Civic Intelligence

Perlstein Foundation

990PF • Fiscal year 2018 • EIN 36-6056784

Aug 01, 2017 to Jul 31, 2018 • Filed on Sep 06, 2018

Organization Profile
C/O John Marshall 675 North CT 450Palatine, IL 60067

(847) 991-3150

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

5th percentile

-97%

Higher net margin than 5% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

25th percentile

-5.2%

Faster asset growth than 25% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$776,919

Down $42,490 (-5.2%) from 2017

Net Assets

Down

$776,919

Down $42,490 (-5.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin5th percentile

Revenue

Down

$43,668

Down $35,985 (-45%) from 2017

Expenses

Up

$86,157

Up $10,650 (+14%) from 2017

Net Income

Down

-$42,489

Down $46,635 (-1125%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2018

Assets$776,919
Liabilities$0
Net Assets$776,919
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

2018

Revenue$43,668
Expenses$86,157
Net Income-$42,489
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Sep 6, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

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 675 NORTH CT 450, PALATINE, IL 60067

Signing Officer

Name
Anthony D Perlstein
Title
President
Phone
8479913150
Signed
2018-09-06

Preparer

Firm
John Marshall
Address
675 N NORTH CT STE 450, PALATINE, IL 60067-3607
Preparer
John D Marshall
Phone
8479913150
Raw XML Appendix321 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN D MARSHALL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0675 N NORTH CT STE 450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALATINE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060067
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070500
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/AppliedToCurrentYearAmt068958
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07834
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02479
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02135
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070530
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01572
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07908
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06336
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0JOHN D MARSHALL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02868
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02868
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ILL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0204
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1204
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WM BLAIR ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011310
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01000
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY D PERLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08479913150
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERLSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERL
ReturnHeader/Filer/EIN0366056784
ReturnHeader/Filer/PhoneNum08479913150
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOHN MARSHALL 675 NORTH CT 450
ReturnHeader/Filer/USAddress/CityNm0PALATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0571A3F72161A61B205052CBA8742B4261ED16331
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0571A3F72161A61B205052CBA8742B4261ED16331
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.249.225.169
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:48:24
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN MARSHALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 N NORTH CT STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600673607
ReturnHeader/PreparerPersonGrp/PhoneNum08479913150
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D MARSHALL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-03T14:48:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
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
$776,919
Liabilities
$0
Net assets
$776,919
Revenue
$43,668
Expenses
$86,157
Net income
-$42,489
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