Pert Foundation
Donations deductibleRevenue
$10.5m
year to 30 September 2025
Expenses
$88k
year to 30 September 2025
Total assets
$127.6m
$126.8m liabilities
Net assets
$792k
assets less liabilities
Directors and trustees
5
5.0 years on average
Staff
0
4 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
3
named in Part VII
Pert Foundation's network
5 people5 organisationsi5 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Andrea Saenz | President and Director | 2023 | 3 yrs |
| Bryan Traubert | Director | 2024 | 2 yrs |
| Elizabeth Liebman | Director | 2018 | 8 yrs |
| Margaret Stineman | Director | 2024 | 2 yrs |
| Thomas C Liebman | Director | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Amy Pena | Company secretary | 2024 |
| Carol Crenshaw | Treasurer (until 09/30/2018) | 2018 |
| Jessica Strausbaugh | Treasurer and Secretary | since 2019 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Andrea Saenz | President and Director | 1 | $0 | $624k | $61k |
| Bryan Traubert | Vice President and Director | 1 | $0 | ||
| Elizabeth Liebman | Director | 1 | $0 | ||
| Thomas C Liebman | Director | 1 | $0 | ||
| Margaret Stineman | Director | 1 | $0 | ||
| Laura Kernaghan | Treasurer as of 4/8/25 | 1 | $0 | $162k | $14k |
| Jessica Strausbaugh | Treasurer until 3/25/25 | 1 | $0 | $326k | $57k |
| Amy Pena | Secretary until 6/5/25 | 1 | $0 | $244k | $34k |
About
- Legal name
- Pert Foundation
- EIN
- 810585993
- Address
- 33 S State Street 750, Chicago, IL, 60603-2804
- State
- Illinois
- Mission
- PERT 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. (as filed on the Form 990)
- Activity (NTEE)
- T20 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 9 (IRS master file code)
- Formed
- 2002
- Principal officer
- Andrea Saenz (as named on the Form 990)
- IRS ruling date
- 1 February 2003
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedPhilan. GrantmakingThe Chicago Community FoundationRelatedPhilan. GrantmakingThe Chicago Community TrustRelatedPhilan. GrantmakingMetropolis Strategiess NFP
Longest observed on the filings
≥8years on the filingsElizabeth Liebman
≥8years on the filingsThomas C Liebman
≥3years on the filingsAndrea Saenz
≥2years on the filingsBryan Traubert
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $127.6m
- Total liabilities
- $126.8m
- Net assets or fund balances
- $792k
- Contributions and grants received
- $0
- Program service revenue
- $0
- Employees
- 0
- Volunteers
- 4
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $311.7m | $318.1m | Deficit $6.4m |
As filed on the IRS Form 990. US dollars.