Civic Intelligence

Mary Rita Perkinson Foundation

990PF • Fiscal year 2024 • EIN 30-6008481

Dec 01, 2023 to Nov 30, 2024 • Filed on Jan 23, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$58,645

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

6.0%

Faster asset growth than 59% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

265%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,740,604

Up $212,884 (+6.0%) from 2023

Net Assets

Up

$3,740,604

Up $212,884 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin86th percentile

Revenue

Up

$452,207

Up $328,406 (+265%) from 2023

Expenses

Up

$239,329

Up $81,060 (+51%) from 2023

Net Income

Up

$212,878

Up $247,346 (+718%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2024

Assets$3,740,604
Liabilities$0
Net Assets$3,740,604
Open 2024 Filing

Operations Trend

Revenue Growth94th 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

2024

Revenue$452,207
Expenses$239,329
Net Income$212,878
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$58,645-$58,645
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
2025-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11395MSC2S73 LUKOIL PJSC SPON A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115980228308 WOODSIDE PETROLEUM L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11622160K105 COSTCO WHOLESALE COR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11915135B101 CENTENE CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149715684106 P T TELEKOMUNIKASI I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150780259305 SHELL PLC SPON A D R
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100239
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8119638
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287655 ISHARES RUSSELL 2000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287481 ISHARES RUSSELL MIDC
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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,740,604
Liabilities
$0
Net assets
$3,740,604
Revenue
$452,207
Expenses
$239,329
Net income
$212,878
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