Civic Intelligence

The Perry Initiative

990 • Fiscal year 2016 • EIN 27-3728166

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

7.9%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$52,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$224,552

Up $16,075 (+7.7%) from 2015

Net Assets

Up

$222,634

Up $21,340 (+11%) from 2015

Liabilities

Down

$1,918

Down $5,265 (-73%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin60th percentile

Revenue

Down

$273,031

Down $30,684 (-10%) from 2015

Expenses

Up

$251,592

Up $6,564 (+2.7%) from 2015

Net Income

Down

$21,439

Down $37,248 (-63%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2016

Assets$224,552
Liabilities$1,918
Net Assets$222,634
Open 2016 Filing

Operations Trend

Revenue Growth34th 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

2016

Revenue$273,031
Expenses$251,592
Net Income$21,439
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$273,031
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$144,786$116,094▼ $28,692
Savings and Temporary Cash Investments$2,901$44,003▲ $41,102
Pledges and Grants Receivable$32,003$36,525▲ $4,522
Accounts Receivable$28,787$22,285▼ $6,502
Prepaid Expenses and Deferred Charges$0$5,645▲ $5,645
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0--
Total Assets$208,477$224,552▲ $16,075
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,183$1,918▼ $5,265
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$7,183$1,918▼ $5,265
Net Assets / Fund Balance
Unrestricted Net Assets$192,094$206,434▲ $14,340
Temporarily Rstr Net Assets$9,200$16,200▲ $7,000
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$201,294$222,634▲ $21,340
Total Liabilities and Net Assets / Fund Balance$208,477$224,552▲ $16,075

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,200$16,200→ $0$9,200$16,200
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
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie Meszaros Dearolf PhDExecutive DirectorFT$50,000$2,000$52,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$101,500
Program Service Revenue
$162,922
Investment Income
$2
Other Revenue
$8,607
All Other Contributions
$101,500
Change in Net Assets
$21,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,068
Salaries, Compensation, and Employee Benefits$96,524
Total Fundraising Expense$12,668
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$77,510$0$0$77,510
Current Officers, Directors, Trustees, and Key Employees$40,929$2,520$6,551$50,000
Travel$44,192$0$0$44,192
Other Salaries and Wages$32,181$0$0$32,181
Fees for Services Accounting$0$12,086$0$12,086
Fees for Services Other$8,325$0$0$8,325
Payroll Taxes$5,813$200$521$6,534
Other Employee Benefits$4,936$304$569$5,809
Information Technology$288$39$4,383$4,710
Insurance$3,151$239$437$3,827
Office Expenses$2,176$1,275$4$3,455
Pension Plan Contributions$1,688$109$203$2,000
Conferences and Meetings$963$0$0$963
Total Functional Expenses$222,152$16,772$12,668$251,592
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--
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 Meszaros Dearolf
Title
Executive Director
Phone
3023191113
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Meszaros Dearolf
Formed
2010
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
400

Preparer

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

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 634 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/PersonNm0Lisa Lattanza MD
IRS990/Form990PartVIISectionAGrp/PersonNm1Jenni Buckley PhD
IRS990/Form990PartVIISectionAGrp/PersonNm2Kathy Coyner MD
IRS990/Form990PartVIISectionAGrp/PersonNm3Thomas Buchanan PhD
IRS990/Form990PartVIISectionAGrp/PersonNm4Amanda Sue Carlisle MD PhD
IRS990/Form990PartVIISectionAGrp/PersonNm5Judy D'Amico
IRS990/Form990PartVIISectionAGrp/PersonNm6Dawn Elliott PhD
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IRS990/Form990PartVIISectionAGrp/PersonNm9Amy Ladd MD
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary O'Connor MD
IRS990/Form990PartVIISectionAGrp/PersonNm11Ann Van Heest MD
IRS990/Form990PartVIISectionAGrp/PersonNm12Laurie Meszaros Dearolf PhD
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-President
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Director
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IRS990/FormationYr02010
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0273031
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04383
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039
IRS990/InformationTechnologyGrp/ProgramServicesAmt0288
IRS990/InformationTechnologyGrp/TotalAmt04710
IRS990/InsuranceGrp/FundraisingAmt0437
IRS990/InsuranceGrp/ManagementAndGeneralAmt0239
IRS990/InsuranceGrp/ProgramServicesAmt03151
IRS990/InsuranceGrp/TotalAmt03827
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0222634
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-99
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt04
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01275
IRS990/OfficeExpensesGrp/ProgramServicesAmt02176
IRS990/OfficeExpensesGrp/TotalAmt03455
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0569
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0304
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04936
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05809
IRS990/OtherExpensesGrp/Desc0Program Supplies
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt077510
IRS990/OtherExpensesGrp/TotalAmt077510
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt032181
IRS990/OtherSalariesAndWagesGrp/TotalAmt032181
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0521
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0200
IRS990/PayrollTaxesGrp/ProgramServicesAmt05813
IRS990/PayrollTaxesGrp/TotalAmt06534
IRS990/PensionPlanContributionsGrp/FundraisingAmt0203
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0109
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01688
IRS990/PensionPlanContributionsGrp/TotalAmt02000
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt036525
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05645
IRS990/PrincipalOfficerNm0Laurie Meszaros Dearolf
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Training and Seminars
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0162922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0162922
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
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
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016351
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt023607
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IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0179340
IRS990/PYOtherRevenueAmt01122
IRS990/PYProgramServiceRevenueAmt086301
IRS990/PYRevenuesLessExpensesAmt058687
IRS990/PYSalariesCompEmpBnftPaidAmt065688
IRS990/PYTotalExpensesAmt0245028
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0303715
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IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,552
Liabilities
$1,918
Net assets
$222,634
Revenue
$273,031
Expenses
$251,592
Net income
$21,439
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
2016Detailed filing. Detailed filing data is available for this year.$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