Peri Support Fund INC EIN 20-0217550 Form 990 (PDF) Claim this org

Peri Support Fund INC FY2021 filing

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Fund research and education on economic policy and its societal impact. For fiscal year 2021 it reported $380K in revenue, $316K in expenses, and $43K in net assets.Pt I

Founded
2003
Type
Supporting organization · International
Location
Amherst, MA
Website
www.umass.edu/peri
Filings
5 on file (2020–2021)
Revenue
$380KFY2021
Expenses
$316K
Net assets
$43K
People
3
Filings
5
Updates
0
More identity details & actions ⌄
EIN  20-0217550 Supporting organization Amherst, MA Founded 2003
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Figures match the IRS filing checked 8/30/26 · see original: IRS
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Size
$1–10M
What they do
Fund research and education on economic policy and its societal impact.
Leadership
Robert Pollin · President
Money in and out
$380K revenue, $316K expenses
Bottom line
+17% net inflow
Money in and out · FY2021
Total revenue
$380K
Pt VIII · Ln 12
Total expenses
$316K
Pt IX · Ln 25
Net assets
$43K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $64K
Where spending went · Part IX cols B–D
Program services $0.81 Management & general $0.19 Fundraising $0.00
Net inflow
+17%
revenue over expenses, this year
Pass-through gifts
23%
of revenue from contributions
Program spending
81%
of expenses reach stated programs

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$380K
FY2021▼ -28%
Expenses
$316K
FY2021▼ -53%
Total assets
$68K
FY2021▼ -56%
Total liabilities
$26K
FY2021▼ -85%
Total revenue
$380K
Pt VIII · Ln 12
Total expenses
$316K
Pt IX · Ln 25
Net assets
$43K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$64K
Total assetsPt X · Ln 16$68K
Program-expense ratioPt IX · col B81%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 4pending
Mission & Programs · Part III

Where the work happens

1 program service account for $256K of program spending, described in the organization's own filed words · FY2020.
01

Support the political economy research institute (peri)'s research, education and outreach issues of political economy through research projects including: - consulting services in connection with contract NEGOTIATIONS.- environmental justice: analyze social & environmental justice community benefits addressing climate change and thus…

$256Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPeri Support Fund INC
EINHdr · item D20-0217550
Principal addressHdr · item CAmherst, MA
WebsiteHdr · item Jwww.umass.edu/peri
Year of formationHdr · item L2003
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFInternational (Q32)
Ruling yearIRS BMFNov 2003

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President
$0Pt VII · Sec A
Treasurer/Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Program service revenue$292K · 77%
Contributions & grants$88K · 23%
Program service revenue77%$292K
Contributions & grants23%$88K
Total revenueLn 12$380K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.81 Management & general $0.19 Fundraising $0.00
Program services81%$256K
Management & general19%$59K
Fundraising$952
Total functional expensesLn 25$316K

Balance Sheet

Part X · end of year
CashLn 1$43K
Total assetsLn 16$68K
Total liabilitiesLn 26$26K
Total net assetsLn 32$43K
Months of cash on handcomputed1.6

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $43K · Operating expenses/yr $316K
1.6 months
Where the money goes
Program services
Program services $256K · Total expenses $316K
81%
Management & General
Management & general $59K · Total expenses $316K
19%
Fundraising
Fundraising $952 · Total expenses $316K
0.3%
Cost to raise $1
Fundraising expense (2-yr avg) $1K · Solicited contributions (2-yr avg) $106K
$0.01 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $88K · Total revenue $380K
23%
Government reliance
Government grants — · Total revenue $380K
Earned-income share
Program service revenue $292K · Total revenue $380K
77%
Investment reliance
Investment income $0 · Total revenue $380K
0%
Program self-sufficiency
Program service revenue $292K · Total expenses $316K
92%
Growth & trend
Revenue growth (YoY)
This year $380K · Prior year $530K
-28%
Net-asset trend (YoY)
End of year $43K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $380K · Expenses $316K
+17%
Liabilities-to-Assets
Total liabilities — · Total assets $68K
Net-asset ratio
Net assets $43K · Total assets $68K
62%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $68K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Robert Pollin · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $316K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $316K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 81%
Overhead ratio 19%
Fundraising cost ratio 1%
Revenue growth -28%
Legal fee ratio 3%
Accounting fee ratio 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$40K
Grants paid · 13 grants · $1.2M · 2019–2024
Political Economy Research Institute at the UniversityFY2024$290,095
Research Support FundMA · FY2024$146,333
Unitemized GrantFY2024$60,000
Trinity CollegeCT · FY2024$25,000
Political Economy Research Institute at the UniversityFY2023$101,529
Research Support FundMA · FY2023$59,753
Political Economy Research Institute at the UniversityFY2022$111,295
Political Economy Research Institute at the UniversityFY2021$73,815
Research Support FundMA · FY2021$13,205
Political Economy Research Institute at the UniversityFY2020$65,673
Research Support FundMA · FY2020$5,917
Political Economy Research Institute at the University of MassachusettsFY2019$129,876
Research Support FundMA · FY2019$118,833

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$392K revenue · ⤓ 990 PDF
FY2023$432K revenue · ⤓ 990 PDF
FY2022$258K revenue · ⤓ 990 PDF
FY2021$380K revenue · viewing · ⤓ 990 PDF
FY2020$530K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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