Civic Intelligence

The Wendy & William Spatz Charitable Foundation

990PF • Fiscal year 2018 • EIN 36-4068583

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
14 N Peoria AveChicago, IL 60607

(312) 637-5323

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.89x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

20.55x

Higher debt load relative to revenue than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-38%

Higher net margin than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$2,796,457

Up $528,949 (+23%) from 2016

Net Assets

Down

$308,606

Down $33,745 (-9.9%) from 2016

Liabilities

Up

$2,487,851

Up $562,694 (+29%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin11th percentile

Revenue

Down

$121,035

Down $44,606 (-27%) from 2016

Expenses

Up

$167,231

Up $12,038 (+7.8%) from 2016

Net Income

Down

-$46,196

Down $56,644 (-542%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,153,998Liabilities 2014: $1,939,159Net Assets 2014: $214,8392014Assets 2015: $2,196,703Liabilities 2015: $1,867,400Net Assets 2015: $329,3032015Assets 2016: $2,267,508Liabilities 2016: $1,925,157Net Assets 2016: $342,3512016Assets 2018: $2,796,457Liabilities 2018: $2,487,851Net Assets 2018: $308,6062018Assets 2019: $2,106,179Liabilities 2019: $1,941,874Net Assets 2019: $164,3052019Assets 2020: $2,045,697Liabilities 2020: $1,931,874Net Assets 2020: $113,8232020Assets 2021: $1,993,071Liabilities 2021: $1,961,579Net Assets 2021: $31,4922021Assets 2022: $1,911,360Liabilities 2022: $1,830,143Net Assets 2022: $81,2172022Assets 2023: $1,919,141Liabilities 2023: $1,795,203Net Assets 2023: $123,9382023Assets 2024: $1,925,186Liabilities 2024: $1,760,203Net Assets 2024: $164,9832024

Highlighted filing

2018

Assets$2,796,457
Liabilities$2,487,851
Net Assets$308,606
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $280,298Expenses 2014: $153,171Net Income 2014: $127,1272014Revenue 2015: $1,309,197Expenses 2015: $1,296,492Net Income 2015: $12,7052015Revenue 2016: $165,641Expenses 2016: $155,193Net Income 2016: $10,4482016Revenue 2018: $121,035Expenses 2018: $167,231Net Income 2018: -$46,1962018Revenue 2019: $746,267Expenses 2019: $890,568Net Income 2019: -$144,3012019Revenue 2020: $10,000Expenses 2020: $60,482Net Income 2020: -$50,4822020Revenue 2021: $0Expenses 2021: $122,430Net Income 2021: -$122,4302021Revenue 2022: $149,820Expenses 2022: $100,095Net Income 2022: $49,7252022Revenue 2023: $178,375Expenses 2023: $114,524Net Income 2023: $63,8512023Revenue 2024: $155,757Expenses 2024: $114,712Net Income 2024: $41,0452024

Highlighted filing

2018

Revenue$121,035
Expenses$167,231
Net Income-$46,196
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY SPATZOfficer/Directo-$0--
WILLIAM SPATZOfficer/Directo-$0--
BRYAN SPATZDirector-$0--
ALEXIS SPATZ-RADEKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Wendy & William Spatz Charitable
EIN
36-4068583
Phone
3126375323
Address
14 N PEORIA AVE, CHICAGO, IL 60607

Signing Officer

Name
William Spatz
Title
Officer
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Picker & Associates LLC
Address
750 W Lake Cook Road Suite 375, Buffalo Grove, IL 60089
Preparer
Ralph Picker
Phone
8475414000
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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/AddressLine1Txt014 N PEORIA AVE 3F
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060607
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM SPATZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum03126375323
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04847
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt110430
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2471074
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt37925
LandEtcSchedule2/LandEtcGrp/BookValueAmt018420
LandEtcSchedule2/LandEtcGrp/BookValueAmt12255
LandEtcSchedule2/LandEtcGrp/BookValueAmt21330626
LandEtcSchedule2/LandEtcGrp/BookValueAmt3195531
LandEtcSchedule2/LandEtcGrp/BookValueAmt4450424
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4Land
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt5Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt023267
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt112685
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt21801700
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3203456
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt4450424
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01997256
MortgagesAndNotesPayableSch/MortgageAmt01677910
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt013166
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt114453
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Net Intangible Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1REAL ESTATE TAX ESCROW
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011544
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt126366
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011544
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt126366
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01622
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1112678
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THEATRICAL PRODUCTION
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-368
OtherIncreasesSchedule/OtherIncreasesDetail/Amt042290
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJ
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM SPATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WENDY & WILLIAM SPATZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEND
ReturnHeader/Filer/EIN0364068583
ReturnHeader/Filer/PhoneNum03126375323
ReturnHeader/Filer/USAddress/AddressLine1Txt014 N PEORIA AVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455560310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Picker & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 W Lake Cook Road Suite 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Buffalo Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060089
ReturnHeader/PreparerPersonGrp/PhoneNum08475414000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH PICKER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T12:14:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,796,457
Liabilities
$2,487,851
Net assets
$308,606
Revenue
$121,035
Expenses
$167,231
Net income
-$46,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$1.76$0.16$0.16$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.92$1.80$0.12$0.18$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.91$1.83$0.08$0.15$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.99$1.96$0.03$0.00$0.12$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.05$1.93$0.11$0.01$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.11$1.94$0.16$0.75$0.89$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.80$2.49$0.31$0.12$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.27$1.93$0.34$0.17$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.20$1.87$0.33$1.31$1.30$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.15$1.94$0.21$0.28$0.15$0.13