Civic Intelligence

Terlato Family Foundation

EIN 36-4527896 • Lake Bluff, IL

Pub. 78 Eligible
900 Armour DriveLake Bluff, IL 60044
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,136,704

Down $9,104 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,136,704

Down $9,104 (-0.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin17th percentile

Revenue

Down

$43,598

Down $47,191 (-52%) from 2023

Expenses

Down

$52,702

Down $1,952 (-3.6%) from 2023

Net Income

Down

-$9,104

Down $45,239 (-125%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2020: $1,138,552Liabilities 2020: $0Net Assets 2020: $1,138,5522020Assets 2021: $1,053,800Liabilities 2021: $0Net Assets 2021: $1,053,8002021Assets 2022: $1,109,673Liabilities 2022: $0Net Assets 2022: $1,109,6732022Assets 2023: $1,145,808Liabilities 2023: $0Net Assets 2023: $1,145,8082023Assets 2024: $1,136,704Liabilities 2024: $0Net Assets 2024: $1,136,7042024

Latest loaded filing

2024

Assets$1,136,704
Liabilities$0
Net Assets$1,136,704
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2020: $17,615Expenses 2020: $31,500Net Income 2020: -$13,8852020Revenue 2021: $10,529Expenses 2021: $95,281Net Income 2021: -$84,7522021Revenue 2022: $119,251Expenses 2022: $63,378Net Income 2022: $55,8732022Revenue 2023: $90,789Expenses 2023: $54,654Net Income 2023: $36,1352023Revenue 2024: $43,598Expenses 2024: $52,702Net Income 2024: -$9,1042024

Latest loaded filing

2024

Revenue$43,598
Expenses$52,702
Net Income-$9,104
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.12$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.01$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.03$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 19, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josephine P TerlatoVice President-$0--
William A TerlatoTreasurer-$0--
John A TerlatoDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJupiter Medical CenterContribution to medical education purpose.-Jupiter, FL, US$14,000
Paid GrantNicklaus Children's Health Care FoundationContribution for 2025 Golden Heart Fundraising event.-North Palm Beach, FL, US$4,910
Paid GrantLake Forest Country Day SchoolContribution to Annual Giving Fund to engage, inspire, and prepare the students for a lifetime of learning and leadership.-Lake Forest, IL, US$1,000
Paid GrantDiocese of Palm BeachContribution to support Roman Catholic Church of Palm Beach.-Palm Beach Gardens, FL, US$1,000
Paid GrantIBG FoundationContribution to support caddies with medical problems and provide scholarship.-New York, NY, US$1,000
Paid GrantLake Geneva Country Club FoundationProvides scholarships and financial support to Lake Geneva Country Club staff and family members for education purposes.-Lake Geneva, WI, US$1,000
Filing and Contact Details

Filer

Filer Name
Terlato Family Foundation
EIN
36-4527896
In Care Of
% BYRON M BEST
Phone
8474445500
Address
900 Armour Drive, Lake Bluff, IL 60044

Signing Officer

Name
William Terlato
Title
Officer
Phone
8474445500
Signed
2026-03-19
Raw XML Appendix272 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/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/AppliedToCurrentYearAmt01422
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021488
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02023
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021488
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021488
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0William Terlato
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08474445500
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Terlato Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TERL
ReturnHeader/Filer/EIN0364527896
ReturnHeader/Filer/InCareOfNm0% BYRON M BEST
ReturnHeader/Filer/PhoneNum08474445500
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 Armour Drive
ReturnHeader/Filer/USAddress/CityNm0Lake Bluff
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060044
ReturnHeader/ReturnTs02026-03-23T10:30:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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