Civic Intelligence

Robert a Stein Family Foundation

EIN 36-4390437 • Chicago, IL

990 North Lake Shore Drive 7AChicago, IL 60611
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2023

Net Margin

11th percentile

-97%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

784%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $99,881 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $99,881 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$100,484

Up $89,122 (+784%) from 2022

Expenses

Up

$198,364

Up $189,209 (+2067%) from 2022

Net Income

Down

-$97,880

Down $100,087 (-4535%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $58,702Liabilities 2014: $0Net Assets 2014: $58,7022014Assets 2016: $63,964Liabilities 2016: $0Net Assets 2016: $63,9642016Assets 2017: $67,249Liabilities 2017: $0Net Assets 2017: $67,2492017Assets 2018: $68,283Liabilities 2018: $0Net Assets 2018: $68,2832018Assets 2019: $68,390Liabilities 2019: $0Net Assets 2019: $68,3902019Assets 2020: $94,064Liabilities 2020: $0Net Assets 2020: $94,0642020Assets 2021: $97,674Liabilities 2021: $0Net Assets 2021: $97,6742021Assets 2022: $99,881Liabilities 2022: $0Net Assets 2022: $99,8812022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2014: $3,026Expenses 2014: $2,300Net Income 2014: $7262014Revenue 2016: $4,332Expenses 2016: $1,125Net Income 2016: $3,2072016Revenue 2017: $4,410Expenses 2017: $1,125Net Income 2017: $3,2852017Revenue 2018: $12,680Expenses 2018: $11,646Net Income 2018: $1,0342018Revenue 2019: $7,788Expenses 2019: $7,681Net Income 2019: $1072019Revenue 2020: $33,006Expenses 2020: $7,332Net Income 2020: $25,6742020Revenue 2021: $11,268Expenses 2021: $7,658Net Income 2021: $3,6102021Revenue 2022: $11,362Expenses 2022: $9,155Net Income 2022: $2,2072022Revenue 2023: $100,484Expenses 2023: $198,364Net Income 2023: -$97,8802023

Highlighted filing

2023

Revenue$100,484
Expenses$198,364
Net Income-$97,880
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$100,484
Expenses
$198,364
Net income
-$97,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.00$1.98$0.98
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.11$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.11$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.33$0.07$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.08$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.13$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.01$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.04$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.03$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Oct 30, 2023
Signed
Jul 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A STEINDirector-$0--
SANDRA H STEINDirector-$0--
LINDA S STEINDirector-$0--
LAURA A STEINDirector-$0--
KAREN STEIN O'BOYLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert a Stein Family Foundation
EIN
36-4390437
Phone
6126253047
Address
990 NORTH LAKE SHORE DRIVE 7A, CHICAGO, IL 60611

Signing Officer

Name
Robert Stein
Title
President
Phone
6126253047
Signed
2024-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
3800 AMERICAN BLVD WEST SUITE 1000, MINNEAPOLIS, MN 55431-4420
Preparer
David T Henderson CPA
Phone
9525636800
Raw XML Appendix320 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055422
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT STEIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06126253047
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ANY REASONABLE FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT A STEIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06126253047
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06005 MANCHESTER DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GOLDEN VALLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055422
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT A STEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0193246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY SUPPORT TO DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND - ROBERT A STEIN FAMILY CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06005 MANCHESTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GOLDEN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055422
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0193246
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/AppliedToCurrentYearAmt04959
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09134
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0183271
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0183271
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0197364
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0183271
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0183271
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09134
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES RELATED TO DISSOLUTION
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03453
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03453
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0A RESOLUTION OF DISSOLUTION WAS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS ON SEPTEMBER 15, 2023. THE PLAN OF DISSOLUTION WAS APPROVED BY THE OFFICE OF THE ATTORNEY GENERAL OF THE STATE OF ILLINOIS ON OCTOBER 30,2023. ACCORDING TO THE JOINT WRITTEN CONSENT OF THE MEMBERS AND DIRECTORS, ALL REMAINING PROPERTIES AND ASSETS OF THE FOUNDATION, IF ANY, EITHER IN CASH AND/OR IN KIND, ARE TO BE DISTRIBUTED TO THE SCHWAB ROBERT A. STEIN CHARITABLE FUND. THE FOUNDATION TRANSFERRED $185,246 TO SCHWAB ROBERT A. STEIN CHARITABLE FUND IN SEPTEMBER 2023 AND AN ADDITIONAL $8,000 IN OCTOBER 2023. THE FOUNDATION HAS $2,000 OF REMAINING CASH TO PAY THE TAX DUE WITH THE FINAL FORM 990-PF, AS WELL AS ANY ADDITIONAL OUTSTANDING LIABILITIES THAT MAY ARISE. ANY CASH REMAINING AFTER THE SATISFACTION OF ALL OTHER LIABILITIES WILL BE PAID OUT AS A FINAL GRANT IN ACCORDANCE WITH THE PLAN OF DISSOLUTION, TO THE SCHWAB ROBERT A. STEIN CHARITABLE FUND.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02001
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FUNDS HELD TO PAY OUTSTANDING LIABILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06126253047
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT A STEIN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0364390437
ReturnHeader/Filer/PhoneNum06126253047
ReturnHeader/Filer/USAddress/AddressLine1Txt0990 NORTH LAKE SHORE DRIVE 7A
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 AMERICAN BLVD WEST SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554314420
ReturnHeader/PreparerPersonGrp/PhoneNum09525636800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID T HENDERSON CPA
ReturnHeader/ReturnTs02024-07-16T00:14:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEIN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-10-30
ReturnHeader/TaxYr02023

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