Civic Intelligence

First Analysis Institute of Integrative Studies

990 • Fiscal year 2012 • EIN 36-3666973

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 28, 2013

Organization ProfileINTEGRATIVESTUDIES.COM
One So Wacker Drive Suite 390060606
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

57th percentile

2.9%

Faster asset growth than 57% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$2,905,603

Up $80,889 (+2.9%) from 2011

Net Assets

Up

$2,905,603

Up $80,889 (+2.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$54,122

Down $11,496 (-18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,824,714Liabilities 2011: $0Net Assets 2011: $2,824,7142011Assets 2012: $2,905,603Liabilities 2012: $0Net Assets 2012: $2,905,6032012Assets 2013: $2,962,233Liabilities 2013: $0Net Assets 2013: $2,962,2332013Assets 2014: $3,027,365Liabilities 2014: $0Net Assets 2014: $3,027,3652014Assets 2015: $3,058,375Liabilities 2015: $0Net Assets 2015: $3,058,3752015Assets 2016: $3,170,103Liabilities 2016: $0Net Assets 2016: $3,170,1032016Assets 2017: $3,215,110Liabilities 2017: $0Net Assets 2017: $3,215,1102017Assets 2018: $3,429,387Liabilities 2018: $0Net Assets 2018: $3,429,3872018Assets 2019: $3,374,011Liabilities 2019: $0Net Assets 2019: $3,374,0112019Assets 2020: $3,304,443Liabilities 2020: $0Net Assets 2020: $3,304,4432020Assets 2021: $3,529,200Liabilities 2021: $0Net Assets 2021: $3,529,2002021Assets 2022: $4,599,104Liabilities 2022: $0Net Assets 2022: $4,599,1042022Assets 2023: $5,488,909Liabilities 2023: $0Net Assets 2023: $5,488,9092023Assets 2024: $5,536,283Liabilities 2024: $15,688Net Assets 2024: $5,520,5952024

Highlighted filing

2012

Assets$2,905,603
Liabilities$0
Net Assets$2,905,603
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $65,6182011Expenses 2012: $54,1222012Revenue 2013: $67,835Expenses 2013: $80,872Net Income 2013: -$13,0372013Revenue 2014: $81,695Expenses 2014: $83,335Net Income 2014: -$1,6402014Revenue 2015: $210,414Expenses 2015: $108,392Net Income 2015: $102,0222015Revenue 2016: -$14,180Expenses 2016: $137,459Net Income 2016: -$151,6392016Revenue 2017: $67,166Expenses 2017: $100,976Net Income 2017: -$33,8102017Revenue 2018: $86,789Expenses 2018: $71,469Net Income 2018: $15,3202018Revenue 2019: $57,319Expenses 2019: $30,932Net Income 2019: $26,3872019Revenue 2020: -$41,794Expenses 2020: $41,581Net Income 2020: -$83,3752020Revenue 2021: $292,718Expenses 2021: $76,587Net Income 2021: $216,1312021Revenue 2022: $819,778Expenses 2022: $113,003Net Income 2022: $706,7752022Revenue 2023: $1,753,679Expenses 2023: $185,803Net Income 2023: $1,567,8762023Revenue 2024: $294,843Expenses 2024: $263,277Net Income 2024: $31,5662024

Highlighted filing

2012

Revenue-
Expenses$54,122
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 28, 2013
Return Version
2012v2.1
Gross Receipts
$25,704
Mission and Program Overview

Mission

To offer educational programs for exploring integrative models that draw upon platonic or neo-platonic reasoning but that also impose the discipline of aristotelian reasoning; and to explore important issues from the standpoint of christianity, islam and judaism.

