Civic Intelligence

Moats Family Foundation

990PF • Fiscal year 2017 • EIN 20-2062777

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 23, 2018

PO Box 1189Palatine, IL 60078-1189

(708) 771-4000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-146%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$261,730

Down $8,612 (-3.2%) from 2016

Net Assets

Down

$261,730

Down $8,612 (-3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$5,901

Up $885 (+18%) from 2016

Expenses

Up

$14,513

Up $11,260 (+346%) from 2016

Net Income

Down

-$8,612

Down $10,375 (-588%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $193,193Liabilities 2010: $0Net Assets 2010: $193,1932010Assets 2011: $188,771Liabilities 2011: $0Net Assets 2011: $188,7712011Assets 2012: $263,324Liabilities 2012: $0Net Assets 2012: $263,3242012Assets 2013: $265,813Liabilities 2013: $0Net Assets 2013: $265,8132013Assets 2014: $267,271Liabilities 2014: $0Net Assets 2014: $267,2712014Assets 2015: $268,579Liabilities 2015: $0Net Assets 2015: $268,5792015Assets 2016: $270,342Liabilities 2016: $0Net Assets 2016: $270,3422016Assets 2017: $261,730Liabilities 2017: $0Net Assets 2017: $261,7302017Assets 2018: $252,930Liabilities 2018: $0Net Assets 2018: $252,9302018Assets 2019: $214,738Liabilities 2019: $0Net Assets 2019: $214,7382019Assets 2020: $209,524Liabilities 2020: $0Net Assets 2020: $209,5242020Assets 2021: $199,753Liabilities 2021: $0Net Assets 2021: $199,7532021Assets 2022: $195,068Liabilities 2022: $0Net Assets 2022: $195,0682022Assets 2023: $295,582Liabilities 2023: $0Net Assets 2023: $295,5822023Assets 2024: $340,472Liabilities 2024: $0Net Assets 2024: $340,4722024

Highlighted filing

2017

Assets$261,730
Liabilities$0
Net Assets$261,730

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $15,1352010Expenses 2011: $14,0002011Expenses 2012: $10,1952012Revenue 2013: $17,844Expenses 2013: $15,355Net Income 2013: $2,4892013Revenue 2014: $5,838Expenses 2014: $4,380Net Income 2014: $1,4582014Revenue 2015: $6,008Expenses 2015: $4,700Net Income 2015: $1,3082015Revenue 2016: $5,016Expenses 2016: $3,253Net Income 2016: $1,7632016Revenue 2017: $5,901Expenses 2017: $14,513Net Income 2017: -$8,6122017Revenue 2018: $6,615Expenses 2018: $15,415Net Income 2018: -$8,8002018Revenue 2019: -$33,596Expenses 2019: $4,596Net Income 2019: -$38,1922019Revenue 2020: $5,433Expenses 2020: $10,647Net Income 2020: -$5,2142020Revenue 2021: $3,927Expenses 2021: $13,698Net Income 2021: -$9,7712021Revenue 2022: $6,815Expenses 2022: $11,500Net Income 2022: -$4,6852022Revenue 2023: $115,014Expenses 2023: $14,500Net Income 2023: $100,5142023Revenue 2024: $54,090Expenses 2024: $9,200Net Income 2024: $44,8902024

Highlighted filing

2017

Revenue$5,901
Expenses$14,513
Net Income-$8,612
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 23, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE R MOATSPresident-$0--
MICHAEL D NEWTONTreasurer-$0--
LEE E SCHWARZBACHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Moats Family Foundation
EIN
20-2062777
Phone
7087714000
Address
PO BOX 1189, PALATINE, IL 60078-1189

Signing Officer

Name
Lawrence R Moats
Title
President
Phone
7087714000
Signed
2018-08-23

Preparer

Firm
Walter J Newton & Co Cpas
Address
PO BOX 4349, OAK PARK, IL 60304
Preparer
Michael D Newton
Phone
7087714000
Raw XML Appendix270 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/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/AppliedToYear1Amt09220
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04805
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04805
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04805
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04805
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09220
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0262
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0262
TaxesSchedule/TaxesDetail/Amt0226
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE R MOATS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07087714000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOATS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MOAT
ReturnHeader/Filer/EIN0202062777
ReturnHeader/Filer/PhoneNum07087714000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1189
ReturnHeader/Filer/USAddress/CityNm0PALATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600781189
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09321D704326AA5C741F253AE035965C2575602E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FCD3F2F29723A4F9A9445DAA3DA34F0691788DA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.116.28.136
ReturnHeader/FilingSecurityInformation/IPDt02018-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:56:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452131468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER J NEWTON & CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4349
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060304
ReturnHeader/PreparerPersonGrp/PhoneNum07087714000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D NEWTON
ReturnHeader/ReturnTs02018-08-27T14:56:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.54$0.09$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$1.15$0.15$1.01
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.07$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.04$0.14$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.05$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.34$0.05$0.38
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.07$0.15$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.06$0.15$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.05$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.06$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.06$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.18$0.15$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15