Civic Intelligence

Sperry Family Charitable Foundation

990PF • Fiscal year 2016 • EIN 46-0829679

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 09, 2017

Organization Profile
PO Box 1107Windermere, FL 34786

(972) 564-0247

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

52nd percentile

1.4%

Faster asset growth than 52% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-53%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$538,098

Up $7,600 (+1.4%) from 2015

Net Assets

$538,098

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin89th percentile

Revenue

Down

$15,264

Down $17,065 (-53%) from 2015

Expenses

Up

$8,604

Up $1,115 (+15%) from 2015

Net Income

Down

$6,660

Down $18,180 (-73%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2015: $530,498Liabilities 2015: $02015Assets 2016: $538,098Liabilities 2016: $0Net Assets 2016: $538,0982016Assets 2019: $556,158Liabilities 2019: $0Net Assets 2019: $556,1582019Assets 2020: $568,456Liabilities 2020: $0Net Assets 2020: $568,4562020Assets 2021: $628,099Liabilities 2021: $0Net Assets 2021: $628,0992021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$538,098
Liabilities$0
Net Assets$538,098
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2015: $32,329Expenses 2015: $7,489Net Income 2015: $24,8402015Revenue 2016: $15,264Expenses 2016: $8,604Net Income 2016: $6,6602016Revenue 2019: $6,110Expenses 2019: $55,246Net Income 2019: -$49,1362019Revenue 2020: $27,070Expenses 2020: $14,772Net Income 2020: $12,2982020Revenue 2021: $84,398Expenses 2021: $24,914Net Income 2021: $59,4842021Revenue 2022: -$4,709Expenses 2022: $666,016Net Income 2022: -$670,7252022

Highlighted filing

2016

Revenue$15,264
Expenses$8,604
Net Income$6,660
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 9, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER PERMENTERDirector-$0--
JEANINE SPERRY HAMMONDDirector-$0--
TAYLOR HAMMONDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sperry Family Charitable Foundation
EIN
46-0829679
Phone
9725640247
Address
PO BOX 1107, WINDERMERE, FL 34786

Signing Officer

Name
Jennifer Permenter
Title
Director
Phone
9725640247
Signed
2017-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Byron a Parker CPA
Address
500 SOUTH CENTER STREET, FORNEY, TX 75126
Preparer
Byron a Parker CPA
Phone
9725640247
Raw XML Appendix322 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CAPITAL GAIN DISTRIBUTIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SALES OF PUBLICLY TRADED SECURITIES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEANINE SPERRY HAMMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TAYLOR HAMMOND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1107
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0505
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0505
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNIFER PERMENTER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09248 CANTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075231
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02146161234
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0505
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0196811
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0171725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0171725
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0505
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0171725
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0196811
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0940
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS FINANCIAL SERVICES INC INVESTMENT MGT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07046
TaxesSchedule/TaxesDetail/Amt0499
TaxesSchedule/TaxesDetail/CategoryTxt0SEC. 4940 TAX PRIOR YR.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER PERMENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09725640247
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPERRY FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SPER
ReturnHeader/Filer/EIN0460829679
ReturnHeader/Filer/PhoneNum09725640247
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1107
ReturnHeader/Filer/USAddress/CityNm0WINDERMERE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034786
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BYRON A PARKER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 SOUTH CENTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075126
ReturnHeader/PreparerPersonGrp/PhoneNum09725640247
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON A PARKER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-24T07:52:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,098
Liabilities
$0
Net assets
$538,098
Revenue
$15,264
Expenses
$8,604
Net income
$6,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$6.66$6.71
2021Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.84$0.25$0.59
2020Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.27$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.06$0.55$0.49
2016Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.15$0.09$0.07
2015Summary only. Only limited summary data is available for this year.$5.30$0.00$0.32$0.07$0.25