Civic Intelligence

Blue Coats Foundation Inc.

990 • Fiscal year 2021 • EIN 39-6098113

May 01, 2020 to Apr 30, 2021 • Filed on Mar 09, 2022

PO Box 95672Chicago, IL 60694-5672

(414) 287-8865

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

5.3%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

129%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,378,929

Up $69,773 (+5.3%) from 2020

Net Assets

Up

$1,378,929

Up $69,773 (+5.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$102,929

Up $57,994 (+129%) from 2020

Expenses

Up

$33,368

Up $386 (+1.2%) from 2020

Net Income

Up

$69,561

Up $57,608 (+482%) from 2020

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 2012: $1,083,838Liabilities 2012: $0Net Assets 2012: $1,083,8382012Assets 2013: $1,205,784Liabilities 2013: $0Net Assets 2013: $1,205,7842013Assets 2014: $1,334,416Liabilities 2014: $0Net Assets 2014: $1,334,4162014Assets 2015: $1,443,112Liabilities 2015: $0Net Assets 2015: $1,443,1122015Assets 2016: $1,395,404Liabilities 2016: $0Net Assets 2016: $1,395,4042016Assets 2017: $1,539,016Liabilities 2017: $0Net Assets 2017: $1,539,0162017Assets 2018: $1,668,802Liabilities 2018: $0Net Assets 2018: $1,668,8022018Assets 2019: $1,750,693Liabilities 2019: $0Net Assets 2019: $1,750,6932019Assets 2020: $1,309,156Liabilities 2020: $0Net Assets 2020: $1,309,1562020Assets 2021: $1,378,929Liabilities 2021: $0Net Assets 2021: $1,378,9292021Assets 2022: $1,556,791Liabilities 2022: $0Net Assets 2022: $1,556,7912022Assets 2023: $1,529,490Liabilities 2023: $0Net Assets 2023: $1,529,4902023Assets 2024: $1,585,672Liabilities 2024: $0Net Assets 2024: $1,585,6722024Assets 2025: $1,768,491Liabilities 2025: $0Net Assets 2025: $1,768,4912025

Highlighted filing

2021

Assets$1,378,929
Liabilities$0
Net Assets$1,378,929

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $48,491Expenses 2012: $30,714Net Income 2012: $17,7772012Revenue 2013: $83,045Expenses 2013: $38,054Net Income 2013: $44,9912013Revenue 2014: $82,243Expenses 2014: $30,934Net Income 2014: $51,3092014Revenue 2015: $150,762Expenses 2015: $30,889Net Income 2015: $119,8732015Revenue 2016: $89,821Expenses 2016: $32,333Net Income 2016: $57,4882016Revenue 2017: $72,240Expenses 2017: $33,911Net Income 2017: $38,3292017Revenue 2018: $89,840Expenses 2018: $32,010Net Income 2018: $57,8302018Revenue 2019: $84,847Expenses 2019: $52,486Net Income 2019: $32,3612019Revenue 2020: $44,935Expenses 2020: $32,982Net Income 2020: $11,9532020Revenue 2021: $102,929Expenses 2021: $33,368Net Income 2021: $69,5612021Revenue 2022: $211,073Expenses 2022: $33,230Net Income 2022: $177,8432022Revenue 2023: $21,991Expenses 2023: $48,924Net Income 2023: -$26,9332023Revenue 2024: $94,683Expenses 2024: $38,501Net Income 2024: $56,1822024Revenue 2025: $724,218Expenses 2025: $56,073Net Income 2025: $668,1452025

Highlighted filing

2021

Revenue$102,929
Expenses$33,368
Net Income$69,561
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 9, 2022
Return Version
2020v4.1
Gross Receipts
$174,425
Mission and Program Overview

Mission

Blue coats foundation inc is a not-for-profit organization formed for the purpose of providing charitable distributions to the widows and dependents of police officers, deputy sheriffs and firefighters who have lost their lives in the line of duty. All disbursements are in the furtherance of this organization's activities constituting the exempt purpose or function for which the institution is organized and operated.

