Civic Intelligence

Matthew Lawrence Perna Foundation

990EZ • Fiscal year 2023 • EIN 93-2803485

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 11, 2024

Organization ProfileN/A
540 East Tarpon Blvd NWPort Charlotte, FL 33952

(724) 854-0779

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

88th percentile

84%

Higher net margin than 88% of similar nonprofits.

2023 filings • NTEE W12 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2023 filings • NTEE W12 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$35,969

No earlier filing loaded for comparison.

Net Assets

$35,969

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

$42,965

No earlier filing loaded for comparison.

Expenses

$6,996

No earlier filing loaded for comparison.

Net Income

$35,969

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2023: $35,969Net Assets 2023: $35,9692023Assets 2024: $43,732Net Assets 2024: $43,7322024Assets 2025: $56,501Net Assets 2025: $56,5012025

Highlighted filing

2023

Assets$35,969
Liabilities-
Net Assets$35,969
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2023: $42,965Expenses 2023: $6,996Net Income 2023: $35,9692023Revenue 2024: $23,553Expenses 2024: $15,790Net Income 2024: $7,7632024Revenue 2025: $44,580Expenses 2025: $31,811Net Income 2025: $12,7692025

Highlighted filing

2023

Revenue$42,965
Expenses$6,996
Net Income$35,969
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 11, 2024
Return Version
2023v5.0
Gross Receipts
$42,965
Mission and Program Overview

Mission

To offer scholarships to students in need and offer assistance in humanitarian efforts on a local and global scale.

Program Services

DescriptionGrantsExpenses
TO OFFER SCHOLARSHIPS TO STUDENTS IN NEED AND OFFER ASSISTANCE IN HUMANITARIAN EFFORTS ON A LOCAL AND GLOBAL SCALE.-$6,996
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALDINE PERNAPresident-$0--
MARCUS PRIESTERVice-Preside-$0--
LAURALEE LEESSecretary-$0--
SCOTT LEESTreasurer-$0--
ED MARTINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Matthew Lawrence Perna Foundation
EIN
93-2803485
Phone
7248540779
Address
540 EAST TARPON BLVD NW, PORT CHARLOTTE, FL 33952

Signing Officer

Name
Geraldine Perna
Title
President
Phone
7248540779
Signed
2024-03-11

Preparer

Firm
Dg Perry Pllc
Address
3711 STARRS CENTRE DR, CANFIELD, OH 44406
Preparer
Aaron Pitko CPA Cfe
Phone
3307028100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 99 catering 2,390 hall rental 125 merchandise for sale 3,843 office supplies 42 postage 152 professional fees 337 miscellaneous 8 total 6,996”

Form 990-ez, Part III

“To offer scholarships to students in need and offer assistance in humanitarian efforts on a local and global scale.”

Raw XML Appendix109 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GERALDINE PERNA
IRS990EZ/BooksInCareOfDetail/PhoneNum07248540779
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0540 E TARPON BLVD NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033952
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035969
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035969
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035969
IRS990EZ/GrossReceiptsAmt042965
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035969
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035969
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERALDINE PERNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCUS PRIESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURALEE LEES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT LEES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ED MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06996
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OFFER SCHOLARSHIPS TO STUDENTS IN NEED AND OFFER ASSISTANCE IN HUMANITARIAN EFFORTS ON A LOCAL AND GLOBAL SCALE.
IRS990EZ/ProgramServiceRevenueAmt042965
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO OFFER SCHOLARSHIPS TO STUDENTS IN NEED AND OFFER ASSISTANCE IN HUMANITARIAN EFFORTS ON A LOCAL AND GLOBAL SCALE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06996
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06996
IRS990EZ/TotalProgramServiceExpensesAmt06996
IRS990EZ/TotalRevenueAmt042965
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 99 CATERING 2,390 HALL RENTAL 125 MERCHANDISE FOR SALE 3,843 OFFICE SUPPLIES 42 POSTAGE 152 PROFESSIONAL FEES 337 MISCELLANEOUS 8 TOTAL 6,996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO OFFER SCHOLARSHIPS TO STUDENTS IN NEED AND OFFER ASSISTANCE IN HUMANITARIAN EFFORTS ON A LOCAL AND GLOBAL SCALE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALDINE PERNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07248540779
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATTHEW LAWRENCE PERNA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0932803485
ReturnHeader/Filer/PhoneNum07248540779
ReturnHeader/Filer/USAddress/AddressLine1Txt0540 EAST TARPON BLVD NW
ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033952
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833033790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DG PERRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03711 STARRS CENTRE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044406
ReturnHeader/PreparerPersonGrp/PhoneNum03307028100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON PITKO CPA CFE
ReturnHeader/ReturnTs02024-04-09T08:31:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALDINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERNA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,969
Liabilities
-
Net assets
$35,969
Revenue
$42,965
Expenses
$6,996
Net income
$35,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$56.5$56.5$44.6$31.8$12.8
2024Detailed filing. Detailed filing data is available for this year.$43.7$43.7$23.6$15.8$7.76
2023Detailed filing. Detailed filing data is available for this year.$36.0$36.0$43.0$7.00$36.0