Joel & Lynn Perlmutter Fam Foundation Tr
Only null% goes to programs Strong reserves Growing revenue
Joel & Lynn Perlmutter Fam Foundation Tr is a 501(c)(3) organization based in Toms River, New Jersey, registered in 2004, with $233,223 in FY2024 revenue. CharityIndex grades it C+.
1 Haines Cove Dr, Toms River, NJ, 08753 EIN 22-6949741 Since 2004
Revenue (FY2024)
$233K
▲ 74.8% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$154K
Net assets
$5.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Joel & Lynn Perlmutter Fam Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating405 mo reserves · +34% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Joel & Lynn Perlmutter Fam Foundation Tr: 405 mo reserves · +34% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Joel & Lynn Perlmutter Fam Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Joel & Lynn Perlmutter Fam Foundation Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1 Haines Cove Dr, Toms River, NJ, 08753
- City
- Toms River
- State
- New Jersey
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $10K (FY2013) to $233K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $5,268Net assets $5.2M
Operating margin
33.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.2M
Total liabilities
$5,268
Net assets
$5.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $233,223▲74.8% | $154,484▲5.6% | $5,216,813▲5.7% | $5,222,081▲5.7% | 990PF |
| 2023 | $133,405▲13.9% | $146,238▼4.2% | $4,936,727▲2.0% | $4,939,523▲2.0% | 990PF |
| 2022 | $117,076▲14.5% | $152,687▼21.3% | $4,840,001▼3.7% | $4,844,064▼3.7% | 990PF |
| 2021 | $102,278▼9.4% | $194,012▲26.7% | $5,026,945▲4.7% | $5,032,057▲4.8% | 990PF |
| 2020 | $112,858▲426% | $153,080▲91.7% | $4,801,544▼1.4% | $4,803,697▼2.0% | 990PF |
| 2019 | $21,444▼99.5% | $79,835▼16.0% | $4,870,855▲1.5% | $4,904,121▲1.2% | 990PF |
| 2018 | $4,574,444▲12365% | $95,000▲833% | $4,799,947▲5499% | $4,847,720▲5555% | 990PF |
| 2017 | $36,699▲262% | $10,182▼6.3% | $85,729▲44.8% | $85,729▲44.8% | 990PF |
| 2016 | $10,146▲39.5% | $10,870▲2.4% | $59,212▼1.2% | $59,212▼1.2% | 990PF |
| 2015 | $7,274▼12.9% | $10,615▲15.2% | $59,936▼5.3% | $59,936▼5.3% | 990PF |
| 2014 | $8,353▼18.8% | $9,215▼11.1% | $63,277▼1.3% | $63,277▼1.3% | 990PF |
| 2013 | $10,285 | $10,370 | $64,139▼0.1% | $64,139▼0.1% | 990PF |
| 2012 | — | $10,370▲1.3% | $64,224▼7.0% | $64,224▼7.0% | 990PF |
| 2011 | — | $10,240▲13.1% | $69,082▼13.2% | $69,082▼13.2% | 990PF |
| 2010 | — | $9,050 | $79,557 | $79,557 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Compare Joel & Lynn Perlmutter Fam Foundation Tr
Frequently asked questions
- Is Joel & Lynn Perlmutter Fam Foundation Tr a legitimate nonprofit?
- Yes. Joel & Lynn Perlmutter Fam Foundation Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 22-6949741, based in Toms River, New Jersey. Donations are tax-deductible.
- What is Joel & Lynn Perlmutter Fam Foundation Tr's EIN?
- Joel & Lynn Perlmutter Fam Foundation Tr's Employer Identification Number (EIN) is 22-6949741.
- How much revenue does Joel & Lynn Perlmutter Fam Foundation Tr report?
- Joel & Lynn Perlmutter Fam Foundation Tr reported $233,223 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Joel & Lynn Perlmutter Fam Foundation Tr have?
- CharityIndex grades Joel & Lynn Perlmutter Fam Foundation Tr C+, based on financial health (reserves and operating margin).
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Data for Joel & Lynn Perlmutter Fam Foundation Tr (EIN 22-6949741) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.