Civic Intelligence

Rachel Elizabeth Barton Foundation

990PF • Fiscal year 2017 • EIN 01-0613278

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

333 W Hubbard Street Apt 913Chicago, IL 60654

(312) 329-1170

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.03x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

24th percentile

-8.6%

Higher net margin than 24% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.2%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-23%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$4,046,531

Down $8,404 (-0.2%) from 2016

Net Assets

Down

$4,044,148

Down $7,755 (-0.2%) from 2016

Liabilities

Down

$2,383

Down $649 (-21%) from 2016

Revenue

Down

$88,171

Down $26,506 (-23%) from 2016

Expenses

Down

$95,795

Down $4,216 (-4.2%) from 2016

Net Income

Down

-$7,624

Down $22,290 (-152%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $110,885Liabilities 2011: $02011Assets 2012: $126,953Liabilities 2012: $02012Assets 2013: $149,588Liabilities 2013: $02013Assets 2014: $146,629Liabilities 2014: $02014Assets 2015: $4,056,251Liabilities 2015: $19,014Net Assets 2015: $4,037,2372015Assets 2016: $4,054,935Liabilities 2016: $3,032Net Assets 2016: $4,051,9032016Assets 2017: $4,046,531Liabilities 2017: $2,383Net Assets 2017: $4,044,1482017Assets 2018: $4,048,572Liabilities 2018: $2,415Net Assets 2018: $4,046,1572018Assets 2019: $4,047,072Liabilities 2019: $4,930Net Assets 2019: $4,042,1422019Assets 2020: $4,084,396Liabilities 2020: $4,861Net Assets 2020: $4,079,5352020Assets 2021: $4,057,730Liabilities 2021: $4,038Net Assets 2021: $4,053,6922021Assets 2022: $4,094,439Liabilities 2022: $807Net Assets 2022: $4,093,6322022Assets 2023: $4,100,718Liabilities 2023: $420Net Assets 2023: $4,100,2982023Assets 2024: $4,108,337Liabilities 2024: $1,904Net Assets 2024: $4,106,4332024

Highlighted filing

2017

Assets$4,046,531
Liabilities$2,383
Net Assets$4,044,148

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $32,032Expenses 2011: $12,334Net Income 2011: $19,6982011Revenue 2012: $25,945Expenses 2012: $9,877Net Income 2012: $16,0682012Revenue 2013: $33,057Expenses 2013: $10,422Net Income 2013: $22,6352013Revenue 2014: $15,744Expenses 2014: $18,703Net Income 2014: -$2,9592014Revenue 2015: $4,029,876Expenses 2015: $139,268Net Income 2015: $3,890,6082015Revenue 2016: $114,677Expenses 2016: $100,011Net Income 2016: $14,6662016Revenue 2017: $88,171Expenses 2017: $95,795Net Income 2017: -$7,6242017Revenue 2018: $82,520Expenses 2018: $80,511Net Income 2018: $2,0092018Revenue 2019: $66,254Expenses 2019: $72,619Net Income 2019: -$6,3652019Revenue 2020: $99,065Expenses 2020: $61,711Net Income 2020: $37,3542020Revenue 2021: $26,321Expenses 2021: $49,834Net Income 2021: -$23,5132021Revenue 2022: $89,255Expenses 2022: $58,314Net Income 2022: $30,9412022Revenue 2023: $71,299Expenses 2023: $64,633Net Income 2023: $6,6662023Revenue 2024: $80,537Expenses 2024: $74,402Net Income 2024: $6,1352024

Highlighted filing

2017

Revenue$88,171
Expenses$95,795
Net Income-$7,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL BARTON PINEPresident & Mgr.-$0--
GREGORY J PINEDirector-$0--
PHILIP GREENBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rachel Elizabeth Barton Foundation
EIN
01-0613278
In Care Of
% RACHEL BARTON PINE
Phone
3123291170
Address
333 W HUBBARD STREET APT 913, CHICAGO, IL 60654

Signing Officer

Name
Rachel Barton
Title
President
Phone
3126420006
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Maggie Thomason
Phone
3126420006
Raw XML AppendixShowing 400 of 403 raw XML fields

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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060610
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RACHEL BARTON PINE
IRS990PF/StatementsRegardingActyGrp/PhoneNum03123291170
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0REBF.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RACHEL BARTON PINE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt085101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0114544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08747
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08747
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0303299
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt081246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt085101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0114544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014508
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07900
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081246
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt081246
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0312046
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0230800
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RACHEL BARTON PINE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BLANE FAMILY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0333 W HUBBARD STREET 913
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1245 INGALTON AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WEST CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0606544929
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160185
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt064721
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt042441
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt14000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUSICAL INSTRUMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11732 ANTONIO STRADIVARI VIOLIN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt042441
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt042441
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14000000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0131
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT DUE TO BOOK CAPITAL LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3RESEARCH & MUSIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4WEB DESIGN/HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSTRUMENT REPAIR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9EVENT ATTENDANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11GRANTS & DONATIONS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16343
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31262
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt417380
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53417
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt62112
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71908
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81483
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt940
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1061
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11839
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31262
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt417380
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53417
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71908
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81483
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt940
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11839
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02501
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01852
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03690
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OFFICE ASSISTANCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01845
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01845
TaxesSchedule/TaxesDetail/Amt01595
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01276
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0319
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL BARTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RACHEL ELIZABETH BARTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RACH
ReturnHeader/Filer/EIN0010613278
ReturnHeader/Filer/InCareOfNm0% RACHEL BARTON PINE
ReturnHeader/Filer/PhoneNum03123291170
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W HUBBARD STREET APT 913
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060654
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038EC74C4A9104B42CA558262456F9A3739DA905E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6D58A6F60B6D785574287F9E7DD6DB82E687797
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036207920183185000008
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0168.93.161.34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maggie Thomason
ReturnHeader/ReturnTs02018-11-15T09:31:16-06:00
ReturnHeader/ReturnTypeCd0990PF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.08$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.07$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.09$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.05$0.03$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.10$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.04$0.07$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.04$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.06$0.02$4.04$4.03$0.14$3.89
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.03$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.03$0.01$0.02
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.03$0.01$0.02