Civic Intelligence

The Karla Scherer Foundation

990PF • Fiscal year 2016 • EIN 38-2877392

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
737 North Michigan Avenue No 2330Chicago, IL 60611

(312) 943-9191

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-93%

Higher net margin than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.4%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

41%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,994,701

Down $125,411 (-2.4%) from 2015

Net Assets

Down

$4,994,701

Down $125,411 (-2.4%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Up

$149,923

Up $43,644 (+41%) from 2015

Expenses

Up

$289,840

Up $29,274 (+11%) from 2015

Net Income

Up

-$139,917

Up $14,370 (+9.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$10M$5.0M$0Assets 2011: $4,485,758Liabilities 2011: $02011Assets 2012: $4,793,892Liabilities 2012: $02012Assets 2013: $5,355,060Liabilities 2013: $02013Assets 2014: $5,561,427Liabilities 2014: $02014Assets 2015: $5,120,112Liabilities 2015: $1Net Assets 2015: $5,120,1122015Assets 2016: $4,994,701Liabilities 2016: $0Net Assets 2016: $4,994,7012016Assets 2017: $5,314,251Liabilities 2017: $0Net Assets 2017: $5,314,2512017Assets 2018: $5,194,708Liabilities 2018: $0Net Assets 2018: $5,194,7082018Assets 2019: $5,643,573Liabilities 2019: $1Net Assets 2019: $5,643,5732019Assets 2020: $5,569,589Liabilities 2020: $1Net Assets 2020: $5,569,5892020Assets 2021: $6,788,277Liabilities 2021: $1Net Assets 2021: $6,788,2772021Assets 2022: $7,142,929Liabilities 2022: $1Net Assets 2022: $7,142,9292022Assets 2023: $7,400,987Liabilities 2023: $1Net Assets 2023: $7,400,9872023Assets 2024: $8,252,673Liabilities 2024: $0Net Assets 2024: $8,252,6732024

Highlighted filing

2016

Assets$4,994,701
Liabilities$0
Net Assets$4,994,701
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $225,364Expenses 2011: $235,467Net Income 2011: -$10,1032011Revenue 2012: $249,333Expenses 2012: $236,568Net Income 2012: $12,7652012Revenue 2013: $185,033Expenses 2013: $150,381Net Income 2013: $34,6522013Revenue 2014: $315,262Expenses 2014: $205,100Net Income 2014: $110,1622014Revenue 2015: $106,279Expenses 2015: $260,566Net Income 2015: -$154,2872015Revenue 2016: $149,923Expenses 2016: $289,840Net Income 2016: -$139,9172016Revenue 2017: $79,594Expenses 2017: $259,546Net Income 2017: -$179,9522017Revenue 2018: $288,183Expenses 2018: $273,431Net Income 2018: $14,7522018Revenue 2019: $119,552Expenses 2019: $326,818Net Income 2019: -$207,2662019Revenue 2020: $144,622Expenses 2020: $281,108Net Income 2020: -$136,4862020Revenue 2021: $129,417Expenses 2021: $269,038Net Income 2021: -$139,6212021Revenue 2022: $326,376Expenses 2022: $404,387Net Income 2022: -$78,0112022Revenue 2023: $170,626Expenses 2023: $355,996Net Income 2023: -$185,3702023Revenue 2024: $313,693Expenses 2024: $375,696Net Income 2024: -$62,0032024

Highlighted filing

2016

Revenue$149,923
Expenses$289,840
Net Income-$139,917
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARLA SCHERERChrm-Bd, CEO & TrusteePT$0--
HADLEY KIMBERLINTreasurer-$0--
AMANDA MCKENZIESecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Karla Scherer Foundation
EIN
38-2877392
Phone
3129439191
Address
737 NORTH MICHIGAN AVENUE NO 2330, CHICAGO, IL 60611

Signing Officer

Name
Karla Scherer
Title
Officer
Phone
3129439191
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
902 S HURON PO BOX 250, CHEBOYGAN, MI 49721
Preparer
Debra C Kiteley
Phone
2316273143
Raw XML AppendixShowing 400 of 1,093 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3CONFERENCE ROOM FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5CALCULATOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6APPLIANCES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7POSTAGE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8FILING CABINETS (5 DRAWER)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9SIGNS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10PARSON'S TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11FILING CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12LEASEHOLD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13AREA RUG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14LEASEHOLD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15LEASEHOLD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16FILE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17SOFA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc182 CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19CREDENZA, 2 BOOK CASES & DESKTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20HP LASERJET 5 PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2120" TV & VCR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc223 DESK CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23COMPUTER SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24BATTERY PACK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25COMPUTER & CABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26PRINTER & CABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27SCANNER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28COPIER / FAX MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29MONITOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31PHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32COPIER / FAX MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33COPIER / FAX MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34COPIER / FAX MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35HP TOUCHSMART 610 COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36DESK CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37ELECTRIC POSTAGE SCALE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38SHREDDER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0NORTHERN TRUST SECURITIES #057061 - CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1JPM ASSET ACCOUNT - CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03799066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1379670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03799066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1379670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NORTHERN TRUST SECURITIES #057061 - CORPORATE STOCK - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JPM ASSET ACCOUNT - CORPORATE STOCK - SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt078942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt078942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0167640
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01761
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt080
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01360
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PASS THRU LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-20918
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0149923
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0149923
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06113
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06113
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012225
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01761
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0185313
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0185313
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02101
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0167640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0167640
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-139917
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0314917
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01761
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0119954
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt059005
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt019668
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt078673
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07341
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02487
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-19558
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-19558
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01701
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0257772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029969
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0289840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0149923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0149923
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt072459
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0104527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0111500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2101509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3100093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-83
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-11500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-3

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,994,701
Liabilities
$0
Net assets
$4,994,701
Revenue
$149,923
Expenses
$289,840
Net income
-$139,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.31$0.38$0.06
2023Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.17$0.36$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.33$0.40$0.08
2021Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.13$0.27$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.14$0.28$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.12$0.33$0.21
2018Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.29$0.27$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.08$0.26$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.15$0.29$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.11$0.26$0.15
2014Summary only. Only limited summary data is available for this year.$5.56$0.00$0.32$0.21$0.11
2013Summary only. Only limited summary data is available for this year.$5.36$0.00$0.19$0.15$0.03
2012Summary only. Only limited summary data is available for this year.$4.79$0.00$0.25$0.24$0.01
2011Summary only. Only limited summary data is available for this year.$4.49$0.00$0.23$0.24$0.01