Civic Intelligence

All Ways Up Foundation Fka Perlman Foundation

990 • Fiscal year 2016 • EIN 46-2843636

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

15301 Ventura BlvdSherman Oaks, CA 91403

(818) 808-0600

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

95th percentile

97%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$327,711

Up $161,383 (+97%) from 2015

Net Assets

Up

$327,711

Up $161,383 (+97%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,186,060

Up $288,555 (+32%) from 2015

Expenses

Up

$1,024,677

Up $242,273 (+31%) from 2015

Net Income

Up

$161,383

Up $46,282 (+40%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $51,227Liabilities 2014: $0Net Assets 2014: $51,2272014Assets 2015: $166,328Liabilities 2015: $0Net Assets 2015: $166,3282015Assets 2016: $327,711Liabilities 2016: $0Net Assets 2016: $327,7112016Assets 2017: $278,210Liabilities 2017: $0Net Assets 2017: $278,2102017Assets 2018: $273,111Liabilities 2018: $0Net Assets 2018: $273,1112018Assets 2019: $225,457Liabilities 2019: $706Net Assets 2019: $224,7512019Assets 2020: $249,797Liabilities 2020: $480Net Assets 2020: $249,3172020Assets 2021: $137,873Liabilities 2021: $495Net Assets 2021: $137,3782021Assets 2022: $114,732Liabilities 2022: $495Net Assets 2022: $114,2372022Assets 2023: $8,556Liabilities 2023: $495Net Assets 2023: $8,0612023Assets 2024: $19,559Liabilities 2024: $3,132Net Assets 2024: $16,4272024

Highlighted filing

2016

Assets$327,711
Liabilities$0
Net Assets$327,711

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $576,885Expenses 2014: $525,658Net Income 2014: $51,2272014Revenue 2015: $897,505Expenses 2015: $782,404Net Income 2015: $115,1012015Revenue 2016: $1,186,060Expenses 2016: $1,024,677Net Income 2016: $161,3832016Revenue 2017: $1,568,039Expenses 2017: $1,617,540Net Income 2017: -$49,5012017Revenue 2018: $2,173,104Expenses 2018: $2,178,203Net Income 2018: -$5,0992018Revenue 2019: $2,384,300Expenses 2019: $2,432,660Net Income 2019: -$48,3602019Revenue 2020: $1,981,824Expenses 2020: $1,957,258Net Income 2020: $24,5662020Revenue 2021: $1,080,520Expenses 2021: $1,192,459Net Income 2021: -$111,9392021Revenue 2022: $1,118,369Expenses 2022: $1,141,510Net Income 2022: -$23,1412022Revenue 2023: $250,077Expenses 2023: $356,253Net Income 2023: -$106,1762023Revenue 2024: $197,916Expenses 2024: $189,550Net Income 2024: $8,3662024

Highlighted filing

2016

Revenue$1,186,060
Expenses$1,024,677
Net Income$161,383
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$1,186,060
Mission and Program Overview

Mission

To bridge support gaps by providing direct grants and intangible services to lower income individuals and charitable organizations to positively impact beliefs, attitudes, emotions, confidence and improve communities throughout the United States.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$166,328$327,711▲ $161,383
Cash and Non-Interest-Bearing Accounts$127,567$313,667▲ $186,100
Land, Buildings, and Equipment, Net$16,281$10,469▼ $5,812
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$166,328$327,711▲ $161,383
Other Assets Total$22,480$3,575▼ $18,905
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$166,328$327,711▲ $161,383
Total Liabilities and Net Assets / Fund Balance$166,328$327,711▲ $161,383

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,096$7,974$14,070
Other Land Buildings$4,373$5,627$10,000
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,186,060
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,186,060
Change in Net Assets
$161,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$520,963
Other Expenses$340,079
Salaries, Compensation, and Employee Benefits$163,635
Total Fundraising Expense$32,684
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$373,525--$373,525
Other Salaries and Wages$84,071$55,774$10,482$150,327
Grants to Domestic Orgs$147,438--$147,438
Occupancy-$42,027-$42,027
Advertising--$21,204$21,204
Fees for Services Other$1,940$15,352-$17,292
Payroll Taxes$6,816$4,149$889$11,854
All Other Expenses$8,253$2,519-$10,772
Other Expenses$9,898$7,946-$7,946
Fees for Services Accounting$3,712$3,713-$7,425
Office Expenses$3,208$3,208-$6,416
Depreciation Depletion-$5,812-$5,812
Travel-$3,488-$3,488
Insurance-$2,774-$2,774
Other Employee Benefits$836$509$109$1,454
Information Technology-$1,354-$1,354
Fees for Services Legal$110$110-$220
Total Functional Expenses$831,367$160,626$32,684$1,024,677
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakwood Recreation CenterLos Angeles, CA501(c)(3)Summer Camp$32,200
Upper Room of Greater GainsviGainsville, FL501(c)(3)Summer Camp$22,600
The Mustard Seed FoundationTrotwood, OH501(c)(3)Summer Camp$22,500
Ridley Area YmcaSecane, PA501(c)(3)Summer Camp$17,600
Catharine Street Community CPoughkeepsie, NY501(c)(3)Summer Camp$8,900
Town of ThompsonN Monticello, NYGovernment EntitySummer Camp$6,750
Randolph-asheboro YmcaAsheboro, NC501(c)(3)Summer Camp$6,345
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Gregory f. Perlman and jodi d. Perlman are husband and wife

