Civic Intelligence

Henry and Louise Mermelstein Charitable Foundation

990PF • Fiscal year 2016 • EIN 36-3481731

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 11, 2017

Organization Profile
6500 North HamlinLincolnwood, IL 60712

(847) 679-7484

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-7.2%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$920,391

Up $142,371 (+18%) from 2015

Net Assets

Up

$920,391

Up $142,371 (+18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin90th percentile

Revenue

Down

$311,093

Down $23,999 (-7.2%) from 2015

Expenses

Down

$168,722

Down $17,687 (-9.5%) from 2015

Net Income

Down

$142,371

Down $6,312 (-4.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $510,721Liabilities 2012: $0Net Assets 2012: $510,7212012Assets 2013: $553,727Liabilities 2013: $0Net Assets 2013: $553,7272013Assets 2015: $778,020Liabilities 2015: $0Net Assets 2015: $778,0202015Assets 2016: $920,391Liabilities 2016: $0Net Assets 2016: $920,3912016Assets 2017: $1,083,343Liabilities 2017: $0Net Assets 2017: $1,083,3432017Assets 2018: $1,293,152Liabilities 2018: $0Net Assets 2018: $1,293,1522018Assets 2019: $1,591,232Liabilities 2019: $0Net Assets 2019: $1,591,2322019Assets 2021: $2,474,274Liabilities 2021: $0Net Assets 2021: $2,474,2742021Assets 2022: $2,880,391Liabilities 2022: $0Net Assets 2022: $2,880,3912022Assets 2023: $3,620,332Liabilities 2023: $0Net Assets 2023: $3,620,3322023Assets 2024: $4,012,180Liabilities 2024: $0Net Assets 2024: $4,012,1802024Assets 2025: $5,138,360Liabilities 2025: $0Net Assets 2025: $5,138,3602025

Highlighted filing

2016

Assets$920,391
Liabilities$0
Net Assets$920,391
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Expenses 2012: $164,6372012Expenses 2013: $183,2182013Revenue 2015: $335,092Expenses 2015: $186,409Net Income 2015: $148,6832015Revenue 2016: $311,093Expenses 2016: $168,722Net Income 2016: $142,3712016Revenue 2017: $301,461Expenses 2017: $138,509Net Income 2017: $162,9522017Revenue 2018: $543,988Expenses 2018: $334,179Net Income 2018: $209,8092018Revenue 2019: $540,286Expenses 2019: $242,206Net Income 2019: $298,0802019Revenue 2021: $2,432,828Expenses 2021: $1,773,394Net Income 2021: $659,4342021Revenue 2022: $2,151,709Expenses 2022: $1,750,013Net Income 2022: $401,6962022Revenue 2023: $2,980,792Expenses 2023: $1,778,844Net Income 2023: $1,201,9482023Revenue 2024: $1,225,173Expenses 2024: $837,384Net Income 2024: $387,7892024Revenue 2025: $2,509,765Expenses 2025: $1,383,585Net Income 2025: $1,126,1802025

Highlighted filing

2016

Revenue$311,093
Expenses$168,722
Net Income$142,371
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 11, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY MERMELSTEINPresident-$0--
LOUISE MERMELSTEINDirector-$0--
JOSEPH MERMELSTEINDirector-$0--
MARVIN MERMELSTEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Henry & Louise Mermelstein Charitable Foundation
EIN
36-3481731
Phone
8476797484
Address
6500 NORTH HAMLIN, LINCOLNWOOD, IL 60712

Signing Officer

Name
Henry Mermelstein
Title
President
Phone
8476797484
Signed
2017-01-11

Preparer

Firm
J David Cohen and Company Pc
Address
8220 LINCOLN AVE, SKOKIE, IL 60077-2460
Preparer
J David Cohen CPA
Phone
8476765393
Raw XML Appendix300 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060712
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0166643
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/DistributableAsAdjustedAmt0105998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0184777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0199901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0182454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0163788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0225842
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0225842
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0897563
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0166643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0184777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0199901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0182454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0163788
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0166643
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0166643
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01123405
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0956762
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0105998
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HENRY LOUISE MERMELSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07141 N KEDZIE AVE 301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060645
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0272395
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01113
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1451
TaxesSchedule/TaxesDetail/Amt2500
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY MERMELSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08476797484
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY & LOUISE MERMELSTEIN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0363481731
ReturnHeader/Filer/PhoneNum08476797484
ReturnHeader/Filer/USAddress/AddressLine1Txt06500 NORTH HAMLIN
ReturnHeader/Filer/USAddress/CityNm0LINCOLNWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060712
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J DAVID COHEN AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08220 LINCOLN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SKOKIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600772460
ReturnHeader/PreparerPersonGrp/PhoneNum08476765393
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DAVID COHEN CPA
ReturnHeader/ReturnTs02017-02-14T07:10:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$920,391
Liabilities
$0
Net assets
$920,391
Revenue
$311,093
Expenses
$168,722
Net income
$142,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$2.51$1.38$1.13
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$1.23$0.84$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$2.98$1.78$1.20
2022Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$2.15$1.75$0.40
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$2.43$1.77$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.54$0.24$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.54$0.33$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.30$0.14$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.31$0.17$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.34$0.19$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.18
2012Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.16