Civic Intelligence

Dr Max Thorek Student Loan Fund Inc.

990EZ • Fiscal year 2019 • EIN 36-6111432

Jan 01, 2019 to Dec 31, 2019 • Filed on Jan 24, 2020

1516 North Lake Shore DriveChicago, IL 60610

(312) 787-1608

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-0.2%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

188%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$304,709

Down $460 (-0.2%) from 2018

Net Assets

Down

$304,709

Down $460 (-0.2%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$3,372

Up $2,203 (+188%) from 2018

Expenses

Up

$3,832

Up $432 (+13%) from 2018

Net Income

Up

-$460

Up $1,771 (+79%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2016: $306,272Net Assets 2016: $306,2722016Assets 2017: $308,160Liabilities 2017: $760Net Assets 2017: $307,4002017Assets 2018: $305,169Net Assets 2018: $305,1692018Assets 2019: $304,709Net Assets 2019: $304,7092019Assets 2020: $303,122Net Assets 2020: $303,1222020Assets 2021: $303,296Liabilities 2021: $1,539Net Assets 2021: $301,7572021Assets 2022: $300,399Liabilities 2022: $268Net Assets 2022: $300,1312022Assets 2023: $301,817Liabilities 2023: $176Net Assets 2023: $301,6412023Assets 2024: $310,240Net Assets 2024: $310,2402024

Highlighted filing

2019

Assets$304,709
Liabilities-
Net Assets$304,709

Operations Trend

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

$15K$10K$5.0K$0-$5.0KRevenue 2016: $3,213Expenses 2016: $3,275Net Income 2016: -$622016Revenue 2017: $4,403Expenses 2017: $3,275Net Income 2017: $1,1282017Revenue 2018: $1,169Expenses 2018: $3,400Net Income 2018: -$2,2312018Revenue 2019: $3,372Expenses 2019: $3,832Net Income 2019: -$4602019Revenue 2020: $1,873Expenses 2020: $3,460Net Income 2020: -$1,5872020Revenue 2021: $1,687Expenses 2021: $3,052Net Income 2021: -$1,3652021Revenue 2022: $1,403Expenses 2022: $3,029Net Income 2022: -$1,6262022Revenue 2023: $4,520Expenses 2023: $3,010Net Income 2023: $1,5102023Revenue 2024: $11,767Expenses 2024: $3,168Net Income 2024: $8,5992024

Highlighted filing

2019

Revenue$3,372
Expenses$3,832
Net Income-$460
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jan 24, 2020
Return Version
2019v5.0
Gross Receipts
$3,372
Mission and Program Overview

Mission

Loans to surgical students

Program Services

DescriptionGrantsExpenses
REVOLVING STUDENT LOAN FUND FOR MEDICAL STUDENTS WHO EXPRESS AN INTEREST IN BECOMING SURGEONS-$2,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND A DIETERJRMDCommittee Ch-$0--
FARHAD SAED MDSecretary-$0--
JOSEPH A BACHICHA MDTreasurer-$0--
FRANCIS PODBIELSKI MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dr Max Thorek Student Loan Fund Inc
EIN
36-6111432
Phone
3127871608
Address
1516 NORTH LAKE SHORE DRIVE, CHICAGO, IL 60610

Signing Officer

Name
Raymond a Dieterjrmd
Title
Committee Chair
Phone
3127871608
Signed
2020-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Kopczyk Osher & Scott Cpas
Address
4415 HARRISON ST STE 544, HILLSIDE, IL 60162-1920
Preparer
Rodney C Scott
Phone
3125270111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses professional fees 3,832 total 3,832

Form 990-ez, Part II, Line 24

Accounts receivable 1,075 2,353 net student loan receivable 59,500 52,920 accrued interest 6,116 5,016 total 66,691 60,289

Raw XML Appendix143 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NICK REBEL
IRS990EZ/BooksInCareOfDetail/PhoneNum03127876274
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01516 N LAKE SHORE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060610
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0238478
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0244420
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-460
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0305169
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0304709
IRS990EZ/GrossReceiptsAmt03372
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03372
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0305169
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0304709
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0305169
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0304709
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAYMOND A DIETERJRMD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FARHAD SAED MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH A BACHICHA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANCIS PODBIELSKI MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COMMITTEE CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt066691
IRS990EZ/OtherAssetsTotalDetail/EOYAmt060289
IRS990EZ/OtherExpensesTotalAmt03832
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOANS TO SURGICAL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REVOLVING STUDENT LOAN FUND FOR MEDICAL STUDENTS WHO EXPRESS AN INTEREST IN BECOMING SURGEONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02874
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03832
IRS990EZ/TotalProgramServiceExpensesAmt02874
IRS990EZ/TotalRevenueAmt03372
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03372
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01169
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04403
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01202
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03004
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03245
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03372
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04403
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01202
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013150
IRS990ScheduleA/InvestmentIncomeCYPct00.80000
IRS990ScheduleA/InvestmentIncomePYPct00.72000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.19790
IRS990ScheduleA/PublicSupportPY509Pct00.28390
IRS990ScheduleA/PublicSupportTotal509Amt03245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01234
IRS990ScheduleA/Total509Grp/TotalAmt03245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04238
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROFESSIONAL FEES 3,832 TOTAL 3,832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,075 2,353 NET STUDENT LOAN RECEIVABLE 59,500 52,920 ACCRUED INTEREST 6,116 5,016 TOTAL 66,691 60,289
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND A DIETERJRMD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03127871608
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR MAX THOREK STUDENT LOAN FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0DRMA
ReturnHeader/Filer/EIN0366111432
ReturnHeader/Filer/PhoneNum03127871608
ReturnHeader/Filer/USAddress/AddressLine1Txt01516 NORTH LAKE SHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060610
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB30D77CD1F859BBEDB311568F40D155AD6D1F30
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB30D77CD1F859BBEDB311568F40D155AD6D1F30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt08.15.201.90
ReturnHeader/FilingSecurityInformation/IPDt02020-02-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:48:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204206235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOPCZYK OSHER & SCOTT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04415 HARRISON ST STE 544
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILLSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601621920
ReturnHeader/PreparerPersonGrp/PhoneNum03125270111
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY C SCOTT
ReturnHeader/ReturnTs02020-02-05T11:48:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings