Civic Intelligence

The Perry Fund Inc

990PF • Fiscal year 2012 • EIN 39-2038445

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

390 Woodlake Road53044
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

35th percentile

-5.3%

Faster asset growth than 35% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$310,789

Down $17,222 (-5.3%) from 2011

Net Assets

Down

$310,789

Down $17,222 (-5.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$18,479

Up $1,115 (+6.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $328,011Liabilities 2011: $0Net Assets 2011: $328,0112011Assets 2012: $310,789Liabilities 2012: $0Net Assets 2012: $310,7892012Assets 2013: $288,147Liabilities 2013: $1Net Assets 2013: $288,1472013Assets 2014: $287,890Liabilities 2014: $1Net Assets 2014: $287,8902014Assets 2015: $283,989Liabilities 2015: $1Net Assets 2015: $283,9892015Assets 2016: $269,297Liabilities 2016: $0Net Assets 2016: $269,2972016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2012

Assets$310,789
Liabilities$0
Net Assets$310,789

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $17,3642011Expenses 2012: $18,4792012Revenue 2013: $17,402Expenses 2013: $39,382Net Income 2013: -$21,9802013Revenue 2014: $26,753Expenses 2014: $27,010Net Income 2014: -$2572014Revenue 2015: $12,740Expenses 2015: $16,641Net Income 2015: -$3,9012015Revenue 2016: $14,421Expenses 2016: $28,991Net Income 2016: -$14,5702016Revenue 2017: $22,541Expenses 2017: $27,302Net Income 2017: -$4,7612017Revenue 2018: $47,642Expenses 2018: $312,178Net Income 2018: -$264,5362018

Highlighted filing

2012

Revenue-
Expenses$18,479
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W BAIRD CO INCTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ARTS EDUCATIONCHARITABLESHEBOYGAN, WI, US$15,000
Filing and Contact Details

Filer

EIN
39-2038445
Raw XML Appendix210 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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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/AccumulatedDepreciation00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/AccumulatedDepreciation10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis074226
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis15048
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02011-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice13655
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0BAIRD INVESTMENTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1DIVIDEND CAPITAL DIVERSIFIED P
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual1THE PERRY FUND INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-3891
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-1393
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0328011
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0328011
IRS990PF/BalanceSheets/TotalNetAssetsEOY0310789
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-17222
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0310789
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0328011
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0310789
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0301222
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0301222
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04518
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0301222
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn014835
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0296704
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0301222
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT W BAIRD CO INC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10833 PENNSYLVANIA AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SHEBOYGAN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053081
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct03217
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets03217
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.010843
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.054214
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0296704
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.054214
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROBERT W BAIRD CO INC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09209182346
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10833 PENNSYLVANIA AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SHEBOYGAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053081
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/SummaryOfDirectCharitableActy/Description10NA
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount015000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ARTS EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0VARIOUS CHARITABLE ORGANIZATIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SHEBOYGAN COUNTY CHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SHEBOYGAN
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2042275
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3014500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear408064
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear502848
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear502848
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear082203
IRS990PF/UndistributedIncome/ExcessFromYear1017364
IRS990PF/UndistributedIncome/ExcessFromYear2042275
IRS990PF/UndistributedIncome/ExcessFromYear3014500
IRS990PF/UndistributedIncome/ExcessFromYear408064
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OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/Description0BAIRD INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02612
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/Amount089
TaxesSchedule/Taxes/Amount1528
TaxesSchedule/Taxes/Category0BAIRD FOREIGN TAX
TaxesSchedule/Taxes/Category1FEDERAL INCOME TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0392038445
ReturnHeader/Filer/Name/BusinessNameLine10THE PERRY FUND INC
ReturnHeader/Filer/NameControl0PERR
ReturnHeader/Filer/USAddress/AddressLine10390 WOODLAKE ROAD
ReturnHeader/Filer/USAddress/City0KOHLER
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053044
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0ART PERRY
ReturnHeader/Officer/Phone09209182346
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/Preparer/DatePrepared02013-05-16
ReturnHeader/PreparerFirm/EIN0391839829
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARYS ACCOUNTING SERVICE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10N7089 COUNTY ROAD C
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PLYMOUTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053073
ReturnHeader/Preparer/Name0Mary Klahn
ReturnHeader/Preparer/Phone09208930989
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-16T12:42:09-05:00

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