Civic Intelligence

Matthew Steinmetz Charitable Trust

990PF • Fiscal year 2017 • EIN 27-6988480

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profile
1235 W Webster AveChicago, IL 60614

(312) 642-0006

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

$505,976

No earlier filing loaded for comparison.

Net Assets

$505,976

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin100th percentile

Revenue

$500,023

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$500,023

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$505,976
Liabilities$0
Net Assets$505,976
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$500,023
Expenses$0
Net Income$500,023
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

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

Filer

Filer Name
Matthew Steinmetz Charitable Trust
EIN
27-6988480
In Care Of
% MATTHEW STEINMETZ
Address
1235 W WEBSTER AVE, CHICAGO, IL 60614

Signing Officer

Name
Matthew Steinmetz
Title
Sole Trustee
Phone
3126420006
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Maggie Thomason
Phone
3126420006
Raw XML Appendix230 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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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0236728
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0236728
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03551
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011659
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0233177
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0236728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0228243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt093565
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.978842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.145811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt02.094254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.819037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.992335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.842773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0233177
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt04.89421
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01235 W WEBSTER AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MATTHEW STEINMETZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum03126420006
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07734048480
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHICAGO
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060614
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MATTHEW STEINMETZ
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011659
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt091331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt096086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0335396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0382073
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011659
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0370414
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0523513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt091331
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt096086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0335396
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0893927
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0905586
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/CategoryTxt0IL CHARITY BUREAU FUND
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW STEINMETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SOLE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATTHEW STEINMETZ CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o MATTHEW STEINMETZ SOLE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0276988480
ReturnHeader/Filer/InCareOfNm0% MATTHEW STEINMETZ
ReturnHeader/Filer/USAddress/AddressLine1Txt01235 W WEBSTER AVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060614
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F77E80AE3115CCF14C143B4B038EF61BB829BA04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037BBFB94723532512CA0C5EB1445457D55C24DB5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036207920173355000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0168.93.161.34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maggie Thomason
ReturnHeader/ReturnTs02017-12-01T12:34:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$505,976
Liabilities
$0
Net assets
$505,976
Revenue
$500,023
Expenses
$0
Net income
$500,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.02$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.05$0.01$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.04$0.01$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.00$1.00$1.00
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.26$2.94$2.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.00$4.57$0.14$0.33$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.00$4.76$0.00$0.30$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$5.00$0.00$5.00