Civic Intelligence

Sheridan Road Charitable Foundation

990EZ • Fiscal year 2022 • EIN 46-3061740

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 28, 2023

535 N Michigan Avenue Ste 2408Chicago, IL 60611

(847) 205-9073

Siviq Scores

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

Liabilities / Assets

85th percentile

0.23x

Higher debt load relative to assets than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

72%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

235%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$15,286

Up $6,411 (+72%) from 2021

Net Assets

Up

$11,710

Up $9,903 (+548%) from 2021

Liabilities

Down

$3,576

Down $3,492 (-49%) from 2021

Revenue

Up

$68,541

Up $48,096 (+235%) from 2021

Expenses

Up

$58,638

Up $27,028 (+86%) from 2021

Net Income

Up

$9,903

Up $21,068 (+189%) from 2021

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $24,529Liabilities 2014: $0Net Assets 2014: $24,5292014Assets 2015: $25,989Liabilities 2015: $0Net Assets 2015: $25,9892015Assets 2016: $68,544Liabilities 2016: $4,437Net Assets 2016: $64,1072016Assets 2017: $52,075Liabilities 2017: $1,375Net Assets 2017: $50,7002017Assets 2018: $58,519Liabilities 2018: $1,868Net Assets 2018: $56,6512018Assets 2019: $33,391Liabilities 2019: $940Net Assets 2019: $32,4512019Assets 2020: $13,203Liabilities 2020: $229Net Assets 2020: $12,9742020Assets 2021: $8,875Liabilities 2021: $7,068Net Assets 2021: $1,8072021Assets 2022: $15,286Liabilities 2022: $3,576Net Assets 2022: $11,7102022Assets 2023: $13,641Liabilities 2023: $7,183Net Assets 2023: $6,4582023Assets 2024: $28,282Liabilities 2024: $0Net Assets 2024: $28,2822024

Highlighted filing

2022

Assets$15,286
Liabilities$3,576
Net Assets$11,710

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $63,149Expenses 2014: $38,620Net Income 2014: $24,5292014Revenue 2015: $137,144Expenses 2015: $135,684Net Income 2015: $1,4602015Revenue 2016: $221,255Expenses 2016: $182,035Net Income 2016: $39,2202016Revenue 2017: $115,300Expenses 2017: $128,707Net Income 2017: -$13,4072017Revenue 2018: $75,362Expenses 2018: $69,411Net Income 2018: $5,9512018Revenue 2019: $39,527Expenses 2019: $63,727Net Income 2019: -$24,2002019Revenue 2020: $8,844Expenses 2020: $28,320Net Income 2020: -$19,4762020Revenue 2021: $20,445Expenses 2021: $31,610Net Income 2021: -$11,1652021Revenue 2022: $68,541Expenses 2022: $58,638Net Income 2022: $9,9032022Revenue 2023: $53,840Expenses 2023: $59,093Net Income 2023: -$5,2532023Revenue 2024: $105,852Expenses 2024: $84,028Net Income 2024: $21,8242024

Highlighted filing

2022

Revenue$68,541
Expenses$58,638
Net Income$9,903
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 28, 2023
Return Version
2022v5.0
Gross Receipts
$68,541
Mission and Program Overview

Mission

To make distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code, or the corresponding section of any future federal tax code.

Program Services

DescriptionGrantsExpenses
THE CHARITABLE FOUNDATION HOSTED A FUNDRAISER EVENT, SONGWRITERS IN THE ROUND, IN BOTH CHICAGO AND NAPLES, FL. THIS EVENT IS SUBSTANTIALLY RELATED TO THE ACCOMPLISHMENT OF THE ORGANIZATION'S EXEMPT PURPOSE.-$30,284
THE CHARITABLE FOUNDATION DONATED FUNDS TO FOUR 501(C)(3) ORGANIZATIONS, ONE LOCATED IN THE NASHVILLE AREA AND THREE NATIONAL ORGANIZATIONS.$11,303$11,303
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL BRYANTPresident-$0--
ARTHUR LAFFERTreasurer-$0--
ANNIE AMATASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sheridan Road Charitable Foundation
EIN
46-3061740
Phone
8472059073
Address
535 N MICHIGAN AVENUE STE 2408, CHICAGO, IL 60611

Signing Officer

Name
Annie Amata
Title
Secretary
Phone
8472059073
Signed
2023-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Dowell Group Llp
Address
675 N NORTH CT STE 450, PALATINE, IL 60067-3607
Preparer
Donald T Kinnaman
Phone
8479340300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: educational name: communities in schools of tennessee address: 1207 18th ave s nashville, tn 37212 cash contribution: 10,000

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 4,022 office 1,406 business registration fee 794 event expenses 30,284 software 985 travel 1,821 website 2,486 meals 2,871 postage/shipping 672 qb processing fees 509 subscriptions 485 total 46,335

Form 990-ez, Part II, Line 26

Credit card payable 7,068 3,576

Form 990-ez, Part III

To make distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code, or the corresponding section of any future federal tax code.

Form 990-ez, Part V

Information regarding personal benefit contracts: the orgaznization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix167 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08472059073
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0891 HURON COURT APT 201
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARCO ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034145
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08875
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IRS990EZ/GrossReceiptsAmt068541
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0126
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01807
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011710
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01807
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011710
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ARTHUR LAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNIE AMATA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046335
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CHARITABLE FOUNDATION HOSTED A FUNDRAISER EVENT, SONGWRITERS IN THE ROUND, IN BOTH CHICAGO AND NAPLES, FL. THIS EVENT IS SUBSTANTIALLY RELATED TO THE ACCOMPLISHMENT OF THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE CHARITABLE FOUNDATION DONATED FUNDS TO FOUR 501(C)(3) ORGANIZATIONS, ONE LOCATED IN THE NASHVILLE AREA AND THREE NATIONAL ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011303
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030284
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111303
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07068
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03576
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058638
IRS990EZ/TotalProgramServiceExpensesAmt041587
IRS990EZ/TotalRevenueAmt068541
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SRCFOUNDATION.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt035000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068415
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08750
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075150
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0126
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0212
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0724
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0126
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0196
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0724
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83210
IRS990ScheduleA/PublicSupportPY509Pct00.79500
IRS990ScheduleA/PublicSupportTotal509Amt0176995
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt035000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068541
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075362
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0212719
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: EDUCATIONAL NAME: COMMUNITIES IN SCHOOLS OF TENNESSEE ADDRESS: 1207 18TH AVE S NASHVILLE, TN 37212 CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 4,022 OFFICE 1,406 BUSINESS REGISTRATION FEE 794 EVENT EXPENSES 30,284 SOFTWARE 985 TRAVEL 1,821 WEBSITE 2,486 MEALS 2,871 POSTAGE/SHIPPING 672 QB PROCESSING FEES 509 SUBSCRIPTIONS 485 TOTAL 46,335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD PAYABLE 7,068 3,576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGAZNIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART V
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE AMATA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08472059073
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERIDAN ROAD CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0463061740
ReturnHeader/Filer/PhoneNum08472059073
ReturnHeader/Filer/USAddress/AddressLine1Txt0535 N MICHIGAN AVENUE STE 2408
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364027344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOWELL GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 N NORTH CT STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600673607
ReturnHeader/PreparerPersonGrp/PhoneNum08479340300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD T KINNAMAN
ReturnHeader/ReturnTs02023-08-08T11:05:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AMATA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits