Civic Intelligence

Sjostrom & Sons Foundation Inc.

EIN 36-3225935 • Rockford, IL

Pub. 78 Eligible
PO Box 5766Rockford, IL 61125-0766
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

11th percentile

-45%

Higher net margin than 11% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

32nd percentile

-2.7%

Faster asset growth than 32% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

12%

Faster revenue growth than 56% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$715,668

Down $20,155 (-2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$715,668

Down $20,155 (-2.7%) from 2023

Revenue

Up

$44,967

Up $4,768 (+12%) from 2023

Expenses

Down

$65,122

Down $1,204 (-1.8%) from 2023

Net Income

Up

-$20,155

Up $5,972 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $937,685Liabilities 2011: $0Net Assets 2011: $937,6852011Assets 2012: $900,306Liabilities 2012: $0Net Assets 2012: $900,3062012Assets 2013: $903,570Liabilities 2013: $0Net Assets 2013: $903,5702013Assets 2014: $893,037Liabilities 2014: $0Net Assets 2014: $893,0372014Assets 2015: $877,197Liabilities 2015: $0Net Assets 2015: $877,1972015Assets 2016: $835,326Liabilities 2016: $0Net Assets 2016: $835,3262016Assets 2017: $819,417Liabilities 2017: $0Net Assets 2017: $819,4172017Assets 2018: $845,744Liabilities 2018: $0Net Assets 2018: $845,7442018Assets 2019: $812,521Liabilities 2019: $0Net Assets 2019: $812,5212019Assets 2020: $788,539Liabilities 2020: $0Net Assets 2020: $788,5392020Assets 2021: $798,764Liabilities 2021: $0Net Assets 2021: $798,7642021Assets 2022: $761,950Liabilities 2022: $0Net Assets 2022: $761,9502022Assets 2023: $735,823Liabilities 2023: $0Net Assets 2023: $735,8232023Assets 2024: $715,668Liabilities 2024: $0Net Assets 2024: $715,6682024

Highlighted filing

2024

Assets$715,668
Liabilities$0
Net Assets$715,668

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $61,8422011Expenses 2012: $80,2752012Expenses 2013: $80,5012013Revenue 2014: $68,747Expenses 2014: $79,280Net Income 2014: -$10,5332014Revenue 2015: $61,279Expenses 2015: $77,119Net Income 2015: -$15,8402015Revenue 2016: $36,813Expenses 2016: $78,684Net Income 2016: -$41,8712016Revenue 2017: $48,028Expenses 2017: $63,937Net Income 2017: -$15,9092017Revenue 2018: $90,079Expenses 2018: $63,752Net Income 2018: $26,3272018Revenue 2019: $32,891Expenses 2019: $66,114Net Income 2019: -$33,2232019Revenue 2020: $36,582Expenses 2020: $60,564Net Income 2020: -$23,9822020Revenue 2021: $77,133Expenses 2021: $66,908Net Income 2021: $10,2252021Revenue 2022: $31,499Expenses 2022: $68,313Net Income 2022: -$36,8142022Revenue 2023: $40,199Expenses 2023: $66,326Net Income 2023: -$26,1272023Revenue 2024: $44,967Expenses 2024: $65,122Net Income 2024: -$20,1552024

