Fred And Gertrude Perlberg Foundation Inc

Fred And Gertrude Perlberg Foundation maintains over $1.4 million in assets with minimal liabilities and no officer compensation.

EIN: 136100032 · Henniker, NH · Updated: 2026-03-28

$80KRevenue
$1.5MAssets
85/100Mission Score (Excellent)
Fred And Gertrude Perlberg Foundation Inc Financial Summary
MetricValue
Total Revenue$80K
Total Expenses$59K
Program Spending90%
Net Assets$1.5M
Transparency Score85/100

Is Fred And Gertrude Perlberg Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Fred And Gertrude Perlberg Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Fred And Gertrude Perlberg Foundation Inc

Fred And Gertrude Perlberg Foundation Inc (EIN: 136100032) is a nonprofit organization based in Henniker, NH. The organization reported total revenue of $80K and total assets of $1.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Fred And Gertrude Perlberg Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

69Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Fred And Gertrude Perlberg Foundation Inc is a micro nonprofit that has been operating for 69 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -0.3%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$86K
Total Expenses$59K
Surplus / Deficit+$27K
Total Assets$1.5M
Total Liabilities$1K
Net Assets$1.5M
Operating Margin31.8%
Debt-to-Asset Ratio0.1%
Months of Reserves298.6 months

Financial Health Grade: A

In 2024, Fred And Gertrude Perlberg Foundation Inc reported a surplus of $27K with revenue exceeding expenses, holds 298.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).

Financial Trends

Over 10 years of filings (2012–2024), Fred And Gertrude Perlberg Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -0.3%.

YearRevenue ChangeExpense ChangeAsset Change
2024+32.7%+9.6%+1.9%
2023-20.5%+40.4%+0.8%
2022+15.3%-62.9%+3.2%
2021-0.7%+154.9%-2.3%
2020-30.9%-33.7%+0.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1957

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Fred And Gertrude Perlberg Foundation Inc demonstrates consistent financial stability with assets consistently over $1.3 million, reaching $1,490,686 in the latest period. Revenue has fluctuated but generally covers expenses, with the latest period showing revenue of $85,825 against expenses of $58,523, indicating a healthy surplus. The organization's liabilities are minimal, consistently under $2,000, which is a strong indicator of financial health and low risk. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, as the provided data only includes total expenses. However, the consistent surplus in most years suggests prudent management of overall expenditures relative to income. The foundation's primary function appears to be grant-making, given its structure and lack of officer compensation, which typically implies a lean operational model. Transparency is good in terms of public filings, with 10 years of IRS 990 data available. The absence of officer compensation is a positive transparency indicator, showing that the foundation's resources are not being used for executive salaries. However, without a detailed NTEE code or specific program descriptions, the exact impact and focus of its grants remain less transparent to the public.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Fred And Gertrude Perlberg Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Fred And Gertrude Perlberg Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$86KTotal Revenue
$59KTotal Expenses
$1.5MTotal Assets
$1KTotal Liabilities
$1.5MNet Assets

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly favorable for a foundation of this size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Fred And Gertrude Perlberg Foundation Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for Fred And Gertrude Perlberg Foundation Inc:

Frequently Asked Questions about Fred And Gertrude Perlberg Foundation Inc

Is Fred And Gertrude Perlberg Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Fred And Gertrude Perlberg Foundation Inc (EIN: 136100032) some concerns. Mission Score: 85/100. 2 red flags identified, 5 strengths noted.

How does Fred And Gertrude Perlberg Foundation Inc spend its money?

Fred And Gertrude Perlberg Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Fred And Gertrude Perlberg Foundation Inc tax-deductible?

Fred And Gertrude Perlberg Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136100032). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Fred And Gertrude Perlberg Foundation Inc located?

Fred And Gertrude Perlberg Foundation Inc is headquartered in Henniker, New Hampshire and files with the IRS under EIN 136100032.

How many years of IRS 990 filings does Fred And Gertrude Perlberg Foundation Inc have?

Fred And Gertrude Perlberg Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $80K in total revenue.

Is Fred And Gertrude Perlberg Foundation Inc a good charity?

Based on the available financial data, the foundation appears to be a financially sound and well-managed entity with substantial assets and minimal liabilities. The absence of officer compensation suggests that funds are directed towards its mission, likely through grants. However, without specific program details, assessing its direct impact is challenging.

What is the primary purpose of this foundation?

While the NTEE code is unknown, the financial structure (consistent assets, no officer compensation, and relatively low expenses compared to assets) strongly suggests it operates as a grant-making foundation, distributing funds to other charitable organizations or individuals.

How does the foundation manage its expenses?

The foundation consistently manages its expenses below its revenue in most years, such as $58,523 in expenses against $85,825 in revenue in the latest period. This indicates a fiscally conservative approach, allowing for asset growth and sustained operations.

Filing History

IRS 990 filing history for Fred And Gertrude Perlberg Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2024), Fred And Gertrude Perlberg Foundation Inc's revenue has declined by 3.1%, moving from $89K to $86K. Total assets increased by 10.5% over the same period, from $1.3M to $1.5M. Total functional expenses fell by 37.7%, from $94K to $59K. In its most recent filing year (2024), Fred And Gertrude Perlberg Foundation Inc reported a surplus of $27K, with revenue exceeding expenses. The organization holds $1K in liabilities against $1.5M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $1.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $86K $59K $1.5M $1K
2023 $65K $53K $1.4M $1K View 990
2022 $81K $38K $1.4M $1K
2021 $71K $102K $1.4M $1K View 990
2020 $71K $40K $1.4M $2K View 990
2016 $103K $61K $1.4M $1 View 990
2015 $83K $73K $1.4M $1 View 990
2014 $76K $59K $1.3M $1 View 990
2013 $89K $72K $1.3M $1 View 990
2012 $89K $94K $1.3M $1 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Fred And Gertrude Perlberg Foundation Inc:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Fred And Gertrude Perlberg Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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