Civic Intelligence

Bucksbaum Family Foundation

990 • Fiscal year 2013 • EIN 36-4341914

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization ProfileNA
30 South Wells No 404960606
Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

15th percentile

-5.6%

Faster asset growth than 15% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$5,107,595

Down $303,882 (-5.6%) from 2012

Net Assets

Down

$5,103,095

Down $303,982 (-5.6%) from 2012

Liabilities

Up

$4,500

Up $100 (+2.3%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$304,510

Down $25,283 (-7.7%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $5,411,477Liabilities 2012: $4,400Net Assets 2012: $5,407,0772012Assets 2013: $5,107,595Liabilities 2013: $4,500Net Assets 2013: $5,103,0952013Assets 2014: $5,144,639Liabilities 2014: $4,925Net Assets 2014: $5,139,7142014Assets 2015: $4,728,473Liabilities 2015: $4,500Net Assets 2015: $4,723,9732015Assets 2016: $4,223,759Liabilities 2016: $4,630Net Assets 2016: $4,219,1292016Assets 2017: $4,261,101Liabilities 2017: $4,919Net Assets 2017: $4,256,1822017Assets 2018: $4,239,560Liabilities 2018: $4,750Net Assets 2018: $4,234,8102018Assets 2019: $4,018,104Liabilities 2019: $4,890Net Assets 2019: $4,013,2142019Assets 2020: $3,850,212Liabilities 2020: $4,890Net Assets 2020: $3,845,3222020Assets 2021: $4,423,566Liabilities 2021: $44,890Net Assets 2021: $4,378,6762021Assets 2022: $3,752,260Liabilities 2022: $4,950Net Assets 2022: $3,747,3102022Assets 2023: $3,700,186Liabilities 2023: $5,000Net Assets 2023: $3,695,1862023Assets 2024: $4,530,930Liabilities 2024: $5,045Net Assets 2024: $4,525,8852024Assets 2025: $4,096,969Liabilities 2025: $4,975Net Assets 2025: $4,091,9942025

Highlighted filing

2013

Assets$5,107,595
Liabilities$4,500
Net Assets$5,103,095
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $329,7932012Expenses 2013: $304,5102013Revenue 2014: -$2,252Expenses 2014: $344,935Net Income 2014: -$347,1872014Revenue 2015: $245,997Expenses 2015: $461,142Net Income 2015: -$215,1452015Revenue 2016: $78,855Expenses 2016: $362,366Net Income 2016: -$283,5112016Revenue 2017: $109,739Expenses 2017: $361,007Net Income 2017: -$251,2682017Revenue 2018: $412,772Expenses 2018: $364,441Net Income 2018: $48,3312018Revenue 2019: $188,189Expenses 2019: $365,784Net Income 2019: -$177,5952019Revenue 2020: $217,255Expenses 2020: $365,252Net Income 2020: -$147,9972020Revenue 2021: $229,532Expenses 2021: $408,451Net Income 2021: -$178,9192021Revenue 2022: $305,624Expenses 2022: $325,412Net Income 2022: -$19,7882022Revenue 2023: $87,378Expenses 2023: $362,948Net Income 2023: -$275,5702023Revenue 2024: $707,282Expenses 2024: $345,430Net Income 2024: $361,8522024Revenue 2025: $614,825Expenses 2025: $768,697Net Income 2025: -$153,8722025

Highlighted filing

2013

Revenue-
Expenses$304,510
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$528
Mission and Program Overview

Mission

The foundation was organized to foster, promote, support, develop, encourage and maintain charitable activities and vital human and educational services as authorized in its by-laws and the charter of the jewish federation of metropolitan chicago.

