Civic Intelligence

Romana Charitable Foundation

990PF • Fiscal year 2016 • EIN 46-1306732

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 25, 2017

Organization Profile
74 Windrush LaneBarrington, IL 60010

(312) 659-7355

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.

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

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

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.

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

Asset Growth

94th percentile

65%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

95th percentile

164%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,101,659

Up $434,296 (+65%) from 2015

Net Assets

$1,101,659

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$470,345

Up $291,856 (+164%) from 2015

Expenses

Up

$36,049

Up $10,783 (+43%) from 2015

Net Income

Up

$434,296

Up $281,073 (+183%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $268,362Liabilities 2013: $02013Assets 2014: $514,140Liabilities 2014: $02014Assets 2015: $667,363Liabilities 2015: $02015Assets 2016: $1,101,659Liabilities 2016: $0Net Assets 2016: $1,101,6592016Assets 2017: $1,325,928Liabilities 2017: $0Net Assets 2017: $1,325,9282017Assets 2018: $1,619,291Liabilities 2018: $77Net Assets 2018: $1,619,2142018Assets 2019: $1,721,681Liabilities 2019: $16,009Net Assets 2019: $1,705,6722019Assets 2020: $1,782,201Liabilities 2020: $20,746Net Assets 2020: $1,761,4552020Assets 2021: $1,963,378Liabilities 2021: $4,305Net Assets 2021: $1,959,0732021Assets 2022: $2,023,505Liabilities 2022: $4,559Net Assets 2022: $2,018,9462022Assets 2023: $2,053,076Liabilities 2023: $16,623Net Assets 2023: $2,036,4532023Assets 2024: $1,982,404Liabilities 2024: $1,947Net Assets 2024: $1,980,4572024

Highlighted filing

2016

Assets$1,101,659
Liabilities$0
Net Assets$1,101,659
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $120,000Expenses 2013: $25,638Net Income 2013: $94,3622013Revenue 2014: $264,832Expenses 2014: $19,054Net Income 2014: $245,7782014Revenue 2015: $178,489Expenses 2015: $25,266Net Income 2015: $153,2232015Revenue 2016: $470,345Expenses 2016: $36,049Net Income 2016: $434,2962016Revenue 2017: $266,789Expenses 2017: $42,520Net Income 2017: $224,2692017Revenue 2018: $351,100Expenses 2018: $57,814Net Income 2018: $293,2862018Revenue 2019: $182,384Expenses 2019: $95,926Net Income 2019: $86,4582019Revenue 2020: $171,796Expenses 2020: $116,013Net Income 2020: $55,7832020Revenue 2021: $337,099Expenses 2021: $139,481Net Income 2021: $197,6182021Revenue 2022: $208,722Expenses 2022: $148,849Net Income 2022: $59,8732022Revenue 2023: $161,917Expenses 2023: $144,410Net Income 2023: $17,5072023Revenue 2024: $92,780Expenses 2024: $148,776Net Income 2024: -$55,9962024

Highlighted filing

2016

Revenue$470,345
Expenses$36,049
Net Income$434,296
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY M CAMPBELLExecutive Di-$0--
JAMES HULSHOFDirector-$0--
ALLISON CAMPBELLDirector-$0--
BROOKE CAMPBELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Romana Charitable Foundation
EIN
46-1306732
Phone
3126597355
Address
74 WINDRUSH LANE, BARRINGTON, IL 60010

Signing Officer

Name
James Hulshof
Title
Director
Phone
3126597355
Signed
2017-04-25

Preparer

Firm
The Eldridge Group Inc
Address
2330 PARK RD/PO BOX 368 N, CONNERSVILLE, IN 47331
Preparer
Jeremy Eldridge
Phone
7658271040
Raw XML Appendix325 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01633 N CLEVELAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1230 JESSE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32839 PACES FERRY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41560 SHERMAN AVE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd165211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024750
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/AppliedToCurrentYearAmt020393
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05685
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034462
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026078
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014069
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05685
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TRACY CAMPBELL MD SC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TRACY CAMPBELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt074 WINDRUSH LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt174 WINDRUSH LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BARRINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BARRINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060010
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160010
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0210000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1240000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03867
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03867
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEALS&ENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEB PAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1699
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt221
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt415
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER GAINS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0932
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt157
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0932
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt157
TaxesSchedule/TaxesDetail/Amt0337
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/Amt2104
TaxesSchedule/TaxesDetail/CategoryTxt02015 FEDERAL EXCISE TAX ON INVES
TaxesSchedule/TaxesDetail/CategoryTxt1ANNUAL STATE FILING
TaxesSchedule/TaxesDetail/CategoryTxt2FOREGIN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0104
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HULSHOF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03126597355
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROMANA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROMA
ReturnHeader/Filer/EIN0461306732
ReturnHeader/Filer/PhoneNum03126597355
ReturnHeader/Filer/USAddress/AddressLine1Txt074 WINDRUSH LANE
ReturnHeader/Filer/USAddress/CityNm0BARRINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060010
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId010DB927BEBC21C55133091ED55769736683B03A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE9BE4F0444E195420A1C19305EAEB72DB726A51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352151629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE ELDRIDGE GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02330 PARK RD/PO BOX 368 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONNERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047331
ReturnHeader/PreparerPersonGrp/PhoneNum07658271040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY ELDRIDGE
ReturnHeader/ReturnTs02017-05-03T07:56:51-05:00
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
$1,101,659
Liabilities
$0
Net assets
$1,101,659
Revenue
$470,345
Expenses
$36,049
Net income
$434,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.09$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.02$2.04$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.21$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.34$0.14$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$0.17$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.71$0.18$0.10$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.35$0.06$0.29
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.27$0.04$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.47$0.04$0.43
2015Summary only. Only limited summary data is available for this year.$0.67$0.00$0.18$0.03$0.15
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.26$0.02$0.25
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.12$0.03$0.09