KARL PERL CHARITABLE TRUST (EIN 466113637) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JULIE ANN SKLAVER

Phone

3123574790

Tax Period

2023-01-01 to 2023-12-31

KARL PERL CHARITABLE TRUST, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $315K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $300K left a modest 5% surplus.

Mission

THE KARL PERL CHARITABLE TRUST IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS, AND TO CARRY OUT THE PURPOSES OF THE JEWISH UNITED FUND OF METROPOLITAN CHICAGO.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $25

Other Revenue $314,875

TOTAL REVENUE $314,900

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,000

Other Expenses $0

TOTAL EXPENSES $300,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$314,900	$256,435	+0.2%
Expenses	$300,000	$300,000	N/A
Net Income	$14,900	$-43,565	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$921,134

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID S ROSEN	TRUSTEE	1.00	Director	$0	$80,133	$524,437
ROSE JAGUST	TRUSTEE - PART YEAR	1.00	Director	$0	$10,503	$99,569
ELISSA POLAN	TRUSTEE	1.00	Director	$0	$33,296	$153,453
BARRON S PERL	TRUSTEE	10.00	Director	$0	$0	$0
SHELDON G PERL	TRUSTEE	10.00	Director	$0	$0	$0
JULIE ANN SKLAVER	TRUSTEE	1.00	Director	$0	$32,373	$143,675

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$314,900	$300,000	$2,227,973	$14,900
2022	$256,435	$300,000	$2,213,073	$-43,565
2021	$302,753	$300,000	$2,256,638	$2,753
2020	$289,615	$250,000	$2,253,885	$39,615
2019	$254,755	$300,000	$2,214,270	$-45,245
2018	$260,151	$300,000	$2,259,515	$-39,849

KARL PERL CHARITABLE TRUST