Civic Intelligence

Perlstein Foundation

990PF • Fiscal year 2023 • EIN 36-6056784

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 15, 2023

Organization Profile
333 W Wacker Drive Suite 810Chicago, IL 60606

(847) 774-1782

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-451%

Higher net margin than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$544,623

Down $94,310 (-15%) from 2022

Net Assets

Down

$544,623

Down $94,310 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin2nd percentile

Revenue

Down

$20,908

Down $78,387 (-79%) from 2022

Expenses

Up

$115,218

Up $537 (+0.5%) from 2022

Net Income

Down

-$94,310

Down $78,924 (-513%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$544,623
Liabilities$0
Net Assets$544,623
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$20,908
Expenses$115,218
Net Income-$94,310
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony D PerlsteinPresident-$0--
JUDY C COOPERVP/Ast Treas.-$0--
JAN PHILLIPSBORNV.P. & Treas-$0--
Filing and Contact Details

Filer

Filer Name
Perlstein Foundation
EIN
36-6056784
In Care Of
% ANTHONY PERLSTEIN
Phone
8477741782
Address
333 W Wacker Drive Suite 810, Chicago, IL 60606

Signing Officer

Name
Anthony Perlstein
Title
President
Phone
8477741782
Signed
2023-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Mowery & Schoenfeld LLC
Address
475 Half Day Road Suite 500, Lincolnshire, IL 60069
Preparer
James A Wascher
Phone
8472478959
Raw XML Appendix267 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS (SEE STATEMENT)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Anthony D Perlstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDY C COOPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAN PHILLIPSBORN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/AST TREAS.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V.P. & TREAS
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012029
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010908
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010908
TaxesSchedule/TaxesDetail/Amt0321
TaxesSchedule/TaxesDetail/Amt11200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony Perlstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08477741782
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Perlstein Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o A Perlstein
ReturnHeader/Filer/BusinessNameControlTxt0PERL
ReturnHeader/Filer/EIN0366056784
ReturnHeader/Filer/InCareOfNm0% ANTHONY PERLSTEIN
ReturnHeader/Filer/PhoneNum08477741782
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W Wacker Drive Suite 810
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mowery & Schoenfeld LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 Half Day Road Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincolnshire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060069
ReturnHeader/PreparerPersonGrp/PhoneNum08472478959
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James A Wascher
ReturnHeader/ReturnTs02023-12-08T12:52:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anthony
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Perlstein
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,623
Liabilities
$0
Net assets
$544,623
Revenue
$20,908
Expenses
$115,218
Net income
-$94,310
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