Civic Intelligence

Rory David Deutsch Foundation

990 • Fiscal year 2013 • EIN 36-4242498

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 25, 2014

PO Box 54760035

(888) 919-7679

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.24x

Higher debt load relative to assets than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

95th percentile

4.93x

Higher debt load relative to revenue than 95% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

13th percentile

-9.0%

Faster asset growth than 13% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$1,579,487

Down $156,557 (-9.0%) from 2012

Net Assets

Up

$1,207,373

Up $5,984 (+0.5%) from 2012

Liabilities

Down

$372,114

Down $162,541 (-30%) from 2012

Revenue

$75,495

No earlier filing loaded for comparison.

Expenses

Down

$45,254

Down $42,212 (-48%) from 2012

Net Income

$30,241

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,122,345Liabilities 2010: $1,130,437Net Assets 2010: $991,9082010Assets 2011: $1,842,956Liabilities 2011: $801,556Net Assets 2011: $1,041,4002011Assets 2012: $1,736,044Liabilities 2012: $534,655Net Assets 2012: $1,201,3892012Assets 2013: $1,579,487Liabilities 2013: $372,114Net Assets 2013: $1,207,3732013Assets 2014: $1,220,731Liabilities 2014: $3,650Net Assets 2014: $1,217,0812014Assets 2015: $1,275,171Liabilities 2015: $3,333Net Assets 2015: $1,271,8382015Assets 2016: $1,391,645Liabilities 2016: $339Net Assets 2016: $1,391,3062016Assets 2017: $1,426,715Liabilities 2017: $0Net Assets 2017: $1,426,7152017Assets 2018: $1,494,164Liabilities 2018: $0Net Assets 2018: $1,494,1642018Assets 2019: $1,625,838Liabilities 2019: $0Net Assets 2019: $1,625,8382019Assets 2020: $1,755,834Liabilities 2020: $0Net Assets 2020: $1,755,8342020Assets 2021: $1,904,941Liabilities 2021: $0Net Assets 2021: $1,904,9412021Assets 2022: $1,778,862Liabilities 2022: $0Net Assets 2022: $1,778,8622022Assets 2023: $1,929,910Liabilities 2023: $0Net Assets 2023: $1,929,9102023Assets 2024: $2,081,879Liabilities 2024: $100,000Net Assets 2024: $1,981,8792024

Highlighted filing

2013

Assets$1,579,487
Liabilities$372,114
Net Assets$1,207,373

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $570,9902010Expenses 2011: $84,1322011Expenses 2012: $87,4662012Revenue 2013: $75,495Expenses 2013: $45,254Net Income 2013: $30,2412013Revenue 2014: $87,950Expenses 2014: $60,210Net Income 2014: $27,7402014Revenue 2015: $62,385Expenses 2015: $25,821Net Income 2015: $36,5642015Revenue 2016: $164,236Expenses 2016: $71,767Net Income 2016: $92,4692016Revenue 2017: $223,679Expenses 2017: $178,767Net Income 2017: $44,9122017Revenue 2018: $226,806Expenses 2018: $167,104Net Income 2018: $59,7022018Revenue 2019: $155,414Expenses 2019: $81,588Net Income 2019: $73,8262019Revenue 2020: $206,903Expenses 2020: $92,666Net Income 2020: $114,2372020Revenue 2021: $215,715Expenses 2021: $43,131Net Income 2021: $172,5842021Revenue 2022: $37,670Expenses 2022: $90,427Net Income 2022: -$52,7572022Revenue 2023: $218,520Expenses 2023: $98,042Net Income 2023: $120,4782023Revenue 2024: $167,230Expenses 2024: $142,435Net Income 2024: $24,7952024

Highlighted filing

2013

Revenue$75,495
Expenses$45,254
Net Income$30,241
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 25, 2014
Return Version
2013v3.0
Gross Receipts
$539,614
Mission and Program Overview

Mission

The mission of the rory david deutsch foundation is to eradicate pediatric brain tumors and other devastating childhood diseases as well as to make a difference in the lives of afflicted children and their families.

