Civic Intelligence

Garrett Family Foundation

990PF • Fiscal year 2016 • EIN 20-3662445

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 29, 2017

Organization Profile
1181 Melody RoadLake Forest, IL 60045-1500

(312) 642-0006

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

2902%

Higher net margin than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.0%

Faster asset growth than 16% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,621,272

Down $272,370 (-7.0%) from 2015

Net Assets

Down

$3,621,272

Down $272,370 (-7.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$9,384

Down $109,131 (-109%) from 2015

Expenses

Down

$262,986

Down $10,334 (-3.8%) from 2015

Net Income

Down

-$272,370

Down $98,797 (-57%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,067,001Liabilities 2011: $02011Assets 2012: $4,153,815Liabilities 2012: $02012Assets 2013: $4,126,030Liabilities 2013: $02013Assets 2014: $4,067,180Liabilities 2014: $0Net Assets 2014: $4,067,1802014Assets 2015: $3,893,642Liabilities 2015: $0Net Assets 2015: $3,893,6422015Assets 2016: $3,621,272Liabilities 2016: $0Net Assets 2016: $3,621,2722016Assets 2017: $3,457,638Liabilities 2017: $0Net Assets 2017: $3,457,6382017Assets 2019: $3,258,256Liabilities 2019: $0Net Assets 2019: $3,258,2562019Assets 2020: $3,121,928Liabilities 2020: $0Net Assets 2020: $3,121,9282020Assets 2021: $3,253,301Liabilities 2021: $0Net Assets 2021: $3,253,3012021Assets 2022: $2,924,552Liabilities 2022: $0Net Assets 2022: $2,924,5522022Assets 2023: $2,720,831Liabilities 2023: $12023Assets 2024: $2,299,274Liabilities 2024: $0Net Assets 2024: $2,299,2742024

Highlighted filing

2016

Assets$3,621,272
Liabilities$0
Net Assets$3,621,272
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,700,853Expenses 2011: $48,539Net Income 2011: $2,652,3142011Revenue 2012: $216,964Expenses 2012: $130,149Net Income 2012: $86,8152012Revenue 2013: $201,675Expenses 2013: $229,458Net Income 2013: -$27,7832013Revenue 2014: $230,771Expenses 2014: $273,566Net Income 2014: -$42,7952014Revenue 2015: $99,747Expenses 2015: $273,320Net Income 2015: -$173,5732015Revenue 2016: -$9,384Expenses 2016: $262,986Net Income 2016: -$272,3702016Revenue 2017: $110,307Expenses 2017: $273,941Net Income 2017: -$163,6342017Revenue 2019: $106,714Expenses 2019: $329,846Net Income 2019: -$223,1322019Revenue 2020: $199,497Expenses 2020: $335,825Net Income 2020: -$136,3282020Revenue 2021: $507,414Expenses 2021: $376,041Net Income 2021: $131,3732021Revenue 2022: $56,408Expenses 2022: $385,157Net Income 2022: -$328,7492022Revenue 2023: $57,701Expenses 2023: $258,734Net Income 2023: -$201,0332023Revenue 2024: $328,649Expenses 2024: $750,206Net Income 2024: -$421,5572024

Highlighted filing

2016

Revenue-$9,384
Expenses$262,986
Net Income-$272,370
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 29, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT T GARRETTTrustee-$0--
SUSAN E GARRETTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Garrett Family Foundation
EIN
20-3662445
In Care Of
% TOPEL FORMAN LLC
Address
1181 MELODY ROAD, LAKE FOREST, IL 60045-1500

Signing Officer

Name
Scott Garrett
Title
Trustee
Phone
3126420006
Signed
2017-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Steven Hueffner
Phone
3126420006
Raw XML Appendix349 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/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0247494
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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/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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0500 N MICHIGAN AVE SUITE 1700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060611
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TOPEL FORMAN LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03126420006
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SCOTT T GARRETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0244057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0244057
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/AppliedToCurrentYearAmt0162047
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt085447
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0187237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0247494
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025190
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt085447
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNITED STATES COMM INDEX FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-657
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-657
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012025
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARRETT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GARR
ReturnHeader/Filer/EIN0203662445
ReturnHeader/Filer/InCareOfNm0% TOPEL FORMAN LLC
ReturnHeader/Filer/USAddress/AddressLine1Txt01181 MELODY ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600451500
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01D0604E7C25D56430CB02A976B0F435CE7DAB762
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037BBFB94723532512CA0C5EB1445457D55C24DB5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036207920173125000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0168.93.161.34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Hueffner
ReturnHeader/ReturnTs02017-11-08T09:24:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,621,272
Liabilities
$0
Net assets
$3,621,272
Revenue
-$9,384
Expenses
$262,986
Net income
-$272,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.33$0.75$0.42
2023Summary only. Only limited summary data is available for this year.$2.72$0.00$0.06$0.26$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.06$0.39$0.33
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.51$0.38$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.20$0.34$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.11$0.33$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.11$0.27$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.01$0.26$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.10$0.27$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.23$0.27$0.04
2013Summary only. Only limited summary data is available for this year.$4.13$0.00$0.20$0.23$0.03
2012Summary only. Only limited summary data is available for this year.$4.15$0.00$0.22$0.13$0.09
2011Summary only. Only limited summary data is available for this year.$4.07$0.00$2.70$0.05$2.65