Highlighted filing

2024

Revenue$44,967
Expenses$65,122
Net Income-$20,155

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.45$0.65$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.40$0.66$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.31$0.68$0.37
2021Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.77$0.67$0.10
2020Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.37$0.61$0.24
2019Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.33$0.66$0.33
2018Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.90$0.64$0.26
2017Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.48$0.64$0.16
2016Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.37$0.79$0.42
2015Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.61$0.77$0.16
2014Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.69$0.79$0.11
2013Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.81
2012Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.80
2011Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Oct 8, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL SJOSTROMDirector-$0--
KRISTOPHER SJOSTROMDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYMCA OF ROCK RIVER VALLEYRECREATIONALPUBLICROCKFORD, IL, US$6,000
Paid GrantROSECRANCE FOUNDATIONMEDICALPUBLICROCKFORD, IL, US$5,000
Paid GrantTRINITY LUTHERAN CHURCHCHARITABLEPUBLICROCKFORD, IL, US$4,000
Paid GrantUNITED WAY OF ROCK RIVER VALLEYGENERAL FUNDPUBLICROCKFORD, IL, US$3,000
Paid GrantBURPEE NATURAL HISTORY MUSEUMHISTORICALPUBLICROCKFORD, IL, US$2,500
Paid GrantCORNELL COLLEGEEDUCATIONALPUBLICMOUNT VERNON, IA, US$2,000
Paid GrantIOWA STATE UNIVERSITYEDUCATIONALPUBLICAMES, IA, US$2,000
Paid GrantMERCYHEALTH DEVELOPMENT FNDNMEDICALPUBLICROCKFORD, IL, US$1,500
Paid GrantNATURAL LAND INSTITUTECHARITABLEPUBLICROCKFORD, IL, US$1,500
Paid GrantROCKFORD SYMPHONY ORCHESTRAARTISTICPUBLICROCKFORD, IL, US$1,250
Paid GrantBARBARA OLSON CENTER OF HOPEMEDICALPUBLICROCKFORD, IL, US$1,000
Paid GrantCRUSADER CLINICMEDICALPUBLICROCKFORD, IL, US$1,000
Paid GrantDISCOVERY CENTEREDUCATIONALPUBLICROCKFORD, IL, US$1,000
Paid GrantILLINOIS GROWTH ENTERPRISESEDUCATIONALPUBLICLOVES PARK, IL, US$1,000
Paid GrantKEN-ROCK COMMUNITY CENTERRECREATIONALPUBLICROCKFORD, IL, US$1,000
Paid GrantLIFESCAPE COMMUNITY SERVICESGENERAL FUNDPUBLICROCKFORD, IL, US$1,000
Paid GrantNORTHERN ILLINOIS HOSPICEMEDICALPUBLICROCKFORD, IL, US$1,000
Paid GrantROCK VALLEY COLLEGEEDUCATIONALPUBLICROCKFORD, IL, US$1,000
Paid GrantROCKFORD DAY NURSERYMEDICALPUBLICROCKFORD, IL, US$1,000
Paid GrantSWEDISH AMERICAN MEDICAL FOUNDATIONMEDICALPUBLICROCKFORD, IL, US$1,000
Paid GrantSWEDISH HISTORICAL SOCIETYRECREATIONALPUBLICROCKFORD, IL, US$1,000
Paid GrantTRINITY DAYCAREEDUCATIONALPUBLICROCKFORD, IL, US$1,000
Paid GrantVISITING NURSES ASSOCIATIONMEDICALPUBLICROCKFORD, IL, US$1,000
Paid GrantCENTER FOR SIGHTHEARING IMPAIREDMEDICALPUBLICROCKFORD, IL, US$500
Paid GrantHUNGER CONNECTIONCHARITABLEPUBLICROCKFORD, IL, US$500
Paid GrantKISHWAUKEE VALLEY CONCERT BANDARTISTICPUBLICROCKFORD, IL, US$500
Paid GrantMILESTON INCCHARITABLEPUBLICROCKFORD, IL, US$500
Paid GrantNORTHERN ILLINOIS BOTANICAL SOCIETYCHARITABLEPUBLICROCKFORD, IL, US$500
Paid GrantNORTHWEST COMMUNITY CENTERRECREATIONALPUBLICROCKFORD, IL, US$500
Paid GrantNORTHWESTERN ILLINOIS SPECIAL OLYMPICSEDUCATIONALPUBLICDIXON, IL, US$500
Paid GrantROCK RIVER VALLEY PANTRYCHARITABLEPUBLICROCKFORD, IL, US$500
Paid GrantROCKFORD AREA ARTS COUNCILARTISTICPUBLICROCKFORD, IL, US$500
Paid GrantROCKFORD ART MUSEUMARTISTICPUBLICROCKFORD, IL, US$500
Paid GrantROCKFORD MUSEUM CENTERGENERAL FUNDPUBLICROCKFORD, IL, US$500
Paid GrantROY GAYLE PONY BASEBALL SOFTBALLRECREATIONALPUBLICROCKFORD, IL, US$500
Paid GrantSAINT ANTHONY MEDICAL CENTERMEDICALPUBLICROCKFORD, IL, US$500
Paid GrantSEVERSON DELLS EDUCATION FUNDEDUCATIONALPUBLICROCKFORD, IL, US$500
Paid GrantTINKER SWISS COTTAGEEDUCATIONALPUBLICROCKFORD, IL, US$500
Paid GrantYMCA-ROCKFORD ILLINOISRECREATIONALPUBLICROCKFORD, IL, US$500
Paid GrantSELF HELP ENTERPRISESCHARITABLEPUBLICSTERLING, IL, US$100
Filing and Contact Details

Filer

Filer Name
Sjostrom & Sons Foundation
EIN
36-3225935
Phone
8152260330
Address
PO BOX 5766, ROCKFORD, IL 61125-0766

Signing Officer

Name
Joel Sjostrom
Title
Director
Phone
8152260330
Signed
2024-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1252 BELL VALLEY ROAD SUITE 300, ROCKFORD, IL 61108
Preparer
Matt Carlson
Phone
8152317400
Raw XML AppendixShowing 400 of 671 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CENTER FOR SIGHTHEARING IMPAIRED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11LIFESCAPE COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12MERCYHEALTH DEVELOPMENT FNDN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14NATURAL LAND INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15NORTHERN ILLINOIS BOTANICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16NORTHERN ILLINOIS HOSPICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22ROCKFORD ART MUSEUM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24ROCKFORD MUSEUM CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25ROCKFORD SYMPHONY ORCHESTRA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30SEVERSON DELLS EDUCATION FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32SWEDISH HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33TINKER SWISS COTTAGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39YMCA-ROCKFORD ILLINOIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt24NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt25NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt26NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt27NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt28NONE

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