Civic Intelligence

Ferri Family Foundation

EIN 46-4350290 • Key Largo, FL

20 East Snapper Point DriveKey Largo, FL 33037
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

140%

Faster revenue growth than 91% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$76,639,972

Up $13,417,509 (+21%) from 2023

Liabilities

Down

$0

Down $1,476,000 (-100%) from 2023

Net Assets

Up

$76,639,972

Up $14,893,509 (+24%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Up

$17,463,491

Up $10,174,843 (+140%) from 2023

Expenses

Up

$2,569,982

Up $1,024,645 (+66%) from 2023

Net Income

Up

$14,893,509

Up $9,150,198 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$80M$60M$40M$20M$0Assets 2013: $1,802,360Liabilities 2013: $02013Assets 2014: $4,908,243Liabilities 2014: $0Net Assets 2014: $4,908,2432014Assets 2015: $8,613,851Liabilities 2015: $0Net Assets 2015: $8,613,8512015Assets 2016: $16,085,018Liabilities 2016: $0Net Assets 2016: $16,085,0182016Assets 2017: $19,669,079Liabilities 2017: $0Net Assets 2017: $19,669,0792017Assets 2018: $18,703,761Liabilities 2018: $0Net Assets 2018: $18,703,7612018Assets 2019: $28,394,635Liabilities 2019: $0Net Assets 2019: $28,394,6352019Assets 2020: $39,098,433Liabilities 2020: $0Net Assets 2020: $39,098,4332020Assets 2021: $52,657,444Liabilities 2021: $0Net Assets 2021: $52,657,4442021Assets 2022: $56,003,152Liabilities 2022: $0Net Assets 2022: $56,003,1522022Assets 2023: $63,222,463Liabilities 2023: $1,476,000Net Assets 2023: $61,746,4632023Assets 2024: $76,639,972Liabilities 2024: $0Net Assets 2024: $76,639,9722024

Highlighted filing

2024

Assets$76,639,972
Liabilities$0
Net Assets$76,639,972
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2013: $1,802,360Expenses 2013: $0Net Income 2013: $1,802,3602013Revenue 2014: $3,109,383Expenses 2014: $3,500Net Income 2014: $3,105,8832014Revenue 2015: $4,002,418Expenses 2015: $225,860Net Income 2015: $3,776,5582015Revenue 2016: $10,044,911Expenses 2016: $906,576Net Income 2016: $9,138,3352016Revenue 2017: $6,366,405Expenses 2017: $699,027Net Income 2017: $5,667,3782017Revenue 2018: $195,810Expenses 2018: $1,161,128Net Income 2018: -$965,3182018Revenue 2019: $6,526,399Expenses 2019: $1,185,375Net Income 2019: $5,341,0242019Revenue 2020: $12,216,174Expenses 2020: $1,512,376Net Income 2020: $10,703,7982020Revenue 2021: $18,900,700Expenses 2021: $2,184,162Net Income 2021: $16,716,5382021Revenue 2022: $3,403,297Expenses 2022: $57,589Net Income 2022: $3,345,7082022Revenue 2023: $7,288,648Expenses 2023: $1,545,337Net Income 2023: $5,743,3112023Revenue 2024: $17,463,491Expenses 2024: $2,569,982Net Income 2024: $14,893,5092024

Highlighted filing

2024

Revenue$17,463,491
Expenses$2,569,982
Net Income$14,893,509
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$76,639,972
Liabilities
$0
Net assets
$76,639,972
Revenue
$17,463,491
Expenses
$2,569,982
Net income
$14,893,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.6$0.00$76.6$17.5$2.57$14.9
2023Detailed filing. Detailed filing data is available for this year.$63.2$1.48$61.7$7.29$1.55$5.74
2022Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$3.40$0.06$3.35
2021Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$18.9$2.18$16.7
2020Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$12.2$1.51$10.7
2019Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$6.53$1.19$5.34
2018Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$0.20$1.16$0.97
2017Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$6.37$0.70$5.67
2016Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$10.0$0.91$9.14
2015Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$4.00$0.23$3.78
2014Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$3.11$0.00$3.11
2013Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$0.00$1.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul J FerriTrustee-$0--
Barbara B FerriTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ferri Family Foundation
EIN
46-4350290
Phone
6174941223
Address
20 EAST SNAPPER POINT DRIVE, KEY LARGO, FL 33037

Signing Officer

Name
Paul Ferri
Title
Trustee
Phone
6174941223
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Gene O'Neill & Company
Address
21 McGrath Highway Suite 204, Quincy, MA 02169
Preparer
Gene Hunt
Phone
6173766226
Raw XML Appendix342 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Paul J Ferri
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020 East Snapper Point Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Key Largo
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033037
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174941223
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02227529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund - No Restrictions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Fund - No Restrictions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Ferri Family Foundations Fidelity Charitable Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Ocean Reef Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 East Snapper Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt135 Ocean Reef Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Key Largo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Key Largo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02244529
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017008
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02227521
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02894538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02244529
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02877530
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02227521
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010132
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividend receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Due from
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06111
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt166016
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06111
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt166016
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Administrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07353
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1305719
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02837633
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Matrix Capital Mgt Fund (Offshore)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02837633
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02837633
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01476000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to Donor Advised Fund
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt09480
TaxesSchedule/TaxesDetail/Amt12722
TaxesSchedule/TaxesDetail/CategoryTxt02024 IRS Estimated Tax
TaxesSchedule/TaxesDetail/CategoryTxt12023 IRS Tax payment
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Ferri
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06174941223
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FERRI FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FERR
ReturnHeader/Filer/EIN0464350290
ReturnHeader/Filer/PhoneNum06174941223
ReturnHeader/Filer/USAddress/AddressLine1Txt020 EAST SNAPPER POINT DRIVE
ReturnHeader/Filer/USAddress/CityNm0KEY LARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043346732
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gene O'Neill & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 McGrath Highway Suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Quincy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06173766226
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gene Hunt
ReturnHeader/ReturnTs02025-05-14T15:22:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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