Civic Intelligence

The H Foundation

990 • Fiscal year 2016 • EIN 36-4461974

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

60 S Lagrange RoadLagrange, IL 60525

(708) 352-5240

Siviq Scores

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

Liabilities / Assets

57th percentile

0.07x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

34th percentile

-2.2%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

19th percentile

-8.2%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$57,631

Down $5,121 (-8.2%) from 2015

Net Assets

Down

$53,604

Down $9,148 (-15%) from 2015

Liabilities

Up

$4,027

Up $4,027 from 2015

Revenue

Down

$410,967

Down $57,465 (-12%) from 2015

Expenses

Down

$420,115

Down $51,164 (-11%) from 2015

Net Income

Down

-$9,148

Down $6,301 (-221%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $106,810Liabilities 2011: $49,431Net Assets 2011: $57,3792011Assets 2013: $176,010Liabilities 2013: $125,000Net Assets 2013: $51,0102013Assets 2014: $71,272Liabilities 2014: $5,673Net Assets 2014: $65,5992014Assets 2015: $62,752Liabilities 2015: $0Net Assets 2015: $62,7522015Assets 2016: $57,631Liabilities 2016: $4,027Net Assets 2016: $53,6042016Assets 2017: $66,558Liabilities 2017: $7,441Net Assets 2017: $59,1172017Assets 2018: $42,080Liabilities 2018: $1,705Net Assets 2018: $40,3752018Assets 2019: $40,138Liabilities 2019: $5,810Net Assets 2019: $34,3282019Assets 2020: $101,120Liabilities 2020: $1,146Net Assets 2020: $99,9742020Assets 2021: $24,089Liabilities 2021: $0Net Assets 2021: $24,0892021Assets 2022: $116,640Liabilities 2022: $6,634Net Assets 2022: $110,0062022Assets 2023: $64,185Liabilities 2023: $5,547Net Assets 2023: $58,6382023Assets 2024: $625,411Liabilities 2024: $528,950Net Assets 2024: $96,4612024

Highlighted filing

2016

Assets$57,631
Liabilities$4,027
Net Assets$53,604

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $390,2352011Revenue 2013: $302,340Expenses 2013: $230,289Net Income 2013: $72,0512013Revenue 2014: $337,411Expenses 2014: $322,822Net Income 2014: $14,5892014Revenue 2015: $468,432Expenses 2015: $471,279Net Income 2015: -$2,8472015Revenue 2016: $410,967Expenses 2016: $420,115Net Income 2016: -$9,1482016Revenue 2017: $499,284Expenses 2017: $493,771Net Income 2017: $5,5132017Revenue 2018: $509,132Expenses 2018: $527,874Net Income 2018: -$18,7422018Revenue 2019: $602,696Expenses 2019: $608,743Net Income 2019: -$6,0472019Revenue 2020: $187,553Expenses 2020: $121,907Net Income 2020: $65,6462020Revenue 2021: $235,977Expenses 2021: $311,862Net Income 2021: -$75,8852021Revenue 2022: $922,818Expenses 2022: $830,834Net Income 2022: $91,9842022Revenue 2023: $683,199Expenses 2023: $734,567Net Income 2023: -$51,3682023Revenue 2024: $770,386Expenses 2024: $732,563Net Income 2024: $37,8232024

Highlighted filing

2016

Revenue$410,967
Expenses$420,115
Net Income-$9,148
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$707,212
Mission and Program Overview

Mission

The h foundation was established to raise funds for basic science cancer research, supporting the early, novel ideas that may lead research teams to obtain additional grants and advancements in the fight against cancer.

The h foundation was established to raise funding for basic science cancer research projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$57,752$54,131▼ $3,621
Total Assets$62,752$57,631▼ $5,121
Other Assets Total$5,000$3,500▼ $1,500
Liabilities
Accounts Payable and Accrued Expenses$0$4,027▲ $4,027
Total Liabilities$0$4,027▲ $4,027
Net Assets / Fund Balance
Unrestricted Net Assets$62,752$53,604▼ $9,148
Total Net Assets Fund Balance$62,752$53,604▼ $9,148
Total Liabilities and Net Assets / Fund Balance$62,752$57,631▼ $5,121

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,500--
Compensation and Service Providers

Board Members and Trustees

NameTitle
John G RotPresident
Michael LapidusVice President
Dan ChoppDirector
Elizabeth Van HoltDirector
Jeff ThilgenDirector
Joe SnyderDirector
Julie HollowayDirector
Kate HarkenDirector
Mark ShaplandSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$275,254
Program Service Revenue
$0
Investment Income
$355
Other Revenue
$135,358
Change in Net Assets
$-9,148

