Civic Intelligence

Perlstein Foundation

990PF • Fiscal year 2019 • EIN 36-6056784

Aug 01, 2018 to Jul 31, 2019 • Filed on Aug 13, 2019

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

22nd percentile

-5.0%

Faster asset growth than 22% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

2.4%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$737,767

Down $39,152 (-5.0%) from 2018

Net Assets

Down

$737,767

Down $39,152 (-5.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin7th percentile

Revenue

Up

$44,717

Up $1,049 (+2.4%) from 2018

Expenses

Down

$84,312

Down $1,845 (-2.1%) from 2018

Net Income

Up

-$39,595

Up $2,894 (+6.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$737,767
Liabilities$0
Net Assets$737,767
Open 2019 Filing

Operations Trend

Revenue Growth49th 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

2019

Revenue$44,717
Expenses$84,312
Net Income-$39,595
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Aug 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay55th 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
2019-08-13
Discuss with paid preparer
Yes

Preparer

Firm
John Marshall
Address
675 N NORTH CT STE 450, PALATINE, IL 60067-3607
Preparer
John D Marshall
Phone
8479340300
Raw XML Appendix285 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/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt067353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02135
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02135
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09371
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02479
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03672
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011506
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0JOHN D MARSHALL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01946
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01946
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ILL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0443
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO BASIS
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WM BLAIR ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010965
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY D PERLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08479913150
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-13
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/IPDt02019-08-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:34:19
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/PhoneNum08479340300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D MARSHALL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-29T14:34:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$737,767
Liabilities
$0
Net assets
$737,767
Revenue
$44,717
Expenses
$84,312
Net income
-$39,595
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