Civic Intelligence

Elmer J Kooi Beatrice a Kooi & Robert J Kooi Education Fund Tr

990PF • Fiscal year 2018 • EIN 36-3899844

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

Organization Profile
111 West Monroe Street Tax Div 12WChicago, IL 60603

(312) 461-7271

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

10th percentile

-45%

Higher net margin than 10% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$29,388

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 95.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$2,630,642

No earlier filing loaded for comparison.

Net Assets

$2,630,642

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin10th percentile

Revenue

$30,942

No earlier filing loaded for comparison.

Expenses

$44,779

No earlier filing loaded for comparison.

Net Income

-$13,837

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,630,642Liabilities 2018: $0Net Assets 2018: $2,630,6422018Assets 2019: $2,199,577Liabilities 2019: $0Net Assets 2019: $2,199,5772019Assets 2020: $1,971,919Liabilities 2020: $0Net Assets 2020: $1,971,9192020Assets 2021: $1,891,841Liabilities 2021: $0Net Assets 2021: $1,891,8412021Assets 2022: $1,773,862Liabilities 2022: $0Net Assets 2022: $1,773,8622022Assets 2023: $1,604,353Liabilities 2023: $0Net Assets 2023: $1,604,3532023Assets 2024: $1,459,008Liabilities 2024: $0Net Assets 2024: $1,459,0082024

Highlighted filing

2018

Assets$2,630,642
Liabilities$0
Net Assets$2,630,642
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2018: $30,942Expenses 2018: $44,779Net Income 2018: -$13,8372018Revenue 2019: $56,016Expenses 2019: $34,518Net Income 2019: $21,4982019Revenue 2020: $30,834Expenses 2020: $201,437Net Income 2020: -$170,6032020Revenue 2021: $99,982Expenses 2021: $120,034Net Income 2021: -$20,0522021Revenue 2022: $48,440Expenses 2022: $138,123Net Income 2022: -$89,6832022Revenue 2023: $28,343Expenses 2023: $197,563Net Income 2023: -$169,2202023Revenue 2024: $119,434Expenses 2024: $274,319Net Income 2024: -$154,8852024

Highlighted filing

2018

Revenue$30,942
Expenses$44,779
Net Income-$13,837
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BMO HARRIS BANK N ATrustee-$29,388-$29,388
Filing and Contact Details

Filer

Filer Name
Kooi Education Fund
EIN
36-3899844
Phone
3124617271
Address
111 WEST MONROE STREET TAX DIV 12W, CHICAGO, IL 60603

Signing Officer

Name
Bmo Harris Bank Na Hector Ahumada
Title
Trustee
Phone
3124617271
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Associates Llp
Address
1313 WEST 175TH STREET, HOMEWOOD, IL 60430
Preparer
Patrick T Burke
Phone
7087996800
Raw XML Appendix340 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01150
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013436
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-05-08
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0103762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1102105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc016166.67 SHEA POLNOW ST LN 3.75% 12/31/99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc116166.67 SHEA POLNOW ST LN 3.75% 12/31/99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100000. U.S. TREASURY NOTES 1.750% 10/31/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100000. U.S. TREASURY NOTES 1.375% 12/31/18
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086936
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt086936
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt086936
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt087070
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HECTOR AHUMADA
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0C/O BMO HARRIS BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum03124615154
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0EDUCATION LOANS - SEE LOAN APPLICATION LOAN DETAIL AVAILABLE UPON REQUEST
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt080500
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt080500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED COPY OF APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BOARD OF EDUCATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03124615154
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0MARENGO COMMUNITY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MARENGO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060152
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED COPY OF APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED COPY OF APPLICATION FORM
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/AppliedToCurrentYearAmt086936
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07161
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08800
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102897
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08800
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07161
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NON-ALLOCABLE LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06538
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt013076
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt06538
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01130092
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0STUDENT LOANS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0758489
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0758489
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0992
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1306652
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1WRITE OFF STUDENT LOANS FOR GOOD GRADES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0991
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BMO HARRIS BANK NA HECTOR AHUMADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03124617271
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOOI EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0KOOI
ReturnHeader/Filer/EIN0363899844
ReturnHeader/Filer/PhoneNum03124617271
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 WEST MONROE STREET TAX DIV 12W
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04C7A44778B6C1E2E321C63E5475DDCE1F2BC9C12
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId002D589D32DC47EB0945B3385665BF11337A3D95D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.1.134.130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363382360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01313 WEST 175TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOMEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060430
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK T BURKE
ReturnHeader/ReturnTs02019-05-10T11:00:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,630,642
Liabilities
$0
Net assets
$2,630,642
Revenue
$30,942
Expenses
$44,779
Net income
-$13,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12$0.27$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.03$0.20$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.05$0.14$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.10$0.12$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.03$0.20$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.06$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.03$0.04$0.01