Civic Intelligence

Robert and Martha and John Atherton Foundation

990PF • Fiscal year 2017 • EIN 36-3679194

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
2100 South Wolf RoadDes Plaines, IL 60018

(847) 298-8600

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.50x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

9.39x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

23rd percentile

-3.3%

Faster asset growth than 23% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-2.7%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$1,070,029

Down $36,559 (-3.3%) from 2016

Net Assets

Up

$540,021

Up $75,070 (+16%) from 2016

Liabilities

Down

$530,008

Down $111,629 (-17%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin7th percentile

Revenue

Down

$56,470

Down $1,569 (-2.7%) from 2016

Expenses

Down

$93,029

Down $344,402 (-79%) from 2016

Net Income

Up

-$36,559

Up $342,833 (+90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,544,628Liabilities 2014: $848,859Net Assets 2014: $695,7692014Assets 2015: $1,485,980Liabilities 2015: $747,833Net Assets 2015: $738,1472015Assets 2016: $1,106,588Liabilities 2016: $641,637Net Assets 2016: $464,9512016Assets 2017: $1,070,029Liabilities 2017: $530,008Net Assets 2017: $540,0212017Assets 2018: $896,597Liabilities 2018: $412,668Net Assets 2018: $483,9292018Assets 2019: $813,040Liabilities 2019: $289,325Net Assets 2019: $523,7152019Assets 2020: $727,054Liabilities 2020: $159,671Net Assets 2020: $567,3832020Assets 2021: $1,154,189Liabilities 2021: $23,384Net Assets 2021: $1,130,8052021Assets 2022: $1,002,112Liabilities 2022: $0Net Assets 2022: $1,002,1122022Assets 2023: $965,441Liabilities 2023: $0Net Assets 2023: $965,4412023Assets 2024: $894,533Liabilities 2024: $0Net Assets 2024: $894,5332024

Highlighted filing

2017

Assets$1,070,029
Liabilities$530,008
Net Assets$540,021
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.0M$500K$0-$500KRevenue 2014: $633,649Expenses 2014: $806,670Net Income 2014: -$173,0212014Revenue 2015: $395,374Expenses 2015: $432,440Net Income 2015: -$37,0662015Revenue 2016: $58,039Expenses 2016: $437,431Net Income 2016: -$379,3922016Revenue 2017: $56,470Expenses 2017: $93,029Net Income 2017: -$36,5592017Revenue 2018: $39,591Expenses 2018: $213,023Net Income 2018: -$173,4322018Revenue 2019: $29,595Expenses 2019: $113,152Net Income 2019: -$83,5572019Revenue 2020: $19,115Expenses 2020: $105,100Net Income 2020: -$85,9852020Revenue 2021: $530,567Expenses 2021: $103,432Net Income 2021: $427,1352021Revenue 2022: $15,870Expenses 2022: $104,425Net Income 2022: -$88,5552022Revenue 2023: $22,702Expenses 2023: $105,717Net Income 2023: -$83,0152023Revenue 2024: $32,617Expenses 2024: $133,421Net Income 2024: -$100,8042024

Highlighted filing

2017

Revenue$56,470
Expenses$93,029
Net Income-$36,559
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA A ATHERTONTrustee-$0--
JOHN C BOECHERTrustee-$0--
MARSHALL G LOBINTrustee-$0--
JOHN C ATHERTONTrustee-$0--
LINDA ANDERSONTrustee-$0--
TOM EVANSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Martha and John
EIN
36-3679194
Phone
8472988600
Address
2100 SOUTH WOLF ROAD, DES PLAINES, IL 60018

Signing Officer

Name
Martha a Atherton
Title
Trustee
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Russell P Cannizzo & Company
Address
415 E Golf Rd Ste 119, Arlington Heights, IL 60005-4049
Preparer
Russell P CannizzoCPA
Phone
8477180964
Raw XML Appendix332 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARTHA A ATHERTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum08472988600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARTHA A ATHERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CYSTIC FIBROSIS FOUNDATN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BETA GAMMA SIGMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CHARITY WATCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0150 N MICHIGAN AVE SUITE 4009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1123 WELDON PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 578460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARYLAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260657
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080150
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/AppliedToCurrentYearAmt049703
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0363570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0352087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0708564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0897867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0368383
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0368383
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02352535
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0363570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0352087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0708564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0897867
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030447
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02720918
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02690471
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03536
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03536
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INT INC ON INSTALL SALE
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PROPERTY TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt049014
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt049014
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17451
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0111629
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCESS BK GAIN OVER TAX GAIN ON INSTALL SALE-REC IN YR 2012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt048
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt048
TaxesSchedule/TaxesDetail/Amt01008
TaxesSchedule/TaxesDetail/CategoryTxt0NET INVEST INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01008
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA A ATHERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND MARTHA AND JOHN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ATHERTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0363679194
ReturnHeader/Filer/PhoneNum08472988600
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 SOUTH WOLF ROAD
ReturnHeader/Filer/USAddress/CityNm0DES PLAINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060018
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550869078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Russell P Cannizzo & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 E Golf Rd Ste 119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600054049
ReturnHeader/PreparerPersonGrp/PhoneNum08477180964
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russell P CannizzoCPA
ReturnHeader/ReturnTs02018-04-30T07:56:14-07:00
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
$1,070,029
Liabilities
$530,008
Net assets
$540,021
Revenue
$56,470
Expenses
$93,029
Net income
-$36,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.13$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.02$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.13$0.53$0.10$0.43
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.16$0.57$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.29$0.52$0.03$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.41$0.48$0.04$0.21$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.53$0.54$0.06$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.64$0.46$0.06$0.44$0.38
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.75$0.74$0.40$0.43$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.85$0.70$0.63$0.81$0.17