Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 20-4400267

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

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.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

33rd percentile

-1.6%

Higher net margin than 33% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

34th percentile

-0.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$6,169,606

Down $9,845 (-0.2%) from 2016

Net Assets

Down

$6,169,606

Down $9,845 (-0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$601,946

Down $1,132,156 (-65%) from 2016

Expenses

Up

$611,791

Up $142,246 (+30%) from 2016

Net Income

Down

-$9,845

Down $1,274,402 (-101%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$6,169,606
Liabilities$0
Net Assets$6,169,606

Operations Trend

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

2017

Revenue$601,946
Expenses$611,791
Net Income-$9,845
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.3
Compensation and Service Providers

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
2018-05-04
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 Appendix363 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13377836
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06169606
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07147529
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas M Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julie E Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Carleen L Schreder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13639 N Bosworth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2120 North LaSalle Street Floor 38
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Chicago
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS M SCOTT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03125501986
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS M SCOTT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JULIE E SCOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
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/GrantOrContributionPurposeTxt2Contribution in support of Anti-Defamation League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Contribution in support of ADL No place for Hate program in Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Contribution in support of Chicago Training Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Saint Ignatius College Prep
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1University of Illinois Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Anti Defamation League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Anti Defamation League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Chicago Traning Center
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11305 West Green Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2605 Third Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3605 Third Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 7076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Urbana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Chicago
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0346274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0179410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0400187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0407364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt076678
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01270953
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0207314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0179410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0400187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0407364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt076678
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0553588
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0207314
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01270953
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01063639
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DED - SUBJ TO 2% FL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03318
OtherIncomeSchedule2/OtherIncomeDetail/Desc0West Str Energy Ptrns - Section 988 Loss
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-4257
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4257
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020607
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt192
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SELF DEALING TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020607
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BalanceDueAmt0866
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerPersonNm0THOMAS JULIE SCOTT
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/InterestRt01.27
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanMaturityDt02018-06
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanOriginalAmt080000
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/NoteDt02016-12
TaxesSchedule/TaxesDetail/Amt0273
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/Amt230294
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0273
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS M SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03125501986
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
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/AtSubmissionCreationDeviceId0342C69388EA7BCA13281E38B3DD773C2383BC7B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0342C69388EA7BCA13281E38B3DD773C2383BC7B2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015782020182215000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.140.145.178
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/ReturnTs02018-08-09T10:40:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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