Civic Intelligence

Ilene and Michael Shaw Charitable Trust I

990PF • Fiscal year 2016 • EIN 36-4054433

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 26, 2017

Organization Profile
833 Rice StreetHighland Park, IL 60035

(847) 432-0126

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

49%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,772,716

Down $28,238 (-1.6%) from 2015

Net Assets

Down

$1,772,716

Down $28,238 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin85th percentile

Revenue

Up

$316,192

Up $103,878 (+49%) from 2015

Expenses

Up

$212,013

Up $1,219 (+0.6%) from 2015

Net Income

Up

$104,179

Up $102,659 (+6754%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$15M$10M$5.0M$0Assets 2015: $1,800,954Liabilities 2015: $0Net Assets 2015: $1,800,9542015Assets 2016: $1,772,716Liabilities 2016: $0Net Assets 2016: $1,772,7162016Assets 2017: $1,940,109Liabilities 2017: $0Net Assets 2017: $1,940,1092017Assets 2018: $2,125,565Liabilities 2018: $0Net Assets 2018: $2,125,5652018Assets 2020: $2,953,834Liabilities 2020: $0Net Assets 2020: $2,953,8342020Assets 2021: $6,218,619Liabilities 2021: $0Net Assets 2021: $6,218,6192021Assets 2022: $9,669,084Liabilities 2022: $0Net Assets 2022: $9,669,0842022Assets 2023: $10,296,687Liabilities 2023: $0Net Assets 2023: $10,296,6872023Assets 2024: $10,633,377Liabilities 2024: $0Net Assets 2024: $10,633,3772024

Highlighted filing

2016

Assets$1,772,716
Liabilities$0
Net Assets$1,772,716
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2015: $212,314Expenses 2015: $210,794Net Income 2015: $1,5202015Revenue 2016: $316,192Expenses 2016: $212,013Net Income 2016: $104,1792016Revenue 2017: $406,164Expenses 2017: $238,771Net Income 2017: $167,3932017Revenue 2018: $425,307Expenses 2018: $239,851Net Income 2018: $185,4562018Revenue 2020: $1,087,926Expenses 2020: $342,515Net Income 2020: $745,4112020Revenue 2021: $4,090,816Expenses 2021: $760,406Net Income 2021: $3,330,4102021Revenue 2022: $4,076,110Expenses 2022: $596,601Net Income 2022: $3,479,5092022Revenue 2023: $1,362,350Expenses 2023: $734,747Net Income 2023: $627,6032023Revenue 2024: $1,102,362Expenses 2024: $765,672Net Income 2024: $336,6902024

Highlighted filing

2016

Revenue$316,192
Expenses$212,013
Net Income$104,179
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ILENE SHAWTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Fulfill exempt purpose-Various See attd, IL, US$184,920
Filing and Contact Details

Filer

Filer Name
Ilene & Michael Shaw Charitable Trust I
EIN
36-4054433
Phone
8474320126
Address
833 Rice Street, Highland Park, IL 60035

Signing Officer

Name
Ilene Shaw
Title
Trustee
Signed
2017-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Abrams & Steinberg Pc
Address
250 PARKWAY DR STE 360, LINCOLNSHIRE, IL 60069-4305
Preparer
Henry Goldenstein
Phone
8475418888
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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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0159377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0160669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0170705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0154675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0143268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt095907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt082148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03417317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03539750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03213355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02588334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02504267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01902361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0187395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.233190
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0186103
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0187395
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01292
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0187395
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0833 Rice Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Highland Park
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060035
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Ilene Shaw
IRS990PF/StatementsRegardingActyGrp/PhoneNum08474320126
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0184920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Fulfill exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various - see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various See attd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060035
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0184920
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/AppliedToCurrentYearAmt0169574
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013948
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0169574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03873
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03873
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0187395
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03873
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03873
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013948
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ilene Shaw
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0833 Rice Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Highland Park
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060035
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0162372
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0162372
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01400 shares - Apple
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0132417
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized gain on property received
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AGENCY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022727
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022727
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1594
TaxesSchedule/TaxesDetail/Amt2458
TaxesSchedule/TaxesDetail/CategoryTxt0Filing Fee
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt2TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1594
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2458
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ILENE SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ilene & Michael Shaw Charitable Trust I
ReturnHeader/Filer/BusinessNameControlTxt0ILEN
ReturnHeader/Filer/EIN0364054433
ReturnHeader/Filer/PhoneNum08474320126
ReturnHeader/Filer/USAddress/AddressLine1Txt0833 Rice Street
ReturnHeader/Filer/USAddress/CityNm0Highland Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABRAMS & STEINBERG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 PARKWAY DR STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLNSHIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600694305
ReturnHeader/PreparerPersonGrp/PhoneNum08475418888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henry Goldenstein
ReturnHeader/ReturnTs02017-06-26T14:36:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,772,716
Liabilities
$0
Net assets
$1,772,716
Revenue
$316,192
Expenses
$212,013
Net income
$104,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.10$0.77$0.34
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.36$0.73$0.63
2022Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$4.08$0.60$3.48
2021Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$4.09$0.76$3.33
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.09$0.34$0.75
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.43$0.24$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.41$0.24$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.32$0.21$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.21$0.21$0.00