Civic Intelligence

Rice Foundation

990PF • Fiscal year 2019 • EIN 36-6043160

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 10, 2020

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

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

10th percentile

-32%

Higher net margin than 10% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$353,663

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

20th percentile

-1.5%

Faster asset growth than 20% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$69,337,978

Down $1,070,254 (-1.5%) from 2018

Net Assets

Down

$69,337,978

Down $1,070,254 (-1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin10th percentile

Revenue

Down

$3,499,244

Down $2,569,728 (-42%) from 2018

Expenses

Up

$4,603,089

Up $520,782 (+13%) from 2018

Net Income

Down

-$1,103,845

Down $3,090,510 (-156%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$69,337,978
Liabilities$0
Net Assets$69,337,978
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$3,499,244
Expenses$4,603,089
Net Income-$1,103,845
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter NolanPresidentFT$251,904$101,759$353,663
Christine B NolanVice PresidentFT$75,036-$75,036
Robin G NolanVice PresidentFT$40,843-$40,843
Cori NolanVice PresidentPT$0--
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 Nolan
Title
President
Signed
2020-10-10
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/PropertyDesc3FLUORESCENT LIGHTING FIXT
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc68236 FAIRVIEW BUILDING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc128446 FAIRVIEW BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc138446 FAIRVIEW - NEW ROOF
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc148447 FAIRVIEW NEW SIDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc158468 FAIRVIEW BUILDING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc178468 PRESSURE TANK/PIPING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc198468 NEW ROOF
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc208468 NEW SIDING/SOFFIT/FA
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc238468 Fairview - carpet
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc338446 Fairview - Impr
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DepreciationSchedule/DepreciationPropertyGrp/Rt170.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt180.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt190.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt200.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt210.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt220.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt230.1333
DepreciationSchedule/DepreciationPropertyGrp/Rt240.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt250.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt260.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt270.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt280.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt290.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt300.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt310.1333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Eaton Vance LMT Duration D #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Manhattan Redeemable Notes #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2MS Trigger Jump Note #050304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt175000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21000000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt190729
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2999700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt031944120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111577817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28769706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt034568751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117918793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210944472
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/BookValueAmt2833073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Oil and Gas Properties
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Nuveen High INcome 2023 #050304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MSIF ULTRA SHORT INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01063308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11085000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2833865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt01638019
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01143532
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt04427
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0101744
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Carlyle Energy (Hedged)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Morgan Stanley #050312
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Net Oil Royalties
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3Westminster Fund VI Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4Westminster Fund VII Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd215
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt05841
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt113401
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt2484492
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt3-14474
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt49815
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03386797
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03386797
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014957
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt061385
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt076342
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01856637
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01143532
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0323992
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0145550
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0469542
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03179800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03179800
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt031218
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt077094
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01638019
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01638019
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01638019
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1103845
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0214191
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0214191
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0214191
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07284750
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt04427
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04427
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04427
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01143532
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02153815
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0101744
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt037876
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt08259
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt046134
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt043352
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt023344
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt066696
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt019964
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt091726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0111690
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0499075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0333307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0333307
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt090367
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt042894
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0133260
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0108487
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0108487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01856637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03710861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0846354

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,337,978
Liabilities
$0
Net assets
$69,337,978
Revenue
$3,499,244
Expenses
$4,603,089
Net income
-$1,103,845
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