Civic Intelligence

S5 Foundation Inc.

990PF • Fiscal year 2016 • EIN 39-6105207

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
PO Box 221Wilmette, IL 60091

(847) 251-2134

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

24th percentile

0.00x

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

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

Net Margin

3rd percentile

-306%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

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

Asset Growth

15th percentile

-7.1%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$1,948,461

Down $148,811 (-7.1%) from 2015

Net Assets

Down

$1,948,461

Down $148,811 (-7.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin3rd percentile

Revenue

Down

$48,649

Down $1,187,626 (-96%) from 2015

Expenses

Up

$197,460

Up $5,626 (+2.9%) from 2015

Net Income

Down

-$148,811

Down $1,193,252 (-114%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $550,203Liabilities 2011: $02011Assets 2012: $710,287Liabilities 2012: $02012Assets 2013: $641,814Liabilities 2013: $02013Assets 2014: $1,052,331Liabilities 2014: $02014Assets 2015: $2,097,272Liabilities 2015: $0Net Assets 2015: $2,097,2722015Assets 2016: $1,948,461Liabilities 2016: $0Net Assets 2016: $1,948,4612016Assets 2018: $1,582,086Liabilities 2018: $0Net Assets 2018: $1,582,0862018Assets 2019: $1,312,884Liabilities 2019: $0Net Assets 2019: $1,312,8842019Assets 2020: $2,162,920Liabilities 2020: $0Net Assets 2020: $2,162,9202020Assets 2021: $1,904,336Liabilities 2021: $0Net Assets 2021: $1,904,3362021Assets 2022: $1,772,069Liabilities 2022: $0Net Assets 2022: $1,772,0692022Assets 2023: $1,435,103Liabilities 2023: $0Net Assets 2023: $1,435,1032023Assets 2024: $1,353,005Liabilities 2024: $0Net Assets 2024: $1,353,0052024

Highlighted filing

2016

Assets$1,948,461
Liabilities$0
Net Assets$1,948,461
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $16,652Expenses 2011: $59,894Net Income 2011: -$43,2422011Revenue 2012: $229,611Expenses 2012: $69,527Net Income 2012: $160,0842012Revenue 2013: $18,336Expenses 2013: $86,809Net Income 2013: -$68,4732013Revenue 2014: $544,651Expenses 2014: $134,134Net Income 2014: $410,5172014Revenue 2015: $1,236,275Expenses 2015: $191,834Net Income 2015: $1,044,4412015Revenue 2016: $48,649Expenses 2016: $197,460Net Income 2016: -$148,8112016Revenue 2018: $29,955Expenses 2018: $228,825Net Income 2018: -$198,8702018Revenue 2019: -$11,369Expenses 2019: $257,833Net Income 2019: -$269,2022019Revenue 2020: $1,206,830Expenses 2020: $356,794Net Income 2020: $850,0362020Revenue 2021: $69,285Expenses 2021: $327,869Net Income 2021: -$258,5842021Revenue 2022: $222,453Expenses 2022: $354,720Net Income 2022: -$132,2672022Revenue 2023: $89,871Expenses 2023: $426,837Net Income 2023: -$336,9662023Revenue 2024: $355,862Expenses 2024: $437,960Net Income 2024: -$82,0982024

Highlighted filing

2016

Revenue$48,649
Expenses$197,460
Net Income-$148,811
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL A SCHIELDPres/TreasFT$0--
JILL S SCHIELDVP, SecretaryPT$0--
AUDREY SCHIELDDirector-$0--
NINA SCHIELDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Schield Family Foundation Inc
EIN
39-6105207
Phone
8472512134
Address
PO BOX 221, WILMETTE, IL 60091

Signing Officer

Name
Michael a Schield
Title
Pres/treas
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Pbg Financial Services Ltd
Address
666 Dundee Road Suite 401, Northbrook, IL 60062-2733
Preparer
Christopher Portera
Phone
8472911400
Raw XML Appendix274 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0146430
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt063284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0194821
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt063284
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013276
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015564
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033820
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0195546
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0161726
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0113
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0113
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt155
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0193
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0193
TaxesSchedule/TaxesDetail/Amt014782
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL A SCHIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHIELD FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SCHI
ReturnHeader/Filer/EIN0396105207
ReturnHeader/Filer/PhoneNum08472512134
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 221
ReturnHeader/Filer/USAddress/CityNm0WILMETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060091
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/ZIPCd0600622733
ReturnHeader/PreparerPersonGrp/PhoneNum08472911400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER PORTERA
ReturnHeader/ReturnTs02017-05-10T08:41:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,948,461
Liabilities
$0
Net assets
$1,948,461
Revenue
$48,649
Expenses
$197,460
Net income
-$148,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.36$0.44$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.09$0.43$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.22$0.35$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.07$0.33$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.21$0.36$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.01$0.26$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.03$0.23$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.05$0.20$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.24$0.19$1.04
2014Summary only. Only limited summary data is available for this year.$1.05$0.00$0.54$0.13$0.41
2013Summary only. Only limited summary data is available for this year.$0.64$0.00$0.02$0.09$0.07
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.23$0.07$0.16
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.02$0.06$0.04