Civic Intelligence

Robert a Stein Family Foundation

990PF • Fiscal year 2016 • EIN 36-4390437

Jan 01, 2016 to Dec 31, 2016 • Filed on May 22, 2017

Organization Profile
990 North Lake Shore Drive No 7AChicago, IL 60611

(612) 625-3047

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

4.4%

Faster asset growth than 58% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$63,964

Up $5,262 (+9.0%) from 2014

Net Assets

Up

$63,964

Up $5,262 (+9.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

Up

$4,332

Up $1,306 (+43%) from 2014

Expenses

Down

$1,125

Down $1,175 (-51%) from 2014

Net Income

Up

$3,207

Up $2,481 (+342%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2016

Assets$63,964
Liabilities$0
Net Assets$63,964
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$4,332
Expenses$1,125
Net Income$3,207
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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 NO 7A, CHICAGO, IL 60611

Signing Officer

Name
Robert Stein
Title
President
Phone
6126253047
Signed
2017-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Bergankdv Ltd
Address
3800 AMERICAN BLVD WEST SUITE 1000, MINNEAPOLIS, MN 55431-4420
Preparer
David B Campbell CPA
Phone
9525636800
Raw XML Appendix319 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0925
DistributionFromCorpusElection/ElectionDesc0THE ROBERT A STEIN FAMILY FOUNDATION, HEREBY ELECTS TO TREAT THE QUALIFYING DISTRIBUTIONS OF $1,585 MADE DURING THE 2013 CALENDAR YEAR, AS DISTRIBUTIONS OUT OF CORPUS.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A STEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SANDRA H STEIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt0137
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01624
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03198
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt037
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt075
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt038
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL SEC. OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06126253047
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-22
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 NO 7A
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D0BA0110D428B54E70916EA6AD2E6BBD2C44924F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D3C16C6D0C5F3BD65490E4D6AD2F1A4E3D6B5CB1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.25.153.169
ReturnHeader/FilingSecurityInformation/IPDt02017-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:04:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411431613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGANKDV LTD
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/PreparationDt02017-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B CAMPBELL CPA
ReturnHeader/ReturnTs02017-06-26T14:13:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,964
Liabilities
$0
Net assets
$63,964
Revenue
$4,332
Expenses
$1,125
Net income
$3,207
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