Civic Intelligence

Samuel Weinstein Family Foundation

990PF • Fiscal year 2023 • EIN 36-6085331

Jun 01, 2022 to May 31, 2023 • Filed on Feb 08, 2024

5650 N Kilbourn AveChicago, IL 60646

(847) 502-5588

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-67%

Higher net margin than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-4.3%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,014,654

Down $90,055 (-4.3%) from 2022

Net Assets

Down

$2,014,654

Down $90,055 (-4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$136,254

Down $141,609 (-51%) from 2022

Expenses

Up

$227,909

Up $26,107 (+13%) from 2022

Net Income

Down

-$91,655

Down $167,716 (-221%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,179,447Liabilities 2018: $0Net Assets 2018: $2,179,4472018Assets 2019: $2,122,477Liabilities 2019: $0Net Assets 2019: $2,122,4772019Assets 2020: $2,109,801Liabilities 2020: $0Net Assets 2020: $2,109,8012020Assets 2021: $2,024,698Liabilities 2021: $0Net Assets 2021: $2,024,6982021Assets 2022: $2,104,709Liabilities 2022: $0Net Assets 2022: $2,104,7092022Assets 2023: $2,014,654Liabilities 2023: $0Net Assets 2023: $2,014,6542023Assets 2024: $1,722,726Liabilities 2024: $0Net Assets 2024: $1,722,7262024Assets 2025: $1,711,776Liabilities 2025: $0Net Assets 2025: $1,711,7762025

Highlighted filing

2023

Assets$2,014,654
Liabilities$0
Net Assets$2,014,654

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2018: $127,451Expenses 2018: $203,728Net Income 2018: -$76,2772018Revenue 2019: $138,319Expenses 2019: $196,639Net Income 2019: -$58,3202019Revenue 2020: $186,508Expenses 2020: $202,334Net Income 2020: -$15,8262020Revenue 2021: $114,483Expenses 2021: $202,486Net Income 2021: -$88,0032021Revenue 2022: $277,863Expenses 2022: $201,802Net Income 2022: $76,0612022Revenue 2023: $136,254Expenses 2023: $227,909Net Income 2023: -$91,6552023Revenue 2024: -$63,483Expenses 2024: $240,495Net Income 2024: -$303,9782024Revenue 2025: $265,729Expenses 2025: $286,179Net Income 2025: -$20,4502025

Highlighted filing

2023

Revenue$136,254
Expenses$227,909
Net Income-$91,655
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sanford WeinsteinPresident-$0--
Lawrence WeinsteinVice Pres.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CharityPCChicago, IL, US$214,424
Filing and Contact Details

Filer

Filer Name
Samuel Weinstein Family Foundation
EIN
36-6085331
Phone
8475025588
Address
5650 N Kilbourn Ave, Chicago, IL 60646

Signing Officer

Name
Sanford Weinstein
Title
President
Signed
2024-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Frank J Baker & Company Ltd
Address
950 Lee Street Suite 101, Des Plaines, IL 60016
Preparer
Kurt P Hoffman
Phone
8472970300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt073479
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-91655
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01600
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02014654
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02104709
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02014654
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0255180
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0255180
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0255180
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0256997
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01817
IRS990PF/DistributableAmountGrp/TotalTaxAmt01817
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01817
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01817
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01817
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0293
IRS990PF/FMVAssetsEOYAmt05230743
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0762661
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0762661
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0104837
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0114068
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0114068
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0685607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0592911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0952889
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03680
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0292
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0292
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01310585
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01307383
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04163494
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01337048
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01246993
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02104709
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02014654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05230743
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02104709
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02014654
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02104709
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02014654
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05218218
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0172064
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05046154
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt078273
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0256997
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05139945
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05218218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sanford Weinstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lawrence Weinstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05650 N Kilbourn Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1558 Hunter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmette
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160091
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0215058
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0215058
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05650 N Kilbourn Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chicago
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060646
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Sanford Weinstein
IRS990PF/StatementsRegardingActyGrp/PhoneNum08475025588
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0214424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Various Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060646
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0214424
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055157
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0159901
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0255180
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0215058
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0200023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0159901
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03680
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Prepaid Expenses
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0292
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0292
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Licenses & Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt138
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01600
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Voided Checks
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Legal
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01890
TaxesSchedule/TaxesDetail/Amt07228
TaxesSchedule/TaxesDetail/Amt154
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1

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