Nonprofit · EIN 20-4039621
PERUNA HOLDINGS CORPORATION
Tax-exempt · DALLAS, TX 75205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,993,104 | $1,682,983 | $310,121 | $24,756,981 | $3,143,252 | $21,613,729 |
| May 31, 2024 | 990 | $2,197,318 | $1,509,582 | $687,736 | $25,467,385 | $4,163,777 | $21,303,608 |
| May 31, 2023 | 990 | $2,337,164 | $526,723 | $1,810,441 | $26,177,871 | $5,561,999 | $20,615,872 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,993,104
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $864,819
- Depreciation
- $710,404
- Program services (functional)
- $1,682,983
Balance sheet and other
- Total assets, start of year
- $25,467,385
- Total assets, end of year
- $24,756,981
- Total liabilities, end of year
- $3,143,252
- Net assets, end of year
- $21,613,729
- Land, buildings and equipment
- $24,756,981
- Net assets without donor restrictions
- $21,613,729
- Gross receipts
- $1,993,104
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- TX
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Christine Regis | President Officer | 1 | $0 | $1,092,978 | $147,688 |
| Elizabeth Loboa | V.P. and Treasurer Trustee or director, Officer | 1 | $0 | $778,211 | $437,944 |
| Paul Ward | V.P. Secretary Officer | 1 | $0 | $1,053,908 | $150,528 |
990 for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brad Cheves | VP and Asst Secretary Trustee or director, Officer | 1 | $0 | $716,523 | $264,385 |
| Christine Regis | President Trustee or director, Officer | 1 | $0 | $706,629 | $85,562 |
| Paul Ward | V.P. and Secretary Trustee or director, Officer | 1 | $0 | $655,264 | $88,352 |
| Mark Greim | V.P. and Treasurer Trustee or director, Officer | 1 | $0 | $183,576 | $43,144 |
990 for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brad Cheves | VP and Asst Secretary Trustee or director, Officer | 1 | $0 | $691,334 | $214,881 |
| Christine Regis | President Trustee or director, Officer | 1 | $0 | $654,119 | $125,378 |
| Paul Ward | V.P. and Secretary Trustee or director, Officer | 1 | $0 | $624,104 | $128,018 |
| Mark Greim | V.P. and Treasurer Trustee or director, Officer | 1 | $0 | $171,726 | $55,485 |
| Jesse Adkins | V.P. & Assistant Secretary Trustee or director, Officer | 1 | $0 | $21,900 | $2,258 |
Address and contacts
- Address (IRS master file)
- 3140 DYER ST MSC 261, DALLAS, TX 75205-1977
- Principal officer (990 for 2024)
- Rachel Mulry, PO Box 750261, Dallas, TX 75275
- Signed the 990
- Rachel Mulry, SR VP, Bus & Fin, CFO, ad Interim
- Phone
- (214) 768-2090
Mission
The organization's exempt purpose is to acquire, own and manage real estate adjacent to or in the near vicinity of the Southern Methodist University campus on behalf of Southern Methodist University.
Program accomplishments
- Total Properties Owned: 1 Total Properties Rented: 1Expenses $1,682,983 · revenue $1,993,104
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4039621
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $24,756,981
- Income (IRS master file)
- $1,993,104
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,993,104 | $1,682,983 | $24,756,981 | XML |
| 990 | May 2024 | $2,197,318 | $1,509,582 | $25,467,385 | XML |
| 990 | May 2023 | $2,337,164 | $526,723 | $26,177,871 | XML |
| 990 | May 2022 | $2,466,402 | $1,191,498 | $25,677,955 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
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 20-4039621).
Questions about PERUNA HOLDINGS CORPORATION
- What is the EIN of PERUNA HOLDINGS CORPORATION?
- The employer identification number (EIN) of PERUNA HOLDINGS CORPORATION is 20-4039621.
- Is PERUNA HOLDINGS CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to PERUNA HOLDINGS CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PERUNA HOLDINGS CORPORATION 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 PERUNA HOLDINGS CORPORATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PERUNA HOLDINGS CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of PERUNA HOLDINGS CORPORATION?
- The 990 for the year ended May 31, 2025 names Rachel Mulry.
- Who are the officers and directors of PERUNA HOLDINGS CORPORATION?
- The 990 for the year ended May 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PERUNA HOLDINGS CORPORATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,993,104, expenses of $1,682,983 and total assets of $24,756,981 at year end.
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