Civic Intelligence

Foundation for Perrys Educational Future Inc.

990 • Fiscal year 2020 • EIN 81-2761704

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

Organization ProfileN/A
33 Watkins AvenuePerry, NY 14530

(585) 734-3227

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

59%

Higher net margin than 84% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

6.6%

Faster asset growth than 64% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$288,408

Up $17,822 (+6.6%) from 2019

Net Assets

Up

$288,408

Up $17,822 (+6.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin84th percentile

Revenue

Up

$30,293

Up $6,020 (+25%) from 2019

Expenses

Up

$12,471

Up $2,272 (+22%) from 2019

Net Income

Up

$17,822

Up $3,748 (+27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2017: $256,512Liabilities 2017: $0Net Assets 2017: $256,5122017Assets 2019: $270,586Liabilities 2019: $0Net Assets 2019: $270,5862019Assets 2020: $288,408Liabilities 2020: $0Net Assets 2020: $288,4082020Assets 2021: $303,162Liabilities 2021: $0Net Assets 2021: $303,1622021Assets 2022: $428,802Liabilities 2022: $0Net Assets 2022: $428,8022022Assets 2023: $613,608Liabilities 2023: $0Net Assets 2023: $613,6082023Assets 2024: $682,207Liabilities 2024: $0Net Assets 2024: $682,2072024Assets 2025: $719,464Liabilities 2025: $0Net Assets 2025: $719,4642025

Highlighted filing

2020

Assets$288,408
Liabilities$0
Net Assets$288,408
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0Revenue 2017: $278,473Expenses 2017: $21,961Net Income 2017: $256,5122017Revenue 2019: $24,273Expenses 2019: $10,199Net Income 2019: $14,0742019Revenue 2020: $30,293Expenses 2020: $12,471Net Income 2020: $17,8222020Revenue 2021: $70,192Expenses 2021: $55,438Net Income 2021: $14,7542021Revenue 2022: $166,717Expenses 2022: $41,077Net Income 2022: $125,6402022Revenue 2023: $228,382Expenses 2023: $43,576Net Income 2023: $184,8062023Revenue 2024: $108,600Expenses 2024: $40,001Net Income 2024: $68,5992024Revenue 2025: $71,194Expenses 2025: $33,937Net Income 2025: $37,2572025

Highlighted filing

2020

Revenue$30,293
Expenses$12,471
Net Income$17,822
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$73,994
Mission and Program Overview

Mission

NONE

To support and benefit the perry central school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$270,586$288,408▲ $17,822
Investments Other Securities$251,408$269,571▲ $18,163
Cash and Non-Interest-Bearing Accounts$19,178$18,837▼ $341
Total Assets$270,586$288,408▲ $17,822
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$270,586$288,408▲ $17,822
Total Liabilities and Net Assets / Fund Balance$270,586$288,408▲ $17,822

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,934--
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Scott MilhollenPresident
Dr William StaviskyDirector
Sandy SchneibleDirector
Daryl MclaughlinSecretary
Edward H Rechberger IvTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,043
Program Service Revenue
$0
Investment Income
$7,250
Other Revenue
$0
All Other Contributions
$23,043
Change in Net Assets
$17,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,471
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,000--$5,000
Office Expenses$3,902--$3,902
Fees for Service Investment Mgmnt Fees$2,919--$2,919
Fees for Services Accounting$525--$525
Other Expenses$125--$125
Total Functional Expenses$12,471$0$0$12,471
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Draft is reviewed by the board then any required changes are made and the return filed”

Governing documents etc available to public Part VI line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Foundation for Perrys Educational Future Inc
EIN
81-2761704
Address
33 WATKINS AVENUE, PERRY, NY 14530

Signing Officer

Name
Edward H Rechberger Iv
Title
Treasurer
Phone
5857343227
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward H Rechberger Iv
Formed
2017
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Parker & Lubanski CPAs LLP
Address
2 Borden Avenue-Suite 203, Perry, NY 14530
Preparer
Jennifer Lubanski CPA
Phone
5852376550
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IRS990ScheduleD/OtherSecuritiesGrp/Desc42SECTOR SPDR UTILITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc43SPDR S&P 600 SMALL CAP
IRS990ScheduleD/OtherSecuritiesGrp/Desc44SPDR US FINANCIAL SECTOR
IRS990ScheduleD/OtherSecuritiesGrp/Desc45VANGUARD INFORMATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc46SECTOR SPDR UTILITIES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT IS REVIEWED BY THE BOARD THEN ANY REQUIRED CHANGES ARE MADE AND THE RETURN FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$288,408
Liabilities
$0
Net assets
$288,408
Revenue
$30,293
Expenses
$12,471
Net income
$17,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.71$0.34$0.37
2024Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$1.09$0.40$0.69
2023Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$2.28$0.44$1.85
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$1.67$0.41$1.26
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.70$0.55$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.30$0.12$0.18
2019Summary only. Only limited summary data is available for this year.$2.71$0.00$2.71$0.24$0.10$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$2.78$0.22$2.57