Civic Intelligence

Buckeye Foundation

990PF • Fiscal year 2021 • EIN 36-3999865

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 25, 2022

Organization Profile
C/O Fh Assoc Llp 1313 W 175th StHomewood, IL 60430

(312) 642-9503

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

81st percentile

47%

Higher net margin than 81% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

36th percentile

4.8%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

24%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$35,148,726

Up $1,611,819 (+4.8%) from 2020

Net Assets

Up

$35,148,726

Up $1,611,819 (+4.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Up

$3,425,000

Up $653,496 (+24%) from 2020

Expenses

Down

$1,800,181

Down $278,085 (-13%) from 2020

Net Income

Up

$1,624,819

Up $931,581 (+134%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$40M$30M$20M$10M$0Assets 2013: $37,531,384Liabilities 2013: $0Net Assets 2013: $37,531,3842013Assets 2015: $35,674,052Liabilities 2015: $0Net Assets 2015: $35,674,0522015Assets 2016: $35,801,770Liabilities 2016: $0Net Assets 2016: $35,801,7702016Assets 2019: $32,809,417Liabilities 2019: $0Net Assets 2019: $32,809,4172019Assets 2020: $33,536,907Liabilities 2020: $0Net Assets 2020: $33,536,9072020Assets 2021: $35,148,726Liabilities 2021: $0Net Assets 2021: $35,148,7262021Assets 2022: $34,984,049Liabilities 2022: $3,910Net Assets 2022: $34,980,1392022Assets 2024: $35,779,087Liabilities 2024: $1,695Net Assets 2024: $35,777,3922024

Highlighted filing

2021

Assets$35,148,726
Liabilities$0
Net Assets$35,148,726
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $639,917Expenses 2013: $2,123,694Net Income 2013: -$1,483,7772013Revenue 2015: $1,408,330Expenses 2015: $1,495,970Net Income 2015: -$87,6402015Revenue 2016: $1,066,572Expenses 2016: $938,854Net Income 2016: $127,7182016Revenue 2019: $975,290Expenses 2019: $1,867,001Net Income 2019: -$891,7112019Revenue 2020: $2,771,504Expenses 2020: $2,078,266Net Income 2020: $693,2382020Revenue 2021: $3,425,000Expenses 2021: $1,800,181Net Income 2021: $1,624,8192021Revenue 2022: $1,889,619Expenses 2022: $2,058,206Net Income 2022: -$168,5872022Revenue 2024: $3,354,893Expenses 2024: $2,358,964Net Income 2024: $995,9292024

Highlighted filing

2021

Revenue$3,425,000
Expenses$1,800,181
Net Income$1,624,819
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 25, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KAREN PATRICK PHILIPTreasurer -- Part-Time-$0--
MARILYN M PATRICKPresident -- Part-Time-$0--
THOMAS H PATRICKSecretary -- Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Buckeye Foundation
EIN
36-3999865
In Care Of
% MARY KAREN PATRICK PHILIP
Phone
3126429503
Address
C/O FH ASSOC LLP 1313 W 175TH ST, HOMEWOOD, IL 60430

Signing Officer

Name
Marilyn Patrick
Title
President
Phone
7087996800
Signed
2022-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
1313 WEST 175TH STREET, HOMEWOOD, IL 60430
Preparer
Thomas Lewandowski
Phone
7087996800
Raw XML Appendix356 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01000 SHS KLS DIVERSIFIED
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY KAREN PATRICK PHILIP
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060614
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY KAREN PATRICK PHILIP
IRS990PF/StatementsRegardingActyGrp/PhoneNum07733488180
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SEE STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01313 W 175TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOMEWOOD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01171782
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01636570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01486580
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01321772
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01171782
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010858316
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OVER COST - NV CAP HLDGS LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010858316
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0P/Y ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW VERNON MATRIX FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW VERNON CAPITAL HOLDINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NEW VERNON FINANCIAL SECTOR FD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADMINISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CHARITABLE BUREAU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt043078
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1191217
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt214440
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt355257
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt410
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5628
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt043077
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1191217
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt214441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1382434
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt228881
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt355257
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5628
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VERNON CAPITAL HOLDINGS, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NEW VERNON FINANCIAL SECTOR FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NEW VERNON MATRIX FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc3AMOUNT REPORTED ON 990-T
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-385986
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12220
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-30234
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-1247
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-385986
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12220
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-30234
TaxesSchedule/TaxesDetail/Amt07407
TaxesSchedule/TaxesDetail/Amt113214
TaxesSchedule/TaxesDetail/Amt235000
TaxesSchedule/TaxesDetail/Amt358
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID - NV CAPITAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID - NV FINC'L
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt3IL UBTI TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07407
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113214
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt258
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07087996800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUCKEYE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0363999865
ReturnHeader/Filer/InCareOfNm0% MARY KAREN PATRICK PHILIP
ReturnHeader/Filer/PhoneNum03126429503
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FH ASSOC LLP 1313 W 175TH ST
ReturnHeader/Filer/USAddress/CityNm0HOMEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC 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/PreparerPersonNm0THOMAS LEWANDOWSKI
ReturnHeader/ReturnTs02022-11-04T13:13:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARILYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATRICK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,148,726
Liabilities
$0
Net assets
$35,148,726
Revenue
$3,425,000
Expenses
$1,800,181
Net income
$1,624,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$3.35$2.36$1.00
2022Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$1.89$2.06$0.17
2021Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$3.43$1.80$1.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$0.00$33.5$2.77$2.08$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$0.00$32.8$0.98$1.87$0.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$0.00$35.8$1.07$0.94$0.13
2015Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$1.41$1.50$0.09
2013Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$0.64$2.12$1.48