THE HARRIETTE AND TED PERLMAN FAMILY FOUNDATION (EIN 811309979) - 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

2016

Legal Domicile

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

THE HARRIETTE AND TED PERLMAN FAMILY FOUNDATION, founded in 2016, is a community nonprofit in the Religion sector that reported $3.9M in total revenue in fiscal year 2024. The organization ran a surplus of $3.8M, a strong 99% operating margin.

Mission

THE FOUNDATION IS ORGANIZED TO FOSTER, PROMOTE, SUPPORT, DEVELOP, ENCOURAGE AND MAINTAIN THE BROAD, CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO AND THE FOUNDATION AS AUTHORIZED IN THEIR BY-LAWS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,907,200

Program Service Revenue $0

Investment Income $952,337

Other Revenue $0

TOTAL REVENUE $3,859,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $20,041

TOTAL EXPENSES $20,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,859,537	$-55,179	-70.9%
Expenses	$20,041	$780,183	-1.0%
Net Income	$3,839,496	$-835,362	-5.6%

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

$1,763,368

Total Directors

$1,491,464

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID PRYSTOWSKY	SECRETARY	0.3	Officer Director	$0	$78,562	$404,084
DAVID S ROSEN	TREASURER	0.3	Officer Director	$0	$106,440	$558,732
HARRIETTE PERLMAN	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
TED PERLMAN	PRESIDENT	0.3	Officer Director	$0	$0	$0
DR STEVEN B NASATIR	DIRECTOR	0.3	Director	$0	$55,634	$528,648
JAMES A PINKSTON	ASSISTANT TREASURER	0.3	Officer	$0	$56,475	$365,057
JULIE ANN SKLAVER	ASSISTANT SECRETARY	0.3	Officer	$0	$38,020	$152,297
PETER CHISWICK	ASSISTANT TREASURER	0.3	Officer	$0	$45,504	$283,198

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
2025	$3,859,537	$20,041	$9,250,216	$3,839,496
2024	$-55,179	$780,183	$5,939,429	$-835,362
2023	$154,571	$770,599	$6,507,735	$-616,028
2022	$7,310,361	$460,998	$6,288,064	$6,849,363
2021	$374	$10	$443,009	$364
2020	$748,509	$929,755	$792,645	$-181,246
2019	$1,499,199	$1,050,059	$1,023,891	$449,140

THE HARRIETTE AND TED PERLMAN FAMILY FOUNDATION