Civic Intelligence

Rochell Foundation

990PF • Fiscal year 2016 • EIN 36-3889559

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
7313 Fairway DrCrystal Lake, IL 60014

(815) 455-0800

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$66,017

Down $221 (-0.3%) from 2015

Net Assets

Down

$66,017

Down $221 (-0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Down

$7,332

Down $2,324 (-24%) from 2015

Expenses

Down

$2,432

Down $4,340 (-64%) from 2015

Net Income

Up

$4,900

Up $2,016 (+70%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$80K$60K$40K$20K$0Assets 2014: $63,354Liabilities 2014: $0Net Assets 2014: $63,3542014Assets 2015: $66,238Liabilities 2015: $0Net Assets 2015: $66,2382015Assets 2016: $66,017Liabilities 2016: $0Net Assets 2016: $66,0172016Assets 2017: $63,907Liabilities 2017: $2,953Net Assets 2017: $60,9542017Assets 2018: $69,889Liabilities 2018: $15,175Net Assets 2018: $54,7142018Assets 2019: $74,009Liabilities 2019: $23,225Net Assets 2019: $50,7842019Assets 2020: $48,404Liabilities 2020: $0Net Assets 2020: $48,4042020Assets 2021: $51,762Liabilities 2021: $0Net Assets 2021: $51,7622021Assets 2022: $41,941Liabilities 2022: $0Net Assets 2022: $41,9412022Assets 2023: $36,314Liabilities 2023: $0Net Assets 2023: $36,3142023Assets 2024: $32,713Liabilities 2024: $0Net Assets 2024: $32,7132024

Highlighted filing

2016

Assets$66,017
Liabilities$0
Net Assets$66,017
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$20K$10K$0-$10KRevenue 2014: $7,345Expenses 2014: $6,870Net Income 2014: $4752014Revenue 2015: $9,656Expenses 2015: $6,772Net Income 2015: $2,8842015Revenue 2016: $7,332Expenses 2016: $2,432Net Income 2016: $4,9002016Revenue 2017: $5,756Expenses 2017: $9,927Net Income 2017: -$4,1712017Revenue 2018: $6,594Expenses 2018: $12,834Net Income 2018: -$6,2402018Revenue 2019: $4,640Expenses 2019: $8,570Net Income 2019: -$3,9302019Revenue 2020: $3,937Expenses 2020: $6,317Net Income 2020: -$2,3802020Revenue 2021: $7,616Expenses 2021: $4,936Net Income 2021: $2,6802021Revenue 2022: $2,054Expenses 2022: $11,868Net Income 2022: -$9,8142022Revenue 2023: $1,140Expenses 2023: $6,782Net Income 2023: -$5,6422023Revenue 2024: $3,564Expenses 2024: $7,165Net Income 2024: -$3,6012024

Highlighted filing

2016

Revenue$7,332
Expenses$2,432
Net Income$4,900
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN M ROCHELLDirector-$0--
JOYCE ROCHELLDirector-$0--
CRAIG KRANDELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rochell Foundation
EIN
36-3889559
Phone
8154550800
Address
7313 FAIRWAY DR, CRYSTAL LAKE, IL 60014

Signing Officer

Name
Steven M Rochell
Title
Director
Phone
8154550800
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Pbc Advisors LLC
Address
903 COMMERCE DR STE 333, OAK BROOK, IL 60523
Preparer
Stephen C Blohm CPA Chbc Cfp
Phone
6305716770
Raw XML Appendix281 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02321
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01984
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01828
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02077
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07870
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09854
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05121
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST TO BOOK VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL CHARITY BUREAU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IL SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0495
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN M ROCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08154550800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCHELL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STEVEN M ROCHELL
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0363889559
ReturnHeader/Filer/PhoneNum08154550800
ReturnHeader/Filer/USAddress/AddressLine1Txt07313 FAIRWAY DR
ReturnHeader/Filer/USAddress/CityNm0CRYSTAL LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9EA127B1123C2B9B9F7603DADE3E0DDF46E87D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0997E27EEDE96FF58B0CDB27605100D82AF4113A2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464270069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBC ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0903 COMMERCE DR STE 333
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060523
ReturnHeader/PreparerPersonGrp/PhoneNum06305716770
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C BLOHM CPA CHBC CFP
ReturnHeader/ReturnTs02017-07-13T11:21:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,017
Liabilities
$0
Net assets
$66,017
Revenue
$7,332
Expenses
$2,432
Net income
$4,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$3.56$7.17$3.60
2023Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.14$6.78$5.64
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$2.05$11.9$9.81
2021Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$7.62$4.94$2.68
2020Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$3.94$6.32$2.38
2019Detailed filing. Detailed filing data is available for this year.$74.0$23.2$50.8$4.64$8.57$3.93
2018Detailed filing. Detailed filing data is available for this year.$69.9$15.2$54.7$6.59$12.8$6.24
2017Detailed filing. Detailed filing data is available for this year.$63.9$2.95$61.0$5.76$9.93$4.17
2016Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$7.33$2.43$4.90
2015Detailed filing. Detailed filing data is available for this year.$66.2$0.00$66.2$9.66$6.77$2.88
2014Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$7.35$6.87$0.48