Civic Intelligence

The Tobey Foundation

990PF • Fiscal year 2015 • EIN 36-3989019

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

Organization Profile
1227 Canterbury LaneGlenview, IL 60025

(312) 263-9100

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

95th percentile

72%

Faster asset growth than 95% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

296%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,146,949

Up $1,322,371 (+72%) from 2014

Net Assets

Up

$3,146,949

Up $1,322,371 (+72%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin96th percentile

Revenue

Up

$1,625,922

Up $1,215,632 (+296%) from 2014

Expenses

Up

$303,551

Up $16,464 (+5.7%) from 2014

Net Income

Up

$1,322,371

Up $1,199,168 (+973%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,443,012Liabilities 2010: $0Net Assets 2010: $1,443,0122010Assets 2011: $1,446,188Liabilities 2011: $0Net Assets 2011: $1,446,1882011Assets 2013: $1,701,375Liabilities 2013: $0Net Assets 2013: $1,701,3752013Assets 2014: $1,824,578Liabilities 2014: $0Net Assets 2014: $1,824,5782014Assets 2015: $3,146,949Liabilities 2015: $0Net Assets 2015: $3,146,9492015Assets 2016: $2,948,804Liabilities 2016: $0Net Assets 2016: $2,948,8042016Assets 2017: $2,877,905Liabilities 2017: $0Net Assets 2017: $2,877,9052017Assets 2018: $2,953,295Liabilities 2018: $0Net Assets 2018: $2,953,2952018Assets 2019: $4,248,390Liabilities 2019: $350,000Net Assets 2019: $3,898,3902019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$3,146,949
Liabilities$0
Net Assets$3,146,949
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$5.0M$0-$5.0MExpenses 2010: $356,0722010Expenses 2011: $194,5162011Revenue 2013: $281,802Expenses 2013: $250,220Net Income 2013: $31,5822013Revenue 2014: $410,290Expenses 2014: $287,087Net Income 2014: $123,2032014Revenue 2015: $1,625,922Expenses 2015: $303,551Net Income 2015: $1,322,3712015Revenue 2016: $28,932Expenses 2016: $227,077Net Income 2016: -$198,1452016Revenue 2017: $150,213Expenses 2017: $221,105Net Income 2017: -$70,8922017Revenue 2018: $385,186Expenses 2018: $309,802Net Income 2018: $75,3842018Revenue 2019: $1,865,263Expenses 2019: $920,168Net Income 2019: $945,0952019Revenue 2020: $313,216Expenses 2020: $4,210,519Net Income 2020: -$3,897,3032020

Highlighted filing

2015

Revenue$1,625,922
Expenses$303,551
Net Income$1,322,371
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William R Tobey JrDirector-$0--
Anne C TobeyDirector-$0--
Ann T RowlandsDirector-$0--
William H TobeyDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Tobey Foundation
EIN
36-3989019
Address
1227 Canterbury Lane, Glenview, IL 60025

Signing Officer

Name
Ann T Rowlands
Title
Director
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Stern Cassello & Associates LLP
Address
1 N LaSalle St Suite 1620, Chicago, IL 60602
Preparer
James R Stern
Phone
3122639100
Raw XML AppendixShowing 400 of 951 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Fidelity Dec Sale Rydex Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Fidelity July 2015 Sale of Donated Stock
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Fidelity June 2015 Sale of Transfered Assets
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Gresham Foreign Mgrs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Gresham Opp Grwth Strat
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William R Tobey Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anne C Tobey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ann T Rowlands
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3William H Tobey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01707 Rose Spur Lane PO Box 248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11707 Rose Spur Lane PO Box 248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21227 Canterbury Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3227 S Bald Hill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Snowmass
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Snowmass
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Glenview
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3New Canaan
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Ann T Rowlands
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01227 Canterbury Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Glenview
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08477297415
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0William R Tobey Jr
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Anne C Tobey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt344100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt780000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1425000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt222500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt242000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt251500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt271000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt282000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt291000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt302500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt311000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt321000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt342000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt351000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt372500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt391500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt405000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt421000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt431000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt441000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt451000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt462000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt471000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt492500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt50500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt512000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt522000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt531000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt542000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt551500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt567000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational Support for Young People of Color
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Legal Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2World Wide Emergency Assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Volunteer Home Repair in Central Appalachia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Civic and Community Improvement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Civic and Community Improvement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Civic and Community Improvement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Civic and Community Improvement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Public Media
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Public Policy Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Public Media
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Historical Preservation and Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Education Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Adult English Language Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Education Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Civic and Community Improvement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Preserving Glenview's Farming Heritage
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Education Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Support of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Historical Preservation and Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28International Residential Community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32Wildlife Preservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33Medical Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34Services for Homeless Women

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,146,949
Liabilities
$0
Net assets
$3,146,949
Revenue
$1,625,922
Expenses
$303,551
Net income
$1,322,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$4.21$3.90
2019Detailed filing. Detailed filing data is available for this year.$4.25$0.35$3.90$1.87$0.92$0.95
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.39$0.31$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.15$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.03$0.23$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$1.63$0.30$1.32
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.41$0.29$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.28$0.25$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.19
2010Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.36