Civic Intelligence

The J R Stein Family Foundation

EIN 36-3261176 • Chicago, IL

Pub. 78 Eligible
225 W Washington St 200Chicago, IL 60606
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

48th percentile

3.9%

Higher net margin than 48% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

57%

Faster revenue growth than 80% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,565,503

Up $7,973 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,565,503

Up $7,973 (+0.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin48th percentile

Revenue

Up

$204,467

Up $74,282 (+57%) from 2023

Expenses

Up

$196,494

Up $45,375 (+30%) from 2023

Net Income

Up

$7,973

Up $28,907 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,495,613Liabilities 2012: $0Net Assets 2012: $1,495,6132012Assets 2013: $1,555,562Liabilities 2013: $0Net Assets 2013: $1,555,5622013Assets 2014: $1,593,033Liabilities 2014: $0Net Assets 2014: $1,593,0332014Assets 2015: $1,657,022Liabilities 2015: $0Net Assets 2015: $1,657,0222015Assets 2016: $1,636,325Liabilities 2016: $0Net Assets 2016: $1,636,3252016Assets 2017: $1,618,137Liabilities 2017: $0Net Assets 2017: $1,618,1372017Assets 2018: $1,584,759Liabilities 2018: $0Net Assets 2018: $1,584,7592018Assets 2019: $1,618,377Liabilities 2019: $32,535Net Assets 2019: $1,585,8422019Assets 2020: $1,603,316Liabilities 2020: $0Net Assets 2020: $1,603,3162020Assets 2021: $1,619,765Liabilities 2021: $0Net Assets 2021: $1,619,7652021Assets 2022: $1,578,464Liabilities 2022: $0Net Assets 2022: $1,578,4642022Assets 2023: $1,557,530Liabilities 2023: $0Net Assets 2023: $1,557,5302023Assets 2024: $1,565,503Liabilities 2024: $0Net Assets 2024: $1,565,5032024

Highlighted filing

2024

Assets$1,565,503
Liabilities$0
Net Assets$1,565,503
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KExpenses 2012: $125,8502012Revenue 2013: $156,068Expenses 2013: $96,119Net Income 2013: $59,9492013Revenue 2014: $165,299Expenses 2014: $127,828Net Income 2014: $37,4712014Revenue 2015: $169,587Expenses 2015: $105,598Net Income 2015: $63,9892015Revenue 2016: $134,102Expenses 2016: $154,799Net Income 2016: -$20,6972016Revenue 2017: $121,899Expenses 2017: $140,087Net Income 2017: -$18,1882017Revenue 2018: $162,600Expenses 2018: $195,978Net Income 2018: -$33,3782018Revenue 2019: $156,661Expenses 2019: $155,578Net Income 2019: $1,0832019Revenue 2020: $161,491Expenses 2020: $144,017Net Income 2020: $17,4742020Revenue 2021: $159,024Expenses 2021: $142,575Net Income 2021: $16,4492021Revenue 2022: $108,004Expenses 2022: $149,305Net Income 2022: -$41,3012022Revenue 2023: $130,185Expenses 2023: $151,119Net Income 2023: -$20,9342023Revenue 2024: $204,467Expenses 2024: $196,494Net Income 2024: $7,9732024

Highlighted filing

2024

Revenue$204,467
Expenses$196,494
Net Income$7,973
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,565,503
Liabilities
$0
Net assets
$1,565,503
Revenue
$204,467
Expenses
$196,494
Net income
$7,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.20$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.11$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.16$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.16$0.14$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.03$1.59$0.16$0.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.16$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.12$0.14$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.13$0.15$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.17$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.17$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.16$0.10$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDIE STEIN FRIEDMANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The J R Stein Family Foundation
EIN
36-3261176
Phone
3126290900
Address
225 W WASHINGTON ST 200, CHICAGO, IL 60606

Signing Officer

Name
Judie Stein
Title
Director
Phone
3126290900
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Kma Management LLC
Address
225 W WASHINGTON ST SUITE 200, CHICAGO, IL 60606
Preparer
Rosanne B Andersen CPA
Phone
3126290900
Raw XML AppendixShowing 400 of 776 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/BusinessNameLine1Txt0AMERICAN FRIENDS OF MEIR PANIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN WILD HORSE PRESERVATION CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ANIMAL RECOVERY MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ANIMAL WELLNESS ACTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ANIMALS ANGELS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CARTER RESERVOIR MUSTANGS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CASTLETON RANCH HORSE RESCUE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CEDARS-SINAI MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CENTER THEATRE GROUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CHILLY PEPPER - MIRACLE MUSTANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CUDDLY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11DAVIES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12DEFENDERS OF WILDLIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13DREAMCHASER HORSE RESCUE AND REHABILITATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14ENTERTAINMENT COMMUNITY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15EQUINE VOICES RESCUE AND SANCTUARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16FEEDING PETS OF THE HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17FEMINIST MAJORITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18FOUNDERS MUSIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19FOUR CORNERS EQUINE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20FRIENDS OF SHEBA MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21GENTLE GIANTS DRAFT HORSE RESCUE SOCIETY LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22GOLDEN RETRIEVER RESCUE OF ILLINOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23GREATER GOOD CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24HABITAT FOR HORSES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25HOOVES & PAWS ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26HOPE FOR PAWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27INTERNATIONAL FUND FOR ANIMAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28K9 LIFELINE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29LAST CHANCE FOR ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30LATET USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31LIFESAVERS WILD HORSE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32LOS ANGELES PHILHARMONIC ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33MALIBU JEWISH CENTER AND SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34MUSEUM OF TOLERANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35NETWORK FOR ANIMALS USA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36NEW YORK BULLY CREW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37NOAH'S LOST ARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38PAWS OF HONOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39PEACEFUL VALLEY DONKEY RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40PLANNED PARENTHOOD FEDERATION OF AMERICA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41RUTGERS UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42SIMON WEISENTHAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43SMILING DOG FARMS

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