Civic Intelligence

Perry Belmont House Foundation

990EZ • Fiscal year 2021 • EIN 82-1351609

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

1618 New Hampshire AvenueWashington, DC 20009

(202) 667-4737

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$132,039

No earlier filing loaded for comparison.

Net Assets

$132,039

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$23,933

No earlier filing loaded for comparison.

Expenses

$11,420

No earlier filing loaded for comparison.

Net Income

$12,513

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2021: $132,039Liabilities 2021: $0Net Assets 2021: $132,0392021Assets 2022: $147,365Liabilities 2022: $0Net Assets 2022: $147,3652022Assets 2023: $152,631Liabilities 2023: $0Net Assets 2023: $152,6312023Assets 2024: $162,545Liabilities 2024: $0Net Assets 2024: $162,5452024

Highlighted filing

2021

Assets$132,039
Liabilities$0
Net Assets$132,039

Operations Trend

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

$60K$40K$20K$0Revenue 2021: $23,933Expenses 2021: $11,420Net Income 2021: $12,5132021Revenue 2022: $51,207Expenses 2022: $35,881Net Income 2022: $15,3262022Revenue 2023: $27,080Expenses 2023: $21,814Net Income 2023: $5,2662023Revenue 2024: $12,805Expenses 2024: $2,891Net Income 2024: $9,9142024

Highlighted filing

2021

Revenue$23,933
Expenses$11,420
Net Income$12,513
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$23,933
Mission and Program Overview

Mission

The perry belmont house foundation preserves and promotes the perry belmont house as a significant example of beaux arts stlye architecture located in the dupont circle area of washington, dc. The foundation provides a program of public access that showcases this unique building and its collections within the context of architectural, cultural and fraternal history.

Program Services

DescriptionGrantsExpenses
RESTORATION OF PERRY BELMONT HOUSE'S GIFT SHOP, TULIP SOFA AND TWO CHAIRS, TWO CANDLEABRAS AND GRAND SALON SOFA AND TWO CHAIRS.$0$10,719
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALMA L BANEDirector-$0--
JO L CULLIFERDirector-$0--
HELEN DELANEYDirector-$0--
DENNIS P JORDANDirector-$0--
LINN D MCNARYDirector-$0--
HENRY S MARTINPresident-$0--
MARIANNE R SHENEFELTVice President-$0--
MICHAEL E BERRYSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Perry Belmont House Foundation
EIN
82-1351609
Phone
2026674737
Address
1618 NEW HAMPSHIRE AVENUE, WASHINGTON, DC 20009

Signing Officer

Name
Michael E Berry
Title
Secretary/treasurer
Phone
2026674737
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Councilor Buchanan & Mitchell Pc
Address
7910 WOODMONT AVE STE 500, BETHESDA, MD 20814
Preparer
Judith P Barnhard
Phone
3019860600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest . Amount: 32.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: restoration of gift shop. Amount: 5,449. Description: restoration of tulip sofa & 2 chairs. Amount: 2,747. Description: restoration of 2 candleabras. Amount: 742. Description: restoration of grand salon sofa & 2 chairs. Amount: 1,781. Description: bank fees. Amount: 50. Description: office expense. Amount: 651. Total to form 990-ez, line 16: 11,420.

Form 990-ez, Part II, Line 24 - Other Assets

Description: donated non-cash inventory. Beg. Of year amount: 0. End of year amount: 3,572.

Raw XML Appendix172 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS P JORDAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL E BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0THE PERRY BELMONT HOUSE FOUNDATION PRESERVES AND PROMOTES THE PERRY BELMONT HOUSE AS A SIGNIFICANT EXAMPLE OF BEAUX ARTS STLYE ARCHITECTURE LOCATED IN THE DUPONT CIRCLE AREA OF WASHINGTON, DC. THE FOUNDATION PROVIDES A PROGRAM OF PUBLIC ACCESS THAT SHOWCASES THIS UNIQUE BUILDING AND ITS COLLECTIONS WITHIN THE CONTEXT OF ARCHITECTURAL, CULTURAL AND FRATERNAL HISTORY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESTORATION OF PERRY BELMONT HOUSE'S GIFT SHOP, TULIP SOFA AND TWO CHAIRS, TWO CANDLEABRAS AND GRAND SALON SOFA AND TWO CHAIRS.
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IRS990EZ/WebsiteAddressTxt0PERRYBELMONTHOUSE.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST . AMOUNT: 32.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RESTORATION OF GIFT SHOP. AMOUNT: 5,449. DESCRIPTION: RESTORATION OF TULIP SOFA & 2 CHAIRS. AMOUNT: 2,747. DESCRIPTION: RESTORATION OF 2 CANDLEABRAS. AMOUNT: 742. DESCRIPTION: RESTORATION OF GRAND SALON SOFA & 2 CHAIRS. AMOUNT: 1,781. DESCRIPTION: BANK FEES. AMOUNT: 50. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 651. TOTAL TO FORM 990-EZ, LINE 16: 11,420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DONATED NON-CASH INVENTORY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,572.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02026674737
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY BELMONT HOUSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0821351609
ReturnHeader/Filer/PhoneNum02026674737
ReturnHeader/Filer/USAddress/AddressLine1Txt01618 NEW HAMPSHIRE AVENUE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COUNCILOR BUCHANAN & MITCHELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07910 WOODMONT AVE STE 500
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ReturnHeader/PreparerPersonGrp/PhoneNum03019860600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH P BARNHARD
ReturnHeader/ReturnTs02021-11-15T09:41:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERRY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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