Civic Intelligence

Mary Rita Perkinson Foundation

990PF • Fiscal year 2022 • EIN 30-6008481

Dec 01, 2021 to Nov 30, 2022 • Filed on Mar 05, 2023

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

62nd percentile

$57,223

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

58th percentile

2.5%

Faster asset growth than 58% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-47%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,562,159

Up $86,455 (+2.5%) from 2021

Net Assets

Up

$3,562,159

Up $86,455 (+2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin73rd percentile

Revenue

Down

$363,777

Down $317,896 (-47%) from 2021

Expenses

Down

$277,275

Down $6,149 (-2.2%) from 2021

Net Income

Down

$86,502

Down $311,747 (-78%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,617,580Liabilities 2014: $0Net Assets 2014: $3,617,5802014Assets 2015: $3,529,370Liabilities 2015: $0Net Assets 2015: $3,529,3702015Assets 2016: $3,350,944Liabilities 2016: $0Net Assets 2016: $3,350,9442016Assets 2017: $3,427,386Liabilities 2017: $0Net Assets 2017: $3,427,3862017Assets 2019: $3,319,185Liabilities 2019: $0Net Assets 2019: $3,319,1852019Assets 2020: $3,077,257Liabilities 2020: $0Net Assets 2020: $3,077,2572020Assets 2021: $3,475,704Liabilities 2021: $0Net Assets 2021: $3,475,7042021Assets 2022: $3,562,159Liabilities 2022: $0Net Assets 2022: $3,562,1592022Assets 2023: $3,527,720Liabilities 2023: $0Net Assets 2023: $3,527,7202023Assets 2024: $3,740,604Liabilities 2024: $0Net Assets 2024: $3,740,6042024

Highlighted filing

2022

Assets$3,562,159
Liabilities$0
Net Assets$3,562,159
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $385,569Expenses 2014: $215,435Net Income 2014: $170,1342014Revenue 2015: $151,766Expenses 2015: $239,923Net Income 2015: -$88,1572015Revenue 2016: $48,199Expenses 2016: $226,238Net Income 2016: -$178,0392016Revenue 2017: $298,316Expenses 2017: $225,560Net Income 2017: $72,7562017Revenue 2019: $157,952Expenses 2019: $256,670Net Income 2019: -$98,7182019Revenue 2020: $37,793Expenses 2020: $280,506Net Income 2020: -$242,7132020Revenue 2021: $681,673Expenses 2021: $283,424Net Income 2021: $398,2492021Revenue 2022: $363,777Expenses 2022: $277,275Net Income 2022: $86,5022022Revenue 2023: $123,801Expenses 2023: $158,269Net Income 2023: -$34,4682023Revenue 2024: $452,207Expenses 2024: $239,329Net Income 2024: $212,8782024

Highlighted filing

2022

Revenue$363,777
Expenses$277,275
Net Income$86,502
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Mar 5, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$57,223-$57,223
Filing and Contact Details

Filer

Filer Name
Mary Rita Perkinson Foundation
EIN
30-6008481
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2023-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0114001
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0323
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0893
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0992
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02093

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,562,159
Liabilities
$0
Net assets
$3,562,159
Revenue
$363,777
Expenses
$277,275
Net income
$86,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.45$0.24$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.36$0.28$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.68$0.28$0.40
2020Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.04$0.28$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.16$0.26$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.30$0.23$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.05$0.23$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.15$0.24$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.39$0.22$0.17