The Wilfredo Perez Jr Memorial Fund Inc
The Wilfredo Perez Jr Memorial Fund Inc shows fluctuating revenue but consistent asset growth and zero liabilities.
EIN: 204451394 · New Preston, CT · NTEE: B82 · Updated: 2026-03-28
Source Check Matrix
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Identity resolved verified
The Wilfredo Perez Jr Memorial Fund Inc is mapped to EIN 204451394.
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13 stored filing years available.
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13 stored filing years available.
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80% program spend, health grade B
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| Metric | Value |
|---|---|
| Total Revenue | $23K |
| Total Expenses | $156K |
| Program Spending | 80% |
| Net Assets | $275K |
| Transparency Score | 85/100 |
Search Intent Cockpit
The Wilfredo Perez Jr Memorial Fund Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
The Wilfredo Perez Jr Memorial Fund Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around The Wilfredo Perez Jr Memorial Fund Inc in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $123K and expenses of $156K.
Revenue and Expenses
The Wilfredo Perez Jr Memorial Fund Inc reported $123K in revenue and $156K in expenses, a deficit of $33K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.
Is The Wilfredo Perez Jr Memorial Fund Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $125K (80%) |
Across stored filings, The Wilfredo Perez Jr Memorial Fund Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 80% to programs | Excellent |
| Financial durability | Grade B | 13 stored filing years |
| Peer context | Compare with Teen Center Of Wilton Inc | Connecticut and Education context |
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The Wilfredo Perez Jr Memorial Fund Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Wilfredo Perez Jr Memorial Fund Inc
The Wilfredo Perez Jr Memorial Fund Inc (EIN: 204451394) is a nonprofit organization based in New Preston, CT, classified under NTEE code B82. The organization reported total revenue of $23K and total assets of $230K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Wilfredo Perez Jr Memorial Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Wilfredo Perez Jr Memorial Fund Inc is a micro nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $123K |
| Total Expenses | $156K |
| Surplus / Deficit | $-32,803 |
| Total Assets | $275K |
| Net Assets | $275K |
| Operating Margin | -26.6% |
| Months of Reserves | 21.1 months |
Financial Health Grade: B
In 2023, The Wilfredo Perez Jr Memorial Fund Inc reported a deficit of $33K with expenses exceeding revenue, holds 21.1 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), The Wilfredo Perez Jr Memorial Fund Inc's revenue has grown at a compound annual growth rate (CAGR) of 9.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +246.9% | +269.0% | -10.7% |
| 2022 | -62.0% | -36.9% | -2.1% |
| 2021 | +102.6% | +102.9% | +9.2% |
| 2020 | -4.8% | -4.3% | +4.8% |
| 2019 | -9.8% | -16.1% | +5.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Wilfredo Perez Jr Memorial Fund Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, The Wilfredo Perez Jr Memorial Fund Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $33K, with expenses exceeding revenue.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating that its leadership is entirely volunteer-based. This is a positive sign for donors, as it means all contributions are directed towards the organization's mission rather than executive salaries.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of The Wilfredo Perez Jr Memorial Fund Inc's IRS 990 filings:
- Significant revenue fluctuation year-over-year, making future income less predictable (e.g., $123,385 in 2023 vs. $23,235 latest revenue).
Strengths
The following positive indicators were identified for The Wilfredo Perez Jr Memorial Fund Inc:
- Consistent asset growth over the past decade, from $211,981 in 2014 to $274,885 in 2023.
- Zero liabilities reported across all filings, indicating strong financial management and no debt.
- 0% officer compensation, demonstrating a volunteer-driven leadership and efficient use of donor funds.
- Strong program focus implied by the absence of executive compensation, directing more resources to the mission.
Frequently Asked Questions about The Wilfredo Perez Jr Memorial Fund Inc
Is The Wilfredo Perez Jr Memorial Fund Inc a legitimate charity?
The Wilfredo Perez Jr Memorial Fund Inc (EIN: 204451394) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $23K. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does The Wilfredo Perez Jr Memorial Fund Inc spend its money?
The Wilfredo Perez Jr Memorial Fund Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to The Wilfredo Perez Jr Memorial Fund Inc tax-deductible?
The Wilfredo Perez Jr Memorial Fund Inc is registered as a tax-exempt nonprofit (EIN: 204451394). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of The Wilfredo Perez Jr Memorial Fund Inc's spending goes to programs?
