Civic Intelligence

Nathan F & Edna L Perry Scholarship

990PF • Fiscal year 2024 • EIN 51-0158963

Jun 01, 2023 to May 31, 2024 • Filed on Aug 05, 2024

Keybank Na P O Box 10099Toledo, OH 43699

(216) 813-4556

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-35%

Higher net margin than 15% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$4,607

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 29.4% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-1.3%

Faster asset growth than 45% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Assets

Flat

$424,252

Flat from 2024

Net Assets

$424,252

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue

Flat

$15,680

Flat from 2024

Expenses

Flat

$21,157

Flat from 2024

Net Income

Flat

-$5,477

Flat from 2024

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $422,887Liabilities 2011: $02011Assets 2012: $438,592Liabilities 2012: $02012Assets 2013: $445,858Liabilities 2013: $02013Assets 2014: $438,542Liabilities 2014: $02014Assets 2015: $415,435Liabilities 2015: $02015Assets 2020: $385,205Liabilities 2020: $02020Assets 2021: $364,900Liabilities 2021: $0Net Assets 2021: $364,9002021Assets 2022: $462,566Liabilities 2022: $0Net Assets 2022: $462,5662022Assets 2023: $429,730Liabilities 2023: $12023Assets 2024: $424,252Liabilities 2024: $0Net Assets 2024: $424,2522024Assets 2024: $424,252Liabilities 2024: $12024Assets 2025: $414,951Liabilities 2025: $0Net Assets 2025: $414,9512025

Highlighted filing

2024

Assets$424,252
Liabilities$0
Net Assets$424,252

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $21,578Expenses 2011: $23,850Net Income 2011: -$2,2722011Revenue 2012: $33,569Expenses 2012: $18,117Net Income 2012: $15,4522012Revenue 2013: $23,647Expenses 2013: $16,381Net Income 2013: $7,2662013Revenue 2014: $13,556Expenses 2014: $20,873Net Income 2014: -$7,3172014Revenue 2015: $11,895Expenses 2015: $35,002Net Income 2015: -$23,1072015Revenue 2020: $14,407Expenses 2020: $24,652Net Income 2020: -$10,2452020Revenue 2021: $6,550Expenses 2021: $26,854Net Income 2021: -$20,3042021Revenue 2022: $122,238Expenses 2022: $25,322Net Income 2022: $96,9162022Revenue 2023: -$4,268Expenses 2023: $28,992Net Income 2023: -$33,2602023Revenue 2024: $15,680Expenses 2024: $21,157Net Income 2024: -$5,4772024Revenue 2024: $15,680Expenses 2024: $21,157Net Income 2024: -$5,4772024Revenue 2025: $15,334Expenses 2025: $24,634Net Income 2025: -$9,3002025

Highlighted filing

2024

Revenue$15,680
Expenses$21,157
Net Income-$5,477
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Aug 5, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$4,607-$4,607
Filing and Contact Details

Filer

Filer Name
Perry Scholarship Pfdn
EIN
51-0158963
Phone
2168134556
Address
KEYBANK NA P O BOX 10099, TOLEDO, OH 43699

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2168134556
Signed
2024-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix376 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4179913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2998152330 CHARITABLE REAL ASSE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3998142411 CHARITABLE ALTERNATI
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5477
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042214
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08498
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012224
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHERN MAINE COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HUSSON UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF MAINE AT PRESQUE ISLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF MAINE AT AUGUSTA
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017702
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018891
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06683
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01189
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05494
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017702
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02168134556
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY SCHOLARSHIP PFDN
ReturnHeader/Filer/BusinessNameControlTxt0NATH
ReturnHeader/Filer/EIN0510158963
ReturnHeader/Filer/PhoneNum02168134556
ReturnHeader/Filer/USAddress/AddressLine1Txt0KEYBANK NA P O BOX 10099
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
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ReturnHeader/Filer/USAddress/ZIPCd043699
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-10T10:01:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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