The Charmm'D Foundation

990PF • Fiscal year 2021 • EIN 26-0394607

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

Organization Profile

485 Half Day RoadBuffalo Grove, IL 60089

(847) 883-9700

Siviq Scores

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

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

-492%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher top officer pay than 64% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

-7.0%

Faster asset growth than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

-3.5%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,990,264

Down $150,629 (-7.0%) from 2020

Net Assets

Down

$1,990,264

Down $150,629 (-7.0%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin1st percentile

Revenue

Down

$101,581

Down $3,729 (-3.5%) from 2020

Expenses

Down

$601,429

Down $24,300 (-3.9%) from 2020

Net Income

-$499,848

Up $20,571 (+4.0%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2021

Assets$1,990,264

Liabilities$0

Net Assets$1,990,264

Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

Highlighted filing

2021

Revenue$101,581

Expenses$601,429

Net Income-$499,848

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 1, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay64th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SHARON MILLER	Director/President	PT	$0	-	-
BEN WOZNEY	Director/Secretary	-	$0	-	-
SCOTT HIRSCH	Treasurer	-	$0	-	-
DAVID DASTUR	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: THE CHARMM'D FOUNDATION
EIN: 26-0394607
Phone: 8478839700
Address: 485 HALF DAY ROAD, BUFFALO GROVE, IL 60089

Signing Officer

Name: Sharon Miller
Title: President
Phone: 8478839700
Signed: 2022-11-01
Discuss with paid preparer: Yes

Preparer

Firm: The Benida Group LLC
Address: 485 HALF DAY ROAD SUITE 200, BUFFALO GROVE, IL 60089
Preparer: Scott Hirsch
Phone: 8478839700

Raw XML Appendix350 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	485 HALF DAY ROAD SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BUFFALO GROVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	600898806
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ERIC F ACHEPOHL
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8478839700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	http://www.charmmdfoundation.org/
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	SEE ATTACHED STATEMENT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	12169
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	SHARON MILLER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	598229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	569322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	509276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	526220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	499696
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	499696
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2800448
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	597401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	598229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	569322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	509276
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	526220
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	597401
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	597401
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3300144
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2702743
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	PROFESSIONAL DEVELOPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	DUES & MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	PHONES & CONFERENCE CALLS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	INSURANCE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	8	MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	9	WEB SITE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	10	BOOKS, SUBSCRIPTIONS, REFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2997
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	12169
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	1722
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	2843
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	339
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	6	2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	7	42539
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	8	111
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	9	156
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	10	570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2997
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	12169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	1722
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	2843
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	42539
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	8	111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	9	156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	10	570
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	70976
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PROGRAM INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	70976
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	349219
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	531495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	THE BENIDA GROUP CONSULTING/SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	531495
TaxesSchedule/TaxesDetail/Amt	0	4028
TaxesSchedule/TaxesDetail/CategoryTxt	0	ESTIMATED TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SHARON MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8478839700
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE CHARMM'D FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CHAR
ReturnHeader/Filer/EIN	0	260394607
ReturnHeader/Filer/PhoneNum	0	8478839700
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	485 HALF DAY ROAD
ReturnHeader/Filer/USAddress/CityNm	0	BUFFALO GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60089
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	364232037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	THE BENIDA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	485 HALF DAY ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BUFFALO GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60089
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8478839700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT HIRSCH
ReturnHeader/ReturnTs	0	2022-11-10T09:00:10-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	SHARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	MILLER
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,990,264
Liabilities: $0
Net assets: $1,990,264
Revenue: $101,581
Expenses: $601,429
Net income: -$499,848

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$1.14	$2.12	$0.98
2023Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.26	$0.64	$0.38
2022Detailed filing. Detailed filing data is available for this year.	$2.00	$0.00	$2.00	$0.23	$0.61	$0.39
2021Detailed filing. Detailed filing data is available for this year.	$1.99	$0.00	$1.99	$0.10	$0.60	$0.50
2020Detailed filing. Detailed filing data is available for this year.	$2.14	$0.00	$2.14	$0.11	$0.63	$0.52