Civic Intelligence

The Avy and Marcie Stein Foundation

990PF • Fiscal year 2014 • EIN 36-3993406

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2014

Organization Profile
1033 Skokie BoulevardSUITE 360 SuiteNorthbrook, IL 60062

(312) 422-2406

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

99th percentile

5863%

Faster asset growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$81,040

Up $79,681 (+5863%) from 2013

Net Assets

Up

$81,040

Up $79,681 (+5863%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

Up

$436,067

Up $188,328 (+76%) from 2013

Expenses

Up

$356,386

Up $22,950 (+6.9%) from 2013

Net Income

Up

$79,681

Up $165,378 (+193%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$600K$400K$200K$0Assets 2013: $1,359Liabilities 2013: $0Net Assets 2013: $1,3592013Assets 2014: $81,040Liabilities 2014: $0Net Assets 2014: $81,0402014Assets 2015: $64,258Liabilities 2015: $0Net Assets 2015: $64,2582015Assets 2016: $537,250Liabilities 2016: $0Net Assets 2016: $537,2502016Assets 2017: $219,582Liabilities 2017: $0Net Assets 2017: $219,5822017Assets 2018: $77,917Liabilities 2018: $0Net Assets 2018: $77,9172018Assets 2019: $51,150Liabilities 2019: $0Net Assets 2019: $51,1502019Assets 2020: $45,875Liabilities 2020: $0Net Assets 2020: $45,8752020Assets 2021: $54,624Liabilities 2021: $0Net Assets 2021: $54,6242021Assets 2022: $12,420Liabilities 2022: $0Net Assets 2022: $12,4202022Assets 2023: $21,131Liabilities 2023: $0Net Assets 2023: $21,1312023Assets 2024: $18,894Liabilities 2024: $0Net Assets 2024: $18,8942024

Highlighted filing

2014

Assets$81,040
Liabilities$0
Net Assets$81,040
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $247,739Expenses 2013: $333,436Net Income 2013: -$85,6972013Revenue 2014: $436,067Expenses 2014: $356,386Net Income 2014: $79,6812014Revenue 2015: $205,369Expenses 2015: $222,151Net Income 2015: -$16,7822015Revenue 2016: $842,442Expenses 2016: $369,450Net Income 2016: $472,9922016Revenue 2017: $194Expenses 2017: $317,862Net Income 2017: -$317,6682017Revenue 2018: $87,998Expenses 2018: $229,663Net Income 2018: -$141,6652018Revenue 2019: $75,508Expenses 2019: $102,275Net Income 2019: -$26,7672019Revenue 2020: $111,307Expenses 2020: $116,582Net Income 2020: -$5,2752020Revenue 2021: $74,742Expenses 2021: $65,993Net Income 2021: $8,7492021Revenue 2022: $60,400Expenses 2022: $87,801Net Income 2022: -$27,4012022Revenue 2023: $186,887Expenses 2023: $107,083Net Income 2023: $79,8042023Revenue 2024: $230,878Expenses 2024: $119,048Net Income 2024: $111,8302024

Highlighted filing

2014

Revenue$436,067
Expenses$356,386
Net Income$79,681
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2014
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AVY STEINDirector-$0--
MARCIE STEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Avy and Marcie Stein Foundation
EIN
36-3993406
In Care Of
% AVY STEIN
Phone
3124222406
Address
1033 SKOKIE BOULEVARD, SUITE 360 Suite, NORTHBROOK, IL 60062

Signing Officer

Name
Avy Stein
Title
Director
Phone
3126420006
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Michael Dicker
Phone
3126420006
Raw XML Appendix289 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
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-2391
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-2391
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04537
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03001
IRS990PF/FMVAssetsEOYAmt081040
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0110069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0110069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01651
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0108418
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AVY STEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARCIE STEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt06.065646
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt06.399832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt04.98634
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0350654
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0350654
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0350654
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03124222406
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0494357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0494357
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0419051
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0319200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0464571
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0350654
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0349770
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02376543
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02026773
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AVY MARCIE STEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt057 MAPLE HILL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GLENCOE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060022
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0445758
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0245462
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1200296
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc08640 SHARES PRIVATE BANK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1SEE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-01-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-09-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0236
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt13000
TaxesSchedule/TaxesDetail/CategoryTxt0IL CHARITY BUREAU FUND
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AVY STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVY AND MARCIE STEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVYA
ReturnHeader/Filer/EIN0363993406
ReturnHeader/Filer/InCareOfNm0% AVY STEIN
ReturnHeader/Filer/PhoneNum03124222406
ReturnHeader/Filer/USAddress/AddressLine1Txt01033 SKOKIE BOULEVARD
ReturnHeader/Filer/USAddress/AddressLine2Txt0SUITE 360 Suite
ReturnHeader/Filer/USAddress/CityNm0NORTHBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Dicker
ReturnHeader/ReturnTs02015-05-15T16:08:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,040
Liabilities
$0
Net assets
$81,040
Revenue
$436,067
Expenses
$356,386
Net income
$79,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$2.31$1.19$1.12
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.87$1.07$0.80
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.60$0.88$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.75$0.66$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.11$1.17$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.76$1.02$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.88$2.30$1.42
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.00$3.18$3.18
2016Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$8.42$3.69$4.73
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$2.05$2.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$4.36$3.56$0.80
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$2.48$3.33$0.86