PERT Foundation (EIN 810585993) - 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

2002

Legal Domicile

Principal Officer

Andrea Saenz

Phone

3126168000

Tax Period

2023-10-01 to 2024-09-30

The Pert Foundation, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.2M in total revenue in fiscal year 2017. Revenue surged 353% from the prior year, signaling strong growth momentum. Expenses of $18.4M exceeded revenue, resulting in a 253% operating deficit.

Mission

PERT Foundation is organized and operated to foster, support, develop, and maintain charitable activities and vital human and educational services by supporting and carrying out the charitable purposes of The Chicago Community Trust and The Chicago Community Foundation by such means as the board of directors of the organization may determine from time to time.

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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 $311,653,014

Program Service Revenue $0

Investment Income $67,415

Other Revenue $16

TOTAL REVENUE $311,720,445

Expense Breakdown

Grants Paid $318,021,564

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $318,024,899

Other Expenses $80,397

TOTAL EXPENSES $318,101,961

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,720,445	$13,038	+23907.6%
Expenses	$318,101,961	$9,307	+34177.8%
Net Income	$-6,381,516	$3,731	-1711.4%

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

$1,261,918

Total Directors

$655,609

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Saenz	President and Director	1.00	Officer Director	$0	$59,332	$655,609
Elizabeth Liebman	Director	1.00	Director	$0	$0	$0
Thomas C Liebman	Director	1.00	Director	$0	$0	$0
Margaret Stineman	Director	1.00	Director	$0	$0	$0
Bryan Traubert	Director	1.00	Director	$0	$0	$0
Jessica Strausbaugh	Treasurer	2.00	Officer	$0	$20,828	$343,093
Amy Pena	Secretary	2.00	Officer	$0	$31,891	$263,216

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	$311,720,445	$318,101,961	$317,276,071	$-6,381,516
2023	$13,038	$9,307	$428,961	$3,731
2022	$790,525	$4,152,066	$378,092	$-3,361,541
2021	$887,326	$5,655,473	$4,700,079	$-4,768,147
2020	$-78,698	$959,950	$8,853,659	$-1,038,648
2019	$379,549	$1,010,014	$9,427,365	$-630,465
2018	$5,225,965	$18,435,164	$10,384,659	$-13,209,199

PERT Foundation