Civic Intelligence

Perry Foundation Incorporated

990PF • Fiscal year 2021 • EIN 54-6036446

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 29, 2022

Organization Profile
PO Box 8260Charlottesville, VA 22906

(434) 977-5679

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

77th percentile

40%

Higher net margin than 77% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

47th percentile

7.4%

Faster asset growth than 47% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

37%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$24,096,334

Up $1,664,165 (+7.4%) from 2020

Net Assets

Up

$24,096,334

Up $1,664,165 (+7.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin77th percentile

Revenue

Up

$4,124,970

Up $1,108,553 (+37%) from 2020

Expenses

Up

$2,460,805

Up $366,497 (+17%) from 2020

Net Income

Up

$1,664,165

Up $742,056 (+80%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2021

Assets$24,096,334
Liabilities$0
Net Assets$24,096,334
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$4,124,970
Expenses$2,460,805
Net Income$1,664,165
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 29, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN CABELL-MAINSTrustee-$0--
SUZANNE S BROOKSSecretary/Trustee-$0--
WADE TREMBLAYVice Pres/Trustee-$0--
PHILIP L SPARKSPres/TrusteePT$0--
DAN GOODALLTreas/Trustee-$0--
KARA O'BRIEN-COXTrustee-$0--
DONALD R MORINTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Philip L Sparks
Title
Trustee
Phone
4349775679
Signed
2022-07-29
Discuss with paid preparer
Yes

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Helene H Downs
Phone
4342962156
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALIGHT INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMAZON.COM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AUTODESK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BERKSHIRE HATHAWAY INC DE CI B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BLACK KNIGHT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BROOKFIELD ASSET MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BROOKFIELD ASSET MANAGEMENT INC. VOTING SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BUILDERS FIRSTSOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CANNAE HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CARMAX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CARMAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COLFAX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DISH NETWORK CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DISH NETWORK CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ETSY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EVOQUA WATER TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FAIRFAX FINANCIAL HOLDING PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FIDELITY NATIONAL FINANCIAL INC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GOOGLE INC, CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GOOGLE INC. CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ILLUMINA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES INTERMEDIATE GOVT CREDIT BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JP MORGAN CHASE AND COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LAMAR ADVERTISING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LIVE NATION ENTERTAINMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SCHWAB SHORT TERM US TREASURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SERVICES NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SONY CORRP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TAKE-TWO INTERACTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68T-MOBILE US INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WATSCO INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73XYLEM INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0342244
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09450
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03782724
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02207410
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02207410
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0342244
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01664165
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010112911
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03782724
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03974548
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01601
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01601
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt036619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036719
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0146957
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02460805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04124970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04124970
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt049970
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0150422
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0253395
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03781803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010111990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1921
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt055246
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt055246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt090160
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010517745
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01453876
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016605639

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,096,334
Liabilities
$0
Net assets
$24,096,334
Revenue
$4,124,970
Expenses
$2,460,805
Net income
$1,664,165
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