Robert and Martha and John Atherton Foundation

990PF • Fiscal year 2018 • EIN 36-3679194

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

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.

0.46x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

10.42x

Higher debt load relative to revenue than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

-438%

Higher net margin than 2% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

-16%

Faster asset growth than 10% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

-30%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets87th percentile

Assets

Down

$896,597

Down $173,432 (-16%) from 2017

Net Assets

Down

$483,929

Down $56,092 (-10%) from 2017

Liabilities

Down

$412,668

Down $117,340 (-22%) from 2017

Revenue And Expenses

Liabilities / Revenue99th percentile Net Margin2nd percentile

Revenue

Down

$39,591

Down $16,879 (-30%) from 2017

Expenses

$213,023

Up $119,994 (+129%) from 2017

Net Income

Down

-$173,432

Down $136,873 (-374%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2018

Assets$896,597

Liabilities$412,668

Net Assets$483,929

Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2018

Revenue$39,591

Expenses$213,023

Net Income-$173,432

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Apr 29, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARTHA A ATHERTON	Trustee	-	$0	-	-
JOHN C BOECHER	Trustee	-	$0	-	-
JOHN C ATHERTON	Trustee	-	$0	-	-
LINDA ANDERSON	Trustee	-	$0	-	-
TOM EVANS	Trustee	-	$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: 2019-04-29
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

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MARTHA A ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JOHN C BOECHER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	NORTHWEST COMMUNITY HEALTHCARE FOUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	CUBS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	3060 SALT CREEK LANE STE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1060 W ADDISON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ARLINGTON HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	60005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	60613
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	200500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	42233
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	42233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	30447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	363570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	352087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	708564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	897867
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	897867
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1612935
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	158267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	30447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	363570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	352087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	708564
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	200500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	158267
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2510802
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2352535
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6345
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	6345
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	16
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	16
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	INT INC ON INSTALL SALE
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	PROPERTY TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	39540
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	39540
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	40
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	117340
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	EXCESS BK GAIN OVER TAX GAIN ON INSTALL SALE-REC IN YR 2012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	43
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	43
TaxesSchedule/TaxesDetail/Amt	0	738
TaxesSchedule/TaxesDetail/CategoryTxt	0	NET INVEST INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	738
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARTHA A ATHERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERT AND MARTHA AND JOHN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	ATHERTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	363679194
ReturnHeader/Filer/PhoneNum	0	8472988600
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2100 SOUTH WOLF ROAD
ReturnHeader/Filer/USAddress/CityNm	0	DES PLAINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60018
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	550869078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Russell P Cannizzo & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	415 E Golf Rd Ste 119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Arlington Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	600054049
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8477180964
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Russell P CannizzoCPA
ReturnHeader/ReturnTs	0	2019-04-29T10:05:14-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $896,597
Liabilities: $412,668
Net assets: $483,929
Revenue: $39,591
Expenses: $213,023
Net income: -$173,432

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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