thomas Buchanan PhD
IRS990/Form990PartVIISectionAGrp/PersonNm4Amanda Sue Carlisle MD PhD
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IRS990/Form990PartVIISectionAGrp/PersonNm6Judy D'Amico
IRS990/Form990PartVIISectionAGrp/PersonNm7Dawn Elliott PhD
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IRS990/Form990PartVIISectionAGrp/PersonNm9Virginia Klausmeier MS
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IRS990/Form990PartVIISectionAGrp/PersonNm11Mary O'Connor MD
IRS990/Form990PartVIISectionAGrp/PersonNm12Ann Van Heest MD
IRS990/Form990PartVIISectionAGrp/PersonNm13Laurie Meszaros Dearolf PhD
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director
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IRS990/InsuranceGrp/ProgramServicesAmt03737
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IRS990/LocalChaptersInd00
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IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The 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.
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IRS990/PrincipalOfficerNm0Laurie Meszaros Dearolf
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IRS990/ProgramServiceRevenueGrp/Desc0Training and Seminars
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IRS990/ProgSrvcAccomActy2Grp/Desc0Orthopaedics In Action (OIA) is unique, hands-on curriculum for middle and high school STEM classrooms that features real-world challenges from orthopaedic surgery and biomedical engineering. We developed this curriculum in response to the overwhelming requests from our educator partners for Perry Outreach Program-themed curriculum that they can use directly in their classrooms
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IRS990/PYOtherRevenueAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$208,477
Liabilities
$7,183
Net assets
$201,294
Revenue
$303,715
Expenses
$245,028
Net income
$58,687
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