Skip to content
Nonprofiteer
← PERT FOUNDATION

Form 990 for tax year 2022

Filed by PERT FOUNDATION.

Totals

Total revenue
$13,038
Total expenses
$9,307
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$2,500
Management and general expenses
$6,807
Fundraising expenses
$0
Program service expenses (Part III)
$2,500

Program services were 26.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Andrea Saenz

    President and Director

    Total calculated
    $404,125
    From this org
    $0
    From related orgs
    $362,492
    Other
    $41,633
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,416 related
    Bonus
    $0
    Other
    $0 + $1,076 related
    Deferred
    $0 + $32,434 related
    Nontaxable benefits
    $0 + $9,199 related
    Filer's total
    $0 + $404,125 related

  • Heather Bilandic Black

    VP and Director (until 01/23)

    Total calculated
    $0
    Hours/week
    1

  • James J Glasser

    Director (until 01/23)

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Liebman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomas C Liebman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jessica Strausbaugh

    Treasurer and Secretary

    Total calculated
    $325,375
    From this org
    $0
    From related orgs
    $306,550
    Other
    $18,825
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,537 related
    Bonus
    $0
    Other
    $0 + $1,013 related
    Deferred
    $0 + $17,148 related
    Nontaxable benefits
    $0 + $1,677 related
    Filer's total
    $0 + $325,375 related

  • Jason Baxendale

    Former President and Director

    Total calculated
    $209,846
    From this org
    $0
    From related orgs
    $195,342
    Other
    $14,504
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $194,754 related
    Bonus
    $0
    Other
    $0 + $588 related
    Deferred
    $0 + $7,607 related
    Nontaxable benefits
    $0 + $6,897 related
    Filer's total
    $0 + $209,846 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
Annually the board of directors of The PERT Foundation reviews the compensation of the leased staff (President) based on performance evaluation in connection with established goals and objectives and determines the reasonableness of compensation. Compensation is compared to data of similar organizations and to positions with similar responsibilities.
Schedule J, Part II, Line 1, Line 2, Line 3:
Mrs. Jessica Strausbaugh, Mr. Jason Baxendale, and Ms. Andrea Saenz are paid employees of The Chicago Community Trust, a related tax-exempt organization. Mrs. Strausbaugh serves as Treasurer and Secretary of The PERT Foundation. Mr. Baxendale serves as the Former President and a Director of The PERT Foundation. Ms. Andrea Saenz serves as the current President and a Director of The PERT Foundation.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
2 August 2024
IRS schema version
2022v5.0
Source object
202422279349303232

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.