Civic Intelligence

Est Foundation Co Hoogendoorn & Talbot LLP

990 • Fiscal year 2020 • EIN 20-4877982

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 22, 2021

122 S Michigan Avenue-suite 1220Chicago, IL 60603

(312) 786-2250

Siviq Scores

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

Liabilities / Assets

39th percentile

0.12x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.63x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

86th percentile

36%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

645%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$17,504,097

Up $4,671,182 (+36%) from 2019

Net Assets

Up

$15,326,516

Up $2,493,601 (+19%) from 2019

Liabilities

Up

$2,177,581

Up $2,177,581 from 2019

Revenue

Up

$3,434,885

Up $2,973,654 (+645%) from 2019

Expenses

Up

$436,695

Up $44,819 (+11%) from 2019

Net Income

Up

$2,998,190

Up $2,928,835 (+4223%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $11,931,912Liabilities 2011: $7,830Net Assets 2011: $11,924,0822011Assets 2012: $11,483,761Liabilities 2012: $1,983Net Assets 2012: $11,481,7782012Assets 2013: $10,694,400Liabilities 2013: $0Net Assets 2013: $10,694,4002013Assets 2014: $11,167,736Liabilities 2014: $0Net Assets 2014: $11,167,7362014Assets 2015: $7,521,772Liabilities 2015: $750,485Net Assets 2015: $6,771,2872015Assets 2016: $7,325,199Liabilities 2016: $751,433Net Assets 2016: $6,573,7662016Assets 2017: $7,822,980Liabilities 2017: $774,488Net Assets 2017: $7,048,4922017Assets 2018: $12,260,415Liabilities 2018: $0Net Assets 2018: $12,260,4152018Assets 2019: $12,832,915Liabilities 2019: $0Net Assets 2019: $12,832,9152019Assets 2020: $17,504,097Liabilities 2020: $2,177,581Net Assets 2020: $15,326,5162020Assets 2021: $19,493,359Liabilities 2021: $1,975,289Net Assets 2021: $17,518,0702021Assets 2022: $18,506,168Liabilities 2022: $1,760,579Net Assets 2022: $16,745,5892022Assets 2023: $19,120,043Liabilities 2023: $1,570,327Net Assets 2023: $17,549,7162023Assets 2024: $20,370,247Liabilities 2024: $1,290,282Net Assets 2024: $19,079,9652024Assets 2025: $21,301,941Liabilities 2025: $1,068,606Net Assets 2025: $20,233,3352025

Highlighted filing

2020

Assets$17,504,097
Liabilities$2,177,581
Net Assets$15,326,516

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $941,5792011Revenue 2012: $421,779Expenses 2012: $890,014Net Income 2012: -$468,2352012Expenses 2013: $978,5152013Revenue 2014: $519,669Expenses 2014: $597,346Net Income 2014: -$77,6772014Revenue 2015: $363,000Expenses 2015: $3,919,707Net Income 2015: -$3,556,7072015Revenue 2016: $335,243Expenses 2016: $309,284Net Income 2016: $25,9592016Revenue 2017: $433,423Expenses 2017: $322,948Net Income 2017: $110,4752017Revenue 2018: $5,452,469Expenses 2018: $362,367Net Income 2018: $5,090,1022018Revenue 2019: $461,231Expenses 2019: $391,876Net Income 2019: $69,3552019Revenue 2020: $3,434,885Expenses 2020: $436,695Net Income 2020: $2,998,1902020Revenue 2021: $2,082,698Expenses 2021: $570,628Net Income 2021: $1,512,0702021Revenue 2022: $862,836Expenses 2022: $500,843Net Income 2022: $361,9932022Revenue 2023: $550,528Expenses 2023: $415,445Net Income 2023: $135,0832023Revenue 2024: $701,599Expenses 2024: $468,172Net Income 2024: $233,4272024Revenue 2025: $1,244,179Expenses 2025: $670,265Net Income 2025: $573,9142025

Highlighted filing

2020

Revenue$3,434,885
Expenses$436,695
Net Income$2,998,190
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 22, 2021
Return Version
2019v5.0
Gross Receipts
$4,607,745
Mission and Program Overview

Mission

To provide support of urban nonpublic education and other causes as determined by the board

To provide support of urban non public education and other causes as determined by the board

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,813,175$12,292,102▼ $521,073
Land, Buildings, and Equipment, Net-$5,188,141-
Cash and Non-Interest-Bearing Accounts$19,740$23,854▲ $4,114
Total Assets$12,832,915$17,504,097▲ $4,671,182
Liabilities
Mortgage Notes Payable Secured by Investment Property-$2,170,303-
Accounts Payable and Accrued Expenses-$7,278-
Total Liabilities$0$2,177,581▲ $2,177,581
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,832,915$15,326,515▲ $2,493,600
Total Net Assets Fund Balance$12,832,915$15,326,515▲ $2,493,600
Total Liabilities and Net Assets / Fund Balance$12,832,915$17,504,096▲ $4,671,181

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,188,141$70,679-
Compensation and Service Providers

Board Members and Trustees

NameTitle
K FanslowPresident
F SchoonDirector
S Moore SykesDirector
V ZammichelliDirector
C HoogendoornTreasurer Sec
Revenue and Support

Revenue Composition

Contributions and Grants
$2,976,430
Program Service Revenue
$0
Investment Income
$433,575
Other Revenue
$24,880
Change in Net Assets
$2,998,190

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Real Estate Commercial$2,976,430
Total Noncash Contributions$2,976,430

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,600,775
Revenue Not Reported on Form 990
$-504,589
Total Revenue per Audited Statements
$3,096,186
Total Revenue per Form 990
$3,600,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$363,200
Other Expenses$73,495
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$363,200--$363,200
Fees for Services Management-$38,213-$38,213
Fees for Services Accounting-$19,100-$19,100
Fees for Services Legal-$10,459-$10,459
Other Expenses-$4,368-$4,368
Insurance-$1,355-$1,355
Total Functional Expenses$363,200$73,495$0$436,695

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$602,585
Total Expenses per Audited Statements$602,585
Total Expenses per Form 990$602,585
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CwscsChicago, IL501 C 3Support$190,000
Our Serb ChartiaChicago, IL501 C 3Support$80,400
City of HopeChicago, IL501 C 3Support$52,000
Cleveland ClinicCleveland, OH501 C 3Support$31,200
Chicago HouseChicago, IL501 C 3Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Serb Charibale OrgBoard MemberSupportNo$80,400
Hoogendoor TalbotBoard MemberLegal FeesNo$8,335
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI Section B. Policies Line 11

The process used to review the form 990 includes comparing the form 990 to the audited financial statements by bod's assigned. The form 990 must be approved by the bod's and signed by the board treasurer.

Form 990, Part VI Section B. Policies Line 12A and 12B

The fnd consistently monitors and enforces it's compliance with the conflict policy through bod's meeting.

Form 990, Part VI Section C. Disclosure Line 18

The governing documents, conflict of interest policy, and financial statements are made available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Est Foundation
EIN
20-4877982
Phone
3127862250
Address
122 S MICHIGAN AVENUE-SUITE 1220, CHICAGO, IL 60603

Signing Officer

Name
Case Hoogendoorn
Title
Treasurer
Signed
2021-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Case Hoogendoorn
Formed
2006
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
3
Employees
0

Preparer

Firm
Alexander Mannie & Company P
Address
4749 LINCOLN MALL DR SUITE 202, MATTESON, IL 60443
Preparer
Reginald K Mannie
Phone
7088560324
Raw XML Appendix396 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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IRS990ScheduleI/RecipientTable/CashGrantAmt252000
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IRS990ScheduleI/RecipientTable/CashGrantAmt45000
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1155 N MICHIGAN S-205
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt39500 EUCLID AVE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PROCESS USED TO REVIEW THE FORM 990 INCLUDES COMPARING THE FORM 990 TO THE AUDITED FINANCIAL STATEMENTS BY BOD'S ASSIGNED. THE FORM 990 MUST BE APPROVED BY THE BOD'S AND SIGNED BY THE BOARD TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FND CONSISTENTLY MONITORS AND ENFORCES IT'S COMPLIANCE WITH THE CONFLICT POLICY THROUGH BOD'S MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI SECTION B. POLICIES LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI SECTION B. POLICIES LINE 12A AND 12B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI SECTION C. DISCLOSURE LINE 18
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0363200
IRS990/TotalFunctionalExpensesGrp/TotalAmt0436695
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02177581
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IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASE HOOGENDOORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EST FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO HOOGENDOORN & TALBOT LLP
ReturnHeader/Filer/BusinessNameControlTxt0ESTF
ReturnHeader/Filer/EIN0204877982
ReturnHeader/Filer/PhoneNum03127862250
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ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364433175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER MANNIE & COMPANY P
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTESON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060443
ReturnHeader/PreparerPersonGrp/PhoneNum07088560324
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REGINALD K MANNIE
ReturnHeader/ReturnTs02021-02-22T16:48:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.3$1.07$20.2$1.24$0.67$0.57
2024Detailed filing. Detailed filing data is available for this year.$20.4$1.29$19.1$0.70$0.47$0.23
2023Detailed filing. Detailed filing data is available for this year.$19.1$1.57$17.5$0.55$0.42$0.14
2022Detailed filing. Detailed filing data is available for this year.$18.5$1.76$16.7$0.86$0.50$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$1.98$17.5$2.08$0.57$1.51
2020Detailed filing. Detailed filing data is available for this year.$17.5$2.18$15.3$3.43$0.44$3.00
2019Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.46$0.39$0.07
2018Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$5.45$0.36$5.09
2017Detailed filing. Detailed filing data is available for this year.$7.82$0.77$7.05$0.43$0.32$0.11
2016Detailed filing. Detailed filing data is available for this year.$7.33$0.75$6.57$0.34$0.31$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.52$0.75$6.77$0.36$3.92$3.56
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.52$0.60$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.00$10.7$0.98
2012Summary only. Only limited summary data is available for this year.$11.5$0.00$11.5$0.42$0.89$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.01$11.9$0.94