Civic Intelligence

S5 Foundation Inc.

990PF • Fiscal year 2018 • EIN 39-6105207

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 26, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-664%

Higher net margin than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-9.9%

Faster asset growth than 13% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,582,086

Down $366,375 (-19%) from 2016

Net Assets

Down

$1,582,086

Down $366,375 (-19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin1st percentile

Revenue

Down

$29,955

Down $18,694 (-38%) from 2016

Expenses

Up

$228,825

Up $31,365 (+16%) from 2016

Net Income

Down

-$198,870

Down $50,059 (-34%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2018

Assets$1,582,086
Liabilities$0
Net Assets$1,582,086
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$29,955
Expenses$228,825
Net Income-$198,870
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 26, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd 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
S5 Foundation Inc
EIN
39-6105207
Phone
8472512134
Address
PO BOX 221, WILMETTE, IL 60091

Signing Officer

Name
Michael a Schield
Title
Pres/treas
Signed
2019-03-26
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 Appendix292 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1LEGAL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL A SCHIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JILL S SCHIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2AUDREY SCHIELD
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL A SCHIELD
IRS990PF/StatementsRegardingActyGrp/PhoneNum08472512134
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0224700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060091
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0224700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0170903
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0170903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013276
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013276
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0255448
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063284
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068877
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0224700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053797
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0268724
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0214927
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROFESSIONAL MEMBERSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2110
TaxesSchedule/TaxesDetail/Amt01231
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL A SCHIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S5 FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0S5FO
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/PreparerFirmEIN0363430638
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/ReturnTs02019-03-26T15:42:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,582,086
Liabilities
$0
Net assets
$1,582,086
Revenue
$29,955
Expenses
$228,825
Net income
-$198,870
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
2018Detailed filing. Detailed filing data is available for this year.$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