Civic Intelligence

Leonard and Alice Perlmutter Charitable Foundation

990PF • Fiscal year 2022 • EIN 84-1036165

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 16, 2023

Organization Profile
14446 West 57th PlaceArvada, CO 80003

(303) 388-3782

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

65th percentile

8.2%

Faster asset growth than 65% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-67%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$115,772

Up $8,805 (+8.2%) from 2021

Net Assets

Up

$115,772

Up $8,805 (+8.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Down

$15,069

Down $30,913 (-67%) from 2021

Expenses

Down

$6,264

Down $67,257 (-91%) from 2021

Net Income

Up

$8,805

Up $36,344 (+132%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2011: $214,283Liabilities 2011: $02011Assets 2012: $199,597Liabilities 2012: $02012Assets 2013: $225,690Liabilities 2013: $0Net Assets 2013: $225,6902013Assets 2014: $231,688Liabilities 2014: $0Net Assets 2014: $231,6882014Assets 2015: $273,882Liabilities 2015: $0Net Assets 2015: $273,8822015Assets 2016: $260,009Liabilities 2016: $0Net Assets 2016: $260,0092016Assets 2017: $197,706Liabilities 2017: $0Net Assets 2017: $197,7062017Assets 2018: $180,671Liabilities 2018: $0Net Assets 2018: $180,6712018Assets 2019: $154,476Liabilities 2019: $0Net Assets 2019: $154,4762019Assets 2020: $134,506Liabilities 2020: $0Net Assets 2020: $134,5062020Assets 2021: $106,967Liabilities 2021: $0Net Assets 2021: $106,9672021Assets 2022: $115,772Liabilities 2022: $0Net Assets 2022: $115,7722022Assets 2023: $117,849Liabilities 2023: $0Net Assets 2023: $117,8492023Assets 2024: $122,885Liabilities 2024: $0Net Assets 2024: $122,8852024

Highlighted filing

2022

Assets$115,772
Liabilities$0
Net Assets$115,772
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $14,512Expenses 2011: $22,093Net Income 2011: -$7,5812011Revenue 2012: $14,390Expenses 2012: $29,076Net Income 2012: -$14,6862012Expenses 2013: $23,7212013Revenue 2014: $12,612Expenses 2014: $6,614Net Income 2014: $5,9982014Revenue 2015: $71,995Expenses 2015: $29,801Net Income 2015: $42,1942015Revenue 2016: $15,077Expenses 2016: $28,950Net Income 2016: -$13,8732016Revenue 2017: $15,124Expenses 2017: $77,427Net Income 2017: -$62,3032017Revenue 2018: $15,453Expenses 2018: $32,488Net Income 2018: -$17,0352018Revenue 2019: $52,795Expenses 2019: $78,991Net Income 2019: -$26,1962019Revenue 2020: -$2,014Expenses 2020: $17,956Net Income 2020: -$19,9702020Revenue 2021: $45,982Expenses 2021: $73,521Net Income 2021: -$27,5392021Revenue 2022: $15,069Expenses 2022: $6,264Net Income 2022: $8,8052022Revenue 2023: $36,198Expenses 2023: $34,121Net Income 2023: $2,0772023Revenue 2024: $25,586Expenses 2024: $20,550Net Income 2024: $5,0362024

Highlighted filing

2022

Revenue$15,069
Expenses$6,264
Net Income$8,805
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 16, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWIN PERLMUTTERAssistant Se-$0--
ALICE PERLMUTTERSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Leonard & Alice Perlmutter
EIN
84-1036165
Phone
3033883782
Address
14446 WEST 57TH PLACE, ARVADA, CO 80003

Signing Officer

Name
Alice Perlmutter
Title
Secretary/treasurer
Phone
3033883782
Signed
2023-01-16

Preparer

Firm
Ian D Gardenswartz & Associates Pc
Address
6825 E TENNESSEE AVE 235, DENVER, CO 80224
Preparer
Rich L Merg
Phone
3033883782
Raw XML Appendix221 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08805
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0368
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0560
IRS990PF/FMVAssetsEOYAmt0352151
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0106967
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0106967
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0115772
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0474729
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0105
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0474624
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07121
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023380
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0467608
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0474729
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWIN PERLMUTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALICE PERLMUTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0ASSISTANT SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014446 WEST 57TH PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114446 WEST 57TH PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ARVADA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ARVADA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt05000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt05000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALICE PERLMUTTER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt014446 WEST 57TH PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARVADA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080003
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03033883782
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NATIONAL JEWISH HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 JACKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080206
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt018188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt052178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048408
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt052178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01899
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0128308
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0146496
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt08358
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FMV - AMOUNT ABOVE COST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt08358
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064
TaxesSchedule/TaxesDetail/Amt01200
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES-FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01200
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICE PERLMUTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03033883782
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONARD & ALICE PERLMUTTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0841036165
ReturnHeader/Filer/PhoneNum03033883782
ReturnHeader/Filer/USAddress/AddressLine1Txt014446 WEST 57TH PLACE
ReturnHeader/Filer/USAddress/CityNm0ARVADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841003319
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IAN D GARDENSWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06825 E TENNESSEE AVE 235
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080224
ReturnHeader/PreparerPersonGrp/PhoneNum03033883782
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICH L MERG
ReturnHeader/ReturnTs02023-01-16T19:22:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALICE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERLMUTTER
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,772
Liabilities
$0
Net assets
$115,772
Revenue
$15,069
Expenses
$6,264
Net income
$8,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.26$0.21$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.36$0.34$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.06$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.46$0.74$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.02$0.18$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.53$0.79$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.15$0.32$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.15$0.77$0.62
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.15$0.29$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.72$0.30$0.42
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.13$0.07$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.24
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$0.14$0.29$0.15
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$0.15$0.22$0.08