Civic Intelligence

Matthew Steinmetz Charitable Trust C/O Matthew Steinmetz Sole Trustee

EIN 27-6988480 • Chicago, IL

1235 W Webster AveChicago, IL 60614
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

65th percentile

4.6%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$100,366

Up $4,405 (+4.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$100,366

Up $4,405 (+4.6%) from 2024

Revenue

Up

$5,951

Up $1,141 (+24%) from 2024

Expenses

Up

$1,546

Up $75 (+5.1%) from 2024

Net Income

Up

$4,405

Up $1,066 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2017: $505,976Liabilities 2017: $0Net Assets 2017: $505,9762017Assets 2018: $476,009Liabilities 2018: $0Net Assets 2018: $476,0092018Assets 2019: $457,256Liabilities 2019: $0Net Assets 2019: $457,2562019Assets 2020: $189,614Liabilities 2020: $0Net Assets 2020: $189,6142020Assets 2021: $89,709Liabilities 2021: $0Net Assets 2021: $89,7092021Assets 2022: $89,733Liabilities 2022: $0Net Assets 2022: $89,7332022Assets 2023: $92,622Liabilities 2023: $0Net Assets 2023: $92,6222023Assets 2024: $95,961Liabilities 2024: $0Net Assets 2024: $95,9612024Assets 2025: $100,366Liabilities 2025: $0Net Assets 2025: $100,3662025

Highlighted filing

2025

Assets$100,366
Liabilities$0
Net Assets$100,366

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2017: $500,023Expenses 2017: $0Net Income 2017: $500,0232017Revenue 2018: $48Expenses 2018: $30,015Net Income 2018: -$29,9672018Revenue 2019: $13,763Expenses 2019: $32,516Net Income 2019: -$18,7532019Revenue 2020: $26,244Expenses 2020: $293,886Net Income 2020: -$267,6422020Revenue 2021: $272Expenses 2021: $100,177Net Income 2021: -$99,9052021Revenue 2022: $2,740Expenses 2022: $2,716Net Income 2022: $242022Revenue 2023: $4,329Expenses 2023: $1,440Net Income 2023: $2,8892023Revenue 2024: $4,810Expenses 2024: $1,471Net Income 2024: $3,3392024Revenue 2025: $5,951Expenses 2025: $1,546Net Income 2025: $4,4052025

Highlighted filing

2025

Revenue$5,951
Expenses$1,546
Net Income$4,405

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW STEINMETZSole Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Matthew Steinmetz Charitable Trust
EIN
27-6988480
Phone
3126420006
Address
1235 W WEBSTER AVE, CHICAGO, IL 60614

Signing Officer

Name
Matthew Steinmetz
Title
Sole Trustee
Phone
3126420006
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 N MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
David Levine
Phone
3126420006
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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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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
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