Civic Intelligence

Perry Foundation Incorporated

990PF • Fiscal year 2023 • EIN 54-6036446

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
P O 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

15th percentile

0.00x

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

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

Liabilities / Revenue

14th percentile

0.00x

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

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

Net Margin

52nd percentile

4.4%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

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

Asset Growth

32nd percentile

0.3%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$30,518,000

Up $103,056 (+0.3%) from 2022

Net Assets

Up

$30,518,000

Up $103,056 (+0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin52nd percentile

Revenue

Down

$2,331,659

Down $6,256,955 (-73%) from 2022

Expenses

Down

$2,228,603

Down $41,401 (-1.8%) from 2022

Net Income

Down

$103,056

Down $6,215,554 (-98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2023

Assets$30,518,000
Liabilities$0
Net Assets$30,518,000
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$2,331,659
Expenses$2,228,603
Net Income$103,056
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP L SPARKSPresidentPT$0--
DONALD R MORINVice President-$0--
DANIEL P GOODALLTreasurer-$0--
KARA O'BRIEN-COXSecretary-$0--
SUSAN CABELL-MAINSTrustee-$0--
SUZANNE S BROOKSTrustee-$0--
WADE TREMBLAYTrustee-$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
2024-11-12
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC IRELAND CLASS A NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADVANCED MICRO DEVICES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALIGHT INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALIGN TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALLSTATE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMAZON.COM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ANALOG DEVICES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AUTODESK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AVANTOR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BERKSHIRE HATHAWAY INC DE CI B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BROOKFIELD ASSET MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BROOKFIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BROOKFIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CANNAE HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CLEAN HBRS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COSTCO WHOLSALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DRAFTKINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ENOVIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EOG RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ESAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ETSY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FAIRFAX FINANCIAL HOLDING PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIDELITY NATIONAL FINANCIAL INC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GOOGLE INC, CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GOOGLE INC. CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HUNT JB TRANS SVCS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INTERCONTINENTAL EXCHANGE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JP MORGAN CHASE AND COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42KINSALE CAP GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LAMAR ADVERTISING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LIVE NATION ENTERTAINMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MOBILEYE GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NOVO NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PALO ALTO NETWORKS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PTC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59REPUBLIC SVCS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SERVICES NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TAKE-TWO INTERACTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD INDEX S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VERTEX PHARMACEUTICALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WATSCO INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71XYLEM INC
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,518,000
Liabilities
$0
Net assets
$30,518,000
Revenue
$2,331,659
Expenses
$2,228,603
Net income
$103,056
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
Peer Organizations

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