Civic Intelligence

Best Portion Foundation C/O William Thomas

990PF • Fiscal year 2015 • EIN 26-0894840

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

111 South Wacker DriveChicago, IL 60606

(312) 486-1000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

7th percentile

-72%

Higher net margin than 7% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

23rd percentile

-3.8%

Faster asset growth than 23% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$16,043,680

Down $634,014 (-3.8%) from 2014

Net Assets

Down

$16,043,680

Down $634,014 (-3.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$818,857

Down $2,445,670 (-75%) from 2014

Expenses

Down

$1,409,707

Down $373,752 (-21%) from 2014

Net Income

Down

-$590,850

Down $2,071,918 (-140%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2013: $15,157,076Liabilities 2013: $0Net Assets 2013: $15,157,0762013Assets 2014: $16,677,694Liabilities 2014: $0Net Assets 2014: $16,677,6942014Assets 2015: $16,043,680Liabilities 2015: $0Net Assets 2015: $16,043,6802015Assets 2016: $14,947,631Liabilities 2016: $0Net Assets 2016: $14,947,6312016Assets 2017: $15,041,218Liabilities 2017: $0Net Assets 2017: $15,041,2182017Assets 2018: $14,774,029Liabilities 2018: $0Net Assets 2018: $14,774,0292018Assets 2020: $15,709,784Liabilities 2020: $0Net Assets 2020: $15,709,7842020Assets 2021: $15,348,119Liabilities 2021: $0Net Assets 2021: $15,348,1192021Assets 2022: $14,737,256Liabilities 2022: $0Net Assets 2022: $14,737,2562022Assets 2023: $14,724,147Liabilities 2023: $0Net Assets 2023: $14,724,1472023Assets 2024: $15,434,653Liabilities 2024: $0Net Assets 2024: $15,434,6532024

Highlighted filing

2015

Assets$16,043,680
Liabilities$0
Net Assets$16,043,680

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2013: $1,647,487Expenses 2013: $2,018,232Net Income 2013: -$370,7452013Revenue 2014: $3,264,527Expenses 2014: $1,783,459Net Income 2014: $1,481,0682014Revenue 2015: $818,857Expenses 2015: $1,409,707Net Income 2015: -$590,8502015Revenue 2016: $761,061Expenses 2016: $3,121,457Net Income 2016: -$2,360,3962016Revenue 2017: $1,123,022Expenses 2017: $1,936,295Net Income 2017: -$813,2732017Revenue 2018: $699,318Expenses 2018: $1,750,903Net Income 2018: -$1,051,5852018Revenue 2020: $667,021Expenses 2020: $1,646,357Net Income 2020: -$979,3362020Revenue 2021: $1,489,321Expenses 2021: $1,884,960Net Income 2021: -$395,6392021Revenue 2022: $1,021,306Expenses 2022: $1,573,408Net Income 2022: -$552,1022022Revenue 2023: $1,118,797Expenses 2023: $1,437,242Net Income 2023: -$318,4452023Revenue 2024: $1,471,835Expenses 2024: $1,307,659Net Income 2024: $164,1762024

Highlighted filing

2015

Revenue$818,857
Expenses$1,409,707
Net Income-$590,850
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M GAIL WALLERPresidentPT$0--
TIMOTHY SCHWERTFEGERVice President, Secretary,PT$0--
ANDREW SCHWERtFEGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Best Portion Foundation
EIN
26-0894840
Phone
3124861000
Address
111 SOUTH WACKER DRIVE, CHICAGO, IL 60606

Signing Officer

Name
Timothy Schwertfeger
Title
Vice President
Phone
3124861000
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax LLP
Address
111 S Wacker Dr, Chicago, IL 60606
Preparer
Allen Lingle
Phone
3124861000
Raw XML AppendixShowing 400 of 552 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt08240
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0UBS #02002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05568785
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05481523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09751384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt015321106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS #02002
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0890396
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0221487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014333376
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-19044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-94279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS Y4 02002 K3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS - UBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DISPOSITION OF ENTERPRISE PRODUCTS PARTNERS L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-108323
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-590850
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt043164
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016086844
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016677694
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016043680
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01162676
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01162676
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01162676
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01176686
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014010
IRS990PF/DistributableAmountGrp/TotalTaxAmt014010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014010
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024500
IRS990PF/FMVAssetsEOYAmt021526140
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0307316
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt023438253
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0358382
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt048210
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01176686
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M GAIL WALLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TIMOTHY SCHWERTFEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREW SCHWERtFEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, SECRETARY,
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O WILLIAM THOMAS 111 S WACKER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O WILLIAM THOMAS 111 S WACKER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O WILLIAM THOMAS 111 S WACKER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHICAGO
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A Better Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN INDIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Chicago High School for the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHICAGO MEDIA PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Chicago Shakespeare Theater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHICAGO UNITED FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CLEAN ENERGY TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7EDUCATORS 4 EXCELLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Evans Scholars Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HUBBARD STREET DANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Invest for Kids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11KARTEMQUIN EDUCATIONAL FILM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12LEADERSHIP GREATER CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13LEAP INNOVATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14ONE GOAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SGA YOUTH & FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18STAND FOR CHILDREN LEADERSHIP CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Teach for America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20THE CHICAGO SCHOLARS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21THE HISTORYMAKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22URBAN GATEWAYS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4800 EAST GRAND AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7351 W HUBBARD ST 805
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91147 W JACKSON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10875 N Michigan Ave Ste 3400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12111 E UPPER WACKER DR STE 1220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13222 Merchandise Mart Plaza 1212
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15180 N MICHIGAN STE 2300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16120 WATER STREET SUITE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1711 E ADAMS ST 1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18850 W JACKSON BLVD 330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19315 West 36th St 8th Flr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2055 E Jackson Blvd Suite 1010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211900 MICHIGAN AVENUE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22205 W RANDOLPH ST 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHIAG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15CHICAGO

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