Civic Intelligence

Thomas H and Donna M Stone Foundation

990PF • Fiscal year 2016 • EIN 36-3485596

Dec 01, 2015 to Nov 30, 2016 • Filed on Mar 03, 2017

Organization Profile
C/O Wise - 10 Birmingham PlaceVernon Hills, IL 60061

(224) 424-0252

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

55th percentile

2.3%

Faster asset growth than 55% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-43%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$628,880

Up $13,848 (+2.3%) from 2015

Net Assets

Up

$628,880

Up $13,848 (+2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin96th percentile

Revenue

Down

$16,531

Down $12,418 (-43%) from 2015

Expenses

Down

$2,683

Down $50,689 (-95%) from 2015

Net Income

Up

$13,848

Up $38,271 (+157%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.0M$500K$0Assets 2015: $615,032Liabilities 2015: $0Net Assets 2015: $615,0322015Assets 2016: $628,880Liabilities 2016: $0Net Assets 2016: $628,8802016Assets 2017: $693,659Liabilities 2017: $0Net Assets 2017: $693,6592017Assets 2018: $661,167Liabilities 2018: $3,500Net Assets 2018: $657,6672018Assets 2019: $664,795Liabilities 2019: $16,000Net Assets 2019: $648,7952019Assets 2020: $666,430Liabilities 2020: $100Net Assets 2020: $666,3302020Assets 2021: $907,926Liabilities 2021: $3,000Net Assets 2021: $904,9262021Assets 2022: $908,267Liabilities 2022: $10,000Net Assets 2022: $898,2672022Assets 2023: $909,992Liabilities 2023: $2,000Net Assets 2023: $907,9922023Assets 2024: $894,665Liabilities 2024: $22,500Net Assets 2024: $872,1652024

Highlighted filing

2016

Assets$628,880
Liabilities$0
Net Assets$628,880
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $28,949Expenses 2015: $53,372Net Income 2015: -$24,4232015Revenue 2016: $16,531Expenses 2016: $2,683Net Income 2016: $13,8482016Revenue 2017: $67,338Expenses 2017: $2,559Net Income 2017: $64,7792017Revenue 2018: $30,172Expenses 2018: $66,164Net Income 2018: -$35,9922018Revenue 2019: $42,053Expenses 2019: $50,925Net Income 2019: -$8,8722019Revenue 2020: $49,160Expenses 2020: $31,625Net Income 2020: $17,5352020Revenue 2021: $257,470Expenses 2021: $18,874Net Income 2021: $238,5962021Revenue 2022: $46,924Expenses 2022: $53,583Net Income 2022: -$6,6592022Revenue 2023: $18,024Expenses 2023: $8,299Net Income 2023: $9,7252023Revenue 2024: $40,822Expenses 2024: $76,649Net Income 2024: -$35,8272024

Highlighted filing

2016

Revenue$16,531
Expenses$2,683
Net Income$13,848
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Mar 3, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA M STONEPresident-$0--
THOMAS H STONEVice President-$0--
KIMBERLY ELLEN STONEDirector-$0--
THOMAS H STONE JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thomas H and Donna M Stone Foundation
EIN
36-3485596
Phone
2244240252
Address
C/O WISE - 10 BIRMINGHAM PLACE, VERNON HILLS, IL 60061

Signing Officer

Name
Thomas H Stone
Title
President
Phone
2244240252
Signed
2017-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
225 West Wacker Dr Suite 2500, Chicago, IL 60606
Preparer
Monika Nevis
Phone
3126026800
Raw XML Appendix327 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/PersonNm0DONNA M STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS H STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KIMBERLY ELLEN STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS H STONE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THOMAS H STONE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 BIRMINGHAM PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VERNON HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060061
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02244240252
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS H STONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt031294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0154603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt031294
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010068
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0172445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0154603
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0182513
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0213807
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS ATTY GEN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt170
TaxesSchedule/TaxesDetail/Amt0398
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0398
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS H STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02244240252
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS H AND DONNA M STONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0363485596
ReturnHeader/Filer/PhoneNum02244240252
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WISE - 10 BIRMINGHAM PLACE
ReturnHeader/Filer/USAddress/CityNm0VERNON HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060061
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341853929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 West Wacker Dr Suite 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126026800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONIKA NEVIS
ReturnHeader/ReturnTs02017-03-03T15:55:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$628,880
Liabilities
$0
Net assets
$628,880
Revenue
$16,531
Expenses
$2,683
Net income
$13,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.95$0.23$8.72$0.41$0.77$0.36
2023Detailed filing. Detailed filing data is available for this year.$9.10$0.02$9.08$0.18$0.08$0.10
2022Detailed filing. Detailed filing data is available for this year.$9.08$0.10$8.98$0.47$0.54$0.07
2021Detailed filing. Detailed filing data is available for this year.$9.08$0.03$9.05$2.57$0.19$2.39
2020Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.49$0.32$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.65$0.16$6.49$0.42$0.51$0.09
2018Detailed filing. Detailed filing data is available for this year.$6.61$0.04$6.58$0.30$0.66$0.36
2017Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.67$0.03$0.65
2016Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.17$0.03$0.14
2015Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.29$0.53$0.24