Civic Intelligence

Perloff Family Foundation

990PF • Fiscal year 2012 • EIN 20-8038029

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile
Foundation Source 501 Silverside Rd19809-1377
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

63rd percentile

3.8%

Faster asset growth than 63% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,007,378

Up $37,099 (+3.8%) from 2011

Net Assets

Up

$1,007,378

Up $37,099 (+3.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$57,848

Up $19,653 (+51%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $963,530Liabilities 2010: $0Net Assets 2010: $963,5302010Assets 2011: $970,279Liabilities 2011: $0Net Assets 2011: $970,2792011Assets 2012: $1,007,378Liabilities 2012: $0Net Assets 2012: $1,007,3782012Assets 2013: $918,356Liabilities 2013: $0Net Assets 2013: $918,3562013Assets 2014: $953,047Liabilities 2014: $0Net Assets 2014: $953,0472014Assets 2015: $966,961Liabilities 2015: $0Net Assets 2015: $966,9612015Assets 2016: $963,224Liabilities 2016: $0Net Assets 2016: $963,2242016Assets 2017: $1,010,917Liabilities 2017: $0Net Assets 2017: $1,010,9172017Assets 2018: $984,628Liabilities 2018: $0Net Assets 2018: $984,6282018Assets 2019: $1,003,223Liabilities 2019: $0Net Assets 2019: $1,003,2232019Assets 2020: $964,978Liabilities 2020: $0Net Assets 2020: $964,9782020Assets 2021: $959,346Liabilities 2021: $0Net Assets 2021: $959,3462021Assets 2022: $924,347Liabilities 2022: $0Net Assets 2022: $924,3472022Assets 2023: $580,591Liabilities 2023: $0Net Assets 2023: $580,5912023Assets 2024: $900,572Liabilities 2024: $0Net Assets 2024: $900,5722024

Highlighted filing

2012

Assets$1,007,378
Liabilities$0
Net Assets$1,007,378
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2010: $66,5742010Expenses 2011: $38,1952011Expenses 2012: $57,8482012Revenue 2013: $46,431Expenses 2013: $135,453Net Income 2013: -$89,0222013Revenue 2014: $86,313Expenses 2014: $51,622Net Income 2014: $34,6912014Revenue 2015: $53,632Expenses 2015: $39,718Net Income 2015: $13,9142015Revenue 2016: $30,888Expenses 2016: $34,625Net Income 2016: -$3,7372016Revenue 2017: $87,618Expenses 2017: $39,925Net Income 2017: $47,6932017Revenue 2018: $65,070Expenses 2018: $91,359Net Income 2018: -$26,2892018Revenue 2019: $57,841Expenses 2019: $39,246Net Income 2019: $18,5952019Revenue 2020: $42,488Expenses 2020: $80,733Net Income 2020: -$38,2452020Revenue 2021: $100,622Expenses 2021: $106,254Net Income 2021: -$5,6322021Revenue 2022: $55,034Expenses 2022: $90,033Net Income 2022: -$34,9992022Revenue 2023: $24,550Expenses 2023: $368,306Net Income 2023: -$343,7562023Revenue 2024: $385,456Expenses 2024: $65,475Net Income 2024: $319,9812024

Highlighted filing

2012

Revenue-
Expenses$57,848
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregg PerloffVP / Director-$0--
Laura B PerloffPres / Director / Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPLANNED PARENTHOOD SHASTA PACIFICAccess For All Campaign509a2CONCORD, CA, US$25,000
Paid GrantFOOD BANK CONTRA COSTA AND SOLANOGeneral Unrestricted509a1CONCORD, CA, US$5,000
Paid GrantPLANNED PARENTHOOD SHASTA PACIFICGeneral Unrestricted509a2CONCORD, CA, US$5,000
Paid GrantTHE TAYLOR FAMILY FOUNDATIONGeneral Unrestricted509a1LIVERMORE, CA, US$2,500
Paid GrantCHILDREN'S HOSPITAL & RESEARCH CTR FDNMusic Therapy Program509a1OAKLAND, CA, US$1,000
Filing and Contact Details

Filer

EIN
20-8038029
Raw XML Appendix316 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV242654
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GENERAL ELEC CAP CORP MTN BE 5.62500 05/01/2018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1LOWES COS INC NT 6.10000 09/15/2017
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Gregg Perloff
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Laura B Perloff
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0VP / Dir
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Pres / Dir / Sec
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11Foundation Source 501 Silverside Rd
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Wilmington
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/ContributingManager0Gregg Perloff
IRS990PF/SupplementaryInformation/ContributingManager1Laura B Perloff
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Access For All Campaign
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHILDREN'S HOSPITAL & RESEARCH CTR FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FOOD BANK CONTRA COSTA AND SOLANO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PLANNED PARENTHOOD SHASTA PACIFIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PLANNED PARENTHOOD SHASTA PACIFIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE TAYLOR FAMILY FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114010 NELSON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122185 PACHECO ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132185 PACHECO ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine145555 ARROYO RD
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CONCORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CONCORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CONCORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LIVERMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode094612
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode194520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode294520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode394520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode494550
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear038500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear019165
IRS990PF/UndistributedIncome/AppliedToYear1028381
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted049942
IRS990PF/UndistributedIncome/QualifyingDistributions047546
IRS990PF/UndistributedIncome/UndistributedIncomeCY030777
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear028381
OtherExpensesSchedule/OtherExpenses/Description0Administrative Fees
OtherExpensesSchedule/OtherExpenses/Description1State or Local Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps09021
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks09021
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount09479
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome09479
TaxesSchedule/Taxes/Amount0800
TaxesSchedule/Taxes/Amount123
TaxesSchedule/Taxes/Category0Estimated Tax for 2012
TaxesSchedule/Taxes/Category1Excise Tax for 2011
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0208038029
ReturnHeader/Filer/Name/BusinessNameLine10Perloff Family Foundation
ReturnHeader/Filer/NameControl0PERL
ReturnHeader/Filer/Phone08008391754
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0Laura Perloff
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-05-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10One Hollow Lane Suite 212
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Lake Success
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011042
ReturnHeader/Preparer/Name0Jeffrey D Haskell
ReturnHeader/Preparer/Phone08008391754
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-09T05:53:57-00:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,007,378
Liabilities
$0
Net assets
$1,007,378
Revenue
-
Expenses
$57,848
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.39$0.07$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.02$0.37$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.09$0.04$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.14$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07