Civic Intelligence

Perez Foundation

990PF • Fiscal year 2023 • EIN 20-0511535

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-1869%

Higher net margin than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-5.9%

Faster asset growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$19,179

Down $1,196 (-5.9%) from 2022

Net Assets

Down

$19,179

Down $1,196 (-5.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Up

$64

Up $40,370 (+100%) from 2022

Expenses

Down

$1,260

Down $240 (-16%) from 2022

Net Income

Up

-$1,196

Up $40,610 (+97%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2023

Assets$19,179
Liabilities$0
Net Assets$19,179
Open 2023 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

2023

Revenue$64
Expenses$1,260
Net Income-$1,196
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
2024-11-05
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 Appendix270 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/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHALIN O PEREZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05048333954
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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/ReturnTs02024-11-05T14:25:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,179
Liabilities
$0
Net assets
$19,179
Revenue
$64
Expenses
$1,260
Net income
-$1,196
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