Civic Intelligence

Perry Foundation

990PF • Fiscal year 2017 • EIN 90-0577386

Jul 01, 2016 to Jun 30, 2017 • Filed on May 02, 2018

Organization Profilewww.theperryfoundation.org
3828 W Caldwell AveVisalia, CA 93277

(559) 734-9000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $655 (-100%) from 2016

Net Assets

Down

$0

Down $655 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2016

Expenses

Up

$655

Up $645 (+6450%) from 2016

Net Income

Down

-$655

Down $645 (-6450%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$0
Expenses$655
Net Income-$655
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 2, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th 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
3828 W CALDWELL AVE, VISALIA, CA 93277

Signing Officer

Name
Michael Dperry
Title
President
Phone
5597349000
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
5946 PRIESTLY DRIVE SUITE 200, CARLSBAD, CA 92008
Preparer
Jeanne a Taylor CPA
Phone
7604318440
Raw XML Appendix313 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0635
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VISALIA BREAKFAST ROTARY CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VISALIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093279
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0635
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/AppliedToCurrentYearAmt032
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028476
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024417
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0635
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0603
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt055931
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055328
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DPERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05597349000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0900577386
ReturnHeader/Filer/PhoneNum05597349000
ReturnHeader/Filer/USAddress/AddressLine1Txt03828 W CALDWELL AVE
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093277
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03145D7E27329845D930040076F55CEF09D2818BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0971FDF539796C18A8FC2272906CB06D23375443C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.30.50.66
ReturnHeader/FilingSecurityInformation/IPDt02018-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:37:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05946 PRIESTLY DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604318440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE A TAYLOR CPA
ReturnHeader/ReturnTs02018-05-08T16:55:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$655
Net income
-$655
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