Civic Intelligence

Rice Foundation

990PF • Fiscal year 2018 • EIN 36-6043160

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 01, 2019

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.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$301,372

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

49th percentile

2.4%

Faster asset growth than 49% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

85%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$70,408,232

Up $1,659,395 (+2.4%) from 2017

Net Assets

Up

$70,408,232

Up $1,659,395 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin83rd percentile

Revenue

Up

$6,068,972

Up $2,780,898 (+85%) from 2017

Expenses

Down

$4,082,307

Down $32,531 (-0.8%) from 2017

Net Income

Up

$1,986,665

Up $2,813,429 (+340%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2018

Assets$70,408,232
Liabilities$0
Net Assets$70,408,232
Open 2018 Filing

Operations Trend

Revenue Growth93rd 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

2018

Revenue$6,068,972
Expenses$4,082,307
Net Income$1,986,665
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter G NolanPresidentFT$244,560$56,812$301,372
Robin G NolanVice PresidentFT$87,642$46,404$134,046
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
2019-06-01
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/Rt50.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt60.0318
DepreciationSchedule/DepreciationPropertyGrp/Rt70.0318
DepreciationSchedule/DepreciationPropertyGrp/Rt80.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt90.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt100.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt110.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt120.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt130.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt140.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt150.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt160.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt170.0303
DepreciationSchedule/DepreciationPropertyGrp/Rt180.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt190.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt200.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt210.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt220.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt230.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt240.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt250.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt260.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt270.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt280.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt290.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt300.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt310.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt320.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt330.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt340.1333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Allianzgi Convertible C #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Eaton Vance LMT Duration D #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Manhattan Redeemable Notes #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3MS Trigger Jump Note #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt175000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21000000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt186398
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2824200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt032415705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111021343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28112373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt031528627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113517518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29809326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Morgan Stanley #050312 - Advisor
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Morgan Stanley #050313 - Santa Barbara
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Morgan Stanley #050318 - Hedged
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt07202667
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt07202667
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt08669569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05332541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Oil and Gas Properties
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Nuveen High Income December #050304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Nuveen High INcome 2023 #050304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01063308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11085000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt01570359
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02911321
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt04969
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0105463
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/RelatedOrExemptFunctionIncmAmt031074
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt11359620
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt2-15984
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt3-4983
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05961839
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05961839
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt015465
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt062657
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt078122
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03157651
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02911321
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0301465
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0133953
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0435418
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02684400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02684400
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt031999
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt078372
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01570359
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01570359
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01570359
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01986665
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0212596
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0212596
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0212596
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015617649
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt04969
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04969
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04969
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02911321
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05275169
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0105463
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt050896
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt016965
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt067863
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt094235
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt022663
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0116898
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt019103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt085441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0104544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01369727

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,408,232
Liabilities
$0
Net assets
$70,408,232
Revenue
$6,068,972
Expenses
$4,082,307
Net income
$1,986,665
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