Civic Intelligence

Morris Braun Foundation

990PF • Fiscal year 2019 • EIN 20-1921857

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 17, 2020

Organization Profile
241 E DeerpathLake Forest, IL 60045

(847) 615-4540

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

62nd percentile

9.1%

Higher net margin than 62% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$15,287

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,513,357

Up $18,321 (+0.7%) from 2018

Net Assets

Up

$2,513,357

Up $18,321 (+0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin62nd percentile

Revenue

Down

$201,617

Down $30,503 (-13%) from 2018

Expenses

Up

$183,296

Up $3,965 (+2.2%) from 2018

Net Income

Down

$18,321

Down $34,468 (-65%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,548,084Liabilities 2011: $02011Assets 2012: $1,610,434Liabilities 2012: $0Net Assets 2012: $1,610,4342012Assets 2013: $1,617,585Liabilities 2013: $0Net Assets 2013: $1,617,5852013Assets 2014: $1,684,231Liabilities 2014: $0Net Assets 2014: $1,684,2312014Assets 2015: $2,427,038Liabilities 2015: $0Net Assets 2015: $2,427,0382015Assets 2016: $2,406,758Liabilities 2016: $0Net Assets 2016: $2,406,7582016Assets 2017: $2,442,247Liabilities 2017: $0Net Assets 2017: $2,442,2472017Assets 2018: $2,495,036Liabilities 2018: $0Net Assets 2018: $2,495,0362018Assets 2019: $2,513,357Liabilities 2019: $0Net Assets 2019: $2,513,3572019Assets 2020: $2,696,262Liabilities 2020: $0Net Assets 2020: $2,696,2622020Assets 2021: $2,805,048Liabilities 2021: $0Net Assets 2021: $2,805,0482021Assets 2022: $2,911,182Liabilities 2022: $0Net Assets 2022: $2,911,1822022Assets 2023: $2,847,238Liabilities 2023: $0Net Assets 2023: $2,847,2382023Assets 2024: $2,895,010Liabilities 2024: $0Net Assets 2024: $2,895,0102024

Highlighted filing

2019

Assets$2,513,357
Liabilities$0
Net Assets$2,513,357
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $119,953Expenses 2011: $77,460Net Income 2011: $42,4932011Expenses 2012: $95,3532012Expenses 2013: $142,5792013Revenue 2014: $191,361Expenses 2014: $124,715Net Income 2014: $66,6462014Revenue 2015: $934,880Expenses 2015: $192,073Net Income 2015: $742,8072015Revenue 2016: $176,099Expenses 2016: $196,379Net Income 2016: -$20,2802016Revenue 2017: $240,111Expenses 2017: $204,622Net Income 2017: $35,4892017Revenue 2018: $232,120Expenses 2018: $179,331Net Income 2018: $52,7892018Revenue 2019: $201,617Expenses 2019: $183,296Net Income 2019: $18,3212019Revenue 2020: $363,798Expenses 2020: $180,893Net Income 2020: $182,9052020Revenue 2021: $313,132Expenses 2021: $204,346Net Income 2021: $108,7862021Revenue 2022: $346,768Expenses 2022: $240,634Net Income 2022: $106,1342022Revenue 2023: $190,495Expenses 2023: $254,439Net Income 2023: -$63,9442023Revenue 2024: $184,494Expenses 2024: $191,612Net Income 2024: -$7,1182024

Highlighted filing

2019

Revenue$201,617
Expenses$183,296
Net Income$18,321
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Mar 17, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MIDWEST BANKCo-Trustee-$15,287-$15,287
BARBARA CHYETTECo-Trustee-$12,500-$12,500
TIMOTHY G CARROLLCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Morris Braun Foundation
EIN
20-1921857
Phone
8476154540
Address
241 E DEERPATH, LAKE FOREST, IL 60045

Signing Officer

Name
First Midwest Bank
Title
Trustee
Phone
8476154540
Signed
2020-03-17
Discuss with paid preparer
Yes

Preparer

Firm
James Gioia & CompanyPC
Address
30 North Walkup Avenue, Crystal Lake, IL 60014-4318
Preparer
James A Gioia CPA
Phone
8154595700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3051 DBS GROUP HLDGS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32230 DEUTSCHE POST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3321 DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34773 DISH NETWORK CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35273 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36366 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37121 DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38547 E TRADE FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39355 FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4088 GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41202 GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4235 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4365 HEINEKEN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45179 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46128 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47195 IMPERIAL BRANDS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48196 INTL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49124 J M SMUCKER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5076 JOHNSON AND JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51533 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521,038 KAR AUCTION SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5380 KONE OYJ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54145 KONINKL PHIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55238 LABORATORY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5730 M&T BANK CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65550 NOVO NORDISK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67236 PACKAGING CORP AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6878 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6934 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701,276 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71111 PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7243 PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731,347 REGIONS FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74137 RELX PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75174 ROGERS COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76144 SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77275 SCHNEIDER ELEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78107 SGS SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79263 SONIC HEALTHCARE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80508 SONY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82865 SVENSKA HANDELSBANKEN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8742 UNITED TECHS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88198 UNITEDHEALTH GROUP INC
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,513,357
Liabilities
$0
Net assets
$2,513,357
Revenue
$201,617
Expenses
$183,296
Net income
$18,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.18$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.19$0.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.35$0.24$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.31$0.20$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.36$0.18$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.20$0.18$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.23$0.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.24$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.18$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.93$0.19$0.74
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.19$0.12$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.10
2011Summary only. Only limited summary data is available for this year.$1.55$0.00$0.12$0.08$0.04