Civic Intelligence

Perlstein Foundation

990PF • Fiscal year 2024 • EIN 36-6056784

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 15, 2024

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

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

467%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$530,297

Down $14,326 (-2.6%) from 2023

Net Assets

Down

$530,297

Down $14,326 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin24th percentile

Revenue

Up

$118,557

Up $97,649 (+467%) from 2023

Expenses

Up

$132,883

Up $17,665 (+15%) from 2023

Net Income

Up

-$14,326

Up $79,984 (+85%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2024

Assets$530,297
Liabilities$0
Net Assets$530,297
Open 2024 Filing

Operations Trend

Revenue Growth97th 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

2024

Revenue$118,557
Expenses$132,883
Net Income-$14,326
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE STATEMENT ATTACHEDGENERAL-BUFFALO GROVE, IL, US$98,500
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
2024-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Mowery & Schoenfeld LLC
Address
475 Half Day Road Suite 500, Lincolnshire, IL 60069
Preparer
Jeffery L Mowery
Phone
8472478959
Raw XML Appendix273 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0517797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02006421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS (SEE STATEMENT)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt044498
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt098500
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044498
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14326
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt094437
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED WM BLAIR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED WM BLAIR
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0530297
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0544623
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0530297
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt098540
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt098540
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt099870
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01330
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0761
IRS990PF/FMVAssetsEOYAmt02027443
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0538216
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0517797
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02006421
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0544623
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02027825
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021404
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02006421
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030417
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt099870
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt050 LAKE BLVD 610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt129 PRIMROSE PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2100 SUN VALLEY ROAD UNIT 2570
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO GROVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BANGOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SUN VALLEY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ID
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08477741782
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098540
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03672
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03672
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030046
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02950
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110015
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011475
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033718
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022243
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11783
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21783
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021070
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENT
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony Perlstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08477741782
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0Jeffery L Mowery
ReturnHeader/ReturnTs02024-12-13T17:22:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,297
Liabilities
$0
Net assets
$530,297
Revenue
$118,557
Expenses
$132,883
Net income
-$14,326
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