Civic Intelligence

The United Fund of Perry Oklahoma Incorporated

EIN 73-1329110 • 501(c)3 • Perry, OK

Profile

To address health and human-care issues in the community.

PO Box 294Perry, OK 73077
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-4.7%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-28%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

-1.1%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$12,725

Down $4,834 (-28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$12,725

Down $4,834 (-28%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin36th percentile

Revenue

Down

$102,035

Down $1,120 (-1.1%) from 2023

Expenses

Down

$106,869

Down $15,915 (-13%) from 2023

Net Income

Up

-$4,834

Up $14,795 (+75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$100K$50K$0Assets 2011: $16,421Liabilities 2011: $02011Assets 2012: $1,275Liabilities 2012: $02012Assets 2013: $3,420Liabilities 2013: $02013Assets 2014: $5,018Liabilities 2014: $02014Assets 2015: $5,935Liabilities 2015: $02015Assets 2016: $4,157Liabilities 2016: $02016Assets 2017: $6,485Liabilities 2017: $02017Assets 2018: $4,813Liabilities 2018: $02018Assets 2020: $5,885Liabilities 2020: $02020Assets 2021: $92,942Liabilities 2021: $0Net Assets 2021: $92,9422021Assets 2022: $37,188Liabilities 2022: $0Net Assets 2022: $37,1882022Assets 2023: $17,559Liabilities 2023: $0Net Assets 2023: $17,5592023Assets 2024: $12,725Liabilities 2024: $0Net Assets 2024: $12,7252024

Highlighted filing

2024

Assets$12,725
Liabilities$0
Net Assets$12,725
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $61,630Expenses 2011: $56,486Net Income 2011: $5,1442011Revenue 2012: $37,201Expenses 2012: $2,347Net Income 2012: $34,8542012Revenue 2013: $51,875Expenses 2013: $49,730Net Income 2013: $2,1452013Revenue 2014: $50,429Expenses 2014: $48,831Net Income 2014: $1,5982014Revenue 2015: $49,657Expenses 2015: $45,795Net Income 2015: $3,8622015Revenue 2016: $49,373Expenses 2016: $45,370Net Income 2016: $4,0032016Revenue 2017: $47,751Expenses 2017: $45,423Net Income 2017: $2,3282017Revenue 2018: $42,977Expenses 2018: $45,338Net Income 2018: -$2,3612018Revenue 2020: $107,573Expenses 2020: $109,379Net Income 2020: -$1,8062020Revenue 2021: $157,908Expenses 2021: $70,851Net Income 2021: $87,0572021Revenue 2022: $179,496Expenses 2022: $235,250Net Income 2022: -$55,7542022Revenue 2023: $103,155Expenses 2023: $122,784Net Income 2023: -$19,6292023Revenue 2024: $102,035Expenses 2024: $106,869Net Income 2024: -$4,8342024

Highlighted filing

2024

Revenue$102,035
Expenses$106,869
Net Income-$4,834
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$12,725
Liabilities
$0
Net assets
$12,725
Revenue
$102,035
Expenses
$106,869
Net income
-$4,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$1.02$1.07$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$1.03$1.23$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.79$2.35$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.58$0.71$0.87
2020Summary only. Only limited summary data is available for this year.$0.06$0.00$1.08$1.09$0.02
2018Summary only. Only limited summary data is available for this year.$0.05$0.00$0.43$0.45$0.02
2017Summary only. Only limited summary data is available for this year.$0.06$0.00$0.48$0.45$0.02
2016Summary only. Only limited summary data is available for this year.$0.04$0.00$0.49$0.45$0.04
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.50$0.46$0.04
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.50$0.49$0.02
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.52$0.50$0.02
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.37$0.02$0.35
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.62$0.56$0.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$182,976
Mission and Program Overview

Mission

To address health and human-care issues in the community.

Program Services

DescriptionGrantsExpenses
Annual fund drive to address health and human-care issues in the community. Funds were allocated to thirteen agencies/organizations within the county.$234,000$1,250
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mason BolayPresident-$0--
Angela AbneyVice President-$0--
Marilyn StroupSecretary-$0--
Julie MilliganTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The United Fund of Perry Oklahoma Incorporated
EIN
73-1329110
Phone
5803701219
Address
PO Box 294, Perry, OK 73077

Signing Officer

Name
Mason Bolay
Title
President
Phone
5803365562
Signed
2023-05-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Form 990-EZ, Part I, Line 10 - Perry Public Schools $160,000 900 Fir Street Perry OK 73077 - Noble County Family YMCA $7,500 107 N 7th St Perry OK 73077 - Operation Blessing $7,000 PO Box 107 Perry OK 73077 - Perry Band Boosters $6,000 900 Fir Avenue Perry OK 73077 - Perry Senior Citizens $6,000 PO Box 724 Perry OK 73077 - Perry Ministerial Alliance $6,000 PO Box 263 Perry OK 73077 - Perry Fourth of July Fireworks $6,000 PO Box 135 Perry OK 73077”

Form 990-EZ, Part I, Line 16

“Description;Amount^Accounting Software;590|Bond Insurance;100|Credit Card Fees;6^Total;696^”

Raw XML Appendix168 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jessica Dvorak
IRS990EZ/BooksInCareOfDetail/PhoneNum05803363935
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 294
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Perry
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092942
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037188
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0179492
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-55754
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092942
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037188
IRS990EZ/FundraisingGrossIncomeAmt03480
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0234000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0182976
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092942
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037188
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092942
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037188
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mason Bolay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela Abney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marilyn Stroup
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Milligan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0696
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To address health and human-care issues in the community.
IRS990EZ/PrintingPublicationsPostageAmt0554
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annual fund drive to address health and human-care issues in the community. Funds were allocated to thirteen agencies/organizations within the county.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0234000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01250
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03480
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0235250
IRS990EZ/TotalProgramServiceExpensesAmt01250
IRS990EZ/TotalRevenueAmt0179496
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0179492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0157906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0528625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99996
IRS990ScheduleA/PublicSupportPY170Pct00.99996
IRS990ScheduleA/PublicSupportTotal170Amt0528625
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0179492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0157906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0107569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043584
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040074
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0528625
IRS990ScheduleA/TotalSupportAmt0528645
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part I, Line 10 - Perry Public Schools $160,000 900 Fir Street Perry OK 73077 - Noble County Family YMCA $7,500 107 N 7th St Perry OK 73077 - Operation Blessing $7,000 PO Box 107 Perry OK 73077 - Perry Band Boosters $6,000 900 Fir Avenue Perry OK 73077 - Perry Senior Citizens $6,000 PO Box 724 Perry OK 73077 - Perry Ministerial Alliance $6,000 PO Box 263 Perry OK 73077 - Perry Fourth of July Fireworks $6,000 PO Box 135 Perry OK 73077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Accounting Software;590|Bond Insurance;100|Credit Card Fees;6^Total;696^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mason Bolay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05803365562
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UNITED FUND OF PERRY OKLAHOMA INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0731329110
ReturnHeader/Filer/PhoneNum05803701219
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 294
ReturnHeader/Filer/USAddress/CityNm0Perry
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073077
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-05-08T12:21:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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