Civic Intelligence

Steans Family Foundation

990PF • Fiscal year 2017 • EIN 36-3486843

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

50 E Washington Street No 400Chicago, IL 60602

(312) 467-5900

Siviq Scores

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

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.17x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$157,160

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

92nd percentile

31%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-4.6%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$31,804,417

Up $7,561,818 (+31%) from 2016

Net Assets

Up

$29,198,391

Up $5,365,067 (+23%) from 2016

Liabilities

Up

$2,606,026

Up $2,196,751 (+537%) from 2016

Revenue

Down

$15,018,382

Down $731,399 (-4.6%) from 2016

Expenses

Up

$9,653,315

Up $2,970,439 (+44%) from 2016

Net Income

Down

$5,365,067

Down $3,701,838 (-41%) from 2016

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2016: $24,242,599Liabilities 2016: $409,275Net Assets 2016: $23,833,3242016Assets 2017: $31,804,417Liabilities 2017: $2,606,026Net Assets 2017: $29,198,3912017Assets 2018: $57,131,140Liabilities 2018: $6,412,458Net Assets 2018: $50,718,6822018Assets 2019: $298,259,884Liabilities 2019: $17,435,523Net Assets 2019: $280,824,3612019Assets 2020: $314,948,291Liabilities 2020: $30,918,607Net Assets 2020: $284,029,6842020Assets 2021: $301,023,781Liabilities 2021: $12,955,957Net Assets 2021: $288,067,8242021Assets 2022: $292,913,090Liabilities 2022: $14,846,880Net Assets 2022: $278,066,2102022Assets 2023: $295,276,982Liabilities 2023: $24,456,710Net Assets 2023: $270,820,2722023Assets 2024: $293,777,126Liabilities 2024: $11,393,387Net Assets 2024: $282,383,7392024

Highlighted filing

2017

Assets$31,804,417
Liabilities$2,606,026
Net Assets$29,198,391

Operations Trend

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

$300M$200M$100M$0-$100MRevenue 2016: $15,749,781Expenses 2016: $6,682,876Net Income 2016: $9,066,9052016Revenue 2017: $15,018,382Expenses 2017: $9,653,315Net Income 2017: $5,365,0672017Revenue 2018: $33,389,245Expenses 2018: $11,925,102Net Income 2018: $21,464,1432018Revenue 2019: $249,216,213Expenses 2019: $18,989,624Net Income 2019: $230,226,5892019Revenue 2020: $20,140,801Expenses 2020: $16,935,478Net Income 2020: $3,205,3232020Revenue 2021: $23,368,370Expenses 2021: $19,330,230Net Income 2021: $4,038,1402021Revenue 2022: $13,036,410Expenses 2022: $23,173,338Net Income 2022: -$10,136,9282022Revenue 2023: $19,229,441Expenses 2023: $31,911,191Net Income 2023: -$12,681,7502023Revenue 2024: $64,218,942Expenses 2024: $53,723,850Net Income 2024: $10,495,0922024

Highlighted filing

2017

Revenue$15,018,382
Expenses$9,653,315
Net Income$5,365,067
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA FORDExecutive DirectorFT$152,000$5,160$157,160
HARRISON I STEANSTrusteePT$0--
LOIS STEANSTrusteePT$0--
HEATHER STEANSTrusteePT$0--
ROBIN STEANSTrusteePT$0--
JENNIFER STEANSTrusteePT$0--
JIM KASTENHOLZTrusteePT$0--
LEO SMITHTrusteePT$0--
LENNY GAILTrusteePT$0--
REGINALD JONESTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Steans Family Foundation
EIN
36-3486843
Phone
3124675900
Address
50 E WASHINGTON STREET NO 400, CHICAGO, IL 60602

Signing Officer

Name
Jennifer Steans
Title
Trustee
Phone
3124675900
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
Micah L Wheat
Phone
3122071040
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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/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd916
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-37156
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011214714
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-32708
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011182006
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03537
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03537
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010271536
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0152000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0152000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06863008
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06863008
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03840824
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt078551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0612185
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0612185
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05365067
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014226257
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt05095
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0103443
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0103443
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05095
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt011286
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011286
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010271536
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011054714
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt07125
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07125
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01103170
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01103170
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0973639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0973639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0227550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0190394
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt066390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0226390
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt019263
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt024423
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0199914
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0199914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09409604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09653315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011214714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015018382
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02546596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02790307
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05177
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0175835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13778886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt237064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310225137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt237064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310225137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1180722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt237064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314004023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM PASSTHROUGH K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED STOCKS - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED STOCKS - SHORT TERM TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED STOCKS - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010271536
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05365067
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029198391
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt023833324
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029198391
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01390226
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01390226
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01390226
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01500773
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0110547
IRS990PF/DistributableAmountGrp/TotalTaxAmt0110547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0269705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0285252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt095000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0110547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0269705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0110547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0110547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0380252
IRS990PF/FMVAssetsEOYAmt037405743
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0206845
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02366026
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt025453
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt029777
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt025453
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt025453
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010048060
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04605597
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04605597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07611251
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02426688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08178760
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0195000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0240000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01026996
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04248186
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03299741
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03221190
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03221190
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt048668
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt053519
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt053519
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02765458
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt021283192
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt021132446
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt07430
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0329910
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0109734
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0188778
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0188778
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024242599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031804417
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt037405743
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0409275
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02606026
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024242599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031804417

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