Audited Revenue Reconciliation

Revenue per Audited Statements
$410,967
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$312,445
Total Revenue per Audited Statements
$723,412
Total Revenue per Form 990
$410,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$330,000
Other Expenses$90,115
Total Fundraising Expense$8,324
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$330,000--$330,000
Fees for Services Management-$64,992-$64,992
Office Expenses-$2,336$7,614$9,950
Fees for Services Accounting-$5,628-$5,628
Insurance-$2,615-$2,615
Conferences and Meetings-$2,111-$2,111
Information Technology-$2,013-$2,013
Fees for Services Other-$700$710$1,410
Other Expenses-$977-$977
Advertising-$419-$419
Total Functional Expenses$330,000$81,791$8,324$420,115

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$732,560
Expenses per Audited Statements$420,115
Total Expenses per Form 990$420,115
Expenses Not Reported on Form 990$312,445
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northwestern University - Robert H Lurie Cancer CenterChicago, IL501(c)(3)Cancer Research$330,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$431,603
Fundraising Direct Expenses$296,245
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$706,857$431,603$133,548$298,055
Total Events$706,857$431,603$296,245$135,358
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
Yes
Backup withholding compliance
Yes
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 B, Line 11B

The organization reviews the form 990 prepared by its outside accountants before it is filed.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents and financial statements available to the public upon request.

Form 990, Part VI, Section A, Line 1A

The executive committee, comprised of the officer of the organization, are the voting members of the board.

Filing and Contact Details

Filer

Filer Name
The H Foundation
EIN
36-4461974
Phone
7083525240
Address
60 S LAGRANGE ROAD, LAGRANGE, IL 60525

Signing Officer

Name
John G Rot
Title
President
Phone
7083525240
Signed
2017-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John G Rot
Formed
2001
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
110

Preparer

Firm
Fgmk LLC
Address
2801 LAKESIDE DRIVE 3RD FLOOR, BANNOCKBURN, IL 60015
Preparer
Patrick Ryan
Phone
8473740400
Supplemental Narrative

Additional Explanations

990, Part XI, Line 2C

Board of directors reviews financial statements and tax return. Same process as prior years.

Financial Statement Notes

PART XI, LINE 2D:

Fundraising expenses netted against fundraising revenue

PART XII, LINE 2D:

Fundraising expenses netted against fundraising revenue

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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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IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt03168109
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0706857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0705818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0613301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0578566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0563567
IRS990ScheduleA/Total509Grp/TotalAmt03168109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0707212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0705933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0613461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0581396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0563716
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03171718
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt016200
IRS990ScheduleD/DonatedServicesUseFcltsAmt016200
IRS990ScheduleD/ExpensesNotReportedAmt0312445
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0420115
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherExpensesIncludedAmt0296245
IRS990ScheduleD/OtherRevenueAmt0296245
IRS990ScheduleD/RevenueNotReportedAmt0312445
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0410967
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03500
IRS990ScheduleD/TotalExpensesPerForm990Amt0420115
IRS990ScheduleD/TotalRevenuePerForm990Amt0410967
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0723412
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0732560
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0275254
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0275254
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0296245
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt036434
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt036434
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0706857
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0706857
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0431603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0431603
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0135358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0133548
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0133548
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0121263
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0121263
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0330000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CANCER RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTHWESTERN UNIVERSITY - ROBERT H LURIE CANCER CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0675 N ST CLAIRE 21ST FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060611
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS THE FORM 990 PREPARED BY ITS OUTSIDE ACCOUNTANTS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE, COMPRISED OF THE OFFICER OF THE ORGANIZATION, ARE THE VOTING MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS REVIEWS FINANCIAL STATEMENTS AND TAX RETURN. SAME PROCESS AS PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990, PART XI, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt062752
IRS990/TotalAssetsEOYAmt057631
IRS990/TotalAssetsGrp/BOYAmt062752
IRS990/TotalAssetsGrp/EOYAmt057631
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0275254
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08324
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081791
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0330000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0420115
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt04027
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04027
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt062752
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053604
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0330000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0135713
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0410967
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0110
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062752
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt057631
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt062752
IRS990/UnrestrictedNetAssetsGrp/EOYAmt053604
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060 S LAGRANGE RD
IRS990/USAddress/CityNm0LAGRANGE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060525
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.HFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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