To fund research programs for the study of pediatric brain tumors and other pediatric diseases

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,149,815$691,916▼ $457,899
Investments in Publicly Traded Securities$404,037$508,605▲ $104,568
Cash and Non-Interest-Bearing Accounts$26,698$226,977▲ $200,279
Investments Other Securities$150,000$148,879▼ $1,121
Land, Buildings, and Equipment, Net$304$163▼ $141
Total Assets$1,736,044$1,579,487▼ $156,557
Other Assets Total$5,190$2,947▼ $2,243
Liabilities
Grants Payable$529,716$364,136▼ $165,580
Accounts Payable and Accrued Expenses$4,939$7,978▲ $3,039
Total Liabilities$534,655$372,114▼ $162,541
Net Assets / Fund Balance
Unrestricted Net Assets$1,201,389$1,207,373▲ $5,984
Total Net Assets Fund Balance$1,201,389$1,207,373▲ $5,984
Total Liabilities and Net Assets / Fund Balance$1,736,044$1,579,487▼ $156,557

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$163$1,655$1,818
Other Securities$25,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ross M DeutschChairman/director
Mindy S DeutschPresident/director
Enid DeutschVice President
Marc J MillerVice President
Ronald S DeutschVice President
Ellyn F SamskyTreasurer/director
Denise CaplanAsst. Secretary
Alan R SamskySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$64,092
Program Service Revenue
$0
Investment Income
$24,703
Other Revenue
$-13,300
All Other Contributions
$41,602
Change in Net Assets
$30,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$75,495
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-24,257
Total Revenue per Audited Statements
$51,238
Total Revenue per Form 990
$75,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,254
Total Fundraising Expense$3,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$33,525--$33,525
Fees for Services Accounting-$5,400-$5,400
Advertising--$1,325$1,325
Insurance-$822-$822
Other Expenses-$275$1,758$275
Depreciation Depletion-$141-$141
Fees for Services Legal-$100-$100
All Other Expenses$69--$69
Total Functional Expenses$33,594$8,577$3,083$45,254

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,254
Total Expenses per Audited Statements$45,254
Total Expenses per Form 990$45,254
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,300
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,638-$9,809-
Total Events$19,638-$9,809$-9,809
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Several members of the board are relatives.

Form 990, Part VI, Section B, Line 11

A copy of form 990 was provided to the organizations governing body for review before it was filed. Treasurer reviews and compares to information on financial statements and in general ledger.

Form 990, Part VI, Section C, Line 19

The organization's financial statements are made available to the public through the state of illinois's attorney generals website. The web address is www.illinoisattorneygeneral.gov

Filing and Contact Details

Filer

EIN
36-4242498
Phone
8889197679

Signing Officer

Name
Ellyn Samsky
Title
Treasurer
Phone
8889197679
Signed
2014-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellyn Samsky
Formed
1998
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Preparer
Harry Steindler
Phone
8476762000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code(irc). In addition, the foundation qualified for the charitable contribution deduction under irc section 170(b)(1)(a) and has been classified as a foundation other than a private foundation under irc section 509(a). Accordingly no provision for income taxes is reflected in the accompanying financial statements. When and if applicable, potential interest and penalties associated with income tax obligations are reflected as a component of income tax expense. The foundation's 2010 through 2013 tax years remain open to examination by taxing authorities.

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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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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01655
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01818
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0NICHOLAS APPPLEGATE COV & INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PIMCO CORPORATE INCOME FUND AUCTION
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PIMCO CORPORATE OPPORTUNITY FUND
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE(IRC). IN ADDITION, THE FOUNDATION QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS A FOUNDATION OTHER THAN A PRIVATE FOUNDATION UNDER IRC SECTION 509(A). ACCORDINGLY NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. WHEN AND IF APPLICABLE, POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH INCOME TAX OBLIGATIONS ARE REFLECTED AS A COMPONENT OF INCOME TAX EXPENSE. THE FOUNDATION'S 2010 THROUGH 2013 TAX YEARS REMAIN OPEN TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEVERAL MEMBERS OF THE BOARD ARE RELATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATIONS GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED. TREASURER REVIEWS AND COMPARES TO INFORMATION ON FINANCIAL STATEMENTS AND IN GENERAL LEDGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE STATE OF ILLINOIS'S ATTORNEY GENERALS WEBSITE. THE WEB ADDRESS IS WWW.ILLINOISATTORNEYGENERAL.GOV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalLiabilitiesGrp/BOYAmt0534655
IRS990/TotalLiabilitiesGrp/EOYAmt0372114
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01201389
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01207373
IRS990/UponRequestInd0X
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IRS990/USAddress/City0HIGHLAND PARK
IRS990/USAddress/State0IL
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IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.RORYD.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLYN SAMSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08889197679
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10RORY DAVID DEUTSCH FOUNDATION
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ReturnHeader/Filer/EIN0364242498
ReturnHeader/Filer/PhoneNum08889197679
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ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060035
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SS&G INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108707 SKOKIE BLVD - SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SKOKIE
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ReturnHeader/PreparerPersonGrp/PhoneNum08476762000
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-25

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.10$1.98$0.17$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.22$0.10$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.04$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.22$0.04$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.21$0.09$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.16$0.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.23$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.22$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.16$0.07$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.27$0.06$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.09$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.37$1.21$0.08$0.05$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.53$1.20$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.80$1.04$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$1.13$0.99$0.57