Civic Intelligence

Foundation for Perrys Educational Future Inc.

990 • Fiscal year 2022 • EIN 81-2761704

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 03, 2022

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

75th percentile

0.00x

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.00x

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

75%

Higher net margin than 87% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

87th percentile

41%

Faster asset growth than 87% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

138%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$428,802

Up $125,640 (+41%) from 2021

Net Assets

Up

$428,802

Up $125,640 (+41%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$166,717

Up $96,525 (+138%) from 2021

Expenses

Down

$41,077

Down $14,361 (-26%) from 2021

Net Income

Up

$125,640

Up $110,886 (+752%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$428,802
Liabilities$0
Net Assets$428,802

Operations Trend

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

2022

Revenue$166,717
Expenses$41,077
Net Income$125,640
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 3, 2022
Return Version
2021v4.2
Gross Receipts
$226,618
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$303,162$428,802▲ $125,640
Investments Other Securities$296,752$331,311▲ $34,559
Cash and Non-Interest-Bearing Accounts$6,410$97,491▲ $91,081
Total Assets$303,162$428,802▲ $125,640
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$303,162$428,802▲ $125,640
Total Liabilities and Net Assets / Fund Balance$303,162$428,802▲ $125,640

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,340--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$135,852
Program Service Revenue
$0
Investment Income
$30,865
Other Revenue
$0
All Other Contributions
$135,852
Change in Net Assets
$125,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,863
Other Expenses$5,214
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,863--$22,863
Grants to Domestic Individuals$13,000--$13,000
Fees for Service Investment Mgmnt Fees$4,426--$4,426
Fees for Services Accounting$547--$547
Other Expenses$125--$125
Office Expenses$116--$116
Total Functional Expenses$41,077$0$0$41,077
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shake on the LakeSilver Lake, NY-Musical Funding$20,000
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
Subject to proxy tax
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
2022-10-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr William Stavisky
Formed
2017
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
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/Desc3BROADCOM LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AIR PRODUCTS & CHEM
IRS990ScheduleD/OtherSecuritiesGrp/Desc5DISNEY WALT CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc6DOW INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc7DUPONT DENEMOURS
IRS990ScheduleD/OtherSecuritiesGrp/Desc8HONEYWELL INTL INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc9PNC FINCL SERVICES GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc10VERIZON COMMUNICATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc11VISA INC CL A SHRS
IRS990ScheduleD/OtherSecuritiesGrp/Desc12WALMART INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc13BLACKROCK HL SC SPP INST
IRS990ScheduleD/OtherSecuritiesGrp/Desc14CONSUMER DISCRETIONARY SPDR
IRS990ScheduleD/OtherSecuritiesGrp/Desc15FIRST TRUST CLOUD COMPUTING ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc16HEALTH CARE SELECT SPDR
IRS990ScheduleD/OtherSecuritiesGrp/Desc17ISHARES INC CORE MSCI EMERGING MKTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc18ISHARES TIPS BOND ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc19SECTOR SPDR CONSMRS STPL
IRS990ScheduleD/OtherSecuritiesGrp/Desc20SECTOR SPDR INDUSTRIAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc21SPDR S P BIOTECH
IRS990ScheduleD/OtherSecuritiesGrp/Desc22SPDR US FINANCIAL SECTOR ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc23VANGUARD INFORMATION TECH ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc24VANGUARD MATERIALS ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc25BAKER HUGHES CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc26JP MORGAN CHASE & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc27LOWES
IRS990ScheduleD/OtherSecuritiesGrp/Desc28MICROSOFT CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc29RAYTHEON TECHNOLOGIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc30CVS HEALTH CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc31T-MOBILE US INC SHRS
IRS990ScheduleD/OtherSecuritiesGrp/Desc32VERIZON COMMUNICATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc33BLACKROCK HL SC CPP INST
IRS990ScheduleD/OtherSecuritiesGrp/Desc34COMM SERVICES SELECT
IRS990ScheduleD/OtherSecuritiesGrp/Desc35CONSUMER DISCRETIONARY
IRS990ScheduleD/OtherSecuritiesGrp/Desc36FIRST TRUST CLOUD
IRS990ScheduleD/OtherSecuritiesGrp/Desc37EATON VANCE ATLANTA
IRS990ScheduleD/OtherSecuritiesGrp/Desc38ISHARES TIPS BOND ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc39SECTOR SPDR CONSMRS STPL
IRS990ScheduleD/OtherSecuritiesGrp/Desc40SECTOR SPDR ENERGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc41SECTOR SPDR INDUSTRIAL
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
IRS990ScheduleD/OtherSecuritiesGrp/Desc47FIRST TR NASDAQ BANK ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc48ALLSPRING SPECIAL SMALL
IRS990ScheduleD/OtherSecuritiesGrp/Desc49FIRST TR NASDAQ BANK ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc50CATERPILLAR INC DEL
IRS990ScheduleD/OtherSecuritiesGrp/Desc51FEDEX DELAWARE COM
IRS990ScheduleD/OtherSecuritiesGrp/Desc52JPMORGAN CHASE & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc53FIRST REPUBLIC BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc54PUBLIC STORAGE
IRS990ScheduleD/OtherSecuritiesGrp/Desc55AMERICAN EXPRESS COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/Desc56DEVON ENERGY CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc57DIAMONDBACK ENERGY INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc58PROGRESSIVE CRP OHIO
IRS990ScheduleD/OtherSecuritiesGrp/Desc59UNITED PARCEL SVC CL B
IRS990ScheduleD/OtherSecuritiesGrp/Desc60EQUINIX INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc61MCDONALDS CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc62NEXTERA ENERGY INC SHS
IRS990ScheduleD/OtherSecuritiesGrp/Desc63PEPSICO INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc64BAKER HUGHES CO
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