Civic Intelligence

Floyd a Schlossberg Foundation

990PF • Fiscal year 2012 • EIN 26-1388688

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

4200 W Peterson AveSuite 14060646
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$252,699

Up $45,922 (+22%) from 2011

Net Assets

Up

$252,699

Up $45,922 (+22%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$33,901

Up $10,586 (+45%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $206,777Liabilities 2011: $0Net Assets 2011: $206,7772011Assets 2012: $252,699Liabilities 2012: $0Net Assets 2012: $252,6992012Assets 2013: $278,112Liabilities 2013: $0Net Assets 2013: $278,1122013Assets 2014: $289,796Liabilities 2014: $0Net Assets 2014: $289,7962014Assets 2015: $296,308Liabilities 2015: $0Net Assets 2015: $296,3082015Assets 2016: $342,177Liabilities 2016: $0Net Assets 2016: $342,1772016Assets 2017: $505,294Liabilities 2017: $0Net Assets 2017: $505,2942017Assets 2018: $542,967Liabilities 2018: $0Net Assets 2018: $542,9672018Assets 2019: $565,854Liabilities 2019: $0Net Assets 2019: $565,8542019Assets 2020: $590,617Liabilities 2020: $0Net Assets 2020: $590,6172020Assets 2021: $680,164Liabilities 2021: $0Net Assets 2021: $680,1642021Assets 2022: $701,434Liabilities 2022: $0Net Assets 2022: $701,4342022Assets 2023: $722,540Liabilities 2023: $0Net Assets 2023: $722,5402023Assets 2024: $692,048Liabilities 2024: $0Net Assets 2024: $692,0482024

Highlighted filing

2012

Assets$252,699
Liabilities$0
Net Assets$252,699

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $23,3152011Expenses 2012: $33,9012012Revenue 2013: $55,889Expenses 2013: $30,476Net Income 2013: $25,4132013Revenue 2014: $63,513Expenses 2014: $51,829Net Income 2014: $11,6842014Revenue 2015: $61,746Expenses 2015: $55,234Net Income 2015: $6,5122015Revenue 2016: $106,629Expenses 2016: $60,760Net Income 2016: $45,8692016Revenue 2017: $270,232Expenses 2017: $41,560Net Income 2017: $228,6722017Revenue 2018: $74,415Expenses 2018: $36,742Net Income 2018: $37,6732018Revenue 2019: $75,310Expenses 2019: $52,423Net Income 2019: $22,8872019Revenue 2020: $72,602Expenses 2020: $47,839Net Income 2020: $24,7632020Revenue 2021: $147,611Expenses 2021: $58,064Net Income 2021: $89,5472021Revenue 2022: $80,248Expenses 2022: $58,663Net Income 2022: $21,5852022Revenue 2023: $78,892Expenses 2023: $57,786Net Income 2023: $21,1062023Revenue 2024: $44,655Expenses 2024: $75,147Net Income 2024: -$30,4922024

Highlighted filing

2012

Revenue-
Expenses$33,901
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FLOYD SCHLOSSBERGPresident/Director-$0--
JOAN CARLTreasurer/Director-$0--
RANDI SCHULLOSecretary/Director-$0--
INA SCHLOSSBERGDirector-$0--
KENNETH FISCHDirector-$0--
STEVEN KROLLDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJOAN DACHS BAIS YAAKOVEDUCATION/SCHOLARSHIPSCHOOLEVANSTON, IL, US$10,000
Paid GrantKESHETCHARITABLECHARITABLE ORGNORTHBROOK, IL, US$10,000
Paid GrantCongregation Beth ShalomCHARITABLECHARITABLE ORGnorthbrook, IL, US$6,300
Paid GrantJewish United FundCHARITABLECHARITABLE ORGChicago, IL, US$5,500
Paid GrantST JOHN'S MILITARY ACADEMYEDUCATION/SCHOLARSHIPCHARITABLE ORGDELAFIELD, WI, US$1,000
Filing and Contact Details

Filer

EIN
26-1388688
Raw XML Appendix367 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0775
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue027378
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue132738
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2116102
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV029064
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2120425
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTUAL FUND - FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2MUTUAL FUND - EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MUTUAL FUND
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01541
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-12-11
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1465.8420 SH DWS EQUITY DIVIDEND FUND N/C EFF MAR2012
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2372 SH DWS GLOBAL THEMATIC FD-A
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances051946
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0101499
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02302
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FLOYD SCHLOSSBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOAN CARL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RANDI SCHULLO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3INA SCHLOSSBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4KENNETH FISCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5STEVEN KROLL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104200 W PETERSON AVE
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
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IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION/SCHOLARSHIP
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST JOHN'S MILITARY ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11JOAN DACHS BAIS YAAKOV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Jewish United Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Congregation Beth Shalom
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14KESHET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITABLE ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITABLE ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CHARITABLE ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4CHARITABLE ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NO RELATIONSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NO RELATIONSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NO RELATIONSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NO RELATIONSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NO RELATIONSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101101 GENESSE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11222 HARTNEY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1230 South Wells Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133433 Walters AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143210 DUNDEE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DELAFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1EVANSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3northbrook
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4NORTHBROOK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode160202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode260606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode360062
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode460062
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear032800
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear07545
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07545
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1016937
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2031844
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3012305
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404684
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear091800
IRS990PF/UndistributedIncome/ExcessFromCurrentYear026030
IRS990PF/UndistributedIncome/ExcessFromYear1016937
IRS990PF/UndistributedIncome/ExcessFromYear2031844
IRS990PF/UndistributedIncome/ExcessFromYear3012305
IRS990PF/UndistributedIncome/ExcessFromYear404684
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions033575
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus026030
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus091800
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover065770
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0100000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine106652 W ARCADIA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0MORTON GROVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0IL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode060053
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0FLOYD A SCHLOSSBERG
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0326
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0326
SubstantialContributorsSch/SubstantialContributor/PersonName0FLOYD A SCHLOSSBERG
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine106652 W ARCADIA
SubstantialContributorsSch/SubstantialContributor/USAddress/City0MORTON GROVE
SubstantialContributorsSch/SubstantialContributor/USAddress/State0IL
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode060053
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0261388688
ReturnHeader/Filer/InCareOfName0% FLOYD A SCHLOSSBERG
ReturnHeader/Filer/Name/BusinessNameLine10FLOYD A SCHLOSSBERG FOUNDATION
ReturnHeader/Filer/NameControl0FLOY
ReturnHeader/Filer/Phone07732863883
ReturnHeader/Filer/USAddress/AddressLine104200 W PETERSON AVE
ReturnHeader/Filer/USAddress/AddressLine20Suite 140
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060646
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0FLOYD A SCHLOSSBERG
ReturnHeader/Officer/Phone07732863883
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BDO USA LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10330 E KILBOURN AVENUE SUITE 950
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0KATIE L PENDZICH
ReturnHeader/Preparer/Phone04142725900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-04T12:10:20-06:00

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.$6.92$0.00$6.92$0.45$0.75$0.30
2023Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.79$0.58$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.80$0.59$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$1.48$0.58$0.90
2020Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.73$0.48$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.75$0.52$0.23
2018Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.74$0.37$0.38
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$2.70$0.42$2.29
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$1.07$0.61$0.46
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.62$0.55$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.64$0.52$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.56$0.30$0.25
2012Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.34
2011Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.23