Nonprofit · EIN 27-3728166
PERRY INITIATIVE
Tax-exempt · OMAHA, NE 68102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $590,154 | $505,941 | $84,213 | $586,746 | $5,624 | $581,122 |
| December 31, 2023 | 990 | $530,101 | $439,336 | $90,765 | $481,251 | $12,237 | $469,014 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $284,735
- Program service revenue
- $243,960
- Investment income
- $13,843
- Royalties
- $45,975
- Other revenue
- $47,616
Expenses
- Grants and similar amounts paid
- $3,000
- Compensation of officers, directors and key employees
- $91,933
- Other salaries and wages
- $53,693
- Salaries, compensation and benefits (total)
- $161,992
- Professional fundraising fees
- $0
- Legal fees
- $8,010
- Accounting fees
- $22,943
- Travel
- $61,169
- Program services (functional)
- $420,112
- Management and general (functional)
- $62,914
- Fundraising (functional)
- $22,915
Balance sheet and other
- Total assets, start of year
- $481,251
- Total assets, end of year
- $586,746
- Total liabilities, end of year
- $5,624
- Net assets, end of year
- $581,122
- Publicly traded securities
- $420,938
- Net assets without donor restrictions
- $581,122
- Gross receipts
- $590,154
- Employees
- 0
- Year formed
- 2010
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Amelia Knarr | Executive Dir. Officer | 40 | $58,333 | $7,600 |
| Traci Beeson | Executive Dir. Officer | 40 | $25,000 | $0 |
| Lisa Lattanza MD | Co-President Trustee or director, Officer | 1 | $0 | $0 |
| Kathy Coyner MD | Director Trustee or director | 1 | $0 | $0 |
| Jenni Buckley PhD | Co-President & Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Haydee Brown MD | Director Trustee or director | 1 | $0 | $0 |
| Dawn Laporte MD | Director Trustee or director | 1 | $0 | $0 |
| Judith D'Amico MA | Director Trustee or director | 1 | $0 | $0 |
| Ann Van Heest MD | Director Trustee or director | 1 | $0 | $0 |
| Kristy Weber MD | Director Trustee or director | 1 | $0 | $0 |
| Meg Smith PhD | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Laurie Meszaros Dearolf PhD | Executive Dir. Trustee or director, Officer | 40 | $73,645 | $9,404 |
| Traci Beeson | Executive Dir. Trustee or director, Officer | 40 | $12,167 | $833 |
| Lisa Lattanza MD | Co-President Trustee or director, Officer | 1 | $0 | $0 |
| Kathy Coyner MD | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Jenni Buckley PhD | Co-President Trustee or director, Officer | 1 | $0 | $0 |
| Haydee Brown MD | Director Trustee or director | 1 | $0 | $0 |
| Dawn Laporte MD | Director Trustee or director | 1 | $0 | $0 |
| Judith D'Amico MA | Director Trustee or director | 1 | $0 | $0 |
| Ann Van Heest MD | Director Trustee or director | 1 | $0 | $0 |
| Sommer Hammoud MD | Director Trustee or director | 1 | $0 | $0 |
| Kristy Weber MD | Director Trustee or director | 1 | $0 | $0 |
| Amy Ladd MD | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1402 JONES ST, OMAHA, NE 68102-3218
- Mailing address (990-N for 2010)
- 300 Montgomery Street Suite 1050, San Francisco CA 94104
- Principal officer (990 for 2024)
- Amelia Knarr PhD
- Principal officer (990-N for 2010)
- Lisa Lattanza MD, c/o 300 Montgomery Street Suite 10, San Francisco CA 94104
- Signed the 990
- Amelia Knarr PhD, Executive Director
- Phone
- (302) 319-1113
- Website
- www.perryinitiative.org
- Return prepared by
- Shining Star Consulting LLC
Mission
The Perry Initiative was formed to promote the advancement of women in orthopaedic surgery and engineering through mentorship, strategic research and advocacy, and community outreach. The Perry Initiative strives to develop future leaders in the fields of Orthopaedic Surgery and Engineering.
Program accomplishments
- The Perry Initiative is a non-profit organization that inspires young women to pursue careers in orthopaedics through day-long outreach programs, Perry Outreach Program - POP for high school students and for first and second year medical students Medical Student Outreach Program - MSOP. Both POP and MSOP feature laboratory-based workshops that introduce surgical and engineering skills along with small-group mentoring from prominent women surgeons, biomedical engineers, and business professionals in orthopaedics Program evaluation results indicate that both POP and MSOP are effective in building the pipeline for women in the orthopaedics workforce. Follow up studies have shown that 85 of POP alumnae are pursuing STEM majors at the college level, with 25 in engineering and 60 in the biosciences. The MSOP has had a similar positive effect on first and second year medical students' intentions to pursue careers in orthopaedics. After participating in the program, 90 of the students who were initially undecided on a specialty, 100 of those initially considering another specialty, and 96 of those who were initially considering orthopaedic surgery indicated that they were now considering or strongly considering applying to orthopaedic surgery residency programs.Expenses $420,112 · grants $3,000 · revenue $243,960
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3728166
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B03)
- Assets (IRS master file)
- $586,746
- Income (IRS master file)
- $590,154
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $590,154 | $505,941 | $586,746 | XML |
| 990 | December 2023 | $530,101 | $439,336 | $481,251 | XML |
| 990 | December 2022 | $486,757 | $383,410 | $376,087 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Lisa Lattanza MD | December 31, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3728166).
Questions about PERRY INITIATIVE
- What is the EIN of PERRY INITIATIVE?
- The employer identification number (EIN) of PERRY INITIATIVE is 27-3728166.
- Is PERRY INITIATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to PERRY INITIATIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PERRY INITIATIVE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PERRY INITIATIVE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PERRY INITIATIVE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PERRY INITIATIVE?
- The 990 for the year ended December 31, 2024 names Amelia Knarr PhD.
- Who are the officers and directors of PERRY INITIATIVE?
- The 990 for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $58,333 (Amelia Knarr, Executive Dir.).
- How much revenue does PERRY INITIATIVE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $590,154, expenses of $505,941 and total assets of $586,746 at year end.
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