Civic Intelligence

Sperry Family Charitable Foundation

990PF • Fiscal year 2022 • EIN 46-0829679

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2022

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

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

100th percentile

14243%

Higher net margin than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $628,099 (-100%) from 2021

Net Assets

Down

$0

Down $628,099 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,709

Down $89,107 (-106%) from 2021

Expenses

Up

$666,016

Up $641,102 (+2573%) from 2021

Net Income

Down

-$670,725

Down $730,209 (-1228%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$4,709
Expenses$666,016
Net Income-$670,725
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th 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
2022-05-12
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 Appendix313 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BYRON A. PARKER, CPA TAX RETURN PREP.
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0480
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02022-01
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0666016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-4709
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-06-29
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02036 TIMBERLAKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15500 CARUTH HAVEN LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd065616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175225
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0660288
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/AppliedToCurrentYearAmt032311
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0628952
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0628457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0660768
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0628457
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0628952
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0495
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt042626
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03626
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RETIREMENT LIFESTYLE CONS INVESTMENT MGT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03626
TaxesSchedule/TaxesDetail/Amt01127
TaxesSchedule/TaxesDetail/CategoryTxt0SEC. 4940 TAX PRIOR YR.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER PERMENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09725640247
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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/PreparerFirmEIN0911845430
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/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON A PARKER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-27T08:19:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERMENTER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$4,709
Expenses
$666,016
Net income
-$670,725
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
Peer Organizations

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