Civic Intelligence

Gilbert and Jacqueline R Fern Foundation

990PF • Fiscal year 2019 • EIN 26-1464104

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 20, 2020

Organization Profile
C/O Ron Schreiber 233 S WackerChicago, IL 60606

(312) 460-5651

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-585%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-95%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$476,716

Down $69,815 (-13%) from 2018

Net Assets

Down

$476,716

Down $69,815 (-13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$11,934

Down $219,150 (-95%) from 2018

Expenses

Up

$81,749

Up $29,343 (+56%) from 2018

Net Income

Down

-$69,815

Down $248,493 (-139%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $634,579Liabilities 2010: $0Net Assets 2010: $634,5792010Assets 2011: $418,654Liabilities 2011: $0Net Assets 2011: $418,6542011Assets 2013: $73,536Liabilities 2013: $0Net Assets 2013: $73,5362013Assets 2016: $155,031Liabilities 2016: $1Net Assets 2016: $155,0302016Assets 2017: $367,853Liabilities 2017: $0Net Assets 2017: $367,8532017Assets 2018: $546,531Liabilities 2018: $0Net Assets 2018: $546,5312018Assets 2019: $476,716Liabilities 2019: $0Net Assets 2019: $476,7162019Assets 2020: $279,203Liabilities 2020: $0Net Assets 2020: $279,2032020Assets 2021: $1,303,300Liabilities 2021: $0Net Assets 2021: $1,303,3002021Assets 2022: $1,293,578Liabilities 2022: $0Net Assets 2022: $1,293,5782022Assets 2023: $1,187,858Liabilities 2023: $0Net Assets 2023: $1,187,8582023Assets 2024: $1,051,775Liabilities 2024: $0Net Assets 2024: $1,051,7752024

Highlighted filing

2019

Assets$476,716
Liabilities$0
Net Assets$476,716
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $419,7742010Expenses 2011: $304,4212011Revenue 2013: $2,218Expenses 2013: $15,706Net Income 2013: -$13,4882013Revenue 2016: $1,718Expenses 2016: $92,914Net Income 2016: -$91,1962016Revenue 2017: $259,870Expenses 2017: $47,048Net Income 2017: $212,8222017Revenue 2018: $231,084Expenses 2018: $52,406Net Income 2018: $178,6782018Revenue 2019: $11,934Expenses 2019: $81,749Net Income 2019: -$69,8152019Revenue 2020: $76,979Expenses 2020: $274,492Net Income 2020: -$197,5132020Revenue 2021: $1,395,966Expenses 2021: $371,869Net Income 2021: $1,024,0972021Revenue 2022: $35,732Expenses 2022: $45,454Net Income 2022: -$9,7222022Revenue 2023: $78,205Expenses 2023: $183,925Net Income 2023: -$105,7202023Revenue 2024: $41,657Expenses 2024: $177,740Net Income 2024: -$136,0832024

Highlighted filing

2019

Revenue$11,934
Expenses$81,749
Net Income-$69,815
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 20, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN FERNPresident-$0--
RONALD SCHREIBERVice President-$0--
CHARLES GOFENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Gilbert & Jacqueline R Fern Foundation
EIN
26-1464104
Address
C/O RON SCHREIBER 233 S WACKER, CHICAGO, IL 60606

Signing Officer

Name
Ron Schreiber
Title
Secretary/Director
Signed
2020-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Pinnacle Financial Solutions Pc
Address
4709 GOLF RD STE 1015, SKOKIE, IL 60076-1260
Preparer
Abram I Weber
Phone
8475816000
Raw XML Appendix345 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART II BALANCE SHEET-LINE 10B INVESTMENTS CORPORATE STOCK FAIR MARKET VALUE:25,000 SHARES HONEYWELL INTERNATIONAL $24,935.0025,000 SHARES VISA INC 24,840.00373 SHARES SP S&P 500EFT TRUST 83,533.00143 SHARES SPDR S&P MIDCAP 400 ETF TRUST 40,998.00400 SHARES ISHARES MSCI EAFE ETF 25,406.00450 SHARES VANGUARD FTSE EMERGING MARKET 16,694.00 -----------TOTAL INVESTMENTS CORPORATE STOCK $216,406.00 ===========
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5216 W JACKSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7130 EAST RANDOLPH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHICAGO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027871
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt081888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt038767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt038767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0224420
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027886
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029295
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt081888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034683
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078539
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050668
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0263187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0212519
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12612
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0450
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12612
TaxesSchedule/TaxesDetail/Amt0148
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0148
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON SCHREIBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GILBERT & JACQUELINE R FERN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GILB
ReturnHeader/Filer/EIN0261464104
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O RON SCHREIBER 233 S WACKER
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362825214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINNACLE FINANCIAL SOLUTIONS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04709 GOLF RD STE 1015
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SKOKIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600761260
ReturnHeader/PreparerPersonGrp/PhoneNum08475816000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABRAM I WEBER
ReturnHeader/ReturnTs02020-10-27T15:55:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$476,716
Liabilities
$0
Net assets
$476,716
Revenue
$11,934
Expenses
$81,749
Net income
-$69,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.18$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.18$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.40$0.37$1.02
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.08$0.27$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.01$0.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.23$0.05$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.26$0.05$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.09$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.02$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.30
2010Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.42