Filing and Contact Details

Filer

EIN
36-3666973
Raw XML Appendix367 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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IRS990ScheduleD/OtherSecurities/Description058,250 SHS FIRST ANALYSIS STOCK (BOOK VALUE AT TIME OF GIFT-SEE SCHEDULE O)
IRS990ScheduleD/OtherSecurities/Description1INTEREST IN FIRST ANALYSIS VENTURE OPERATION & RESEARCH LLC
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IRS990ScheduleO/GeneralExplanation/Explanation0GARY H KLINE, ONE OF THE DIRECTORS AND AN OFFICER OF THE INSTITUTE, WAS AFFLIATED WITH THE LAW FIRM OF QUARLES & BRADY LLP, WHICH HAS BEEN ONE OF THE LAW FIRMS UTILIZED FOR LEGAL SERVICES BY FIRST ANALYSIS CORPORATION, OF WHICH F. OLIVER NICKLIN JR, WHO IS A DIRECTOR AND THE PRESIDENT OF THE INSTITUTE, IS ALSO PRESIDENT AND THE MAJORITY SHAREHOLDER. QUARLES & BRADY LLP ALSO PROVIDES LEGAL SERVICES TO THE INSTITUTE. THE BOARD OF DIRECTORS OF THE INSTITUTE CONSISTS OF FOUR INDIVIDUALS. THERE ARE AT PRESENT NO BOARD COMMITTEES AND THEREFORE THERE ARE NO MINUTES OF ANY BOARD COMMITTEE MEETINGS. THE INSTITUTE'S DIRECTORS WERE ASKED TO REVIEW ITS CURRENT YEARS FORM 990 BEFORE IT WAS FILED AND TO MAKE SUGGESTIONS WITH RESPECT THERETO. THE INSTITUTE HAS ONE MEMBER, F. OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation1THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation2THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation3THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation4THE INSTITUTE HAS ONE MEMBER, F OLIVER NICKLIN JR, WHO AS SOLE MEMBER, HAS THE POWER TO ELECT THE INSTITUTE'S BOARD OF DIRECTORS AND TO ELECT MEMBER(S). ALSO, BOARD OF DIRECTORS ACTIONS AS TO CERTAIN TYPES OF EXTRAORDINARY MATTERS, SUCH AS MERGERS, CONSOLIDATIONS, DISSOLUTION AND EXTRAORDINARY ASSET SALES ARE SUBJECT TO MEMBER(S) APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation5BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE DOES NOT HAVE COMMITTEES AND THEREFORE FOR THIS QUESTION, THE TAX SOFTWARE REQUIRES A YES OR NO ANSWER AND AN ANSWER OF NO HAS BEEN PLACED FOR THIS QUESTION.
IRS990ScheduleO/GeneralExplanation/Explanation6THE INSTITUTE'S DIRECTORS WERE ASKED TO REVIEW ITS CURRENT YEARS FORM 990 BEFORE IT WAS FILED AND TO MAKE SUGGESTIONS WITH RESPECT THERETO.
IRS990ScheduleO/GeneralExplanation/Explanation7BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD ANY FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation8PAGE 6, PART VI, SECTION B POLICIES -QUESTIONS 15A AND 15B-THESE QUESTIONS ARE REQUIRED TO HAVE A YES OR NO ANSWER BY THE TAX SOFTWARE, EVEN THOUGH THIS QUESTION SHOULD BE LEFT BLANK. HOWEVER IT IS ANSWERED NO TO SATISFY THE SOFTWARE REQUIREMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation9THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF FORM 990 AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation10BECAUSE OF THE PRESENT SMALLNESS OF THE ORGANIZATION, THE INSTITUTE HAS BEEN ABLE TO INFORMALLY MONITOR THE SITUATION AS TO IMPERMISSIBLE CONFLICTS OF INTEREST AND HERETOFORE HAS NOT HAD FORMAL MONITORING AS TO AVOIDING CONFLICTS OF INTEREST. THE INSTITUTE WILL MAKE AVAILABLE TO INTERESTED PERSONS COPIES OF ITS GOVERNING INSTRUMENT, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation11F OLIVER NICKLIN JR - ONE S WACKER DRIVE SUITE 3900, CHICAGO, IL 60606. GARY H KLINE - 300 N LASALLE STREET, SUITE 4000, CHICAGO, IL 60654. ARTHUR J DROGE - UNIVERSITY OF TORONTO AT SCARBOROUGH 1265 MILITARY TRAIL, TORONTO, CANADA, CANADA NIC 1A4. JEROME P WAGNER - 2755 LINCOLNWOOD DR, EVANSTON, IL 60201.
IRS990ScheduleO/GeneralExplanation/Explanation12SHARES OF CLASS B COMMON STOCK OF FIRST ANALYSIS CORPORATION (BOOK VALUE AT TIME OF GIFT TREATED AS BOOK VALUE IN THE HANDS OF FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES-CURRENT BOOK VALUE AT $104.26 PER SHARE AS OF DECEMBER 31, 2012 WAS $6,073,145. FAIR MARKET VALUE BELIEVED TO BE LESS.)
IRS990ScheduleO/GeneralExplanation/Explanation13BOOK TO TAX ADJUSTMENT FOR LLC INCOME 188,856. ADJUSTMENT TO REFLECT INVESTMENT RELATED EXPENSES -4,658. K-1 LLC ORDINARY BUSINESS LOSS -74,891.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1INVESTMENTS-OTHER SECURITIES SEE PART IV, LINE 11(B)
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IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference9FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference10FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference11FOOTNOTE #1 FORM 990 PAGE 11 PART X LINE 12
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IRS990/TotalLiabNetAssetsFundBalances/BOY02824714
IRS990/TotalLiabNetAssetsFundBalances/EOY02905603
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY02824714
IRS990/TotalNetAssetsFundBalances/EOY02905603
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue0428
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense053122
IRS990/TotalProgramServiceRevenue09725
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg09000
IRS990/TotalRevenueCurrentYear025704
IRS990/TotalRevenue/ExclusionAmount03929
IRS990/TotalRevenuePriorYear0645781
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome09725
IRS990/TotalRevenue/TotalRevenueColumn025704
IRS990/TotalRevenue/UnrelatedBusinessRevenue01624
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/Travel/ProgramServices01727
IRS990/Travel/Total01727
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome01
IRS990/UponRequest0X
IRS990/WebSite0INTEGRATIVESTUDIES.COM
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01989
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0363666973
ReturnHeader/Filer/Name/BusinessNameLine10FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES
ReturnHeader/Filer/NameControl0FIRS
ReturnHeader/Filer/Phone03122581400
ReturnHeader/Filer/USAddress/AddressLine10ONE SO WACKER DRIVE SUITE 3900
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060606
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-06-28
ReturnHeader/Officer/Name0F OLIVER NICKLIN JR
ReturnHeader/Officer/Phone03122581400
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0390432630
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10QUARLES & BRADY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10300 N LASALLE ST SUITE 4000
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHICAGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060654
ReturnHeader/Preparer/Name0SARAH M LINSLEY
ReturnHeader/Preparer/Phone03127155000
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-28T06:55:33-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,905,603
Liabilities
$0
Net assets
$2,905,603
Revenue
-
Expenses
$54,122
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.02$5.52$0.29$0.26$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$1.75$0.19$1.57
2022Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.82$0.11$0.71
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.29$0.08$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.04$0.04$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.06$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.01$0.14$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.21$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.07$0.08$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.00$2.82$0.07