Civic Intelligence

Melva Bucksbaum Family Foundation

990PF • Fiscal year 2017 • EIN 42-6122182

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization Profile
1 N Franklin St No 625Chicago, IL 60606

(312) 960-2524

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

89th percentile

36%

Faster asset growth than 89% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,870,196

Up $1,018,923 (+36%) from 2016

Net Assets

Up

$3,870,196

Up $1,018,923 (+36%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin83rd percentile

Revenue

Down

$3,169,631

Down $1,156,459 (-27%) from 2016

Expenses

Up

$2,150,762

Up $620,762 (+41%) from 2016

Net Income

Down

$1,018,869

Down $1,777,221 (-64%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $198,871Liabilities 2010: $0Net Assets 2010: $198,8712010Assets 2011: $70,272Liabilities 2011: $0Net Assets 2011: $70,2722011Assets 2012: $148,011Liabilities 2012: $0Net Assets 2012: $148,0112012Assets 2013: $262,437Liabilities 2013: $02013Assets 2014: $220,190Liabilities 2014: $0Net Assets 2014: $220,1902014Assets 2015: $55,254Liabilities 2015: $0Net Assets 2015: $55,2542015Assets 2016: $2,851,273Liabilities 2016: $0Net Assets 2016: $2,851,2732016Assets 2017: $3,870,196Liabilities 2017: $0Net Assets 2017: $3,870,1962017Assets 2018: $2,925,074Liabilities 2018: $0Net Assets 2018: $2,925,0742018Assets 2019: $2,979,826Liabilities 2019: $0Net Assets 2019: $2,979,8262019Assets 2020: $2,977,252Liabilities 2020: $0Net Assets 2020: $2,977,2522020Assets 2021: $2,971,060Liabilities 2021: $0Net Assets 2021: $2,971,0602021Assets 2022: $2,992,381Liabilities 2022: $0Net Assets 2022: $2,992,3812022Assets 2023: $3,117,688Liabilities 2023: $0Net Assets 2023: $3,117,6882023Assets 2024: $3,403,165Liabilities 2024: $0Net Assets 2024: $3,403,1652024

Highlighted filing

2017

Assets$3,870,196
Liabilities$0
Net Assets$3,870,196
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $670,4512010Expenses 2011: $2,129,2002011Expenses 2012: $1,172,2702012Revenue 2013: $168,435Expenses 2013: $54,010Net Income 2013: $114,4252013Revenue 2014: $90,501Expenses 2014: $132,750Net Income 2014: -$42,2492014Revenue 2015: $1,061Expenses 2015: $166,000Net Income 2015: -$164,9392015Revenue 2016: $4,326,090Expenses 2016: $1,530,000Net Income 2016: $2,796,0902016Revenue 2017: $3,169,631Expenses 2017: $2,150,762Net Income 2017: $1,018,8692017Revenue 2018: $3,207,325Expenses 2018: $4,152,922Net Income 2018: -$945,5972018Revenue 2019: $3,205,189Expenses 2019: $3,150,437Net Income 2019: $54,7522019Revenue 2020: $3,154,409Expenses 2020: $3,156,983Net Income 2020: -$2,5742020Revenue 2021: $3,147,964Expenses 2021: $3,153,406Net Income 2021: -$5,4422021Revenue 2022: $3,182,387Expenses 2022: $3,161,066Net Income 2022: $21,3212022Revenue 2023: $3,283,914Expenses 2023: $3,158,607Net Income 2023: $125,3072023Revenue 2024: $3,297,054Expenses 2024: $3,011,577Net Income 2024: $285,4772024

Highlighted filing

2017

Revenue$3,169,631
Expenses$2,150,762
Net Income$1,018,869
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY BUCKSBAUM SCANLANPresident/Director-$0--
GENE BUCKSBAUMVice President/Director-$0--
RICHARD B DENNERTSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Melva Bucksbaum Family Foundation
EIN
42-6122182
Phone
3129602524
Address
1 N FRANKLIN ST NO 625, CHICAGO, IL 60606

Signing Officer

Name
Richard B Dennert
Title
Secretary/treasurer
Phone
3129602524
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Mb Investments LLC
Address
1 N FRANKLIN ST SUITE 625, CHICAGO, IL 60606
Preparer
Richard B Dennert
Phone
3129602524
Raw XML Appendix347 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEQUOIA FUND, INC.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY BUCKSBAUM SCANLAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD B DENNERT
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03129602524
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARY BUCKSBAUM SCANLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASPEN COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1QUAHOG BAY CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE BAUM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BAUM FAMILY DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt085 COUNTRY DAY WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1286 BETHEL POINT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 475027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 475027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARPSWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104079
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394147
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0212966
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0212966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01464246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0155125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0119545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt047242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01147135
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01147135
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03723192
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01937034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01464246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0155125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0119545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt047242
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01937034
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04870327
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02933293
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MARTIN BUCKSBAUM CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01313 N MARKET STREET SUITE 5300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WILMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019801
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03142619
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0762
OtherIncreasesSchedule/OtherIncreasesDetail/Amt054
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME FROM NATIONAL FINANCIAL SERVICES (663-068357) - TAX GREATER THAN BOOK
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD B DENNERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03129602524
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELVA BUCKSBAUM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0426122182
ReturnHeader/Filer/PhoneNum03129602524
ReturnHeader/Filer/USAddress/AddressLine1Txt01 N FRANKLIN ST NO 625
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0529B8211F60BCDACDA6D7EEC1C745F5880E4F46D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06410079965079D3074AAD5C60F569B728853E432
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.242.182
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:13:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421489255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MB INVESTMENTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 N FRANKLIN ST SUITE 625
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03129602524
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DENNERT
ReturnHeader/ReturnTs02018-05-07T10:13:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,870,196
Liabilities
$0
Net assets
$3,870,196
Revenue
$3,169,631
Expenses
$2,150,762
Net income
$1,018,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$3.30$3.01$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$3.28$3.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$3.18$3.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$3.15$3.15$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$3.15$3.16$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$3.21$3.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$3.21$4.15$0.95
2017Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$3.17$2.15$1.02
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$4.33$1.53$2.80
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.17$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.09$0.13$0.04
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.17$0.05$0.11
2012Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.17
2011Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$2.13
2010Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.67