Civic Intelligence

Henry and Louise Mermelstein Charitable Foundation

990PF • Fiscal year 2018 • EIN 36-3481731

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 06, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

80%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,293,152

Up $209,809 (+19%) from 2017

Net Assets

Up

$1,293,152

Up $209,809 (+19%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Up

$543,988

Up $242,527 (+80%) from 2017

Expenses

Up

$334,179

Up $195,670 (+141%) from 2017

Net Income

Up

$209,809

Up $46,857 (+29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$1,293,152
Liabilities$0
Net Assets$1,293,152
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$543,988
Expenses$334,179
Net Income$209,809
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
Marvin Mermelstein
Title
Director
Phone
8476797484
Signed
2019-02-06
Discuss with paid preparer
Yes

Preparer

Firm
J David Cohen and Company Pc
Address
8220 LINCOLN AVE, SKOKIE, IL 60077-2460
Preparer
David Cohen
Phone
8476765393
Raw XML Appendix320 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/TotalGrantOrContriPdDurYrAmt0333182
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/DistributableAsAdjustedAmt0134353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0137708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0166643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0184777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0199901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0182454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0182454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01022211
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0333182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0137708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0166643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0184777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0199901
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0333182
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0333182
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0116184
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01204665
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0871483
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0134353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0116184
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LOUISE MERMELSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JOSEPH MERMELSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07141 N KEDZIE APT 301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16500 N HAMLIN AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LINCOLNWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060645
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160712
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0282000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1210000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0119
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt1551
TaxesSchedule/TaxesDetail/Amt2297
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0551
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARVIN MERMELSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08476797484
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07FA26B97A4B297764090C30059A65B703E000BC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026591D68A7238B02C338540F12D99EE8C10241F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.193.60.220
ReturnHeader/FilingSecurityInformation/IPDt02019-02-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:26:57
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/PreparationDt02019-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID COHEN
ReturnHeader/ReturnTs02019-02-06T09:27:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,293,152
Liabilities
$0
Net assets
$1,293,152
Revenue
$543,988
Expenses
$334,179
Net income
$209,809
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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