Civic Intelligence

Perlstein Foundation

990PF • Fiscal year 2016 • EIN 36-6056784

Aug 01, 2015 to Jul 31, 2016 • Filed on Oct 18, 2016

Organization Profile
C/O John Marshall 520 N Hicks RdPalatine, IL 60067

(847) 991-3150

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$815,267

No earlier filing loaded for comparison.

Net Assets

$815,267

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$65,645

No earlier filing loaded for comparison.

Expenses

$74,085

No earlier filing loaded for comparison.

Net Income

-$8,440

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $815,267Liabilities 2016: $0Net Assets 2016: $815,2672016Assets 2017: $819,409Liabilities 2017: $0Net Assets 2017: $819,4092017Assets 2018: $776,919Liabilities 2018: $0Net Assets 2018: $776,9192018Assets 2019: $737,767Liabilities 2019: $0Net Assets 2019: $737,7672019Assets 2020: $717,776Liabilities 2020: $0Net Assets 2020: $717,7762020Assets 2021: $654,319Liabilities 2021: $0Net Assets 2021: $654,3192021Assets 2022: $638,933Liabilities 2022: $0Net Assets 2022: $638,9332022Assets 2023: $544,623Liabilities 2023: $0Net Assets 2023: $544,6232023Assets 2024: $530,297Liabilities 2024: $0Net Assets 2024: $530,2972024Assets 2025: $527,957Liabilities 2025: $0Net Assets 2025: $527,9572025

Highlighted filing

2016

Assets$815,267
Liabilities$0
Net Assets$815,267
Open 2016 Filing

Operations Trend

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

$200K$100K$0-$100KRevenue 2016: $65,645Expenses 2016: $74,085Net Income 2016: -$8,4402016Revenue 2017: $79,653Expenses 2017: $75,507Net Income 2017: $4,1462017Revenue 2018: $43,668Expenses 2018: $86,157Net Income 2018: -$42,4892018Revenue 2019: $44,717Expenses 2019: $84,312Net Income 2019: -$39,5952019Revenue 2020: $63,474Expenses 2020: $83,465Net Income 2020: -$19,9912020Revenue 2021: $35,096Expenses 2021: $98,554Net Income 2021: -$63,4582021Revenue 2022: $99,295Expenses 2022: $114,681Net Income 2022: -$15,3862022Revenue 2023: $20,908Expenses 2023: $115,218Net Income 2023: -$94,3102023Revenue 2024: $118,557Expenses 2024: $132,883Net Income 2024: -$14,3262024Revenue 2025: $127,977Expenses 2025: $130,317Net Income 2025: -$2,3402025

Highlighted filing

2016

Revenue$65,645
Expenses$74,085
Net Income-$8,440
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Oct 18, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY D PERLSTEINPresident-$0--
JUDY C COOPERVP.Asttreas-$0--
JAN PHILLIPSBORNV.P. & Treas-$0--
Filing and Contact Details

Filer

Filer Name
Perlstein Foundation
EIN
36-6056784
Phone
8479913150
Address
C/O JOHN MARSHALL 520 N HICKS RD, PALATINE, IL 60067

Signing Officer

Name
Anthony D Perlstein
Title
President
Phone
8479913150
Signed
2016-10-18
Discuss with paid preparer
Yes

Preparer

Firm
John Marshall
Address
520 N HICKS RD STE 120, PALATINE, IL 60067-3607
Preparer
John D Marshall
Phone
8479913150
Raw XML Appendix279 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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02209
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0JOHN D MARSHALL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03060
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03060
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ILL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09868
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WM BLAIR ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09868
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0500
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY D PERLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08479913150
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERLSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERL
ReturnHeader/Filer/EIN0366056784
ReturnHeader/Filer/PhoneNum08479913150
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOHN MARSHALL 520 N HICKS RD
ReturnHeader/Filer/USAddress/CityNm0PALATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN MARSHALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 N HICKS RD STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600673607
ReturnHeader/PreparerPersonGrp/PhoneNum08479913150
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D MARSHALL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T13:12:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
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
$815,267
Liabilities
$0
Net assets
$815,267
Revenue
$65,645
Expenses
$74,085
Net income
-$8,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$1.28$1.30$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$1.19$1.33$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.21$1.15$0.94
2022Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.99$1.15$0.15
2021Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.35$0.99$0.63
2020Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.63$0.83$0.20
2019Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.45$0.84$0.40
2018Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.44$0.86$0.42
2017Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.80$0.76$0.04
2016Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.66$0.74$0.08