Civic Intelligence

Carnot and Luceile Allen Foundation

990PF • Fiscal year 2017 • EIN 36-3358749

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 11, 2018

Organization Profile
830 Lamson DriveWinnetka, IL 60093

(312) 524-1308

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

4.5%

Faster asset growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

95%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$90,069

Up $3,870 (+4.5%) from 2016

Net Assets

Up

$90,069

Up $3,870 (+4.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$11,602

Up $5,644 (+95%) from 2016

Expenses

Up

$7,732

Up $466 (+6.4%) from 2016

Net Income

Up

$3,870

Up $5,178 (+396%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$100K$50K$0Assets 2012: $76,423Liabilities 2012: $0Net Assets 2012: $76,4232012Assets 2013: $80,929Liabilities 2013: $0Net Assets 2013: $80,9292013Assets 2014: $88,333Liabilities 2014: $0Net Assets 2014: $88,3332014Assets 2015: $87,507Liabilities 2015: $0Net Assets 2015: $87,5072015Assets 2016: $86,199Liabilities 2016: $0Net Assets 2016: $86,1992016Assets 2017: $90,069Liabilities 2017: $0Net Assets 2017: $90,0692017Assets 2018: $88,941Liabilities 2018: $0Net Assets 2018: $88,9412018Assets 2019: $87,763Liabilities 2019: $0Net Assets 2019: $87,7632019Assets 2020: $81,748Liabilities 2020: $0Net Assets 2020: $81,7482020Assets 2021: $84,548Liabilities 2021: $0Net Assets 2021: $84,5482021Assets 2022: $78,576Liabilities 2022: $0Net Assets 2022: $78,5762022Assets 2023: $72,528Liabilities 2023: $0Net Assets 2023: $72,5282023Assets 2024: $66,909Liabilities 2024: $0Net Assets 2024: $66,9092024

Highlighted filing

2017

Assets$90,069
Liabilities$0
Net Assets$90,069
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$20K$10K$0-$10KExpenses 2012: $8,3322012Revenue 2013: $14,038Expenses 2013: $9,532Net Income 2013: $4,5062013Revenue 2014: $15,421Expenses 2014: $8,017Net Income 2014: $7,4042014Revenue 2015: $6,612Expenses 2015: $7,438Net Income 2015: -$8262015Revenue 2016: $5,958Expenses 2016: $7,266Net Income 2016: -$1,3082016Revenue 2017: $11,602Expenses 2017: $7,732Net Income 2017: $3,8702017Revenue 2018: $6,223Expenses 2018: $7,351Net Income 2018: -$1,1282018Revenue 2019: $6,412Expenses 2019: $7,590Net Income 2019: -$1,1782019Revenue 2020: $1,067Expenses 2020: $7,082Net Income 2020: -$6,0152020Revenue 2021: $9,686Expenses 2021: $6,886Net Income 2021: $2,8002021Revenue 2022: $2,378Expenses 2022: $8,350Net Income 2022: -$5,9722022Revenue 2023: $3,288Expenses 2023: $9,336Net Income 2023: -$6,0482023Revenue 2024: $5,332Expenses 2024: $10,951Net Income 2024: -$5,6192024

Highlighted filing

2017

Revenue$11,602
Expenses$7,732
Net Income$3,870
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH ALLENSecy Treasurer-$0--
LINDA A WALSHPresident-$0--
CYNTHIA SMITHDirector-$0--
SUSAN A HUGHESDirector-$0--
STUART R ALLENDirector-$0--
DOUGLAS E ALLENDirector-$0--
JAMES ALLENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carnot and Luceile Allen Foundation
EIN
36-3358749
Phone
3125241308
Address
830 LAMSON DRIVE, WINNETKA, IL 60093

Signing Officer

Name
Linda a Walsh
Title
President
Signed
2018-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Pbg Financial Services Ltd
Address
666 Dundee Road Suite 401, Northbrook, IL 60062-2733
Preparer
Stan Feather
Phone
8472911400
Raw XML Appendix326 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RUTH ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA A WALSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CYNTHIA SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUSAN A HUGHES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STUART R ALLEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JAMES ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0secy treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0830 LAMSON DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINNETKA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0600931516
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LINDA WALSH
IRS990PF/StatementsRegardingActyGrp/PhoneNum03125241308
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE GENERAL FUNDS TO FURTHER GOALS OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE GENERAL FUNDS TO FURTHER GOALS OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE GENERAL FUNDS TO FURTHER GOALS OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RAVINIA FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LYRIC OPERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2WINNETKA HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0418 SHERIDAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120 N WACKER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2411 LINDEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HIGHLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WINNETKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260093
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022113
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02113
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05200
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023775
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018575
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATUTORY FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01477
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01477
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA A WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARNOT AND LUCEILE ALLEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARN
ReturnHeader/Filer/EIN0363358749
ReturnHeader/Filer/PhoneNum03125241308
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 LAMSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0WINNETKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060093
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363430638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBG FINANCIAL SERVICES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 Dundee Road Suite 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600622733
ReturnHeader/PreparerPersonGrp/PhoneNum08472911400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STAN FEATHER
ReturnHeader/ReturnTs02018-07-11T06:39:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,069
Liabilities
$0
Net assets
$90,069
Revenue
$11,602
Expenses
$7,732
Net income
$3,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$5.33$11.0$5.62
2023Detailed filing. Detailed filing data is available for this year.$72.5$0.00$72.5$3.29$9.34$6.05
2022Detailed filing. Detailed filing data is available for this year.$78.6$0.00$78.6$2.38$8.35$5.97
2021Detailed filing. Detailed filing data is available for this year.$84.5$0.00$84.5$9.69$6.89$2.80
2020Detailed filing. Detailed filing data is available for this year.$81.7$0.00$81.7$1.07$7.08$6.02
2019Detailed filing. Detailed filing data is available for this year.$87.8$0.00$87.8$6.41$7.59$1.18
2018Detailed filing. Detailed filing data is available for this year.$88.9$0.00$88.9$6.22$7.35$1.13
2017Detailed filing. Detailed filing data is available for this year.$90.1$0.00$90.1$11.6$7.73$3.87
2016Detailed filing. Detailed filing data is available for this year.$86.2$0.00$86.2$5.96$7.27$1.31
2015Detailed filing. Detailed filing data is available for this year.$87.5$0.00$87.5$6.61$7.44$0.83
2014Detailed filing. Detailed filing data is available for this year.$88.3$0.00$88.3$15.4$8.02$7.40
2013Detailed filing. Detailed filing data is available for this year.$80.9$0.00$80.9$14.0$9.53$4.51
2012Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$8.33