Civic Intelligence

Bf & Rose H Perkins Foundation

990PF • Fiscal year 2016 • EIN 83-0138740

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
PO Box 1064Sheridan, WY 82801

(307) 674-8871

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

6th percentile

-113%

Higher net margin than 6% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

28th percentile

$2,400

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

56th percentile

2.4%

Faster asset growth than 56% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$7,868,235

Up $183,748 (+2.4%) from 2015

Net Assets

Up

$7,866,634

Up $185,515 (+2.4%) from 2015

Liabilities

Down

$1,601

Down $1,767 (-52%) from 2015

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin6th percentile

Revenue

Down

$146,818

Down $898,967 (-86%) from 2015

Expenses

Down

$313,304

Down $1,796,970 (-85%) from 2015

Net Income

Up

-$166,486

Up $898,003 (+84%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,221,960Liabilities 2010: $1,655Net Assets 2010: $10,220,3052010Assets 2011: $9,437,825Liabilities 2011: $2,234Net Assets 2011: $9,435,5912011Assets 2012: $9,422,320Liabilities 2012: $6,474Net Assets 2012: $9,415,8462012Assets 2013: $10,004,809Liabilities 2013: $5,681Net Assets 2013: $9,999,1282013Assets 2014: $9,915,827Liabilities 2014: $4,568Net Assets 2014: $9,911,2592014Assets 2015: $7,684,487Liabilities 2015: $3,368Net Assets 2015: $7,681,1192015Assets 2016: $7,868,235Liabilities 2016: $1,601Net Assets 2016: $7,866,6342016Assets 2017: $8,365,024Liabilities 2017: $7,590Net Assets 2017: $8,357,4342017Assets 2018: $7,654,552Liabilities 2018: $2,288Net Assets 2018: $7,652,2642018Assets 2019: $8,649,536Liabilities 2019: $1,621Net Assets 2019: $8,647,9152019Assets 2020: $9,025,342Liabilities 2020: $1,929Net Assets 2020: $9,023,4132020Assets 2021: $9,725,535Liabilities 2021: $1,705Net Assets 2021: $9,723,8302021Assets 2022: $8,110,510Liabilities 2022: $1,750Net Assets 2022: $8,108,7602022Assets 2023: $8,839,395Liabilities 2023: $1,705Net Assets 2023: $8,837,6902023Assets 2024: $9,134,410Liabilities 2024: $1,754Net Assets 2024: $9,132,6562024

Highlighted filing

2016

Assets$7,868,235
Liabilities$1,601
Net Assets$7,866,634
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $286,5472010Expenses 2011: $598,4662011Expenses 2012: $829,1992012Revenue 2013: $538,047Expenses 2013: $494,816Net Income 2013: $43,2312013Revenue 2014: $482,914Expenses 2014: $536,422Net Income 2014: -$53,5082014Revenue 2015: $1,045,785Expenses 2015: $2,110,274Net Income 2015: -$1,064,4892015Revenue 2016: $146,818Expenses 2016: $313,304Net Income 2016: -$166,4862016Revenue 2017: $464,864Expenses 2017: $337,085Net Income 2017: $127,7792017Revenue 2018: $528,118Expenses 2018: $371,865Net Income 2018: $156,2532018Revenue 2019: $471,218Expenses 2019: $345,266Net Income 2019: $125,9522019Revenue 2020: $261,708Expenses 2020: $642,902Net Income 2020: -$381,1942020Revenue 2021: $950,655Expenses 2021: $450,055Net Income 2021: $500,6002021Revenue 2022: $51,068Expenses 2022: $331,776Net Income 2022: -$280,7082022Revenue 2023: $616,339Expenses 2023: $365,442Net Income 2023: $250,8972023Revenue 2024: $425,436Expenses 2024: $490,499Net Income 2024: -$65,0632024

Highlighted filing

2016

Revenue$146,818
Expenses$313,304
Net Income-$166,486
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE CARROLLSec/TreasPT$2,400-$2,400
GEORGE FLETCHERTrusteePT$2,400-$2,400
DAVID GARBERVice ChairmaPT$2,400-$2,400
PADDY BARDChairmanPT$2,400-$2,400
MELISSA K WATT DDSTrustee-$2,200-$2,200
Filing and Contact Details

Filer

Filer Name
Bf & Rose H Perkins Foundation
EIN
83-0138740
Phone
3076748871
Address
PO BOX 1064, SHERIDAN, WY 82801

Signing Officer

Name
Steve Carroll
Title
Sec/treas
Phone
3076748871
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Mohatt Johnson & Godwin Llp
Address
PO BOX 603, SHERIDAN, WY 82801-0603
Preparer
Michael B Johnson
Phone
3076726494
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48246783
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CITIGROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EI DU PONT DE NEMOURS & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EMC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EMERSON ELECTRIC COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GILEAD SCIENCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JACOBS ENGINEERING GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LOWE'S COS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROSOFT CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NORDSTROM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PHILIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PROCTER & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43U S BANCORP DEL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WAL-MART STORES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PRINCIPAL GLOBAL REAL ESTATE SEC
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04231
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt04004
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd016
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03972
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0993
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04965
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04231
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010325
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01475
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0152904
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0152904
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt03683
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0133583
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01805
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04231
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt096242
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06284
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01571
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07855
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt047753
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt047753
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt028846
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt031360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt060206
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt03504
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03504
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0644
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02569
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0265803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt045576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0313304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0141818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0146818
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0160400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232003-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-02-13

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,868,235
Liabilities
$1,601
Net assets
$7,866,634
Revenue
$146,818
Expenses
$313,304
Net income
-$166,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.43$0.49$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.00$8.84$0.62$0.37$0.25
2022Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.05$0.33$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.72$0.95$0.45$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.02$0.26$0.64$0.38
2019Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.47$0.35$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.53$0.37$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.37$0.01$8.36$0.46$0.34$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.15$0.31$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$1.05$2.11$1.06
2014Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.91$0.48$0.54$0.05
2013Detailed filing. Detailed filing data is available for this year.$10.0$0.01$10.00$0.54$0.49$0.04
2012Detailed filing. Detailed filing data is available for this year.$9.42$0.01$9.42$0.83
2011Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.60
2010Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.29