Civic Intelligence

Sander & Ray Epstin Charitable Foundation Inc.

990PF • Fiscal year 2022 • EIN 13-6218324

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

Organization Profile
184 Shuman Blvd 200Naperville, 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

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

8th percentile

-97%

Higher net margin than 8% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

34th percentile

-4.4%

Faster asset growth than 34% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$960,159

Down $43,728 (-4.4%) from 2021

Net Assets

Down

$960,159

Down $43,728 (-4.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin8th percentile

Revenue

Down

$42,034

Down $165,226 (-80%) from 2021

Expenses

Up

$82,939

Up $6,147 (+8.0%) from 2021

Net Income

Down

-$40,905

Down $171,373 (-131%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2022

Assets$960,159
Liabilities$0
Net Assets$960,159
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$42,034
Expenses$82,939
Net Income-$40,905
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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 200, NAPERVILLE, IL 60563

Signing Officer

Name
Wayne Epstein
Title
President
Phone
6304201360
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Dhjj Ltd
Address
2560 FOXFIELD RD STE 300, ST CHARLES, IL 60174
Preparer
Katherine Byrne CPA
Phone
6303771106
Raw XML Appendix356 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/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WAYNE EPSTEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O DHJJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPERVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060563
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06304201360
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt069175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AVAILABLE UPPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt069175
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt058816
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028312
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01159
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075301
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016485
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030033
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013548
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02823
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCES AND AMORTIZATION ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt012
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11370
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RETURNED GRANTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11370
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011103
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05552
TaxesSchedule/TaxesDetail/Amt0792
TaxesSchedule/TaxesDetail/Amt1469
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0792
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE EPSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06304201360
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANDERRAY EPSTEIN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DHJJ
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0136218324
ReturnHeader/Filer/PhoneNum06304201360
ReturnHeader/Filer/USAddress/AddressLine1Txt0184 SHUMAN BLVD 200
ReturnHeader/Filer/USAddress/CityNm0NAPERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060563
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363029663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DHJJ LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02560 FOXFIELD RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST CHARLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060174
ReturnHeader/PreparerPersonGrp/PhoneNum06303771106
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE BYRNE CPA
ReturnHeader/ReturnTs02023-11-01T14:38:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EPSTEIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$960,159
Liabilities
$0
Net assets
$960,159
Revenue
$42,034
Expenses
$82,939
Net income
-$40,905
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