Civic Intelligence

Charles Foundation

990PF • Fiscal year 2017 • EIN 36-6103664

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
3802 Hermitage TrailRockford, IL 61114

(815) 877-1136

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-16459%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-51%

Faster asset growth than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$25,462

Down $26,335 (-51%) from 2016

Net Assets

Down

$25,462

Down $26,335 (-51%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$160

Down $68,677 (-100%) from 2016

Expenses

Down

$26,495

Down $40,890 (-61%) from 2016

Net Income

Down

-$26,335

Down $27,787 (-1914%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0Assets 2016: $51,797Liabilities 2016: $0Net Assets 2016: $51,7972016Assets 2017: $25,462Liabilities 2017: $0Net Assets 2017: $25,4622017

Highlighted filing

2017

Assets$25,462
Liabilities$0
Net Assets$25,462
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$100K$50K$0-$50KRevenue 2016: $68,837Expenses 2016: $67,385Net Income 2016: $1,4522016Revenue 2017: $160Expenses 2017: $26,495Net Income 2017: -$26,3352017

Highlighted filing

2017

Revenue$160
Expenses$26,495
Net Income-$26,335
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT LEMBKEYTrusteePT$0--
ANDREW H CHARLESTrusteePT$0--
HOLLY LEMBKEYTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Charles Foundation
EIN
36-6103664
Phone
8158771136
Address
3802 HERMITAGE TRAIL, ROCKFORD, IL 61114

Signing Officer

Name
Holly Lembkey
Title
Trustee
Phone
8158771136
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1252 BELL VALLEY ROAD SUITE 300, ROCKFORD, IL 61108
Preparer
Maribeth Speckman
Phone
8152317300
Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT LEMBKEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02444
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt064064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt072268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt068873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0228501
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt064064
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt072268
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt068873
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025740
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023296
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0262627
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0239331
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY LEMBKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08158771136
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT LEMBKEY
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0366103664
ReturnHeader/Filer/PhoneNum08158771136
ReturnHeader/Filer/USAddress/AddressLine1Txt03802 HERMITAGE TRAIL
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E87562C7CEC8088A4398B5933208065A71BF2046
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA0ADE625B3D21C119F6EEE68D9AEA4B4CB0108F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.186
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:18:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01252 BELL VALLEY ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061108
ReturnHeader/PreparerPersonGrp/PhoneNum08152317300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIBETH SPECKMAN
ReturnHeader/ReturnTs02018-05-14T09:19:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,462
Liabilities
$0
Net assets
$25,462
Revenue
$160
Expenses
$26,495
Net income
-$26,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$0.16$26.5$26.3
2016Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$68.8$67.4$1.45