PERRY FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1936

Legal Domicile

Phone

4407815771

Tax Period

2023-01-01 to 2023-12-31

PERRY FOUNDATION INC, founded in 1936, is a small nonprofit in the Education sector that reported $100K in total revenue in fiscal year 2023. The organization ran a surplus of $72K, a strong 72% operating margin.

Mission

Provide scholarships and loans to the graduates of Perry High School so that they can continue their education beyond high school.

Program Service Accomplishments

Program 1

Expenses: $22,500 Revenue: $0

In 2023 we gave seventeen (17) scholarships that totaled $22,500 (ranging from $500 to $3,000). These were given to 2023 graduates of Perry High School.

Program 2

Expenses: $0 Revenue: $0

We provided five (5) Perry High School graduates totaling $14,000 with loans (ranging from $2,000 to $4,000) for post-secondary education. Repayment at 4% interest begins when the student graduates from college or is no longer a full-time student. NOTE: These loans are listed as assets of the corporation (not listed as expenses).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,803

Program Service Revenue $1,956

Investment Income $89,717

Other Revenue $0

TOTAL REVENUE $100,476

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,500

Other Expenses $5,798

TOTAL EXPENSES $28,298

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,476	$-76,193	-2.3%
Expenses	$28,298	$26,460	+0.1%
Net Income	$72,178	$-102,653	-1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Larry Brainard	President	0.5	Director	$0	$0	$0
Rick Amos	Vice President	0.5	Director	$0	$0	$0
Michael Patrizi	Treasurer	2	Director	$0	$0	$0
Jack Thompson	Secretary	0.5	Director	$0	$0	$0
Tracy Smart	Trustee	0.25		$0	$0	$0
Scott Antolovich	Trustee	0.25		$0	$0	$0
Sara Tackett	Trustee	0.25		$0	$0	$0
Coletta Hazel	Trustee	0.25		$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$100,476	$28,298	$1,203,120	$72,178
2021	$84,567	$32,191	$1,230,595	$52,376