Civic Intelligence

Sulzer Family Foundation

990PF • Fiscal year 2012 • EIN 36-2466016

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

Organization Profile
1940 W Irving Park Rd60613
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

75th percentile

$27,000

Higher top officer pay than 75% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

92nd percentile

34%

Faster asset growth than 92% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,089,009

Up $1,278,515 (+34%) from 2011

Net Assets

Up

$5,081,492

Up $1,275,715 (+34%) from 2011

Liabilities

Up

$7,517

Up $2,800 (+59%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$328,044

Down $20,968 (-6.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,810,494Liabilities 2011: $4,717Net Assets 2011: $3,805,7772011Assets 2012: $5,089,009Liabilities 2012: $7,517Net Assets 2012: $5,081,4922012Assets 2013: $5,306,755Liabilities 2013: $11,791Net Assets 2013: $5,294,9642013Assets 2014: $5,358,360Liabilities 2014: $9,610Net Assets 2014: $5,348,7502014Assets 2015: $5,564,074Liabilities 2015: $9,774Net Assets 2015: $5,554,3002015Assets 2016: $5,380,751Liabilities 2016: $9,151Net Assets 2016: $5,371,6002016Assets 2017: $5,263,064Liabilities 2017: $1,843Net Assets 2017: $5,261,2212017Assets 2018: $5,345,970Liabilities 2018: $3,348Net Assets 2018: $5,342,6222018Assets 2019: $5,329,981Liabilities 2019: $3,348Net Assets 2019: $5,326,6332019Assets 2020: $5,470,736Liabilities 2020: $805Net Assets 2020: $5,469,9312020Assets 2021: $5,519,182Liabilities 2021: $5,453Net Assets 2021: $5,513,7292021Assets 2022: $5,348,979Liabilities 2022: $8,053Net Assets 2022: $5,340,9262022Assets 2023: $5,188,703Liabilities 2023: $4,806Net Assets 2023: $5,183,8972023Assets 2024: $5,955,866Liabilities 2024: $5,709Net Assets 2024: $5,950,1572024

Highlighted filing

2012

Assets$5,089,009
Liabilities$7,517
Net Assets$5,081,492
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $349,0122011Expenses 2012: $328,0442012Revenue 2013: $538,467Expenses 2013: $328,110Net Income 2013: $210,3572013Revenue 2014: $360,501Expenses 2014: $305,279Net Income 2014: $55,2222014Revenue 2015: $583,860Expenses 2015: $378,310Net Income 2015: $205,5502015Revenue 2016: $160,023Expenses 2016: $342,728Net Income 2016: -$182,7052016Revenue 2017: $217,706Expenses 2017: $327,752Net Income 2017: -$110,0462017Revenue 2018: $428,343Expenses 2018: $346,942Net Income 2018: $81,4012018Revenue 2019: $336,416Expenses 2019: $352,405Net Income 2019: -$15,9892019Revenue 2020: $512,512Expenses 2020: $369,214Net Income 2020: $143,2982020Revenue 2021: $433,853Expenses 2021: $390,055Net Income 2021: $43,7982021Revenue 2022: $213,142Expenses 2022: $385,945Net Income 2022: -$172,8032022Revenue 2023: $235,214Expenses 2023: $394,061Net Income 2023: -$158,8472023Revenue 2024: $1,185,030Expenses 2024: $418,770Net Income 2024: $766,2602024

Highlighted filing

2012

Revenue-
Expenses$328,044
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN PALLANTETreasurerPT$27,000-$27,000
REV GEO RICEPresidentPT$12,000-$12,000
ROBERT HOELLENDirectorPT$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL CONTRIBUTIONS-CHICAGO, IL, US$213,695
Filing and Contact Details

Filer

EIN
36-2466016
Raw XML AppendixShowing 400 of 415 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/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear507183889
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20278167
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30357251
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40345289
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50353629
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.283896
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0304634
IRS990PF/QualifyingDistributions/ExpensesAndContributions0310217
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm05583
IRS990PF/QualifyingDistributions/QualifyingDistributions0310217
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ALLAN PALLANTE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07733274700
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101940 W IRVING PARK RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CHICAGO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode060613
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN REQUEST WITH BUDGET & FINANCIAL STATEMENTS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0GEORGE A RICE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07733294700
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101940 W IRVING PARK RD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0CHICAGO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode060613
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RAVENSWOOD AREA CHICAGO IL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0OCTOBER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0213695
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101940 IRVING PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode060613
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0213695
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0261348
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0261348
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1023259
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2022852
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30106607
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4043788
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50153
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50153
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0245375
IRS990PF/UndistributedIncome/ExcessFromCurrentYear048869
IRS990PF/UndistributedIncome/ExcessFromYear1023259
IRS990PF/UndistributedIncome/ExcessFromYear2022852
IRS990PF/UndistributedIncome/ExcessFromYear30106607
IRS990PF/UndistributedIncome/ExcessFromYear4043788
IRS990PF/UndistributedIncome/QualifyingDistributions0310217
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus048869
IRS990PF/UndistributedIncome/TotalCorpus0245528
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0196659
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ANNUAL REPORT
OtherExpensesSchedule/OtherExpenses/Description2INSURANCE W/C
OtherExpensesSchedule/OtherExpenses/Description3INSURANCE
OtherExpensesSchedule/OtherExpenses/Description4OTHER
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps025
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1623
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps23287
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps32877
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1623
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks23287
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks32877
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome024849
OtherIncomeSchedule2/OtherIncome/Description0SECURITIES MISC INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome024849
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks024849
OtherIncreasesSchedule/OtherIncreases/Amount01035211
OtherIncreasesSchedule/OtherIncreases/Description0TIMING DIFF
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0417
OtherLiabilitiesSchedule/OtherLiabilities/Description0ACCRUED PAYROLL EXPENSES
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue03217
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount021979
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps013979
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome08000
TaxesSchedule/Taxes/Amount04482
TaxesSchedule/Taxes/Amount17568
TaxesSchedule/Taxes/Amount22259
TaxesSchedule/Taxes/Category0PAYROLL
TaxesSchedule/Taxes/Category1EXCISE
TaxesSchedule/Taxes/Category2FOREIGN
TaxesSchedule/Taxes/DisbursementsCharitablePrps04482
TaxesSchedule/Taxes/NetInvestmentIncome02259
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0362466016
ReturnHeader/Filer/Name/BusinessNameLine10SULZER FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0SULZ
ReturnHeader/Filer/Phone07733274700
ReturnHeader/Filer/USAddress/AddressLine101940 W IRVING PARK RD
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060613
ReturnHeader/Officer/DateSigned02013-08-15
ReturnHeader/Officer/Name0ALLAN PALLANTE
ReturnHeader/Officer/Phone07733274700

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,089,009
Liabilities
$7,517
Net assets
$5,081,492
Revenue
-
Expenses
$328,044
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.96$0.01$5.95$1.19$0.42$0.77
2023Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.18$0.24$0.39$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.35$0.01$5.34$0.21$0.39$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.01$5.51$0.43$0.39$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.51$0.37$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.34$0.35$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.34$0.43$0.35$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.22$0.33$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.38$0.01$5.37$0.16$0.34$0.18
2015Detailed filing. Detailed filing data is available for this year.$5.56$0.01$5.55$0.58$0.38$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.36$0.01$5.35$0.36$0.31$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.31$0.01$5.29$0.54$0.33$0.21
2012Detailed filing. Detailed filing data is available for this year.$5.09$0.01$5.08$0.33
2011Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.35