Civic Intelligence

Perez Foundation

990PF • Fiscal year 2022 • EIN 20-0511535

Jan 01, 2022 to Dec 31, 2022 • Filed on May 05, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

104%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-67%

Faster asset growth than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$20,375

Down $41,806 (-67%) from 2021

Net Assets

Down

$20,375

Down $41,806 (-67%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$40,306

Down $42,985 (-1605%) from 2021

Expenses

Down

$1,500

Down $433 (-22%) from 2021

Net Income

Down

-$41,806

Down $42,552 (-5704%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$20,375
Liabilities$0
Net Assets$20,375
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$40,306
Expenses$1,500
Net Income-$41,806
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 5, 2023
Return Version
2022v5.0
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
2023-05-05
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 Appendix299 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0338
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01150
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01150
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01150
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01150
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0338
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0465
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1215
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NET ROYALTIES THROUGH ECA MARCELLUS TRUST 1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY INCOME RECAPTURE THROUGH ECA MARCELLUS TRUST 1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0465
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1215
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0465
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1215
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHALIN O PEREZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05048333954
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-05-05T15:41:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHALIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEREZ JR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,375
Liabilities
$0
Net assets
$20,375
Revenue
-$40,306
Expenses
$1,500
Net income
-$41,806
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