Civic Intelligence

Peter G Wagner Charitable Foundation Glenview State Bank

990PF • Fiscal year 2015 • EIN 36-6961931

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

800 Waukegan RdGlenview, IL 60025

(847) 729-1900

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-87%

Higher net margin than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$19,965

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

25th percentile

-4.1%

Faster asset growth than 25% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-9.0%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,659,305

Down $71,295 (-4.1%) from 2014

Net Assets

Down

$1,659,305

Down $71,295 (-4.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$81,993

Down $8,132 (-9.0%) from 2014

Expenses

Up

$153,286

Up $9,326 (+6.5%) from 2014

Net Income

Down

-$71,293

Down $17,458 (-32%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,936,565Liabilities 2011: $0Net Assets 2011: $1,936,5652011Assets 2012: $1,860,280Liabilities 2012: $0Net Assets 2012: $1,860,2802012Assets 2013: $1,784,435Liabilities 2013: $0Net Assets 2013: $1,784,4352013Assets 2014: $1,730,600Liabilities 2014: $0Net Assets 2014: $1,730,6002014Assets 2015: $1,659,305Liabilities 2015: $0Net Assets 2015: $1,659,3052015Assets 2016: $1,620,529Liabilities 2016: $0Net Assets 2016: $1,620,5292016Assets 2017: $1,531,480Liabilities 2017: $0Net Assets 2017: $1,531,4802017Assets 2018: $1,547,630Liabilities 2018: $0Net Assets 2018: $1,547,6302018Assets 2019: $1,443,711Liabilities 2019: $0Net Assets 2019: $1,443,7112019Assets 2020: $1,389,407Liabilities 2020: $0Net Assets 2020: $1,389,4072020Assets 2021: $1,282,049Liabilities 2021: $0Net Assets 2021: $1,282,0492021Assets 2022: $1,164,119Liabilities 2022: $0Net Assets 2022: $1,164,1192022Assets 2023: $1,355,245Liabilities 2023: $0Net Assets 2023: $1,355,2452023Assets 2024: $1,378,424Liabilities 2024: $0Net Assets 2024: $1,378,4242024

Highlighted filing

2015

Assets$1,659,305
Liabilities$0
Net Assets$1,659,305

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $134,4062011Expenses 2012: $131,1972012Revenue 2013: $50,343Expenses 2013: $126,779Net Income 2013: -$76,4362013Revenue 2014: $90,125Expenses 2014: $143,960Net Income 2014: -$53,8352014Revenue 2015: $81,993Expenses 2015: $153,286Net Income 2015: -$71,2932015Revenue 2016: $107,876Expenses 2016: $146,652Net Income 2016: -$38,7762016Revenue 2017: $63,799Expenses 2017: $152,847Net Income 2017: -$89,0482017Revenue 2018: $188,578Expenses 2018: $172,428Net Income 2018: $16,1502018Revenue 2019: $61,736Expenses 2019: $165,655Net Income 2019: -$103,9192019Revenue 2020: $131,637Expenses 2020: $185,941Net Income 2020: -$54,3042020Revenue 2021: $93,610Expenses 2021: $199,703Net Income 2021: -$106,0932021Revenue 2022: $90,632Expenses 2022: $209,404Net Income 2022: -$118,7722022Revenue 2023: $378,461Expenses 2023: $185,975Net Income 2023: $192,4862023Revenue 2024: $237,127Expenses 2024: $216,552Net Income 2024: $20,5752024

Highlighted filing

2015

Revenue$81,993
Expenses$153,286
Net Income-$71,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenview State BankTrusteePT$19,965-$19,965
Filing and Contact Details

Filer

Filer Name
Peter G Wagner Charitable Foundation
EIN
36-6961931
Phone
8477291900
Address
800 Waukegan Rd, Glenview, IL 60025

Signing Officer

Name
Glenview State Bank
Title
Trustee
Phone
8477291090
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
McDermott Will & Emery LLP
Address
227 West Monroe Street, Chicago, IL 60606
Preparer
Neil T Kawashima
Phone
3123722000
Raw XML Appendix360 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0300 sh. Walgreens Boots Alliance
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1400 sh. Cisco Systems
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2250 sh. Walgreens Boots Alliance Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.275 sh. Google Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4650 sh. Stryker Corporation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5$150,000 American Express bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6$150,000 NJ State Econ bond
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02088573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02106179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0130874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.316338
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0130874
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0130874
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0130874
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Karen Shaddock-Young
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0Glenview State Bank 800 Waukegan
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Glenview
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08477291900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0122692
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Our Lady of Perpetual Help Parish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01175 Grove Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Glenview
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0122692
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0117523
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0117523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04345
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt066593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt066593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034139
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013351
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04345
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013033
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130874
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013351
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100732
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt087381
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0McDermott Will & Emery LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08167
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08167
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Rounding adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc02014 Form AG990-IL filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt01804
TaxesSchedule/TaxesDetail/Amt1643
TaxesSchedule/TaxesDetail/CategoryTxt02015 estimated taxes
TaxesSchedule/TaxesDetail/CategoryTxt12014 990-PF Tax due
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Glenview State Bank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08477291090
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Peter G Wagner Charitable Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Glenview State Bank
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0366961931
ReturnHeader/Filer/PhoneNum08477291900
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 Waukegan Rd
ReturnHeader/Filer/USAddress/CityNm0Glenview
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0361453176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McDermott Will & Emery LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 West Monroe Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123722000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Neil T Kawashima
ReturnHeader/ReturnTs02016-05-16T13:46:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.24$0.22$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.38$0.19$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.09$0.21$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.09$0.20$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.13$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.06$0.17$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.19$0.17$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.06$0.15$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.11$0.15$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.09$0.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.05$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.13