Civic Intelligence

Rice Foundation

990PF • Fiscal year 2021 • EIN 36-6043160

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

60th percentile

19%

Higher net margin than 60% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$354,735

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

22nd percentile

1.4%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

40%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$70,296,665

Up $1,000,161 (+1.4%) from 2020

Net Assets

Up

$70,296,665

Up $1,000,161 (+1.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin60th percentile

Revenue

Up

$6,874,210

Up $1,975,031 (+40%) from 2020

Expenses

Up

$5,570,923

Up $609,446 (+12%) from 2020

Net Income

Up

$1,303,287

Up $1,365,585 (+2192%) from 2020

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

2021

Assets$70,296,665
Liabilities$0
Net Assets$70,296,665
Open 2021 Filing

Operations Trend

Revenue Growth74th 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

2021

Revenue$6,874,210
Expenses$5,570,923
Net Income$1,303,287
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter NolanPresidentFT$267,264$87,471$354,735
Christine NolanVice PresidentFT$84,888-$84,888
Richard T SchroederTreasurer-$0--
Cori NolanVice PresidentPT$0--
Barbara Whitney CarrDirector-$0--
Marshall Field VDirector-$0--
Robin NolanDirector-$0--
David J Winchester MDDirector-$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
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Lerman Sweeney & Co LLP
Address
5215 Old Orchard Road Ste 525, Skokie, IL 60077
Preparer
Peter A Sweeney
Phone
8479666696
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc58236 FAIRVIEW BUILDING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc98446 FAIRVIEW BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc108446 FAIRVIEW - NEW ROOF
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc178468 NEW SIDING/SOFFIT/FA
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InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land
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InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt08669568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05332541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Oil and Gas Properties
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Nuveen High INcome 2023 #050304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01063308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1998000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt01803457
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03821264
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt022366
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0109595
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Carlyle Energy (Hedged)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Morgan Stanley #050312
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Net Oil Royalties
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3PE Premier Blackstone Energy
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4Westminster Fund VI Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5Westminster Fund VII Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-1521
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-4924
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd215
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01009876
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1-11179
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt211698
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-6445
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06767077
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06760632
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011876
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt025785
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt037662
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02194119
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03821264
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0297729
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0141894
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0439623
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04159300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04159300
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt030791
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt075464
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01803457
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01803457
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01803457
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01303287
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0223173
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0223173
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0223173
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013667328
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt022366
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022366
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022366
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03821264
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05002242
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0109595
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0145123
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt040478
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt013492
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt053970
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt026053
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt014029
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt040082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt023438
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt094870
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0118308
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01003950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0442650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0442650
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt098912
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt036072
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0134984
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt068287
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt068287
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02194119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04658231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0868018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05570923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05870260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06874210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0498931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0868018
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01411623
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0148
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02054898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12676442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2947695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3541085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42860254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5361690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6329000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt775000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt252305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3147178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4911838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5415161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6188192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72111324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt252305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3147178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4911838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5415161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6188192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02052843

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,296,665
Liabilities
$0
Net assets
$70,296,665
Revenue
$6,874,210
Expenses
$5,570,923
Net income
$1,303,287
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