Civic Intelligence

The Karla Scherer Foundation

990PF • Fiscal year 2017 • EIN 38-2877392

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

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

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

2nd percentile

-226%

Higher net margin than 2% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

60th percentile

6.4%

Faster asset growth than 60% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,314,251

Up $319,550 (+6.4%) from 2016

Net Assets

Up

$5,314,251

Up $319,550 (+6.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin2nd percentile

Revenue

Down

$79,594

Down $70,329 (-47%) from 2016

Expenses

Down

$259,546

Down $30,294 (-10%) from 2016

Net Income

Down

-$179,952

Down $40,035 (-29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$5,314,251
Liabilities$0
Net Assets$5,314,251
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$79,594
Expenses$259,546
Net Income-$179,952
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th 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
2018-05-09
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
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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/BondNm0JPM ASSET ACCOUNT - CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0200817
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0200817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04008535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1524582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04008535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1524582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NORTHERN TRUST SECURITIES #057061 - CORPORATE STOCK - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JPM ASSET ACCOUNT - CORPORATE STOCK - SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0121384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0121384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0148081
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-64528
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt072
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt010695
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PASS THRU LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-14726
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt079594
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt079594
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07278
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07278
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014555
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0152068
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0152068
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01667
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0148081
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0148081
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-179952
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0183062
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-64528
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0114613
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt057178
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt019059
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt076237
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011847
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-4031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-4031
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0228371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0259546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0144122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt079594
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt076303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029509
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0107478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt130017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2103296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt467408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt634420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2195

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,314,251
Liabilities
$0
Net assets
$5,314,251
Revenue
$79,594
Expenses
$259,546
Net income
-$179,952
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