Civic Intelligence

Rev John G Klein Scholarship Foundation

990PF • Fiscal year 2017 • EIN 36-4335676

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
C/O R Klein 415 Grand BlvdPark Ridge, IL 60068-3432

(847) 696-1798

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

83rd percentile

28%

Higher net margin than 83% 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

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$73,385

Up $1,894 (+2.6%) from 2016

Net Assets

Up

$73,385

Up $1,894 (+2.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin83rd percentile

Revenue

Up

$6,718

Up $340 (+5.3%) from 2016

Expenses

Up

$4,821

Up $168 (+3.6%) from 2016

Net Income

Up

$1,897

Up $172 (+10.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$100K$50K$0Assets 2010: $66,634Liabilities 2010: $0Net Assets 2010: $66,6342010Assets 2011: $67,048Liabilities 2011: $0Net Assets 2011: $67,0482011Assets 2012: $67,034Liabilities 2012: $0Net Assets 2012: $67,0342012Assets 2013: $69,450Liabilities 2013: $0Net Assets 2013: $69,4502013Assets 2014: $70,454Liabilities 2014: $0Net Assets 2014: $70,4542014Assets 2015: $69,766Liabilities 2015: $0Net Assets 2015: $69,7662015Assets 2016: $71,491Liabilities 2016: $0Net Assets 2016: $71,4912016Assets 2017: $73,385Liabilities 2017: $0Net Assets 2017: $73,3852017Assets 2020: $78,882Liabilities 2020: $0Net Assets 2020: $78,8822020Assets 2021: $80,041Liabilities 2021: $0Net Assets 2021: $80,0412021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$73,385
Liabilities$0
Net Assets$73,385
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $4,4572010Expenses 2011: $3,9962011Expenses 2012: $3,7882012Revenue 2013: $6,212Expenses 2013: $3,797Net Income 2013: $2,4152013Revenue 2014: $4,810Expenses 2014: $3,806Net Income 2014: $1,0042014Revenue 2015: $3,019Expenses 2015: $3,708Net Income 2015: -$6892015Revenue 2016: $6,378Expenses 2016: $4,653Net Income 2016: $1,7252016Revenue 2017: $6,718Expenses 2017: $4,821Net Income 2017: $1,8972017Revenue 2020: $3,325Expenses 2020: $4,678Net Income 2020: -$1,3532020Revenue 2021: $6,144Expenses 2021: $5,763Net Income 2021: $3812021Revenue 2022: $8,241Expenses 2022: $89,093Net Income 2022: -$80,8522022

Highlighted filing

2017

Revenue$6,718
Expenses$4,821
Net Income$1,897
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD F KLEINTrustee-$0--
JAMES M KLEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rev John G Klein Scholarship
EIN
36-4335676
Phone
8476961798
Address
C/O R KLEIN 415 GRAND BLVD, PARK RIDGE, IL 60068-3432

Signing Officer

Name
Richard Klein
Title
Trustee
Phone
3128453000
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Chapman and Cutler Llp
Address
111 W MONROE FL 18, CHICAGO, IL 60603-4099
Preparer
Terry Skworch
Phone
3128453000
Raw XML Appendix382 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/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253702
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03015
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03015
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03015
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD KLEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0507 N WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARK RIDGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0600683432
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08476961798
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST AGNES OF BOHEMIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02651 S CENTRAL PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060623
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03015
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0501
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03015
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0501
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01316
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CHAPMAN & CUTLER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0994
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0994
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT DUE TO ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0784
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JPMORGAN CHASE INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0784
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/Amt217
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt115
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt217
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03128453000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REV JOHN G KLEIN SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REVJ
ReturnHeader/Filer/EIN0364335676
ReturnHeader/Filer/PhoneNum08476961798
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O R KLEIN 415 GRAND BLVD
ReturnHeader/Filer/USAddress/CityNm0PARK RIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600683432
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CECB654563EECE670557ACA3E883068CF2F97D7E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CECB654563EECE670557ACA3E883068CF2F97D7E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.207.212.117
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:04:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362153731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAPMAN AND CUTLER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 W MONROE FL 18
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606034099
ReturnHeader/PreparerPersonGrp/PhoneNum03128453000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY SKWORCH
ReturnHeader/ReturnTs02018-05-09T10:04:48-05:00
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
$73,385
Liabilities
$0
Net assets
$73,385
Revenue
$6,718
Expenses
$4,821
Net income
$1,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$8.24$89.1$80.9
2021Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$6.14$5.76$0.38
2020Detailed filing. Detailed filing data is available for this year.$78.9$0.00$78.9$3.33$4.68$1.35
2017Detailed filing. Detailed filing data is available for this year.$73.4$0.00$73.4$6.72$4.82$1.90
2016Detailed filing. Detailed filing data is available for this year.$71.5$0.00$71.5$6.38$4.65$1.73
2015Detailed filing. Detailed filing data is available for this year.$69.8$0.00$69.8$3.02$3.71$0.69
2014Detailed filing. Detailed filing data is available for this year.$70.5$0.00$70.5$4.81$3.81$1.00
2013Detailed filing. Detailed filing data is available for this year.$69.5$0.00$69.5$6.21$3.80$2.42
2012Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$3.79
2011Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$4.00
2010Detailed filing. Detailed filing data is available for this year.$66.6$0.00$66.6$4.46