Civic Intelligence

Jane W and David M Stone Charitable Trust

EIN 47-2484936 • Chicago, IL

451 East Grand Avenue 6112Chicago, IL 60611
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

24th percentile

-8.5%

Higher net margin than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.6%

Faster asset growth than 33% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.9%

Faster revenue growth than 42% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,867,788

Down $56,910 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$9,867,788

Down $56,910 (-0.6%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin24th percentile

Revenue

Up

$668,757

Up $24,948 (+3.9%) from 2023

Expenses

Up

$725,667

Up $17,788 (+2.5%) from 2023

Net Income

Up

-$56,910

Up $7,160 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2015: $11,287,950Liabilities 2015: $02015Assets 2016: $10,835,847Liabilities 2016: $0Net Assets 2016: $10,835,8472016Assets 2017: $10,756,431Liabilities 2017: $0Net Assets 2017: $10,756,4312017Assets 2018: $10,740,120Liabilities 2018: $0Net Assets 2018: $10,740,1202018Assets 2019: $10,619,606Liabilities 2019: $0Net Assets 2019: $10,619,6062019Assets 2020: $10,656,766Liabilities 2020: $0Net Assets 2020: $10,656,7662020Assets 2021: $10,642,208Liabilities 2021: $0Net Assets 2021: $10,642,2082021Assets 2022: $9,988,768Liabilities 2022: $0Net Assets 2022: $9,988,7682022Assets 2023: $9,924,698Liabilities 2023: $0Net Assets 2023: $9,924,6982023Assets 2024: $9,867,788Liabilities 2024: $0Net Assets 2024: $9,867,7882024

Highlighted filing

2024

Assets$9,867,788
Liabilities$0
Net Assets$9,867,788
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $11,442,254Expenses 2015: $154,304Net Income 2015: $11,287,9502015Revenue 2016: $31,779Expenses 2016: $483,882Net Income 2016: -$452,1032016Revenue 2017: $556,950Expenses 2017: $636,366Net Income 2017: -$79,4162017Revenue 2018: $645,540Expenses 2018: $661,851Net Income 2018: -$16,3112018Revenue 2019: $560,870Expenses 2019: $681,384Net Income 2019: -$120,5142019Revenue 2020: $748,767Expenses 2020: $711,607Net Income 2020: $37,1602020Revenue 2021: $691,899Expenses 2021: $706,457Net Income 2021: -$14,5582021Revenue 2022: $168,463Expenses 2022: $821,903Net Income 2022: -$653,4402022Revenue 2023: $643,809Expenses 2023: $707,879Net Income 2023: -$64,0702023Revenue 2024: $668,757Expenses 2024: $725,667Net Income 2024: -$56,9102024

Highlighted filing

2024

Revenue$668,757
Expenses$725,667
Net Income-$56,910
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,867,788
Liabilities
$0
Net assets
$9,867,788
Revenue
$668,757
Expenses
$725,667
Net income
-$56,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.87$0.00$9.87$0.67$0.73$0.06
2023Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.92$0.64$0.71$0.06
2022Detailed filing. Detailed filing data is available for this year.$9.99$0.00$9.99$0.17$0.82$0.65
2021Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.69$0.71$0.01
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.75$0.71$0.04
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.56$0.68$0.12
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.65$0.66$0.02
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.56$0.64$0.08
2016Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.03$0.48$0.45
2015Summary only. Only limited summary data is available for this year.$11.3$0.00$11.4$0.15$11.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET STONE BOWENPresident-$0--
MARK BOWENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jane W and David M Stone Charitable
EIN
47-2484936
Address
451 EAST GRAND AVENUE 6112, CHICAGO, IL 60611

Signing Officer

Name
Margaret Stone Bowen
Title
President
Signed
2025-08-12

Preparer

Firm
Pbc Advisors LLC
Address
903 COMMERCE DR STE 333, OAK BROOK, IL 60523
Preparer
Jay Sanderscpamst
Phone
6305716770
Raw XML AppendixShowing 400 of 428 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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