Civic Intelligence

Perley Family Charitable Foundation

EIN 81-3747957 • Tewksbury, MA

41 Wellington CircleTewksbury, MA 01876
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

5.9%

Higher net margin than 51% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-8.3%

Faster revenue growth than 24% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,868,400

Up $354,079 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,868,400

Up $354,079 (+10%) from 2023

Revenue

Down

$143,001

Down $12,956 (-8.3%) from 2023

Expenses

Down

$134,620

Down $2,571 (-1.9%) from 2023

Net Income

Down

$8,381

Down $10,385 (-55%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $1,991,988Liabilities 2016: $0Net Assets 2016: $1,991,9882016Assets 2017: $2,171,012Liabilities 2017: $0Net Assets 2017: $2,171,0122017Assets 2018: $2,229,242Liabilities 2018: $0Net Assets 2018: $2,229,2422018Assets 2019: $2,953,453Liabilities 2019: $0Net Assets 2019: $2,953,4532019Assets 2020: $3,385,954Liabilities 2020: $0Net Assets 2020: $3,385,9542020Assets 2021: $3,593,393Liabilities 2021: $0Net Assets 2021: $3,593,3932021Assets 2022: $3,144,166Liabilities 2022: $0Net Assets 2022: $3,144,1662022Assets 2023: $3,514,321Liabilities 2023: $0Net Assets 2023: $3,514,3212023Assets 2024: $3,868,400Liabilities 2024: $0Net Assets 2024: $3,868,4002024

Highlighted filing

2024

Assets$3,868,400
Liabilities$0
Net Assets$3,868,400

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $2,020,146Expenses 2016: $34,660Net Income 2016: $1,985,4862016Revenue 2017: $66,653Expenses 2017: $132,603Net Income 2017: -$65,9502017Revenue 2018: $430,524Expenses 2018: $188,721Net Income 2018: $241,8032018Revenue 2019: $460,874Expenses 2019: $117,014Net Income 2019: $343,8602019Revenue 2020: $390,606Expenses 2020: $170,316Net Income 2020: $220,2902020Revenue 2021: $149,642Expenses 2021: $131,547Net Income 2021: $18,0952021Revenue 2022: $230,058Expenses 2022: $145,924Net Income 2022: $84,1342022Revenue 2023: $155,957Expenses 2023: $137,191Net Income 2023: $18,7662023Revenue 2024: $143,001Expenses 2024: $134,620Net Income 2024: $8,3812024

Highlighted filing

2024

Revenue$143,001
Expenses$134,620
Net Income$8,381

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher R PerleyTrustee-$0--
Victoria A PerleyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Perley Family Charitable Foundation
EIN
81-3747957
Phone
9788580165
Address
41 Wellington Circle, Tewksbury, MA 01876

Signing Officer

Name
Christopher R Perley
Title
Trustee
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Stafford Gaudet & Associates LLC
Address
19 Fletcher St PO Box 367, Chelmsford, MA 01824
Preparer
Brian J Stafford CPA MST
Phone
9782500300
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Victoria A Perley
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Victoria A Perley
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015893
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028960
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0129122
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084730
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0900000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0800000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0800000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04530
TaxesSchedule/TaxesDetail/Amt0532
TaxesSchedule/TaxesDetail/Amt1436
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/CategoryTxt1Investment Income Tax - Fed Est
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher R Perley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Perley Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PERL
ReturnHeader/Filer/EIN0813747957
ReturnHeader/Filer/PhoneNum09788580165
ReturnHeader/Filer/USAddress/AddressLine1Txt041 Wellington Circle
ReturnHeader/Filer/USAddress/CityNm0Tewksbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001876
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043325905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stafford Gaudet & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Fletcher St PO Box 367
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chelmsford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001824
ReturnHeader/PreparerPersonGrp/PhoneNum09782500300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Stafford CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T10:22:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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