Civic Intelligence

Rochell Foundation

990PF • Fiscal year 2018 • EIN 36-3889559

Jan 01, 2018 to Dec 31, 2018 • Filed on May 20, 2019

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

86th percentile

0.22x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

2.30x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-95%

Higher net margin than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

66th percentile

9.4%

Faster asset growth than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$69,889

Up $5,982 (+9.4%) from 2017

Net Assets

Down

$54,714

Down $6,240 (-10%) from 2017

Liabilities

Up

$15,175

Up $12,222 (+414%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin6th percentile

Revenue

Up

$6,594

Up $838 (+15%) from 2017

Expenses

Up

$12,834

Up $2,907 (+29%) from 2017

Net Income

Down

-$6,240

Down $2,069 (-50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$69,889
Liabilities$15,175
Net Assets$54,714
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$6,594
Expenses$12,834
Net Income-$6,240
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 20, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2019-05-20
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
Phone
6305716770
Raw XML Appendix322 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0445
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt069889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt048954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY ACCOUNT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01156
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05438
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06594
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06594
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05438
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01156
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01156
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6240
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016296
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0737
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0737
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05438
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04760
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0519
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0519
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06594
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05438
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6240
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt054714
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt060954
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt054714
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02843
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02843
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02843
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02891
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt048
IRS990PF/DistributableAmountGrp/TotalTaxAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0165
IRS990PF/FMVAssetsEOYAmt048954
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt063907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt069889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048954
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02953
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt015175
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt060954
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt054714
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt063907
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt069889
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt048954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02953
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015175
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt063907
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt069889
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt060954
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt054714
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt058706
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt058706
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0881
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02891
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057825
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt058706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN M ROCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOYCE ROCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CRAIG KRANDEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01300 N STATE PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11300 N STATE PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22030 N SEMINARY AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WOODSTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260098
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.075285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.133303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.016121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.076753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.076894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.073355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt057825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt065295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt062030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt065144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt071527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt068162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.376426
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010952
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt048
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN M ROCHELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0750 E TERRA COTTA C
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CRYSTAL LAKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060014
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08152361900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE BUCK CARDINAL CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HUNTLEY HIGH SCHOOL ATHLETIC DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CARY GROVE HS ATHLETIC DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CRYSTAL LAKE SOUTH HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PRAIRIE RIDGE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 20466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113719 HARMONY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22208 THREE OAKS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31200 S MCHENRY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46000 DVORAK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CRYSTAL LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CRYSTAL LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0943090466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
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/AppliedToCurrentYearAmt02843
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017527
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05531
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01828
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08157
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019144
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010987
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IL SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt093
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02953
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MORGAN STANLEY MARGIN ACCT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0519
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN M ROCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08154550800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-20
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/AtSubmissionCreationDeviceId0CCCA9011C19B24D830D07A6325CD33DBF1792E80
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09691F487A10ECCF6665C2CD476DA4D8C02BA873D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-06-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:50:14
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/PreparationDt02019-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C BLOHM CPA CHBC
ReturnHeader/ReturnTs02019-06-03T16:50:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$69,889
Liabilities
$15,175
Net assets
$54,714
Revenue
$6,594
Expenses
$12,834
Net income
-$6,240
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