Civic Intelligence

Perry Foundation

990PF • Fiscal year 2015 • EIN 90-0577386

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 05, 2015

Organization Profilewww.theperryfoundation.org
5607 Avenida DE Los RoblesVisalia, CA 93291

(559) 734-9000

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

1.00x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-10900%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

22nd percentile

-14%

Faster asset growth than 22% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$665

Down $110 (-14%) from 2014

Net Assets

Down

$665

Down $110 (-14%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin1st percentile

Revenue

Flat

$1

Flat from 2014

Expenses

Down

$110

Down $3,784 (-97%) from 2014

Net Income

Up

-$109

Up $3,784 (+97%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$60K$40K$20K$0Assets 2011: $50,097Liabilities 2011: $02011Assets 2012: $23,685Liabilities 2012: $02012Assets 2013: $4,669Liabilities 2013: $02013Assets 2014: $775Liabilities 2014: $1Net Assets 2014: $7752014Assets 2015: $665Liabilities 2015: $1Net Assets 2015: $6652015Assets 2016: $655Liabilities 2016: $0Net Assets 2016: $6552016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$665
Liabilities$1
Net Assets$665
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $50,097Expenses 2011: $0Net Income 2011: $50,0972011Revenue 2012: $5,332Expenses 2012: $31,744Net Income 2012: -$26,4122012Revenue 2013: $10,019Expenses 2013: $29,035Net Income 2013: -$19,0162013Revenue 2014: $1Expenses 2014: $3,894Net Income 2014: -$3,8932014Revenue 2015: $1Expenses 2015: $110Net Income 2015: -$1092015Revenue 2016: $0Expenses 2016: $10Net Income 2016: -$102016Revenue 2017: $0Expenses 2017: $655Net Income 2017: -$6552017

Highlighted filing

2015

Revenue$1
Expenses$110
Net Income-$109
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D PERRYPresident-$0--
MARK A PERRYSecretary-$0--
DONN A RITTERTreasurer-$0--
KAROLINA R PERRYTrustee-$0--
ALYSSA M PERRYTrustee-$0--
JOSHUA A PERRYTrustee-$0--
GARY M AMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Perry Foundation
EIN
90-0577386
Phone
5597349000
Address
5607 AVENIDA DE LOS ROBLES, VISALIA, CA 93291

Signing Officer

Name
Michael Dperry
Title
President
Phone
5597349000
Signed
2015-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Akt Llp
Address
312 S JUNIPER STREET SUITE 100, ESCONDIDO, CA 92025
Preparer
Jeanne a Taylor CPA
Phone
7607461560
Raw XML Appendix294 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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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0921
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt035
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027455
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0886
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056214
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056249
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DPERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05597349000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0900577386
ReturnHeader/Filer/PhoneNum05597349000
ReturnHeader/Filer/USAddress/AddressLine1Txt05607 AVENIDA DE LOS ROBLES
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093291
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 S JUNIPER STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07607461560
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE A TAYLOR CPA
ReturnHeader/ReturnTs02015-10-21T13:16:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$665
Liabilities
$1
Net assets
$665
Revenue
$1
Expenses
$110
Net income
-$109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.66$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.11$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.00$3.89$3.89
2013Summary only. Only limited summary data is available for this year.$4.67$0.00$10.0$29.0$19.0
2012Summary only. Only limited summary data is available for this year.$23.7$0.00$5.33$31.7$26.4
2011Summary only. Only limited summary data is available for this year.$50.1$0.00$50.1$0.00$50.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits