Civic Intelligence

Perry Foundation Inc

EIN 54-6036446 • Charlottesville, VA

P O Box 8260Charlottesville, VA 22906
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Net Margin

47th percentile

4.4%

Higher net margin than 47% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2022

Asset Growth

32nd percentile

0.3%

Faster asset growth than 32% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$31,847,018

Up $1,329,018 (+4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$31,847,018

Up $1,329,018 (+4.4%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin47th percentile

Revenue

Up

$3,871,789

Up $1,540,130 (+66%) from 2023

Expenses

Up

$2,542,771

Up $314,168 (+14%) from 2023

Net Income

Up

$1,329,018

Up $1,225,962 (+1190%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $18,245,277Liabilities 2011: $02011Assets 2012: $18,137,337Liabilities 2012: $02012Assets 2013: $19,613,727Liabilities 2013: $02013Assets 2014: $20,930,894Liabilities 2014: $02014Assets 2015: $21,233,335Liabilities 2015: $02015Assets 2018: $20,624,743Liabilities 2018: $0Net Assets 2018: $20,624,7432018Assets 2019: $21,510,060Liabilities 2019: $02019Assets 2020: $22,432,169Liabilities 2020: $0Net Assets 2020: $22,432,1692020Assets 2021: $24,096,334Liabilities 2021: $0Net Assets 2021: $24,096,3342021Assets 2022: $30,414,944Liabilities 2022: $0Net Assets 2022: $30,414,9442022Assets 2023: $30,518,000Liabilities 2023: $0Net Assets 2023: $30,518,0002023Assets 2024: $31,847,018Liabilities 2024: $0Net Assets 2024: $31,847,0182024

Highlighted filing

2024

Assets$31,847,018
Liabilities$0
Net Assets$31,847,018
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $833,471Expenses 2011: $1,264,054Net Income 2011: -$430,5832011Revenue 2012: $1,185,161Expenses 2012: $1,293,101Net Income 2012: -$107,9402012Revenue 2013: $2,991,514Expenses 2013: $1,530,669Net Income 2013: $1,460,8452013Revenue 2014: $3,114,785Expenses 2014: $1,797,618Net Income 2014: $1,317,1672014Revenue 2015: $2,127,912Expenses 2015: $1,825,471Net Income 2015: $302,4412015Revenue 2018: $2,146,043Expenses 2018: $1,989,073Net Income 2018: $156,9702018Revenue 2019: $2,937,353Expenses 2019: $2,052,036Net Income 2019: $885,3172019Revenue 2020: $3,016,417Expenses 2020: $2,094,308Net Income 2020: $922,1092020Revenue 2021: $4,124,970Expenses 2021: $2,460,805Net Income 2021: $1,664,1652021Revenue 2022: $8,588,614Expenses 2022: $2,270,004Net Income 2022: $6,318,6102022Revenue 2023: $2,331,659Expenses 2023: $2,228,603Net Income 2023: $103,0562023Revenue 2024: $3,871,789Expenses 2024: $2,542,771Net Income 2024: $1,329,0182024

Highlighted filing

2024

Revenue$3,871,789
Expenses$2,542,771
Net Income$1,329,018
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$31,847,018
Liabilities
$0
Net assets
$31,847,018
Revenue
$3,871,789
Expenses
$2,542,771
Net income
$1,329,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$3.87$2.54$1.33
2023Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$2.33$2.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$8.59$2.27$6.32
2021Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$4.12$2.46$1.66
2020Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$3.02$2.09$0.92
2019Summary only. Only limited summary data is available for this year.$21.5$0.00$2.94$2.05$0.89
2018Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$2.15$1.99$0.16
2015Summary only. Only limited summary data is available for this year.$21.2$0.00$2.13$1.83$0.30
2014Summary only. Only limited summary data is available for this year.$20.9$0.00$3.11$1.80$1.32
2013Summary only. Only limited summary data is available for this year.$19.6$0.00$2.99$1.53$1.46
2012Summary only. Only limited summary data is available for this year.$18.1$0.00$1.19$1.29$0.11
2011Summary only. Only limited summary data is available for this year.$18.2$0.00$0.83$1.26$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 24, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD R MORINPresidentPT$0--
DANIEL P GOODALLVice President And Treasurer-$0--
KARA O'BRIEN-COXSecretary-$0--
SUSAN CABELL-MAINSTrustee-$0--
SUZANNE J BROOKSTrustee-$0--
WADE TREMBLAYTrustee-$0--
MARY BARRICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Perry Foundation Inc
EIN
54-6036446
Phone
4349775679
Address
P O BOX 8260, CHARLOTTESVILLE, VA 22906

Signing Officer

Name
Philip L Sparks
Title
Trustee
Phone
4349775679
Signed
2025-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Hantzmon Wiebel Llp
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Helene H Downs
Phone
4342962156
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03073059
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