S5 Foundation Inc.

990PF • Fiscal year 2021 • EIN 39-6105207

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

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.

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

-373%

Higher net margin than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

-12%

Faster asset growth than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

-94%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,904,336

Down $258,584 (-12%) from 2020

Net Assets

Down

$1,904,336

Down $258,584 (-12%) from 2020

Liabilities

Up $1 from 2020

Revenue And Expenses

Liabilities / Revenue32nd percentile Net Margin2nd percentile

Revenue

Down

$69,285

Down $1,137,545 (-94%) from 2020

Expenses

Down

$327,869

Down $28,925 (-8.1%) from 2020

Net Income

Down

-$258,584

Down $1,108,620 (-130%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

Highlighted filing

2021

Assets$1,904,336

Liabilities$1

Net Assets$1,904,336

Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2021

Revenue$69,285

Expenses$327,869

Net Income-$258,584

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: May 4, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL A SCHIELD	Pres/Treas	FT	$0	-	-
JILL S SCHIELD	VP, Secretary	PT	$0	-	-
AUDREY SCHIELD	Director	-	$0	-	-
NINA SCHIELD	Director	-	$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: 2022-05-04
Discuss with paid preparer: Yes

Preparer

Firm: PBG Financial Services PLLC
Address: 666 Dundee Rd Ste 401, Northbrook, IL 60062
Preparer: Christopher Portera
Phone: 8472911400

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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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	53797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	35670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	33820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	33820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	374180
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	58588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	156575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	69550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	53797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	35670
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	320650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	58588
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	408000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	349412
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	35
TaxesSchedule/TaxesDetail/Amt	0	5966
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES - 2020
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL A SCHIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRES/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	S5 FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	S5FO
ReturnHeader/Filer/EIN	0	396105207
ReturnHeader/Filer/PhoneNum	0	8472512134
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 221
ReturnHeader/Filer/USAddress/CityNm	0	WILMETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60091
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	363430638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PBG Financial Services PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	666 Dundee Rd Ste 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60062
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8472911400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHRISTOPHER PORTERA
ReturnHeader/ReturnTs	0	2022-05-04T13:11:03-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MICHAEL A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SCHIELD
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,904,336
Liabilities: $1
Net assets: $1,904,336
Revenue: $69,285
Expenses: $327,869
Net income: -$258,584

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2021Detailed filing. Detailed filing data is available for this year.	$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