Civic Intelligence

Rice Foundation

990PF • Fiscal year 2017 • EIN 36-6043160

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

Organization Profile

View Organization Page

8600 Gross Point RdSkokie, IL 60077

(847) 581-9999

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

9th percentile

-25%

Higher net margin than 9% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$301,955

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

22nd percentile

-0.7%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-9.1%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$68,748,837

Down $450,814 (-0.7%) from 2016

Net Assets

Down

$68,748,837

Down $448,189 (-0.6%) from 2016

Liabilities

Down

$0

Down $2,625 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin9th percentile

Revenue

Down

$3,288,074

Down $329,364 (-9.1%) from 2016

Expenses

Down

$4,114,838

Down $992,137 (-19%) from 2016

Net Income

Up

-$826,764

Up $662,773 (+44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$80M$60M$40M$20M$0Assets 2016: $69,199,651Liabilities 2016: $2,625Net Assets 2016: $69,197,0262016Assets 2017: $68,748,837Liabilities 2017: $0Net Assets 2017: $68,748,8372017Assets 2018: $70,408,232Liabilities 2018: $0Net Assets 2018: $70,408,2322018Assets 2019: $69,337,978Liabilities 2019: $0Net Assets 2019: $69,337,9782019Assets 2020: $69,296,504Liabilities 2020: $0Net Assets 2020: $69,296,5042020Assets 2021: $70,296,665Liabilities 2021: $0Net Assets 2021: $70,296,6652021Assets 2022: $67,274,147Liabilities 2022: $0Net Assets 2022: $67,274,1472022Assets 2023: $66,938,151Liabilities 2023: $0Net Assets 2023: $66,938,1512023Assets 2024: $67,349,517Liabilities 2024: $0Net Assets 2024: $67,349,5172024

Highlighted filing

2017

Assets$68,748,837
Liabilities$0
Net Assets$68,748,837
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$10M$5.0M$0-$5.0MRevenue 2016: $3,617,438Expenses 2016: $5,106,975Net Income 2016: -$1,489,5372016Revenue 2017: $3,288,074Expenses 2017: $4,114,838Net Income 2017: -$826,7642017Revenue 2018: $6,068,972Expenses 2018: $4,082,307Net Income 2018: $1,986,6652018Revenue 2019: $3,499,244Expenses 2019: $4,603,089Net Income 2019: -$1,103,8452019Revenue 2020: $4,899,179Expenses 2020: $4,961,477Net Income 2020: -$62,2982020Revenue 2021: $6,874,210Expenses 2021: $5,570,923Net Income 2021: $1,303,2872021Revenue 2022: $3,723,811Expenses 2022: $6,997,918Net Income 2022: -$3,274,1072022Revenue 2023: $4,740,622Expenses 2023: $4,851,757Net Income 2023: -$111,1352023Revenue 2024: $5,823,601Expenses 2024: $5,221,552Net Income 2024: $602,0492024

Highlighted filing

2017

Revenue$3,288,074
Expenses$4,114,838
Net Income-$826,764
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 Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter G NolanPresidentFT$237,432$64,523$301,955
Robin G NolanVice PresidentFT$83,088$53,267$136,355
Filing and Contact Details

Filer

Filer Name
Rice Foundation
EIN
36-6043160
Phone
8475819999
Address
8600 Gross Point Rd, Skokie, IL 60077

Signing Officer

Name
Peter G Nolan
Title
President
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Lerman Sweeney & Co LLP
Address
5215 Old Orchard Road Ste 525, Skokie, IL 60077-1035
Preparer
Peter A Sweeney
Phone
8479666696
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc98236 FAIRVIEW BUILDING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc168446 FAIRVIEW BUILDING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc288468 Fairview - carpet
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc388446 Fairview - Impr
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DepreciationSchedule/DepreciationPropertyGrp/Rt100.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt110.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt120.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt130.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt140.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt150.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt160.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt170.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt180.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt190.0303
DepreciationSchedule/DepreciationPropertyGrp/Rt200.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt210.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt220.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt230.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt240.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt250.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt260.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt270.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt280.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt290.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt300.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt310.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt320.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt330.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt340.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt350.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt360.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt370.0667
DepreciationSchedule/DepreciationPropertyGrp/Rt380.0106
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Allianzgi Convertible C #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Eaton Vance LMT Duration D #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Restricted Celtic Debentures #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Manhattan Redeemable Notes #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MS Trigger Jump Note
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0300000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt175000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt275000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31000000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0150000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt137500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt293941
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt032800112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110304878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25479469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt037802569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114259985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27171384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Morgan Stanley #050312 - Advisor
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Morgan Stanley #050313 - Santa Barbara
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Morgan Stanley #050318 - Hedged
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt07209567
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt07209567
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt08676462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05332541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Oil and Gas Properties
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Nuveen High Income December #050304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01063308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14955000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt01629725
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01203529
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02160
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt092999
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Morgan Stanley #050312
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Net Oil Royalties
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Other
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3Westminster Fund VI Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4Westminster Fund VII Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd21
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt029198
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1245961
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt265
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt3-15676
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt4-15595
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03172366
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03172366
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014323
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt061003
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt075326
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02111219
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01203529
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0303893
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0134418
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0438310
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02784400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02784400
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt031203
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt077528
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01629725
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01629725
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01629725
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-826764
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0208707
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0208707
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0208707
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05012321
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01203529
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02511638
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt092999
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt026674
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt038891
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt012964
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt051855
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt040856
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt062856
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015783

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,748,837
Liabilities
$0
Net assets
$68,748,837
Revenue
$3,288,074
Expenses
$4,114,838
Net income
-$826,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$5.82$5.22$0.60
2023Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$4.74$4.85$0.11
2022Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$3.72$7.00$3.27
2021Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$6.87$5.57$1.30
2020Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$4.90$4.96$0.06
2019Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$3.50$4.60$1.10
2018Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$6.07$4.08$1.99
2017Detailed filing. Detailed filing data is available for this year.$68.7$0.00$68.7$3.29$4.11$0.83
2016Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$3.62$5.11$1.49