Civic Intelligence

Perloff Family Foundation

990PF • Fiscal year 2015 • EIN 20-8038029

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 24, 2016

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

55th percentile

1.5%

Faster asset growth than 55% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$966,961

Up $13,914 (+1.5%) from 2014

Net Assets

Up

$966,961

Up $13,914 (+1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin81st percentile

Revenue

Down

$53,632

Down $32,681 (-38%) from 2014

Expenses

Down

$39,718

Down $11,904 (-23%) from 2014

Net Income

Down

$13,914

Down $20,777 (-60%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2015

Assets$966,961
Liabilities$0
Net Assets$966,961
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

2015

Revenue$53,632
Expenses$39,718
Net Income$13,914
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 24, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd 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 GrantCHILDREN'S HOSPITAL & RESEARCH CENTER FOUNDATIONJared Kurtin Music Therapy ProgramPCOAKLAND, CA, US$10,000
Paid GrantFOOD BANK CONTRA COSTA AND SOLANOGeneral & UnrestrictedPCCONCORD, CA, US$5,000
Paid GrantPLANNED PARENTHOOD SHASTA PACIFICGeneral & UnrestrictedPCCONCORD, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
Perloff Family Foundation
EIN
20-8038029
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Laura Perloff
Title
president
Phone
8008391754
Signed
2016-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix329 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP / Dir
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gregg Perloff
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Laura B Perloff
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Jared Kurtin Music Therapy Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S HOSPITAL & RESEARCH CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOOD BANK CONTRA COSTA AND SOLANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PLANNED PARENTHOOD SHASTA PACIFIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02201 BROADWAY ST NO 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14010 NELSON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22185 PACHECO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294520
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028993
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035932
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019437
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016495
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028993
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016495
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035932
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08968
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08968
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010003
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010003
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/Amt1122
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2015
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2014
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA PERLOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Perloff Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PERL
ReturnHeader/Filer/EIN0208038029
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02016-03-31T14:18:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$966,961
Liabilities
$0
Net assets
$966,961
Revenue
$53,632
Expenses
$39,718
Net income
$13,914
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