Blue coats foundation, inc is a not-for-profit organization formed for the purpose of providing charitable distributions to the dependents of police officers, firefighters and other government employees engaged in hazadous duties who have lost their lives in the line of duty. All disbursements are in futherance of this organization's activities constituting the exempt purpose or function for which the institution is organized and operated.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,210,645$1,332,390▲ $121,745
Savings and Temporary Cash Investments$98,511$46,539▼ $51,972
Total Assets$1,309,156$1,378,929▲ $69,773
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,309,156$1,378,929▲ $69,773
Total Net Assets Fund Balance$1,309,156$1,378,929▲ $69,773
Total Liabilities and Net Assets / Fund Balance$1,309,156$1,378,929▲ $69,773
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard H DeanPresident/director
Bruce JacobsVice President/director
Burleigh Jacobs JrDirector
Edward ZoreDirector
James WigdaleDirector
John ShielyDirector
Steven SmithDirector
Stuart TisdaleDirector
Ted KellnerDirector
Jerry WiesmullerVice Pres./secretary/director
MARTIN O'GRADYTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,000
Program Service Revenue
$0
Investment Income
$95,929
Other Revenue
$0
All Other Contributions
$7,000
Change in Net Assets
$69,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,250
Other Expenses$5,118
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$28,250--$28,250
Fees for Service Investment Mgmnt Fees-$4,933-$4,933
Other Expenses-$185-$185
Total Functional Expenses$28,250$5,118$0$33,368
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Explanation for Form 990, Page 6, Part VI, Line 6

Members only - no stockholders

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

Members vote to elect officers

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

Decisions are voted on by members

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Received/reviewed and signed by president - no formal review procedure

FORM 990, PAGE 6, PART VI, LINE 15A

No members/officers receive compensation

FORM 990, PAGE 6, PART VI, LINE 15B

No members/officers receive compensation

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Form 990, Page 7, Part VII, Section A

Richard h. Dean, .20 hours devoted to organization, jerry wiesmuller, .20 hours devoted to organization, martin o'grady, o hours devoted to organization, burleigh e. Jacobs, jr, o hours devoted to organization, ted e kellner, o hours devoted to organization, james b. Wigdale, o hours devoted to organization

Filing and Contact Details

Filer

Filer Name
Blue Coats Fdn Ima
EIN
39-6098113
Phone
4142878865
Address
PO BOX 95672, CHICAGO, IL 60694-5672

Signing Officer

Name
Richard H Dean
Title
President
Phone
4142878865
Signed
2022-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Dean
Formed
2000
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Deloitte Tax Llp
Address
180 EAST BROAD ST 14TH FLOOR, COLUMBUS, OH 43215-3611
Preparer
Kelly Neugebauer
Phone
6142211000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

COST BASIS ADJUSTMENT

Raw XML Appendix370 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04950
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048870
IRS990ScheduleA/TotalSupportAmt0212181
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL EXPENSES AND SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0INFORMATION IS RECEIVED AND REVIEWED BY PRESIDENT AND DIRECTOR, JERRY WIESMUELLER, FOR APPROVAL. NO FORMAL REVIEW.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ONLY - NO STOCKHOLDERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS VOTE TO ELECT OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS ARE VOTED ON BY MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECEIVED/REVIEWED AND SIGNED BY PRESIDENT - NO FORMAL REVIEW PROCEDURE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO MEMBERS/OFFICERS RECEIVE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO MEMBERS/OFFICERS RECEIVE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RICHARD H. DEAN, .20 HOURS DEVOTED TO ORGANIZATION, JERRY WIESMULLER, .20 HOURS DEVOTED TO ORGANIZATION, MARTIN O'GRADY, O HOURS DEVOTED TO ORGANIZATION, BURLEIGH E. JACOBS, JR, O HOURS DEVOTED TO ORGANIZATION, TED E KELLNER, O HOURS DEVOTED TO ORGANIZATION, JAMES B. WIGDALE, O HOURS DEVOTED TO ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COST BASIS ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsEOYAmt01378929
IRS990/TotalAssetsGrp/BOYAmt01309156
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IRS990/TotalContributionsAmt07000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028250
IRS990/TotalFunctionalExpensesGrp/TotalAmt033368
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01309156
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01378929
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028250
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt095929
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102929
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01309156
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01378929
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010852 N LAKE VIEW RD
IRS990/USAddress/CityNm0MEQUON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053092
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD H DEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878865
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE COATS FDN IMA
ReturnHeader/Filer/BusinessNameControlTxt0COAT
ReturnHeader/Filer/EIN0396098113
ReturnHeader/Filer/PhoneNum04142878865
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 95672
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606945672
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 EAST BROAD ST 14TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432153611
ReturnHeader/PreparerPersonGrp/PhoneNum06142211000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02022-03-15T08:00:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEAN
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.72$0.06$0.67
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.09$0.04$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.21$0.03$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.03$0.07
2020Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.04$0.03$0.01
2019Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$0.08$0.05$0.03
2018Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.09$0.03$0.06
2017Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.07$0.03$0.04
2016Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.09$0.03$0.06
2015Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.15$0.03$0.12
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.08$0.03$0.05
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.08$0.04$0.04
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.05$0.03$0.02