Civic Intelligence

Intervivos Foundation

990EZ • Fiscal year 2019 • EIN 46-4018328

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

303 East Wacker Drive No 2725Chicago, IL 60601

(917) 774-3511

Siviq Scores

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

Liabilities / Assets

96th percentile

1.58x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

30th percentile

-8.9%

Faster asset growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$34,104

Down $3,330 (-8.9%) from 2018

Net Assets

Down

-$19,720

Down $4,509 (-30%) from 2018

Liabilities

Up

$53,824

Up $1,179 (+2.2%) from 2018

Revenue

Flat

$0

Flat from 2018

Expenses

Down

$4,509

Down $37,850 (-89%) from 2018

Net Income

Up

-$4,509

Up $37,850 (+89%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2014: $988Liabilities 2014: $12,500Net Assets 2014: -$11,5122014Assets 2015: $2,189Liabilities 2015: $187,359Net Assets 2015: -$185,1702015Assets 2016: $99,708Liabilities 2016: $37,136Net Assets 2016: $62,5722016Assets 2017: $65,332Liabilities 2017: $48,645Net Assets 2017: $16,6872017Assets 2018: $37,434Liabilities 2018: $52,645Net Assets 2018: -$15,2112018Assets 2019: $34,104Liabilities 2019: $53,824Net Assets 2019: -$19,7202019Assets 2020: $756,633Liabilities 2020: $259,502Net Assets 2020: $497,1312020Assets 2021: $207,083Liabilities 2021: $9,998Net Assets 2021: $197,0852021Assets 2022: $167,637Liabilities 2022: $11,138Net Assets 2022: $156,4992022Assets 2023: $136,317Liabilities 2023: $0Net Assets 2023: $136,3172023Assets 2024: $113,997Liabilities 2024: $0Net Assets 2024: $113,9972024

Highlighted filing

2019

Assets$34,104
Liabilities$53,824
Net Assets-$19,720

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $1,264Expenses 2014: $11,512Net Income 2014: -$10,2482014Revenue 2015: $225Expenses 2015: $173,883Net Income 2015: -$173,6582015Revenue 2016: $742,350Expenses 2016: $494,608Net Income 2016: $247,7422016Revenue 2017: $0Expenses 2017: $67,886Net Income 2017: -$67,8862017Revenue 2018: $0Expenses 2018: $42,359Net Income 2018: -$42,3592018Revenue 2019: $0Expenses 2019: $4,509Net Income 2019: -$4,5092019Revenue 2020: $967,539Expenses 2020: $478,877Net Income 2020: $488,6622020Revenue 2021: $0Expenses 2021: $300,046Net Income 2021: -$300,0462021Revenue 2022: $0Expenses 2022: $45,142Net Income 2022: -$45,1422022Revenue 2023: $0Expenses 2023: $20,182Net Income 2023: -$20,1822023Revenue 2024: $0Expenses 2024: $22,320Net Income 2024: -$22,3202024

Highlighted filing

2019

Revenue$0
Expenses$4,509
Net Income-$4,509
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

The purpose of intervivos foundation shall be to exclusively engage in chartiable activities including the making of 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
ACCEPTING DONATIONS OF LIFE INSURANCE POLICIES$0$2,370
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BART KOGANDirector-$0--
WILLIAM LIPSEYDirector-$0--
CARL SEIDLDirector-$0--
DAVID SIMONDirector And PresidentFT$0--
ROBERT STUCHINERDirector And CFOPT$0--
NICOMEDES SY HERRERADirector And SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Intervivos Foundation
EIN
46-4018328
Phone
9177743511
Address
303 EAST WACKER DRIVE NO 2725, CHICAGO, IL 60601

Signing Officer

Name
David B Simon
Title
President
Phone
9177743511
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Chortek Llp
Address
N19 W24133 RIVERWOOD DRIVE SUITE, 305, WAUKESHA, WI 53188
Preparer
Julie Schroeder
Phone
2625228227
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance premiums. Amount: 4,474. Description: licenses and fees. Amount: 35. Total to form 990-ez, line 16: 4,509.

Form 990-ez, Part II, Line 24 - Other Assets

Description: life insurance policy. Beg. Of year amount: 32,461. End of year amount: 32,461.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to related party. Beg. Of year amount: 52,645. End of year amount: 53,824.

Raw XML Appendix191 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/BusinessName/BusinessNameLine1Txt0DAVID B SIMON
IRS990EZ/BooksInCareOfDetail/PhoneNum03128190790
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0303 EAST WACKER DRIVE NO 2725
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-19720
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-19720
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BART KOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM LIPSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL SEIDL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT STUCHINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOMEDES SY HERRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR AND PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR AND CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR AND SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt032461
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032461
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04509
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF INTERVIVOS FOUNDATION SHALL BE TO EXCLUSIVELY ENGAGE IN CHARTIABLE ACTIVITIES INCLUDING THE MAKING OF 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/DescriptionProgramSrvcAccomTxt0ACCEPTING DONATIONS OF LIFE INSURANCE POLICIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02370
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt02370
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IABWF.ORG
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 4,474. DESCRIPTION: LICENSES AND FEES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 4,509.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LIFE INSURANCE POLICY. BEG. OF YEAR AMOUNT: 32,461. END OF YEAR AMOUNT: 32,461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO RELATED PARTY. BEG. OF YEAR AMOUNT: 52,645. END OF YEAR AMOUNT: 53,824.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION 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.
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09177743511
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERVIVOS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0464018328
ReturnHeader/Filer/PhoneNum09177743511
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 EAST WACKER DRIVE NO 2725
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04508606EA8589CAB8D3228E5A13E94AF17B7C44D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F84E08A133AF88D3CA84489E208A7E76814703F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.8.71.2
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:24:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420993792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHORTEK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N19 W24133 RIVERWOOD DRIVE SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053188
ReturnHeader/PreparerPersonGrp/PhoneNum02625228227
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SCHROEDER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T09:55:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings