Civic Intelligence

Yates - Feldman Foundation

990PF • Fiscal year 2019 • EIN 36-6124800

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 04, 2020

Organization Profile
666 Dundee Rd Suite 401Northbrook, IL 60062

(847) 291-1400

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.07x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2019 filings • <$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 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2016 to 2019

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$317,265

Down $17,288 (-5.2%) from 2016

Net Assets

Down

$316,180

Down $18,373 (-5.5%) from 2016

Liabilities

Up

$1,085

Up $1,085 from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin73rd percentile

Revenue

Down

$15,591

Down $659 (-4.1%) from 2016

Expenses

Down

$12,858

Down $9,232 (-42%) from 2016

Net Income

Up

$2,733

Up $8,573 (+147%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2011: $350,904Liabilities 2011: $0Net Assets 2011: $350,9042011Assets 2013: $363,897Liabilities 2013: $0Net Assets 2013: $363,8972013Assets 2014: $352,221Liabilities 2014: $0Net Assets 2014: $352,2212014Assets 2015: $340,393Liabilities 2015: $0Net Assets 2015: $340,3932015Assets 2016: $334,553Liabilities 2016: $0Net Assets 2016: $334,5532016Assets 2019: $317,265Liabilities 2019: $1,085Net Assets 2019: $316,1802019Assets 2020: $298,499Liabilities 2020: $1,086Net Assets 2020: $297,4132020Assets 2021: $289,943Liabilities 2021: $1,861Net Assets 2021: $288,0822021Assets 2022: $282,662Liabilities 2022: $3,185Net Assets 2022: $279,4772022Assets 2023: $295,712Liabilities 2023: $4,455Net Assets 2023: $291,2572023Assets 2024: $293,858Liabilities 2024: $4,591Net Assets 2024: $289,2672024

Highlighted filing

2019

Assets$317,265
Liabilities$1,085
Net Assets$316,180
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

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

$40K$20K$0-$20KExpenses 2011: $15,3402011Expenses 2013: $36,5812013Revenue 2014: $16,000Expenses 2014: $27,676Net Income 2014: -$11,6762014Revenue 2015: $12,965Expenses 2015: $24,793Net Income 2015: -$11,8282015Revenue 2016: $16,250Expenses 2016: $22,090Net Income 2016: -$5,8402016Revenue 2019: $15,591Expenses 2019: $12,858Net Income 2019: $2,7332019Revenue 2020: $18,918Expenses 2020: $37,685Net Income 2020: -$18,7672020Revenue 2021: $11,236Expenses 2021: $20,567Net Income 2021: -$9,3312021Revenue 2022: $14,351Expenses 2022: $23,008Net Income 2022: -$8,6572022Revenue 2023: $28,747Expenses 2023: $16,915Net Income 2023: $11,8322023Revenue 2024: $11,212Expenses 2024: $16,087Net Income 2024: -$4,8752024

Highlighted filing

2019

Revenue$15,591
Expenses$12,858
Net Income$2,733
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK YATESPresident-$0--
Filing and Contact Details

Filer

Filer Name
Yates - Feldman Foundation
EIN
36-6124800
Phone
8472911400
Address
666 DUNDEE RD SUITE 401, NORTHBROOK, IL 60062

Signing Officer

Name
Mark Yates
Title
President
Signed
2020-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Pbg Financial Services Ltd
Address
666 Dundee Road Suite 401, Northbrook, IL 60062-2733
Preparer
Christopher Portera
Phone
8472911400
Raw XML Appendix285 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/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/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08623
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0597
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04624
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07028
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015054
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AGENCY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01675
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NORTHERN TRUST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt098
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK YATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YATES - FELDMAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO CHRISTOPHER PORTERA
ReturnHeader/Filer/BusinessNameControlTxt0YATE
ReturnHeader/Filer/EIN0366124800
ReturnHeader/Filer/PhoneNum08472911400
ReturnHeader/Filer/USAddress/AddressLine1Txt0666 DUNDEE RD SUITE 401
ReturnHeader/Filer/USAddress/CityNm0NORTHBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060062
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363430638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBG FINANCIAL SERVICES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 Dundee Road Suite 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600622733
ReturnHeader/PreparerPersonGrp/PhoneNum08472911400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER PORTERA
ReturnHeader/ReturnTs02020-02-04T07:09:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,265
Liabilities
$1,085
Net assets
$316,180
Revenue
$15,591
Expenses
$12,858
Net income
$2,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.05$2.89$0.11$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.04$2.91$0.29$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.03$2.79$0.14$0.23$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.02$2.88$0.11$0.21$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.01$2.97$0.19$0.38$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.17$0.01$3.16$0.16$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.16$0.22$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.13$0.25$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.16$0.28$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.37
2011Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.15