Civic Intelligence

Foundation for Perrys Educational Future Inc.

990 • Fiscal year 2023 • EIN 81-2761704

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 15, 2023

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

66th percentile

0.00x

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

2023 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

2023 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2023

Net Margin

92nd percentile

81%

Higher net margin than 92% of similar nonprofits.

2023 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2023 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2023

Asset Growth

91st percentile

43%

Faster asset growth than 91% of similar nonprofits.

2023 filings • NTEE B82 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

37%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • NTEE B82 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$613,608

Up $184,806 (+43%) from 2022

Net Assets

Up

$613,608

Up $184,806 (+43%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Up

$228,382

Up $61,665 (+37%) from 2022

Expenses

Up

$43,576

Up $2,499 (+6.1%) from 2022

Net Income

Up

$184,806

Up $59,166 (+47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2023

Assets$613,608
Liabilities$0
Net Assets$613,608
Open 2023 Filing

Operations Trend

Revenue Growth76th 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

2023

Revenue$228,382
Expenses$43,576
Net Income$184,806
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 15, 2023
Return Version
2022v5.0
Gross Receipts
$249,524
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$428,802$613,608▲ $184,806
Investments Other Securities$331,311$521,003▲ $189,692
Cash and Non-Interest-Bearing Accounts$97,491$92,605▼ $4,886
Total Assets$428,802$613,608▲ $184,806
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$428,802$613,608▲ $184,806
Total Liabilities and Net Assets / Fund Balance$428,802$613,608▲ $184,806

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,781--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Dr William StaviskyPresident
Daryl HeibyDirector
Sandy SchneibleDirector
Scott MilhollenDirector
Susan StefanonDirector
Daryl MclaughlinSecretary
Edward H Rechberger IvTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$219,500
Program Service Revenue
$0
Investment Income
$8,882
Other Revenue
$0
All Other Contributions
$219,500
Change in Net Assets
$184,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,000
Other Expenses$8,576
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Grants to Domestic Individuals$10,000--$10,000
Fees for Service Investment Mgmnt Fees$5,526--$5,526
Office Expenses$2,355--$2,355
Fees for Services Accounting$570--$570
Other Expenses$125--$125
Total Functional Expenses$43,576$0$0$43,576
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Perry Central SchoolPerry, NY501c3Musical Funding$25,000
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
Annual disclosure for covered persons
Yes
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
Yes
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 treasurer and any required changes are made and the return filed”

Conflict of interest policy compliance Part VI line 12C

“Conflict of interest policy signed annually”

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
2023-10-15
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/BookValueAmt525128
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt531610
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt546321
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt553405
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt569126
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt573780
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt583449
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt592155
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt604301
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt613697
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt624563
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt633305
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt642340
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6533456
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6628579
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt673846
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt685132
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt697851
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt702075
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt713561
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt723600
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt731710
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt745000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt755371
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt763157
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt779688
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt781939
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt797881
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt804126
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt815781
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALPHABET INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMAZON COM INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2APPLE INC
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 PORTFOLIO 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/Desc53ANVNC MICRO D INC
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
IRS990ScheduleD/OtherSecuritiesGrp/Desc65US TREASURY NOTES-NR VARIOUS
IRS990ScheduleD/OtherSecuritiesGrp/Desc66US TREASURY NOTES-R VARIOUS
IRS990ScheduleD/OtherSecuritiesGrp/Desc67ADOBE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc68BECTON DICKINSON CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc69COSTCO WHOLESALE CRP DEL
IRS990ScheduleD/OtherSecuritiesGrp/Desc70DEERE CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc71DEVON ENERGY COPR NEW
IRS990ScheduleD/OtherSecuritiesGrp/Desc72DUKE ENERGY CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$613,608
Liabilities
$0
Net assets
$613,608
Revenue
$228,382
Expenses
$43,576
Net income
$184,806
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