Civic Intelligence

Rice Foundation

990PF • Fiscal year 2022 • EIN 36-6043160

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 29, 2023

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.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

7th percentile

-88%

Higher net margin than 7% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$333,566

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

37th percentile

-4.3%

Faster asset growth than 37% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-46%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$67,274,147

Down $3,022,518 (-4.3%) from 2021

Net Assets

Down

$67,274,147

Down $3,022,518 (-4.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin7th percentile

Revenue

Down

$3,723,811

Down $3,150,399 (-46%) from 2021

Expenses

Up

$6,997,918

Up $1,426,995 (+26%) from 2021

Net Income

Down

-$3,274,107

Down $4,577,394 (-351%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$67,274,147
Liabilities$0
Net Assets$67,274,147
Open 2022 Filing

Operations Trend

Revenue Growth13th 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

2022

Revenue$3,723,811
Expenses$6,997,918
Net Income-$3,274,107
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 29, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter NolanPresidentFT$286,775$46,791$333,566
Christine NolanVice PresidentFT$109,375-$109,375
Richard T SchroederTreasurer-$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
2023-06-29
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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InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt07531030
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt07531030
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt08997931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05332541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Oil and Gas Properties
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Nuveen High INcome 2023 #050304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01063308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1907250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt01214861
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01109398
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt016880
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0120347
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/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd215
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01143120
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1-8708
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt2-542
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03595356
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03595356
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt016117
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt032665
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt048782
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01480543
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01109398
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0172065
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0114710
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0286775
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05766900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05766900
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt031799
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt076649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01214861
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01214861
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01214861
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3274107
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0248802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0248802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0248802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016089422
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt016880
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016880
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016880
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01813
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0977
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02790
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01109398
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02959144
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0120347
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt027788
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt09263
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt037049
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0109375
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0109375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt036317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0113097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0149414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01133870
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01133870
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0366444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0366444
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt056590
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt018716
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt075306
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt076517
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt076517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01480543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06188403
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0764667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06997918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03723811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03723811
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0421503
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0764667
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01231018
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0479
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112008-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152005-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181997-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1796230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21073424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33170469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4845422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53016924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8277945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9986289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101963207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111138389

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,274,147
Liabilities
$0
Net assets
$67,274,147
Revenue
$3,723,811
Expenses
$6,997,918
Net income
-$3,274,107
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