Filing and Contact Details

Filer

EIN
36-4341914
Raw XML AppendixShowing 400 of 1,025 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0Bucksbaum Family Foundation (the Foundation) is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2013, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0Description of Uncertain Tax Positions Under FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0Part X, Line 2:
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Schedule I, Part I, Line 2: Foundation staff perform due diligence on all organizations seeking grants from the Foundation and review grant compliance each year.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Procedure for Monitoring Grants in the U.S.:
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IRS990ScheduleI/RecipientTable/PurposeOfGrant1General Operating Support
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. Steven Nasatir became fully vested in this benefit during 2012 and as a result, $116,876 has been included on the Form 990 as compensation in Part VII and Schedule J. This $116,876 was not paid to Dr. Nasatir in 2012, but it instead represents the present value of the future stream of payments due under this agreement. Per IRS guidelines, the present value of the annuity is taxable the year in which vesting occurs. On a cash basis, Dr. Nasatir did not receive any payments from this arrangement in 2012. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. These benefits are payable to him only for as long as he lives. There are no guaranteed payment amounts and no survivor benefits at his death. In 2012, Steven Nasatir received payments of $68,832 from the first supplemental non-qualified retirement plan. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year beginning in 2018 and lasting for ten years.
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IRS990ScheduleO/GeneralExplanation/Explanation0Carolyn Bucksbaum and John Bucksbaum have a family relationship.
IRS990ScheduleO/GeneralExplanation/Explanation1The by-laws stipulate that members of the Foundation are divided into three classes: the donor member, the publicly supported organization member, which is the Jewish Federation of Metropolitan Chicago, and the independent member. The by-laws stipulate that the initial independent member be chosen by the publicly supported organization member and that any successor independent member is subject to the consent and approval of the publicly supported organization member. Furthermore, no person who is a "disqualified person" as such term is defined in Section 4946 of the code (or the corresponding provisions of any future United States internal revenue statute) shall qualify as an independent member.
IRS990ScheduleO/GeneralExplanation/Explanation2The board of directors consists of 5 total persons, 1 of whom is elected by the donor member, 1 of whom is elected by the independent member, and 3 of whom are elected by the publicly supported organization member pursuant to its established procedures.
IRS990ScheduleO/GeneralExplanation/Explanation3The voting members of the governing body reviewed the Form 990 prior to filing with the IRS.
IRS990ScheduleO/GeneralExplanation/Explanation4A conflict of interest questionnaire is circulated to all board members on a regular basis. This process is managed by the foundation's secretary who ensures that all questionnaires are completed. The completed questionnaires are reviewed and any conflicts are disclosed to the board of directors. If a director does have a conflict of interest or business relationship, he or she is required to abstain from votes related to that matter.
IRS990ScheduleO/GeneralExplanation/Explanation5The organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year upon request.
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1730 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1830 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1930 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11030 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11130 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11230 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11330 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11430 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11530 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11630 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11730 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11830 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11930 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12030 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12130 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12230 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12330 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12430 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12530 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12630 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12730 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12830 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine129150 North Wacker Drive Suite 2320
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13030 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13130 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13271 S Wacker Drive Ste 4600
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13330 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13430 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13530 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13630 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13730 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13830 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13930 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14030 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14130 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14230 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14330 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14430 South Wells Suite 4049
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City6Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City7Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City8Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City9Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City10Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City11Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City12Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City13Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City14Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City15Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City16Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City17Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City18Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City19Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City20Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City21Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City22Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City23Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City24Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City25Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City26Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City27Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City28Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City29Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City30Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City31Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City32Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City33Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City34Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City35Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City36Chicago
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City37Chicago

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,107,595
Liabilities
$4,500
Net assets
$5,103,095
Revenue
-
Expenses
$304,510
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.09$0.61$0.77$0.15
2024Detailed filing. Detailed filing data is available for this year.$4.53$0.01$4.53$0.71$0.35$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.70$0.01$3.70$0.09$0.36$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.31$0.33$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.04$4.38$0.23$0.41$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.22$0.37$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.01$0.19$0.37$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.23$0.41$0.36$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.11$0.36$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.08$0.36$0.28
2015Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.72$0.25$0.46$0.22
2014Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.00$0.34$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.00$5.10$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.00$5.41$0.33