Civic Intelligence

Yates - Feldman Foundation

990PF • Fiscal year 2020 • EIN 36-6124800

Dec 01, 2019 to Nov 30, 2020 • Filed on Feb 05, 2021

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

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.06x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-99%

Higher net margin than 10% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-5.9%

Faster asset growth than 32% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$298,499

Down $18,766 (-5.9%) from 2019

Net Assets

Down

$297,413

Down $18,767 (-5.9%) from 2019

Liabilities

Up

$1,086

Up $1 (+0.1%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin10th percentile

Revenue

Up

$18,918

Up $3,327 (+21%) from 2019

Expenses

Up

$37,685

Up $24,827 (+193%) from 2019

Net Income

Down

-$18,767

Down $21,500 (-787%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2020

Assets$298,499
Liabilities$1,086
Net Assets$297,413
Open 2020 Filing

Operations Trend

Revenue Growth80th 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

2020

Revenue$18,918
Expenses$37,685
Net Income-$18,767
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Feb 5, 2021
Return Version
2019v5.0
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
2021-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Pbg Financial Services Ltd
Address
666 Dundee Road Suite 401, Northbrook, IL 60062
Preparer
Christopher Portera
Phone
8472911400
Raw XML Appendix270 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/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019570
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017763
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017763
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024194
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06431
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AGENCY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01593
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01593
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NORTHERN TRUST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt092
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt092
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK YATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-05
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/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08472911400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER PORTERA
ReturnHeader/ReturnTs02021-02-05T10:51:16-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,499
Liabilities
$1,086
Net assets
$297,413
Revenue
$18,918
Expenses
$37,685
Net income
-$18,767
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