Civic Intelligence

Perry Foundation Inc.

990 • Fiscal year 2023 • EIN 34-1867749

Jan 01, 2023 to Dec 31, 2023 • Filed on May 12, 2024

Organization Profile
PO Box 103Perry, OH 44081

(440) 781-5771

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

32nd percentile

-1.1%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2023

Revenue Growth

54th percentile

9.0%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,203,120

Down $27,475 (-2.2%) from 2021

Net Assets

Down

$1,203,120

Down $27,475 (-2.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Up

$100,476

Up $15,909 (+19%) from 2021

Expenses

Down

$28,298

Down $3,893 (-12%) from 2021

Net Income

Up

$72,178

Up $19,802 (+38%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2021: $1,230,595Liabilities 2021: $0Net Assets 2021: $1,230,5952021Assets 2023: $1,203,120Liabilities 2023: $0Net Assets 2023: $1,203,1202023Assets 2024: $1,279,672Liabilities 2024: $0Net Assets 2024: $1,279,6722024

Highlighted filing

2023

Assets$1,203,120
Liabilities$0
Net Assets$1,203,120
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0Revenue 2021: $84,567Expenses 2021: $32,191Net Income 2021: $52,3762021Revenue 2023: $100,476Expenses 2023: $28,298Net Income 2023: $72,1782023Revenue 2024: $103,447Expenses 2024: $26,895Net Income 2024: $76,5522024

Highlighted filing

2023

Revenue$100,476
Expenses$28,298
Net Income$72,178
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 12, 2024
Return Version
2023v5.0
Gross Receipts
$100,476
Mission and Program Overview

Mission

Provide scholarships and loans to the graduates of Perry High School so that they can continue their education beyond high school.

Provide scholarships and loans to graduates of Perry High School so that they can continue their education beyond high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$695,512$785,229▲ $89,717
Cash and Non-Interest-Bearing Accounts$93,248$125,041▲ $31,793
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$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
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$1,130,942$1,203,120▲ $72,178
Other Assets Total$342,182$292,850▼ $49,332
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,130,942$1,203,120▲ $72,178
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,130,942$1,203,120▲ $72,178
Total Liabilities and Net Assets / Fund Balance$1,130,942$1,203,120▲ $72,178

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$292,850--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Larry BrainardPresident
Rick AmosVice President
Coletta HazelTrustee
Sara TackettTrustee
Scott AntolovichTrustee
Tracy SmartTrustee
Jack ThompsonSecretary
Michael PatriziTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,803
Program Service Revenue
$1,956
Investment Income
$89,717
Other Revenue
$0
All Other Contributions
$8,803
Change in Net Assets
$72,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,500
Other Expenses$5,798
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$22,500--$22,500
Fees for Services Accounting$0$2,400$0$2,400
Insurance$0$1,262$0$1,262
Fees for Services Legal$0$1,250$0$1,250
Other Expenses$0$428$0$428
Office Expenses$0$258$0$258
Total Functional Expenses$22,500$5,798$0$28,298
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
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Section B, Line 11B

“The organization is provided a copy of the current year tax forms for their review at on of our monthly meetings prior to submission. This normally done at our April meeting as to make the filing deadline of May15th.”

Form 990, Part VI, Section C, Line 19

“Form 990, Part VI, Section C, Line 19 - The organization provides the public the opportunity to view its governing documents, conflict of interest policy and financial statements upon request and are available at any meeting of the foundation throughout the year.”

Filing and Contact Details

Filer

Filer Name
Perry Foundation Inc
EIN
34-1867749
Phone
4407815771
Address
PO Box 103, Perry, OH 44081

Signing Officer

Name
Michael Patrizi
Title
Treasurer
Phone
4407815771
Signed
2024-05-12

Organization Details

Formed
1936
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8
Raw XML AppendixShowing 400 of 529 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/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0The Perry Foundation Inc
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0We provided five (5) Perry High School graduates totaling $14,000 with loans (ranging from $2,000 to $4,000) for post-secondary education. Repayment at 4% interest begins when the student graduates from college or is no longer a full-time student. NOTE: These loans are listed as assets of the corporation (not listed as expenses).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt023000
IRS990/PYInvestmentIncomeAmt0-92529
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03460
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01236
IRS990/PYRevenuesLessExpensesAmt0-102653
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt026460
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-76193
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt072178
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
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IRS990/RoyaltiesGrp/FundraisingAmt00
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IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0The Perry Foundation's sole purpose is to provide financial opportunities to students from the Perry Local School District to continue their education post high school. The Foundation accomplishes this by providing scholarships and low-interest loans to any student that applies. All the funds that the Foundation oversees were donations that were received over time from individuals or organizations. The Perry Foundation is comprised of eight individuals that all volunteer their time to oversee the foundation, seven are former graduates of the Perry Local Schools and the other being the current Superintendent of Schools. Scholarship winners are selected by a committee that affiliated with the particular scholarship in affiliation with Perry High School. Loan recipients are awarded upon application to the foundation trustees. All graduates of Perry Local Schools are welcome to apply an as of this date anyone that has requested funds has never been turned away. The main reason that the Perry Foundation has fallen below the 33.3% test is actually a benefit to all of the students of the Perry Local Schools. A number of years ago the Foundation received a couple of large donations that increased the funds available to students as well as increased the amount of interest that the Foundation receives each year. The Foundation takes all the interest that it received an allocates it back to all of the scholarship and loan accounts therefor increasing the amounts of funds available for student use. While this helps provides more opportunities it also affects our Schedule A Pert II Section B Line 11 Total Support amount. When we divide our actual donations over the last five years by that amount we fall below the 33.3% public support figure. I am hoping that you will see that the Perry Foundation does continue to rely on the support of the public and was fortunate to receive an influx of funds that have helped the overall purpose of the Foundation to provide the students the Perry Local School District an opportunity to continue their education.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0113776
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt089717
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-92529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt069918
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt076281
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt092249
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0235636
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,203,120
Liabilities
$0
Net assets
$1,203,120
Revenue
$100,476
Expenses
$28,298
Net income
$72,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.10$0.03$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.03$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.03$0.05