Civic Intelligence

Robert and Martha and John Atherton Foundation

990PF • Fiscal year 2019 • EIN 36-3679194

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 24, 2020

Organization Profile
PO Box 948Crystal Lake, IL 60039

(847) 298-8600

Siviq Scores

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

Liabilities / Assets

85th percentile

0.36x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

9.78x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-282%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

15th percentile

-9.3%

Faster asset growth than 15% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-25%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$813,040

Down $83,557 (-9.3%) from 2018

Net Assets

Up

$523,715

Up $39,786 (+8.2%) from 2018

Liabilities

Down

$289,325

Down $123,343 (-30%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Down

$29,595

Down $9,996 (-25%) from 2018

Expenses

Down

$113,152

Down $99,871 (-47%) from 2018

Net Income

Up

-$83,557

Up $89,875 (+52%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2019

Assets$813,040
Liabilities$289,325
Net Assets$523,715
Open 2019 Filing

Operations Trend

Revenue Growth15th 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

2019

Revenue$29,595
Expenses$113,152
Net Income-$83,557
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 24, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA A ATHERTONTrustee-$0--
JOHN C BOECHERTrustee-$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
PO BOX 948, CRYSTAL LAKE, IL 60039

Signing Officer

Name
John C Boecher
Title
Trustee
Signed
2020-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Russell P Cannizzo & Company
Address
415 E Golf Rd Ste 119, Arlington Heights, IL 60005
Preparer
Russell P CannizzoCPA
Phone
8473123250
Raw XML Appendix302 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/PersonNm1JOHN C BOECHER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03060 SALT CREEK LANE STE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt150 W OAKTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARLINGTON HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DES PLAINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100500
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/AppliedToCurrentYearAmt037422
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0158267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0363570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0352087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0708564
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0708564
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0967449
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt063078
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0158267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0363570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0352087
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt063078
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01676013
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01612935
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INT INC ON INSTALL SALE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt029580
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt029580
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0123343
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCESS BK GAIN OVER TAX GAIN ON INSTALL SALE-REC IN YR 2012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt041
TaxesSchedule/TaxesDetail/Amt0541
TaxesSchedule/TaxesDetail/CategoryTxt0NET INVESTMNT INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0541
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C BOECHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-24
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/AddressLine1Txt0PO BOX 948
ReturnHeader/Filer/USAddress/CityNm0CRYSTAL LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060039
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/ZIPCd060005
ReturnHeader/PreparerPersonGrp/PhoneNum08473123250
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russell P CannizzoCPA
ReturnHeader/ReturnTs02020-04-24T09:07:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$813,040
Liabilities
$289,325
Net assets
$523,715
Revenue
$29,595
Expenses
$113,152
Net income
-$83,557
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