Civic Intelligence

Rose Houston Charitable Foundation

990PF • Fiscal year 2017 • EIN 36-4235193

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 15, 2018

Organization Profile
1443 W Fargo AveChicago, IL 60626

(773) 561-5400

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

94th percentile

62%

Higher net margin than 94% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$327,545

No earlier filing loaded for comparison.

Net Assets

$327,545

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

$17,231

No earlier filing loaded for comparison.

Expenses

$6,619

No earlier filing loaded for comparison.

Net Income

$10,612

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2017: $327,545Liabilities 2017: $0Net Assets 2017: $327,5452017Assets 2018: $385,758Liabilities 2018: $0Net Assets 2018: $385,7582018Assets 2019: $335,181Liabilities 2019: $0Net Assets 2019: $335,1812019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$327,545
Liabilities$0
Net Assets$327,545
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2017: $17,231Expenses 2017: $6,619Net Income 2017: $10,6122017Revenue 2018: $65,157Expenses 2018: $6,919Net Income 2018: $58,2382018Revenue 2019: $52,086Expenses 2019: $102,906Net Income 2019: -$50,8202019Revenue 2020: $2,979Expenses 2020: $338,160Net Income 2020: -$335,1812020

Highlighted filing

2017

Revenue$17,231
Expenses$6,619
Net Income$10,612
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE HOUSTONDirector-$0--
PAMELA CABRETTATrustee-$0--
ELIZABETH HOUSTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rose Houston Charitable Foundation
EIN
36-4235193
In Care Of
% ROSE HOUSTON
Address
1443 W FARGO AVE, CHICAGO, IL 60626

Signing Officer

Name
Rose Houston
Title
Officer
Phone
8472826300
Signed
2018-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
NINE PARKWAY NORTH SUITE 200, DEERFIELD, IL 60015
Preparer
Robert Cohen
Phone
8472826300
Raw XML Appendix327 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060601
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03587
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044429
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028824
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt081036
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023786
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03587
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109860
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125465
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt078
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN INCOME TAXED AND PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE TRUST BUREAU
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1115
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE HOUSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08472826300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE HOUSTON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELIZABETH HOUSTON & PAMELA S CABRERA TTEE
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0364235193
ReturnHeader/Filer/InCareOfNm0% ROSE HOUSTON
ReturnHeader/Filer/USAddress/AddressLine1Txt01443 W FARGO AVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060626
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CB70B3D585F32808B5FD72D8CD344B54374F0699
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F22885B642E4F3CDBC44B02A6912D1CA0807C4E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015832520181775000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0NINE PARKWAY NORTH SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472826300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT COHEN
ReturnHeader/ReturnTs02018-06-26T13:38:04-05:00
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
$327,545
Liabilities
$0
Net assets
$327,545
Revenue
$17,231
Expenses
$6,619
Net income
$10,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$3.38$3.35
2019Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.52$1.03$0.51
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.65$0.07$0.58
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.17$0.07$0.11