Civic Intelligence

Norman Perl Foundation

990PF • Fiscal year 2017 • EIN 41-6080064

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 26, 2018

Organization Profile
3140 S Ocean Blvd Apt 201NPalm Beach, FL 33480

(561) 493-9771

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$237,228

Up $45,570 (+24%) from 2016

Net Assets

Up

$237,228

Up $45,570 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Down

$57,345

Down $10,878 (-16%) from 2016

Expenses

Down

$11,775

Down $992 (-7.8%) from 2016

Net Income

Down

$45,570

Down $9,886 (-18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2011: $158,403Liabilities 2011: $02011Assets 2012: $157,388Liabilities 2012: $02012Assets 2013: $148,697Liabilities 2013: $02013Assets 2014: $123,645Liabilities 2014: $02014Assets 2016: $191,658Liabilities 2016: $0Net Assets 2016: $191,6582016Assets 2017: $237,228Liabilities 2017: $0Net Assets 2017: $237,2282017Assets 2018: $235,676Liabilities 2018: $0Net Assets 2018: $235,6762018Assets 2019: $176,316Liabilities 2019: $0Net Assets 2019: $176,3162019Assets 2020: $190,048Liabilities 2020: $0Net Assets 2020: $190,0482020Assets 2021: $201,608Liabilities 2021: $0Net Assets 2021: $201,6082021Assets 2022: $234,138Liabilities 2022: $0Net Assets 2022: $234,1382022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$237,228
Liabilities$0
Net Assets$237,228
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $9,777Expenses 2011: $18,130Net Income 2011: -$8,3532011Revenue 2012: $12,108Expenses 2012: $13,123Net Income 2012: -$1,0152012Revenue 2013: $8,820Expenses 2013: $17,511Net Income 2013: -$8,6912013Revenue 2014: -$2,356Expenses 2014: $22,696Net Income 2014: -$25,0522014Revenue 2016: $68,223Expenses 2016: $12,767Net Income 2016: $55,4562016Revenue 2017: $57,345Expenses 2017: $11,775Net Income 2017: $45,5702017Revenue 2018: $24,938Expenses 2018: $26,490Net Income 2018: -$1,5522018Revenue 2019: $40,940Expenses 2019: $100,300Net Income 2019: -$59,3602019Revenue 2020: $21,425Expenses 2020: $7,693Net Income 2020: $13,7322020Revenue 2021: $19,255Expenses 2021: $7,695Net Income 2021: $11,5602021Revenue 2022: $633,012Expenses 2022: $681,292Net Income 2022: -$48,2802022Revenue 2023: -$31,936Expenses 2023: $255,167Net Income 2023: -$287,1032023

Highlighted filing

2017

Revenue$57,345
Expenses$11,775
Net Income$45,570
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 26, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN PERLPresident/Treasurer-$0--
ROBBIE PERLDirector-$0--
STACY PERL SOKOLDirector-$0--
JUSTIN PERLDirector-$0--
LISA PERL RATNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Norman Perl Foundation
EIN
41-6080064
Phone
5614939771
Address
3140 S OCEAN BLVD APT 201N, PALM BEACH, FL 33480

Signing Officer

Name
Y
Title
President/treasurer
Phone
5614939771
Signed
2018-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
222 SOUTH 9TH STREET SUITE 1000, MINNEAPOLIS, MN 55402
Preparer
Robert I Karon
Phone
6123397811
Raw XML Appendix346 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORMAN PERL
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NORMAN PERL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03140 S OCEAN BLV-201 N CARLTON PL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05614939771
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NORMAN PERL
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04623
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0758
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08783
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04623
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08783
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02217
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PERL FAMILY CHARITABLE TRUST DTD 12202
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PERL NORMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0222 S 9TH ST SUITE 1000
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13140 SOUTH OCEAN BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MINNEAPOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055402
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133480
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08222
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt140000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt01280
TaxesSchedule/TaxesDetail/Amt11275
TaxesSchedule/TaxesDetail/CategoryTxt02016 EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12017 EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Y
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05614939771
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN PERL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0416080064
ReturnHeader/Filer/PhoneNum05614939771
ReturnHeader/Filer/USAddress/AddressLine1Txt03140 S OCEAN BLVD APT 201N
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0082AD2AE5512C5EF320BE52CFEC7E2EC77C88B51
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.82.199.45
ReturnHeader/FilingSecurityInformation/IPDt02018-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:32:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341873282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 SOUTH 9TH STREET SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123397811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT I KARON
ReturnHeader/ReturnTs02018-11-06T10:33:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$237,228
Liabilities
$0
Net assets
$237,228
Revenue
$57,345
Expenses
$11,775
Net income
$45,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.32$2.55$2.87
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$6.33$6.81$0.48
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.19$0.08$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.21$0.08$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.41$1.00$0.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.25$0.26$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.57$0.12$0.46
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.68$0.13$0.55
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$0.02$0.23$0.25
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.09$0.18$0.09
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.12$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.10$0.18$0.08