Civic Intelligence

The Sarah and Ross Perot Jr Foundation

EIN 43-1964344 • Dallas, TX

Pub. 78 Eligible
3000 Turtle Creek BlvdDallas, TX 75219
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

1st percentile

-433%

Higher net margin than 1% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

3rd percentile

-32%

Faster asset growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,133,846

Down $4,827,212 (-32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$10,133,846

Down $4,827,212 (-32%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin1st percentile

Revenue

Down

$1,116,031

Down $19,089,253 (-94%) from 2023

Expenses

Down

$5,943,243

Down $18,351,635 (-76%) from 2023

Net Income

Down

-$4,827,212

Down $737,618 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $16,503,703Liabilities 2011: $0Net Assets 2011: $16,503,7032011Assets 2012: $13,982,133Liabilities 2012: $0Net Assets 2012: $13,982,1332012Assets 2013: $12,040,964Liabilities 2013: $0Net Assets 2013: $12,040,9642013Assets 2014: $14,460,135Liabilities 2014: $02014Assets 2015: $10,969,879Liabilities 2015: $02015Assets 2016: $9,551,128Liabilities 2016: $0Net Assets 2016: $9,551,1282016Assets 2017: $7,123,083Liabilities 2017: $0Net Assets 2017: $7,123,0832017Assets 2018: $7,505,333Liabilities 2018: $0Net Assets 2018: $7,505,3332018Assets 2019: $3,018,014Liabilities 2019: $0Net Assets 2019: $3,018,0142019Assets 2020: $14,407,808Liabilities 2020: $0Net Assets 2020: $14,407,8082020Assets 2021: $14,823,836Liabilities 2021: $1,000Net Assets 2021: $14,822,8362021Assets 2022: $19,043,652Liabilities 2022: $0Net Assets 2022: $19,043,6522022Assets 2023: $14,961,058Liabilities 2023: $0Net Assets 2023: $14,961,0582023Assets 2024: $10,133,846Liabilities 2024: $0Net Assets 2024: $10,133,8462024

Highlighted filing

2024

Assets$10,133,846
Liabilities$0
Net Assets$10,133,846
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $3,450,6172011Expenses 2012: $4,319,6882012Revenue 2013: $2,198,333Expenses 2013: $4,139,502Net Income 2013: -$1,941,1692013Revenue 2014: $4,805,723Expenses 2014: $2,386,552Net Income 2014: $2,419,1712014Revenue 2015: $627,038Expenses 2015: $4,117,294Net Income 2015: -$3,490,2562015Revenue 2016: $2,520,305Expenses 2016: $3,939,056Net Income 2016: -$1,418,7512016Revenue 2017: $2,610,286Expenses 2017: $5,038,331Net Income 2017: -$2,428,0452017Revenue 2018: $3,686,128Expenses 2018: $3,303,878Net Income 2018: $382,2502018Revenue 2019: $750,585Expenses 2019: $4,704,228Net Income 2019: -$3,953,6432019Revenue 2020: $12,037,165Expenses 2020: $1,266,845Net Income 2020: $10,770,3202020Revenue 2021: $1,941,459Expenses 2021: $1,526,431Net Income 2021: $415,0282021Revenue 2022: $14,495,289Expenses 2022: $10,274,570Net Income 2022: $4,220,7192022Revenue 2023: $20,205,284Expenses 2023: $24,294,878Net Income 2023: -$4,089,5942023Revenue 2024: $1,116,031Expenses 2024: $5,943,243Net Income 2024: -$4,827,2122024

Highlighted filing

2024

Revenue$1,116,031
Expenses$5,943,243
Net Income-$4,827,212
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,133,846
Liabilities
$0
Net assets
$10,133,846
Revenue
$1,116,031
Expenses
$5,943,243
Net income
-$4,827,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.12$5.94$4.83
2023Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$20.2$24.3$4.09
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$14.5$10.3$4.22
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.94$1.53$0.42
2020Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$12.0$1.27$10.8
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.75$4.70$3.95
2018Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$3.69$3.30$0.38
2017Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$2.61$5.04$2.43
2016Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$2.52$3.94$1.42
2015Summary only. Only limited summary data is available for this year.$11.0$0.00$0.63$4.12$3.49
2014Summary only. Only limited summary data is available for this year.$14.5$0.00$4.81$2.39$2.42
2013Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.20$4.14$1.94
2012Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$4.32
2011Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$3.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry Ross Perot JrTrustee, Vice President/Tr-$0--
Sarah F PerotTrustee, President/Sec.PT$0--
Darcy Glen AndersonTrustee-$0--
J Y Robb IIITrustee, Asst. Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Sarah and Ross Perot Jr Foundation
EIN
43-1964344
Phone
9725351900
Address
3000 Turtle Creek Blvd, Dallas, TX 75219

Signing Officer

Name
J Y Robb III
Title
Asst. Secretary
Phone
9725351900
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Petrus Trust Company LTA
Address
3000 Turtle Creek Blvd, Dallas, TX 75219
Preparer
Lauren A Berryman
Phone
9725351900
Raw XML AppendixShowing 400 of 808 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Henry Ross Perot Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sarah F Perot
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Darcy Glen Anderson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3J Y Robb III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee, Vice President/Tr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee, President/Sec.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee, Asst. Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03000 Turtle Creek Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12929 Carlisle Street Suite 370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23000 Turtle Creek Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33000 Turtle Creek Blvd
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JY Robb III
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03000 Turtle Creek Blvd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Dallas
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Please contact the named person above for details
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Kristen Garcia
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02145282225
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02929 Carlisle Street Suite 370
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Dallas
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075024
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Please contact the named person above for details
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Please contact the named person above for details
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Henry Ross Perot Jr
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sarah F Perot
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Educational Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Support of Medical Field
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Religious Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Support of Public Parks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38Veteran Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40Humanitarian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0457 FS Booster Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Bara Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Beacon Hill Preparatory Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Blair House Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Communities Foundation of Texas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Denison Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Fellowship of Fathers Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Foster's Outriders Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Free to Choose Network
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9George W Bush Presidential Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Highland Park Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Highland Park Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Highland Park Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Highland Park Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Highland Park Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Highland Park Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Hope Unlimited
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Library of Congress
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Make-A-Wish Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Methodist Health System Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20National Air and Space Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Pantego Christian Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Parks for Downtown Dallas

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