Civic Intelligence

Matthew Steinmetz Charitable Trust

990PF • Fiscal year 2019 • EIN 27-6988480

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

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

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

6th percentile

-136%

Higher net margin than 6% 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

36th percentile

-3.9%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

100th percentile

28573%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$457,256

Down $18,753 (-3.9%) from 2018

Net Assets

Down

$457,256

Down $18,753 (-3.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$13,763

Up $13,715 (+28573%) from 2018

Expenses

Up

$32,516

Up $2,501 (+8.3%) from 2018

Net Income

Up

-$18,753

Up $11,214 (+37%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2019

Assets$457,256
Liabilities$0
Net Assets$457,256
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

2019

Revenue$13,763
Expenses$32,516
Net Income-$18,753
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Pamela a Wayer
Phone
3126420006
Raw XML Appendix300 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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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt096086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0106522
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05891
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt091331
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031266
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08600
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0202608
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0194008
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02500
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0IL CHARITY BUREAU FUND
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt016
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW STEINMETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SOLE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATTHEW STEINMETZ CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MATTHEW STEINMETZ SOLE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0276988480
ReturnHeader/Filer/PhoneNum03126420006
ReturnHeader/Filer/USAddress/AddressLine1Txt01235 W WEBSTER AVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060614
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId047F086696EBFFA9895EEF49EAB638D2B3E814673
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.13.210.115
ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm006:37:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362469413
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/PreparerPersonNm0PAMELA A WAYER
ReturnHeader/ReturnTs02019-11-12T16:18:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$457,256
Liabilities
$0
Net assets
$457,256
Revenue
$13,763
Expenses
$32,516
Net income
-$18,753
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$5.00$0.00$5.00