Home › Philanthropy, voluntarism & grantmaking
PERT Foundation
PERT Foundation reported $10.5 million in revenue and $87,978 in expenses for the fiscal year ending September 30, 2025. Of every $100 it spent, $2.84 went to program services, $97.16 to management and general costs and $0.00 to fundraising. Its largest source of revenue was investment income: 6.2% of the total. The highest compensation it reported for one person was $685,048 (President and Director). Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending September 30, 2025 · Form 990, Part IX, line 25 · total expenses $87,978For context, the median across 1,001 covered philanthropy, voluntarism & grantmaking charities: $91.65 programs, $6.50 management, $1.85 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending September 30, 2025 · Form 990, Part VIII · total revenue $11MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 2.8% | 90.2% |
| Management & general Part IX 25(C) ÷ 25(A) | 97.2% | 6.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.0% | 1.8% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | Not reported | $0.02 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 0.0% | 79.9% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 0.0% |
| Program service revenue share Part VIII 2g ÷ 12 | 0.0% | 0.0% |
| Highest reported compensation Part VII-A, columns D–F | $685,048 | $325,675 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 778.66% | 1.56% |
| People paid over $100,000 Part VII, line 2 | 0 | 3 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 108.0 | 56.6 |
| Independent voting board members Part VI 1a–1b | 4 of 5 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expensePERT Foundation's exempt purpose is to support The Chicago Community Trust and The Chicago Community Foundation. During the tax year, PERT Foundation managed and stewarded charitable assets designated for the future support of The Chicago Community Trust and The Chicago Community Foundation. No grants were distributed during the year
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| President and Director Director/trustee, officer, 1.00 hrs/week | $0 | $623,862 | $61,186 | $685,048 |
| Treasurer until 3/25/25 Officer, 1.00 hrs/week | $0 | $326,218 | $57,269 | $383,487 |
| Secretary until 6/5/25 Officer, 1.00 hrs/week | $0 | $243,747 | $34,184 | $277,931 |
| Treasurer as of 4/8/25 Officer, 1.00 hrs/week | $0 | $162,260 | $13,616 | $175,876 |
0 people received more than $100,000 in reportable compensation from PERT Foundation (Part VII, line 2).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b5 · 4 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aNo
- Whistleblower policy Part VI 13No
- Document retention policy Part VI 14No
- Independent process for top executive pay Part VI 15aNo
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2Yes
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 50
- Volunteers Part I, line 64
Correct a figure or respond
Every number above is copied from PERT Foundation's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for PERT Foundation, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 PERT Foundation spent in FY2025, $2.84 went to programs. The full breakdown, from its IRS Form 990:
Questions people ask
How much of PERT Foundation's spending goes to programs?
In the fiscal year ending September 30, 2025, PERT Foundation reported that 2.8% of its $87,978 in expenses went to program services, 97.2% to management and general and 0.0% to fundraising (Form 990, Part IX).
How much does PERT Foundation pay its top executive?
The largest total compensation PERT Foundation reported for one person in the fiscal year ending September 30, 2025 was $685,048, for the role of President and Director (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does PERT Foundation get its money?
Of $10.5 million in revenue in the fiscal year ending September 30, 2025, 0.0% came from contributions and grants and 0.0% from program service revenue (Form 990, Part VIII).
Is PERT Foundation a registered charity?
The IRS lists EIN 81-0585993 as a 501(c)(3) organization (supporting organization (509(a)(3))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending September 30, 2025, object 202622229349300937 · read the filing
- FY2024: Form 990 for the fiscal year ending September 30, 2024, object 202512029349300241 · read the filing
- FY2023: Form 990 for the fiscal year ending September 30, 2023, object 202422279349303232 · read the filing
- FY2022: Form 990 for the fiscal year ending September 30, 2022, object 202342239349302264 · read the filing
- FY2021: Form 990 for the fiscal year ending September 30, 2021, object 202212249349301001 · read the filing
- FY2020: Form 990 for the fiscal year ending September 30, 2020, object 202102239349300545 · read the filing
All filings for EIN 81-0585993: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.