Civic Intelligence

Thomas M & Julie E Scott Foundation C/O Carleen L Schreder

990PF • Fiscal year 2016 • EIN 20-4400267

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 22, 2017

Organization Profile
120 North Lasalle Street Floor 38Chicago, IL 60602

(312) 550-1986

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

88th percentile

26%

Faster asset growth than 88% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

356%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,179,451

Up $1,264,557 (+26%) from 2015

Net Assets

Up

$6,179,451

Up $1,264,557 (+26%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin94th percentile

Revenue

Up

$1,734,102

Up $1,354,122 (+356%) from 2015

Expenses

Down

$469,545

Down $314,014 (-40%) from 2015

Net Income

Up

$1,264,557

Up $1,668,136 (+413%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $198,704Liabilities 2010: $0Net Assets 2010: $198,7042010Assets 2011: $92,949Liabilities 2011: $0Net Assets 2011: $92,9492011Assets 2012: $4,292,682Liabilities 2012: $0Net Assets 2012: $4,292,6822012Assets 2013: $4,693,821Liabilities 2013: $0Net Assets 2013: $4,693,8212013Assets 2014: $5,348,473Liabilities 2014: $0Net Assets 2014: $5,348,4732014Assets 2015: $4,914,894Liabilities 2015: $0Net Assets 2015: $4,914,8942015Assets 2016: $6,179,451Liabilities 2016: $0Net Assets 2016: $6,179,4512016Assets 2017: $6,169,606Liabilities 2017: $0Net Assets 2017: $6,169,6062017Assets 2019: $4,615,003Liabilities 2019: $0Net Assets 2019: $4,615,0032019Assets 2020: $2,868,448Liabilities 2020: $0Net Assets 2020: $2,868,4482020Assets 2021: $1,874,898Liabilities 2021: $0Net Assets 2021: $1,874,8982021Assets 2022: $1,211,183Liabilities 2022: $0Net Assets 2022: $1,211,1832022Assets 2023: $977,370Liabilities 2023: $0Net Assets 2023: $977,3702023Assets 2024: $800,663Liabilities 2024: $44,019Net Assets 2024: $756,6442024

Highlighted filing

2016

Assets$6,179,451
Liabilities$0
Net Assets$6,179,451
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $10,0002010Expenses 2011: $30,0002011Expenses 2012: $10,0532012Revenue 2013: $712,429Expenses 2013: $311,290Net Income 2013: $401,1392013Revenue 2014: $1,392,677Expenses 2014: $738,025Net Income 2014: $654,6522014Revenue 2015: $379,980Expenses 2015: $783,559Net Income 2015: -$403,5792015Revenue 2016: $1,734,102Expenses 2016: $469,545Net Income 2016: $1,264,5572016Revenue 2017: $601,946Expenses 2017: $611,791Net Income 2017: -$9,8452017Revenue 2019: $455,489Expenses 2019: $829,987Net Income 2019: -$374,4982019Revenue 2020: $258,254Expenses 2020: $2,004,809Net Income 2020: -$1,746,5552020Revenue 2021: $620,146Expenses 2021: $1,613,696Net Income 2021: -$993,5502021Revenue 2022: $933,777Expenses 2022: $1,686,333Net Income 2022: -$752,5562022Revenue 2023: -$7,289Expenses 2023: $273,096Net Income 2023: -$280,3852023Revenue 2024: $154,978Expenses 2024: $343,292Net Income 2024: -$188,3142024

Highlighted filing

2016

Revenue$1,734,102
Expenses$469,545
Net Income$1,264,557
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 22, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas M ScottDirector-$0--
Julie E ScottDirector-$0--
Carleen L SchrederDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thomas M & Julie E Scott Foundation
EIN
20-4400267
In Care Of
% THOMAS M SCOTT
Phone
3125501986
Address
120 North Lasalle Street Floor 38, Chicago, IL 60602

Signing Officer

Name
Thomas M Scott
Title
Treasurer
Phone
3125501986
Signed
2017-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
9500 Bryn Mawr Ave Suite 300, Rosemont, IL 60018
Preparer
Barry J Itzkowitz
Phone
8476762000
Raw XML Appendix338 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/PersonNm0Thomas M Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julie E Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Carleen L Schreder
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2120 North LaSalle Street Floor 38
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060613
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS M SCOTT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03125501986
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS M SCOTT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JULIE E SCOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION IN SUPPORT OF SAINT IGNATIUS COLLEGE PREP.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To establish the Thomas M. and Julie E. Scott Foundation Centennial Scholarship Fund for Current Use.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Saint Ignatius College Prep
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1University of Illinois Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01076 West Roosevelt Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11305 West Green Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Urbana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1618012962
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0450000
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/AppliedToCurrentYearAmt0275606
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0275606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0400187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0407364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023103
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023103
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01063639
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0179410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0400187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0407364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076678
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0455016
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0179410
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01086742
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0907332
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01516
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03033
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01517
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DED - SUBJ TO 2% FL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03352
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03352
OtherIncomeSchedule2/OtherIncomeDetail/Desc0West Str Energy Ptrns - Section 988 Loss
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-719
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-719
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14889
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06060
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BalanceDueAmt080000
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerPersonNm0THOMAS JULIE SCOTT
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/InterestRt01.27
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanMaturityDt02017-11
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanOriginalAmt080000
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/NoteDt02016-12
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS M SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03125501986
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Thomas M & Julie E Scott Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Carleen L Schreder
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0204400267
ReturnHeader/Filer/InCareOfNm0% THOMAS M SCOTT
ReturnHeader/Filer/PhoneNum03125501986
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 North Lasalle Street Floor 38
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB2601ECCA632448E41691737C175662B24E8815
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C880B048DD29DA246FA2B912B5CBD55066AC9596
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015782020173175000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.80.3
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09500 Bryn Mawr Ave Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rosemont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060018
ReturnHeader/PreparerPersonGrp/PhoneNum08476762000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barry J Itzkowitz
ReturnHeader/ReturnTs02017-11-13T10:26:20-06:00
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
$6,179,451
Liabilities
$0
Net assets
$6,179,451
Revenue
$1,734,102
Expenses
$469,545
Net income
$1,264,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.04$0.76$0.15$0.34$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.27$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.93$1.69$0.75
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.62$1.61$0.99
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.26$2.00$1.75
2019Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.46$0.83$0.37
2017Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.60$0.61$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$1.73$0.47$1.26
2015Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.38$0.78$0.40
2014Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$1.39$0.74$0.65
2013Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.71$0.31$0.40
2012Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01