Civic Intelligence

Ann and Robert H Lurie Foundation

990PF • Fiscal year 2018 • EIN 36-3486274

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
2 N Riverside Plaza No 1240Chicago, IL 60606

(312) 466-3222

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1593%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,464,092

Up $116 (+0.0%) from 2017

Net Assets

Up

$1,464,092

Up $116 (+0.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin41st percentile

Revenue

Up

$34,620

Up $32,575 (+1593%) from 2017

Expenses

Up

$34,519

Up $30,754 (+817%) from 2017

Net Income

Up

$101

Up $1,821 (+106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,528,865Liabilities 2015: $0Net Assets 2015: $2,528,8652015Assets 2016: $1,465,696Liabilities 2016: $0Net Assets 2016: $1,465,6962016Assets 2017: $1,463,976Liabilities 2017: $0Net Assets 2017: $1,463,9762017Assets 2018: $1,464,092Liabilities 2018: $0Net Assets 2018: $1,464,0922018Assets 2019: $1,457,363Liabilities 2019: $0Net Assets 2019: $1,457,3632019Assets 2020: $1,197,457Liabilities 2020: $0Net Assets 2020: $1,197,4572020Assets 2021: $1,038,393Liabilities 2021: $0Net Assets 2021: $1,038,3932021Assets 2022: $1,036,568Liabilities 2022: $0Net Assets 2022: $1,036,5682022Assets 2023: $1,005,940Liabilities 2023: $0Net Assets 2023: $1,005,9402023Assets 2024: $1,003,702Liabilities 2024: $0Net Assets 2024: $1,003,7022024

Highlighted filing

2018

Assets$1,464,092
Liabilities$0
Net Assets$1,464,092
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $3,956,005Expenses 2015: $5,137,837Net Income 2015: -$1,181,8322015Revenue 2016: -$917,029Expenses 2016: $146,140Net Income 2016: -$1,063,1692016Revenue 2017: $2,045Expenses 2017: $3,765Net Income 2017: -$1,7202017Revenue 2018: $34,620Expenses 2018: $34,519Net Income 2018: $1012018Revenue 2019: $5,665Expenses 2019: $12,394Net Income 2019: -$6,7292019Revenue 2020: $1,185Expenses 2020: $258,466Net Income 2020: -$257,2812020Revenue 2021: $16Expenses 2021: $159,080Net Income 2021: -$159,0642021Revenue 2022: $271Expenses 2022: $2,150Net Income 2022: -$1,8792022Revenue 2023: $639Expenses 2023: $31,261Net Income 2023: -$30,6222023Revenue 2024: $206Expenses 2024: $2,450Net Income 2024: -$2,2442024

Highlighted filing

2018

Revenue$34,620
Expenses$34,519
Net Income$101
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN LURIEPres/Treas/Director-$0--
ANDREW LURIEVP/Director-$0--
BENJAMIN LURIEVP/Secretary/Director-$0--
ELIZABETH LURIE-MORONIVP/Director-$0--
THEODORE THEOPHILOSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Ann and Robert H Lurie Foundation
EIN
36-3486274
In Care Of
% THEODORE THEOPHILOS
Phone
3124663222
Address
2 N Riverside Plaza No 1240, Chicago, IL 60606

Signing Officer

Name
Ann Lurie
Title
President
Phone
3124663222
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1901 S Meyers Road Suite 500, Oakbrook Terrace, IL 60181-5209
Preparer
Karen M Fleming
Phone
6302829500
Raw XML Appendix312 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/PersonNm0ANN LURIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW LURIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BENJAMIN LURIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH LURIE-MORONI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4THEODORE THEOPHILOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS/DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 N RIVERSIDE PLAZA 1240
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANN LURIE
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017275
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04950644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04892208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014551933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014546281
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09883996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04950644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04892208
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024430277
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024435929
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02625
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt14684
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN COLLECTIBLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID EXPENSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02625
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02625
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LIABILITY ON CHECK WRITTEN IN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030564
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ALRT-LHI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt015282
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015282
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LURIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03124663222
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ann and Robert H Lurie Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0363486274
ReturnHeader/Filer/InCareOfNm0% THEODORE THEOPHILOS
ReturnHeader/Filer/PhoneNum03124663222
ReturnHeader/Filer/USAddress/AddressLine1Txt02 N Riverside Plaza No 1240
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A43A011EBF3645C56D6A127E482C11007B34AFF4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074585A0D43C5A942BD076330935975E2792592B2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015750420191345000016
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 S Meyers Road Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakbrook Terrace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601815209
ReturnHeader/PreparerPersonGrp/PhoneNum06302829500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen M Fleming
ReturnHeader/ReturnTs02019-05-14T15:04:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,464,092
Liabilities
$0
Net assets
$1,464,092
Revenue
$34,620
Expenses
$34,519
Net income
$101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.00$0.16$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.00$0.26$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.01$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.03$0.03$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.92$0.15$1.06
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$3.96$5.14$1.18