Civic Intelligence

S5 Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-6105207

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

91st percentile

65%

Faster asset growth than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,162,920

Up $850,036 (+65%) from 2019

Net Assets

Up

$2,162,920

Up $850,036 (+65%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Up

$1,206,830

Up $1,218,199 (+10715%) from 2019

Expenses

Up

$356,794

Up $98,961 (+38%) from 2019

Net Income

Up

$850,036

Up $1,119,238 (+416%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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: $1Net 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

2020

Assets$2,162,920
Liabilities$1
Net Assets$2,162,920
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$1,206,830
Expenses$356,794
Net Income$850,036
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Pbg Financial Services Ltd
Address
666 Dundee Road Suite 401, Northbrook, IL 60062
Preparer
Christopher Portera
Phone
8472911400
Raw XML Appendix318 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01212 PROMEGA CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1600 APTIV PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,000 FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3120 MSCI INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 THERMO FISHER SCIENTIFIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5.158 VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64,300 QUANTA SERVICES
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt063284
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0349412
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0156575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt069550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033820
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0354750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0156575
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0412696
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0256121
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1550
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL A SCHIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S5 FOUNDATION INC
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ReturnHeader/Filer/EIN0396105207
ReturnHeader/Filer/PhoneNum08472512134
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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/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08472911400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER PORTERA
ReturnHeader/ReturnTs02021-05-10T11:25:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHIELD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,162,920
Liabilities
$1
Net assets
$2,162,920
Revenue
$1,206,830
Expenses
$356,794
Net income
$850,036
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