Civic Intelligence

Matthew Steinmetz Charitable Trust

990PF • Fiscal year 2024 • EIN 27-6988480

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

3.6%

Faster asset growth than 57% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$95,961

Up $3,339 (+3.6%) from 2023

Net Assets

Up

$95,961

Up $3,339 (+3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Up

$4,810

Up $481 (+11%) from 2023

Expenses

Up

$1,471

Up $31 (+2.2%) from 2023

Net Income

Up

$3,339

Up $450 (+16%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2024

Assets$95,961
Liabilities$0
Net Assets$95,961
Open 2024 Filing

Operations Trend

Revenue Growth60th 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

2024

Revenue$4,810
Expenses$1,471
Net Income$3,339
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
2024-11-06
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
Raw XML Appendix260 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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LEVINE
ReturnHeader/ReturnTs02024-11-13T11:13:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,961
Liabilities
$0
Net assets
$95,961
Revenue
$4,810
Expenses
$1,471
Net income
$3,339
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
2024Detailed filing. Detailed filing data is available for this year.$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
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