Civic Intelligence

The Perry Fund Inc

990PF • Fiscal year 2014 • EIN 39-2038445

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
390 Woodlake RoadKohler, WI 53044

(920) 893-0989

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

40th percentile

-1.0%

Higher net margin than 40% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$287,890

Down $257 (-0.1%) from 2013

Net Assets

Down

$287,890

Down $257 (-0.1%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin40th percentile

Revenue

Up

$26,753

Up $9,351 (+54%) from 2013

Expenses

Down

$27,010

Down $12,372 (-31%) from 2013

Net Income

Up

-$257

Up $21,723 (+99%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2014

Assets$287,890
Liabilities$1
Net Assets$287,890
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

2014

Revenue$26,753
Expenses$27,010
Net Income-$257
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR PERRYPresident-$0--
RUTH PERRYSecretary-$0--
ROBERT W BAIRD CO INCTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Perry Fund Inc
EIN
39-2038445
Address
390 WOODLAKE ROAD, KOHLER, WI 53044

Signing Officer

Name
Art Perry
Title
Officer
Phone
9209182346
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Marys Accounting Service
Address
N7089 COUNTY ROAD C, PLYMOUTH, WI 53073
Preparer
Mary Klahn
Phone
9208930989
Raw XML Appendix223 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARTHUR PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RUTH PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT W BAIRD CO INC
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt088250
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ARTHUR PERRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDES FOR THE ARTS PROGRAMS OF SHEBOYGAN COUNTY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS CHARITABLE ORGANIZATIONS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027010
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0101149
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074139
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BAIRD INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ART PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09209182346
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PERRY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0392038445
ReturnHeader/Filer/USAddress/AddressLine1Txt0390 WOODLAKE ROAD
ReturnHeader/Filer/USAddress/CityNm0KOHLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391839829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARYS ACCOUNTING SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N7089 COUNTY ROAD C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053073
ReturnHeader/PreparerPersonGrp/PhoneNum09208930989
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Klahn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-08T14:09:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$287,890
Liabilities
$1
Net assets
$287,890
Revenue
$26,753
Expenses
$27,010
Net income
-$257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.48$3.12$2.65
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.23$0.27$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.14$0.29$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.13$0.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.27$0.27$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.17$0.39$0.22
2012Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.17