Civic Intelligence

Louis & Julie Bucksbaum Fam Foundation C/O Mb Investments LLC

EIN 46-1521549 • Chicago, IL

1 N Franklin St 625Chicago, IL 60606
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.05x

Higher debt load relative to assets than 57% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.43x

Higher debt load relative to revenue than 82% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-2.0%

Faster asset growth than 31% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

294%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,110,938

Down $22,242 (-2.0%) from 2023

Liabilities

Down

$50,000

Down $50,014 (-50%) from 2023

Net Assets

Up

$1,060,938

Up $27,772 (+2.7%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin73rd percentile

Revenue

Up

$117,558

Up $87,717 (+294%) from 2023

Expenses

Down

$89,786

Down $240,846 (-73%) from 2023

Net Income

Up

$27,772

Up $328,563 (+109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $364,819Liabilities 2012: $02012Assets 2013: $443,786Liabilities 2013: $0Net Assets 2013: $443,7862013Assets 2014: $392,961Liabilities 2014: $0Net Assets 2014: $392,9612014Assets 2015: $1,097,598Liabilities 2015: $0Net Assets 2015: $1,097,5982015Assets 2016: $1,086,066Liabilities 2016: $0Net Assets 2016: $1,086,0662016Assets 2017: $1,073,475Liabilities 2017: $0Net Assets 2017: $1,073,4752017Assets 2018: $1,266,963Liabilities 2018: $0Net Assets 2018: $1,266,9632018Assets 2019: $1,457,555Liabilities 2019: $0Net Assets 2019: $1,457,5552019Assets 2020: $1,319,720Liabilities 2020: $0Net Assets 2020: $1,319,7202020Assets 2021: $1,460,203Liabilities 2021: $0Net Assets 2021: $1,460,2032021Assets 2022: $1,333,957Liabilities 2022: $0Net Assets 2022: $1,333,9572022Assets 2023: $1,133,180Liabilities 2023: $100,014Net Assets 2023: $1,033,1662023Assets 2024: $1,110,938Liabilities 2024: $50,000Net Assets 2024: $1,060,9382024

Highlighted filing

2024

Assets$1,110,938
Liabilities$50,000
Net Assets$1,060,938
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,061,952Expenses 2012: $0Net Income 2012: $1,061,9522012Revenue 2013: $159,190Expenses 2013: $80,233Net Income 2013: $78,9572013Revenue 2014: $50,005Expenses 2014: $100,830Net Income 2014: -$50,8252014Revenue 2015: $816,082Expenses 2015: $110,538Net Income 2015: $705,5442015Revenue 2016: $85,024Expenses 2016: $100,266Net Income 2016: -$15,2422016Revenue 2017: $105,363Expenses 2017: $121,915Net Income 2017: -$16,5522017Revenue 2018: $498,560Expenses 2018: $123,644Net Income 2018: $374,9162018Revenue 2019: $444,827Expenses 2019: $262,790Net Income 2019: $182,0372019Revenue 2020: $17,407Expenses 2020: $124,202Net Income 2020: -$106,7952020Revenue 2021: $247,263Expenses 2021: $106,733Net Income 2021: $140,5302021Revenue 2022: $10,642Expenses 2022: $136,881Net Income 2022: -$126,2392022Revenue 2023: $29,841Expenses 2023: $330,632Net Income 2023: -$300,7912023Revenue 2024: $117,558Expenses 2024: $89,786Net Income 2024: $27,7722024

Highlighted filing

2024

Revenue$117,558
Expenses$89,786
Net Income$27,772
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,110,938
Liabilities
$50,000
Net assets
$1,060,938
Revenue
$117,558
Expenses
$89,786
Net income
$27,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.05$1.06$0.12$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.10$1.03$0.03$0.33$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.01$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.25$0.11$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.02$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.44$0.26$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.50$0.12$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.82$0.11$0.71
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.05$0.10$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.16$0.08$0.08
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$1.06$0.00$1.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUIS BUCKSBAUMPresident-$0--
JULIE BUCKSBAUMVice President-$0--
ROBERT TRATTNERSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Louis & Julie Bucksbaum Fam Foundation
EIN
46-1521549
Phone
3129602524
Address
1 N FRANKLIN ST 625, CHICAGO, IL 60606

Signing Officer

Name
Robert Trattner
Title
Secretary/treasurer
Phone
3129602524
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Mb Investments LLC
Address
1 N FRANKLIN ST SUITE 625, CHICAGO, IL 60606
Preparer
Nicole M Elliott
Phone
3129602524
Raw XML Appendix354 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/ContributingManagerNm1JULIE BUCKSBAUM
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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/GrantOrContributionPurposeTxt4ALL CONTRIBUTIONS MADE FOR THE INTENT ESTABLISHED BY THE VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONGREGATION BETH SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CROHN'S & COLITIS FOUNDATION OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FEDERATION OF METROPOLITAN CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIONAL MARROW DONOR PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4OWLS LACROSSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03433 WALTERS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt149 BLACK BURNIAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt230 SOUTH WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 N 5TH STR
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt057335
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt058897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0198002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt058897
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01294
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01294
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05574
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05574
TaxesSchedule/TaxesDetail/Amt0466
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0466
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TRATTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03129602524
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUIS & JULIE BUCKSBAUM FAM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MB INVESTMENTS LLC
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0461521549
ReturnHeader/Filer/PhoneNum03129602524
ReturnHeader/Filer/USAddress/AddressLine1Txt01 N FRANKLIN ST 625
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparerPersonNm0NICOLE M ELLIOTT
ReturnHeader/ReturnTs02025-05-14T18:33:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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