Civic Intelligence

Morris Braun Foundation

990PF • Fiscal year 2021 • EIN 20-1921857

Nov 01, 2020 to Oct 31, 2021 • Filed on Mar 03, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

35%

Higher net margin than 74% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$17,837

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

4.0%

Faster asset growth than 41% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,805,048

Up $108,786 (+4.0%) from 2020

Net Assets

Up

$2,805,048

Up $108,786 (+4.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin74th percentile

Revenue

Down

$313,132

Down $50,666 (-14%) from 2020

Expenses

Up

$204,346

Up $23,453 (+13%) from 2020

Net Income

Down

$108,786

Down $74,119 (-41%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2021

Assets$2,805,048
Liabilities$0
Net Assets$2,805,048
Open 2021 Filing

Operations Trend

Revenue Growth18th 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

2021

Revenue$313,132
Expenses$204,346
Net Income$108,786
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Mar 3, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MIDWEST BANKCo-Trustee-$17,837-$17,837
BARBARA CHYETTECo-Trustee-$9,000-$9,000
TIMOTHY G CARROLLCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-FOR SPECIAL OLYMPICS UNICEF PROJECT IN UGANDA.PCLOS ANGELES, CA, US$50,000
Paid Grant-TO PROVIDE SUPPORT, TRAINING, AND OPPORTUNITIES TO YOUTH AND YOUNG ADULTS WITH DEVELOPMENTAL DISABILITIES.PCHAWTHORNE, CA, US$20,000
Paid Grant-FOR THE CHYETTE-LARSEN FAMILY FUND.PCLOS ANGELES, CA, US$15,000
Paid Grant-SPECIAL EDUCATION PROGRAMMING.PCWESTCHESTER, CA, US$12,000
Paid Grant-EDUCATIONAL PROGRAMMINGPCMANHATTAN BEACH, CA, US$4,000
Paid Grant-FOR COGNITIVE ENHANCEMENT THERAPY.PCCINCINNATI, OH, US$3,000
Paid Grant-GENERAL FUNDPCLOS ANGELES, CA, US$3,000
Paid Grant-TO BE USED IN EFFORTS TO PROMOTE LITERACY.PCLOS ANGELES, CA, US$2,500
Paid Grant-EDUCATIONAL PROGRAMMING.PCLOS ANGELES, CA, US$2,500
Paid Grant-FOR PRODUCTION OF EDUCATIONAL TEEN VIDEOS DISCUSSING MENTAL HEALTH ISSUES OF CONCERN TO YOUNG ADULTS.PCMANHATTAN BEACH, CA, US$2,500
Paid Grant-FOR EDUCATIONAL PROGRAMMING.PCLOS ANGALES, CA, US$2,000
Paid Grant-FOR KINDNESS PROJECT AND ENIOR VISITATION PROGRAM.PCLOS ANGELES, CA, US$1,500
Paid Grant-FOR EDUCATION NEEDS.-CINCINNATI, OH, US$1,000
Paid Grant-TO PROVIDE MENTAL HEALTH COUNSELING TO VETERANS PROVIDING SECURITY.PCLOS ANGELES, CA, US$1,000
Paid Grant-TO COMBAT SOCIAL ISOLATION AND DISSOLVE AGE-RELATED SEGREGATION.PCLOS ANGELES, CA, US$250
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
2022-03-03
Discuss with paid preparer
Yes

Preparer

Firm
James Gioia & CompanyPC
Address
30 North Walkup Avenue, Crystal Lake, IL 60014
Preparer
James A Gioia CPA
Phone
8154595700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39246 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4070 FERGUSON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41410 FIDELITY NAL INFO SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42153 FLEETCOR TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43435 FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44662 FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45975 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4674 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4736 HUMANA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71253 PRUDENTIAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72239 PT BANK RAKYAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73274 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7474 RAYTHEON TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75438 RECKITT BENCKISER GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76371 RELX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77369 ROSS STONES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781,002 SANOFI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79192 SCHNEIDER ELEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80448 SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81123 SYNCHRONY FINL COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84489 TELUS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8561 TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86773 UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87202 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8856 VEEVA SYS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91114 WALMART DE MEX SPINADR
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,805,048
Liabilities
$0
Net assets
$2,805,048
Revenue
$313,132
Expenses
$204,346
Net income
$108,786
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