The Wilfredo Perez Jr Memorial Fund Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does The Wilfredo Perez Jr Memorial Fund Inc compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), The Wilfredo Perez Jr Memorial Fund Inc is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is The Wilfredo Perez Jr Memorial Fund Inc located?
The Wilfredo Perez Jr Memorial Fund Inc is headquartered in New Preston, Connecticut and files with the IRS under EIN 204451394. It is classified under NTEE code B82.
How many years of IRS 990 filings does The Wilfredo Perez Jr Memorial Fund Inc have?
The Wilfredo Perez Jr Memorial Fund Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $23K in total revenue.
Is The Wilfredo Perez Jr Memorial Fund Inc a good charity?
Based on the available data, the organization appears to be a good charity. It maintains zero liabilities, has shown consistent asset growth, and reports no officer compensation, indicating a strong commitment to its mission and efficient use of funds.
How has the organization's financial health changed over time?
The organization's financial health has been generally stable with consistent asset growth from $211,981 in 2014 to $274,885 in 2023. Revenue has fluctuated significantly year-to-year, but the organization has consistently maintained zero liabilities.
What is the organization's approach to executive compensation?
The Wilfredo Perez Jr Memorial Fund Inc reports 0% officer compensation in all available filings, indicating that its executive leadership operates on a volunteer basis.
Why did expenses exceed revenue in 2023?
In 2023, expenses ($156,188) exceeded revenue ($123,385) by $32,803. This could indicate a strategic investment in programs, a one-time expense, or a draw from accumulated assets to support operations.
Filing History
IRS 990 filing history for The Wilfredo Perez Jr Memorial Fund Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), The Wilfredo Perez Jr Memorial Fund Inc's revenue has grown by 182.8%, moving from $44K to $123K. Total assets increased by 51.8% over the same period, from $181K to $275K. Total functional expenses rose by 589.8%, from $23K to $156K. In its most recent filing year (2023), The Wilfredo Perez Jr Memorial Fund Inc reported a deficit of $33K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $123K | $156K | $275K | $0 | — | View 990 |
| 2022 | $36K | $42K | $308K | $0 | — | View 990 |
| 2021 | $93K | $67K | $314K | $0 | — | — |
| 2020 | $46K | $33K | $288K | $0 | — | View 990 |
| 2019 | $48K | $35K | $275K | $0 | — | View 990 |
| 2018 | $54K | $41K | $261K | $0 | — | View 990 |
| 2017 | $43K | $22K | $248K | $0 | — | View 990 |
| 2016 | $48K | $43K | $227K | $0 | — | View 990 |
| 2015 | $38K | $28K | $222K | $0 | — | View 990 |
| 2014 | $45K | $33K | $212K | $0 | — | View 990 |
| 2013 | $43K | $45K | $200K | $0 | — | View 990 |
| 2012 | $47K | $26K | $202K | $0 | — | View 990 |
| 2011 | $44K | $23K | $181K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $123K, expenses of $156K, and assets of $275K (revenue +246.9% year-over-year).
- 2022: Revenue of $36K, expenses of $42K, and assets of $308K (revenue -62.0% year-over-year).
- 2021: Revenue of $93K, expenses of $67K, and assets of $314K (revenue +102.6% year-over-year).
- 2020: Revenue of $46K, expenses of $33K, and assets of $288K (revenue -4.8% year-over-year).
- 2019: Revenue of $48K, expenses of $35K, and assets of $275K (revenue -9.8% year-over-year).
- 2018: Revenue of $54K, expenses of $41K, and assets of $261K (revenue +24.5% year-over-year).
- 2017: Revenue of $43K, expenses of $22K, and assets of $248K (revenue -9.3% year-over-year).
- 2016: Revenue of $48K, expenses of $43K, and assets of $227K (revenue +24.0% year-over-year).
- 2015: Revenue of $38K, expenses of $28K, and assets of $222K (revenue -14.1% year-over-year).
- 2014: Revenue of $45K, expenses of $33K, and assets of $212K (revenue +3.8% year-over-year).
- 2013: Revenue of $43K, expenses of $45K, and assets of $200K (revenue -7.6% year-over-year).
- 2012: Revenue of $47K, expenses of $26K, and assets of $202K (revenue +6.9% year-over-year).
- 2011: Revenue of $44K, expenses of $23K, and assets of $181K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Wilfredo Perez Jr Memorial Fund Inc:
Data Sources and Methodology
This transparency report for The Wilfredo Perez Jr Memorial Fund Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.