Civic Intelligence

Sander & Ray Epstin Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 13-6218324

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profile
184 Shuman BlvdNaperville, IL 60563

(630) 420-1360

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

27th percentile

-6.9%

Higher net margin than 27% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-2.7%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$889,088

Down $3,896 (-0.4%) from 2017

Net Assets

Down

$887,856

Down $4,560 (-0.5%) from 2017

Liabilities

Up

$1,232

Up $664 (+117%) from 2017

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin27th percentile

Revenue

Down

$69,827

Down $1,919 (-2.7%) from 2017

Expenses

Up

$74,654

Up $3,602 (+5.1%) from 2017

Net Income

Down

-$4,827

Down $5,521 (-796%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,019,105Liabilities 2011: $02011Assets 2012: $979,348Liabilities 2012: $02012Assets 2013: $942,233Liabilities 2013: $4902013Assets 2014: $937,734Liabilities 2014: $903Net Assets 2014: $936,8312014Assets 2015: $916,056Liabilities 2015: $0Net Assets 2015: $916,0562015Assets 2016: $893,237Liabilities 2016: $0Net Assets 2016: $893,2372016Assets 2017: $892,984Liabilities 2017: $568Net Assets 2017: $892,4162017Assets 2018: $889,088Liabilities 2018: $1,232Net Assets 2018: $887,8562018Assets 2019: $903,137Liabilities 2019: $1,166Net Assets 2019: $901,9712019Assets 2020: $871,636Liabilities 2020: $0Net Assets 2020: $871,6362020Assets 2021: $1,003,887Liabilities 2021: $0Net Assets 2021: $1,003,8872021Assets 2022: $960,159Liabilities 2022: $0Net Assets 2022: $960,1592022Assets 2023: $933,432Liabilities 2023: $0Net Assets 2023: $933,4322023Assets 2024: $945,888Liabilities 2024: $0Net Assets 2024: $945,8882024

Highlighted filing

2018

Assets$889,088
Liabilities$1,232
Net Assets$887,856
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $55,599Expenses 2011: $70,822Net Income 2011: -$15,2232011Revenue 2012: $40,354Expenses 2012: $80,111Net Income 2012: -$39,7572012Revenue 2013: $61,641Expenses 2013: $99,246Net Income 2013: -$37,6052013Revenue 2014: $78,947Expenses 2014: $83,698Net Income 2014: -$4,7512014Revenue 2015: $60,341Expenses 2015: $78,730Net Income 2015: -$18,3892015Revenue 2016: $52,004Expenses 2016: $76,932Net Income 2016: -$24,9282016Revenue 2017: $71,746Expenses 2017: $71,052Net Income 2017: $6942017Revenue 2018: $69,827Expenses 2018: $74,654Net Income 2018: -$4,8272018Revenue 2019: $90,797Expenses 2019: $79,203Net Income 2019: $11,5942019Revenue 2020: $35,985Expenses 2020: $66,590Net Income 2020: -$30,6052020Revenue 2021: $207,260Expenses 2021: $76,792Net Income 2021: $130,4682021Revenue 2022: $42,034Expenses 2022: $82,939Net Income 2022: -$40,9052022Revenue 2023: $44,454Expenses 2023: $72,735Net Income 2023: -$28,2812023Revenue 2024: $90,548Expenses 2024: $80,083Net Income 2024: $10,4652024

Highlighted filing

2018

Revenue$69,827
Expenses$74,654
Net Income-$4,827
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE EPSTEINPresidentPT$0--
JEFF GROSSVice President-$0--
RICHARD ROTHENBERGVice President-$0--
MARK EPSTEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sanderray Epstein Charitable Foundation
EIN
13-6218324
Phone
6304201360
Address
184 SHUMAN BLVD, NAPERVILLE, IL 60563

Signing Officer

Name
Wayne Epstein
Title
President
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Digiovine Hnilo Jordan Johnson
Address
184 SHUMAN BLVD STE 200, NAPERVILLE, IL 60563-8514
Preparer
Katherine Byrne CPA
Phone
6304201360
Raw XML Appendix345 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WAYNE EPSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFF GROSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD ROTHENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK EPSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O DHJJ 184 SHUMAN BLVD
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O DHJJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPERVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060563
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WAYNE EPSTEIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06304201360
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0available uppon request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0available upon request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0available upon reque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060563
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055137
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt057095
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020907
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05983
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058254
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01159
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040529
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039370
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0non dividend distribution
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt082
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0267
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCE AND AMORTIZATION ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0568
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INCOME TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1UNSETTLED PURCHASES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01232
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013403
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Service Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013399
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt130
TaxesSchedule/TaxesDetail/Amt0917
TaxesSchedule/TaxesDetail/Amt11067
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01067
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0917
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE EPSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANDERRAY EPSTEIN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO DHJJ
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0136218324
ReturnHeader/Filer/PhoneNum06304201360
ReturnHeader/Filer/USAddress/AddressLine1Txt0184 SHUMAN BLVD
ReturnHeader/Filer/USAddress/CityNm0NAPERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363029663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Digiovine Hnilo Jordan Johnson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0184 SHUMAN BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605638514
ReturnHeader/PreparerPersonGrp/PhoneNum06304201360
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE BYRNE CPA
ReturnHeader/ReturnTs02019-11-12T09:49:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$889,088
Liabilities
$1,232
Net assets
$887,856
Revenue
$69,827
Expenses
$74,654
Net income
-$4,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.21$0.08$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.09$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.05$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.08$0.08$0.00
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$0.06$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.04$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.06$0.07$0.02