Civic Intelligence

Perez Foundation

990PF • Fiscal year 2021 • EIN 20-0511535

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
39 Papworth AvenueMetairie, LA 70005

(504) 833-3954

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

72nd percentile

28%

Higher net margin than 72% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

-0.2%

Faster asset growth than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

151%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$62,181

Down $151 (-0.2%) from 2020

Net Assets

Down

$62,181

Down $151 (-0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin72nd percentile

Revenue

Up

$2,679

Up $1,612 (+151%) from 2020

Expenses

Up

$1,933

Up $884 (+84%) from 2020

Net Income

Up

$746

Up $728 (+4044%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $90,433Liabilities 2011: $02011Assets 2012: $78,496Liabilities 2012: $02012Assets 2013: $74,809Liabilities 2013: $02013Assets 2014: $75,675Liabilities 2014: $02014Assets 2015: $72,896Liabilities 2015: $02015Assets 2019: $62,219Liabilities 2019: $02019Assets 2020: $62,332Liabilities 2020: $0Net Assets 2020: $62,3322020Assets 2021: $62,181Liabilities 2021: $0Net Assets 2021: $62,1812021Assets 2022: $20,375Liabilities 2022: $0Net Assets 2022: $20,3752022Assets 2023: $19,179Liabilities 2023: $0Net Assets 2023: $19,1792023Assets 2024: $17,456Liabilities 2024: $0Net Assets 2024: $17,4562024

Highlighted filing

2021

Assets$62,181
Liabilities$0
Net Assets$62,181
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$0-$20K-$40K-$60KRevenue 2011: $14Expenses 2011: $4,100Net Income 2011: -$4,0862011Revenue 2012: $8Expenses 2012: $7,845Net Income 2012: -$7,8372012Revenue 2013: $8Expenses 2013: $3,695Net Income 2013: -$3,6872013Revenue 2014: $5,516Expenses 2014: $4,650Net Income 2014: $8662014Revenue 2015: $750Expenses 2015: $3,529Net Income 2015: -$2,7792015Revenue 2019: $548Expenses 2019: $2,442Net Income 2019: -$1,8942019Revenue 2020: $1,067Expenses 2020: $1,049Net Income 2020: $182020Revenue 2021: $2,679Expenses 2021: $1,933Net Income 2021: $7462021Revenue 2022: -$40,306Expenses 2022: $1,500Net Income 2022: -$41,8062022Revenue 2023: $64Expenses 2023: $1,260Net Income 2023: -$1,1962023Revenue 2024: $23Expenses 2024: $1,746Net Income 2024: -$1,7232024

Highlighted filing

2021

Revenue$2,679
Expenses$1,933
Net Income$746
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHALIN O PEREZ JRPresident-$0--
BENJAMIN R SLATER IIIDirector-$0--
CHARLES H PEREZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Perez Foundation
EIN
20-0511535
Phone
5048333954
Address
39 PAPWORTH AVENUE, METAIRIE, LA 70005

Signing Officer

Name
Chalin O Perez Jr
Title
President
Phone
5048333954
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Robert L Perez LLC
Address
701 POYDRAS ST SUITE 3640, NEW ORLEANS, LA 70139
Preparer
Robert L Perez
Phone
5047174640
Raw XML Appendix289 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0365
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0338
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0523
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0897
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO BASIS TO EQUAL BROKERAGE FIRM CARRYING VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEDUCTIONS THROUGH ECA MARCELLUS TRUST 1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0933
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0933
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01830
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES THROUGH ECA MARCELLUS TRUST 1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01830
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01830
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHALIN O PEREZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05048333954
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEREZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERE
ReturnHeader/Filer/EIN0200511535
ReturnHeader/Filer/PhoneNum05048333954
ReturnHeader/Filer/USAddress/AddressLine1Txt039 PAPWORTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0METAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200312005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT L PEREZ LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 POYDRAS ST SUITE 3640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070139
ReturnHeader/PreparerPersonGrp/PhoneNum05047174640
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L PEREZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-03T17:19:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHALIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEREZ JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,181
Liabilities
$0
Net assets
$62,181
Revenue
$2,679
Expenses
$1,933
Net income
$746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$0.02$1.75$1.72
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.06$1.26$1.20
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$40.3$1.50$41.8
2021Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$2.68$1.93$0.75
2020Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$1.07$1.05$0.02
2019Summary only. Only limited summary data is available for this year.$62.2$0.00$0.55$2.44$1.89
2015Summary only. Only limited summary data is available for this year.$72.9$0.00$0.75$3.53$2.78
2014Summary only. Only limited summary data is available for this year.$75.7$0.00$5.52$4.65$0.87
2013Summary only. Only limited summary data is available for this year.$74.8$0.00$0.01$3.70$3.69
2012Summary only. Only limited summary data is available for this year.$78.5$0.00$0.01$7.85$7.84
2011Summary only. Only limited summary data is available for this year.$90.4$0.00$0.01$4.10$4.09