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Form 990 is avialbale upon request with the foundation or through www.guidestar.org. Additional documentation is available upon direct request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Form 990 is avialbale upon request with the foundation or through www.guidestar.org. Additional documentation is available upon direct request.

Filing and Contact Details

Filer

Filer Name
All Ways Up Foundation
EIN
46-2843636
Phone
8188080600
Address
15301 VENTURA BLVD, SHERMAN OAKS, CA 91403

Signing Officer

Name
Gregory F Perlman
Title
President
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory F Perlman
Formed
2013
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
2

Preparer

Firm
Fishman Block Diamond LLP
Address
16830 Ventura Blvd Ste 400, Encino, CA 91436-1726
Preparer
Steven J Fishman CPA
Phone
8187837140
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01190259
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0897505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0576885
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02664649
IRS990ScheduleA/TotalSupportAmt02664649
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06096
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07974
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014070
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04373
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05627
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010469
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0373525
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GENERAL,EDUCATIONAL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0256
IRS990ScheduleI/RecipientTable/CashGrantAmt08900
IRS990ScheduleI/RecipientTable/CashGrantAmt132200
IRS990ScheduleI/RecipientTable/CashGrantAmt26345
IRS990ScheduleI/RecipientTable/CashGrantAmt317600
IRS990ScheduleI/RecipientTable/CashGrantAmt422500
IRS990ScheduleI/RecipientTable/CashGrantAmt56750
IRS990ScheduleI/RecipientTable/CashGrantAmt622600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5GOVERNMENT ENTITY
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUMMER CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUMMER CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUMMER CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUMMER CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUMMER CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUMMER CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SUMMER CAMP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHARINE STREET COMMUNITY C
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OAKWOOD RECREATION CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2RANDOLPH-ASHEBORO YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3RIDLEY AREA YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4THE MUSTARD SEED FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5TOWN OF THOMPSON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6UPPER ROOM OF GREATER GAINSVI
IRS990ScheduleI/RecipientTable/RecipientEIN0146037154
IRS990ScheduleI/RecipientTable/RecipientEIN1956000735
IRS990ScheduleI/RecipientTable/RecipientEIN2560991786
IRS990ScheduleI/RecipientTable/RecipientEIN3231614045
IRS990ScheduleI/RecipientTable/RecipientEIN4260436859
IRS990ScheduleI/RecipientTable/RecipientEIN5146002141
IRS990ScheduleI/RecipientTable/RecipientEIN6593734773
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt069 CATHARINE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1767 CALIFORNIA AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2343 NC HWY 42 N
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3900 SOUTH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44880 DELINGER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt54052 ROUTE 42
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 140352
IRS990ScheduleI/RecipientTable/USAddress/CityNm0POUGHKEEPSIE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ASHEBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SECANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4TROTWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm5N MONTICELLO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6GAINSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd012601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd190291
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd227203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd319018
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd445426
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd512701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd632614
IRS990ScheduleI/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GREGORY F. PERLMAN AND JODI D. PERLMAN ARE HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVIALBALE UPON REQUEST WITH THE FOUNDATION OR THROUGH WWW.GUIDESTAR.ORG. ADDITIONAL DOCUMENTATION IS AVAILABLE UPON DIRECT REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVIALBALE UPON REQUEST WITH THE FOUNDATION OR THROUGH WWW.GUIDESTAR.ORG. ADDITIONAL DOCUMENTATION IS AVAILABLE UPON DIRECT REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0166328
IRS990/TotalAssetsEOYAmt0327711
IRS990/TotalAssetsGrp/BOYAmt0166328
IRS990/TotalAssetsGrp/EOYAmt0327711
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01186060
IRS990/TotalEmployeeCnt02

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