Civic Intelligence

Bonnie Lee Bolding Charitable Foundation

990PF • Fiscal year 2018 • EIN 46-6850466

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 08, 2019

2340 S River Rd Suite 311Des Plaines, IL 60018

(847) 635-0793

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-62%

Higher net margin than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

34th percentile

-2.3%

Faster asset growth than 34% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$2,606,362

Down $61,398 (-2.3%) from 2017

Net Assets

Down

$2,606,362

Down $61,398 (-2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$98,266

Down $572,600 (-85%) from 2017

Expenses

Up

$159,664

Up $25,009 (+19%) from 2017

Net Income

Down

-$61,398

Down $597,609 (-111%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2013: $2,014,973Liabilities 2013: $02013Assets 2014: $2,075,161Liabilities 2014: $0Net Assets 2014: $2,075,1612014Assets 2015: $2,006,633Liabilities 2015: $0Net Assets 2015: $2,006,6332015Assets 2016: $2,132,935Liabilities 2016: $0Net Assets 2016: $2,132,9352016Assets 2017: $2,667,760Liabilities 2017: $0Net Assets 2017: $2,667,7602017Assets 2018: $2,606,362Liabilities 2018: $0Net Assets 2018: $2,606,3622018Assets 2019: $3,798,823Liabilities 2019: $0Net Assets 2019: $3,798,8232019Assets 2020: $3,783,731Liabilities 2020: $0Net Assets 2020: $3,783,7312020Assets 2021: $20,491,811Liabilities 2021: $0Net Assets 2021: $20,491,8112021Assets 2022: $33,451,415Liabilities 2022: $0Net Assets 2022: $33,451,4152022Assets 2023: $31,965,125Liabilities 2023: $0Net Assets 2023: $31,965,1252023Assets 2024: $37,295,296Liabilities 2024: $0Net Assets 2024: $37,295,2962024

Highlighted filing

2018

Assets$2,606,362
Liabilities$0
Net Assets$2,606,362

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2013: $2,050,935Expenses 2013: $35,962Net Income 2013: $2,014,9732013Revenue 2014: $93,334Expenses 2014: $33,640Net Income 2014: $59,6942014Revenue 2015: $70,726Expenses 2015: $146,069Net Income 2015: -$75,3432015Revenue 2016: $233,118Expenses 2016: $99,650Net Income 2016: $133,4682016Revenue 2017: $670,866Expenses 2017: $134,655Net Income 2017: $536,2112017Revenue 2018: $98,266Expenses 2018: $159,664Net Income 2018: -$61,3982018Revenue 2019: $1,411,087Expenses 2019: $210,487Net Income 2019: $1,200,6002019Revenue 2020: $202,402Expenses 2020: $246,590Net Income 2020: -$44,1882020Revenue 2021: $17,262,910Expenses 2021: $536,579Net Income 2021: $16,726,3312021Revenue 2022: $11,550,968Expenses 2022: $1,662,919Net Income 2022: $9,888,0492022Revenue 2023: $3,206,597Expenses 2023: $1,973,189Net Income 2023: $1,233,4082023Revenue 2024: $4,866,256Expenses 2024: $2,214,072Net Income 2024: $2,652,1842024

Highlighted filing

2018

Revenue$98,266
Expenses$159,664
Net Income-$61,398
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 8, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
V JAMES GRIECOCo-Trst/Adv-$0--
MARTIN B SNOWCo-Trst/Adv-$0--
BONNIE L BOLDING SWEARINGENAdvis Comm M-$0--
MARGIE BOLDINGAdvis Comm M-$0--
DAVID R THATCHERInvt/Adv COM-$0--
MARK THATCHERInvt/Adv COM-$0--
LINDA PARKERAdvis Comm M-$0--
Filing and Contact Details

Filer

Filer Name
Bonnie Lee Bolding Charitable
EIN
46-6850466
Phone
8476350793
Address
2340 S RIVER RD SUITE 311, DES PLAINES, IL 60018

Signing Officer

Name
V James Grieco
Title
Co-trst/adv Comm Mbr
Phone
8476350793
Signed
2019-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Grieco & Adelman LLC
Address
2340 S RIVER RD STE 311, DES PLAINES, IL 60018
Preparer
V James Grieco
Phone
8476350793
Raw XML AppendixShowing 400 of 668 raw XML fields

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0V JAMES GRIECO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN B SNOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BONNIE L BOLDING SWEARINGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARGIE BOLDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAVID R THATCHER

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