Civic Intelligence

Bernard & Marjorie Mitchell Family Foundation

990PF • Fiscal year 2012 • EIN 23-7007014

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

Organization Profile
20 N Wacker Drive No 211060606
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

31st percentile

-2.6%

Faster asset growth than 31% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,007,988

Down $106,365 (-2.6%) from 2011

Net Assets

Down

$4,007,988

Down $106,350 (-2.6%) from 2011

Liabilities

Down

$0

Down $15 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$241,154

Down $981 (-0.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,207,545Liabilities 2010: $0Net Assets 2010: $4,207,5452010Assets 2011: $4,114,353Liabilities 2011: $15Net Assets 2011: $4,114,3382011Assets 2012: $4,007,988Liabilities 2012: $0Net Assets 2012: $4,007,9882012Assets 2015: $2,568,990Liabilities 2015: $0Net Assets 2015: $2,568,9902015

Highlighted filing

2012

Assets$4,007,988
Liabilities$0
Net Assets$4,007,988
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $243,8902010Expenses 2011: $242,1352011Expenses 2012: $241,1542012Revenue 2015: $99,665Expenses 2015: $145,625Net Income 2015: -$45,9602015

Highlighted filing

2012

Revenue-
Expenses$241,154
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee MitchellTrustee-$0--
Victoria C KohnTrustee-$0--
David KohnTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe University of ChicagoGilliam ResearchPublic CharityChicago, IL, US$100,000
Paid GrantJewish United FundUnrestrictedPublic CharityChicago, IL, US$50,000
Paid GrantNorthwestern UniversityMitchell Multimedia Gift FundPublic CharityEvanston, IL, US$50,000
Paid GrantJewish Community Centers of ChicagoUnrestrictedPublic CharityChicago, IL, US$5,500
Paid GrantThe University of ChicagoCJ Research and General Research AccountPublic CharityChicago, IL, US$5,000
Paid GrantThe University of ChicagoUnrestrictedPublic CharityChicago, IL, US$5,000
Paid GrantAnti-Defamation LeagueUnrestrictedPublic CharityNew York, NY, US$2,785
Paid GrantJewish Council of Youth ServicesUnrestrictedPublic CharityChicago, IL, US$2,500
Paid GrantThe University of ChicagoThe Forefront FundPublic CharityChicago, IL, US$2,500
Paid GrantEagle Hill SchoolUnrestrictedPublic CharityGreenwich, CT, US$600
Filing and Contact Details

Filer

EIN
23-7007014
Raw XML AppendixShowing 400 of 535 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1100M Boeing Cap Corp 10.27.14
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5100M Eli Lilly & Co due 03.06.14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6100M Emerson Electric Due 4.15.15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7100M Glaxosmithkline Cap Inc due 05.15.13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8100M Howard Hughes Md 9.1.14
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond24100M Toyota Motor Credit Corp 2% Due 9-15-16
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01,000 Shrs Intel Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1200 Shrs Abbott Labs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2200 Shrs IBM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3200 Shrs Northrop Grumman Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4400 Shrs Schlumberger Ltd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5400 Shrs Western Union-WI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6500 Shrs Allstate Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7500 Shrs Hewlett Packard
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8600 Shrs Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9600 Shrs Oracle Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10600 Shrs Pfizer Inc
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0250000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Pimco High Yield Fund
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IRS990PF/AddressChange0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Lee Mitchell
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Victoria C Kohn
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2David Kohn
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10175 E Delaware Place
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111240 N Lake Shore Drive 27-A
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124536 N Leavitt
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Chicago
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Chicago
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Chicago
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode060611
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode160610
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode260625
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax01
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0224900
IRS990PF/QualifyingDistributions/ExpensesAndContributions0224900
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0224900
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Victoria Kohn co BNR Partn
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03123387788
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1020 N Wacker Dr Ste 1300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Chicago
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode060606
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02785
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount550000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount650000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount95000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4The Forefront Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Mitchell Multimedia Gift Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CJ Research and General Research Account
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Gilliam Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Anti-Defamation League
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Eagle Hill School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Jewish Community Centers of Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Jewish Council of Youth Services
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14The University of Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Jewish United Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Northwestern University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17The University of Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18The University of Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19The University of Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9Public Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,007,988
Liabilities
$0
Net assets
$4,007,988
Revenue
-
Expenses
$241,154
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.10$0.15$0.05
2012Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.24
2011Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.24
2010Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.24