Civic Intelligence

The Avy and Marcie Stein Foundation

990PF • Fiscal year 2017 • EIN 36-3993406

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 30, 2018

Organization Profile
1033 SKOKIE BOULEVARD Suite 360Northbrook, IL 60062

(312) 422-2406

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-163746%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-59%

Faster asset growth than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$219,582

Down $317,668 (-59%) from 2016

Net Assets

Down

$219,582

Down $317,668 (-59%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$194

Down $842,248 (-100%) from 2016

Expenses

Down

$317,862

Down $51,588 (-14%) from 2016

Net Income

Down

-$317,668

Down $790,660 (-167%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2017

Assets$219,582
Liabilities$0
Net Assets$219,582
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$194
Expenses$317,862
Net Income-$317,668
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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, NORTHBROOK, IL 60062

Signing Officer

Name
Avy Stein
Title
Director
Phone
3126420006
Signed
2018-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Maggie Thomason
Phone
3126420006
Raw XML Appendix260 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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TaxesSchedule/TaxesDetail/Amt0135
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0AVY STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-30
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 Suite 360
ReturnHeader/Filer/USAddress/CityNm0NORTHBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038EC74C4A9104B42CA558262456F9A3739DA905E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D967F19F1BF63A673C7EB6B01D658D5ECEA4E24
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036207920181665000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.215.185.20
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/PreparerPersonNm0Maggie Thomason
ReturnHeader/ReturnTs02018-06-15T10:36:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,582
Liabilities
$0
Net assets
$219,582
Revenue
$194
Expenses
$317,862
Net income
-$317,668
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