Civic Intelligence

Robert Jensen Dau Foundation

990PF • Fiscal year 2024 • EIN 47-3548984

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 11, 2025

585 Bank Lane 3000Lake Forest, IL 60045

(847) 234-5000

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

2.4%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

98th percentile

816%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$1,614,919

Up $37,202 (+2.4%) from 2023

Net Assets

Up

$1,614,919

Up $37,202 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$197,170

Up $175,640 (+816%) from 2023

Expenses

Up

$159,968

Up $38,567 (+32%) from 2023

Net Income

Up

$37,202

Up $137,073 (+137%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $5,806Liabilities 2015: $02015Assets 2017: $1,940,422Liabilities 2017: $0Net Assets 2017: $1,940,4222017Assets 2018: $2,058,886Liabilities 2018: $0Net Assets 2018: $2,058,8862018Assets 2019: $2,161,346Liabilities 2019: $0Net Assets 2019: $2,161,3462019Assets 2020: $1,880,314Liabilities 2020: $0Net Assets 2020: $1,880,3142020Assets 2021: $1,858,750Liabilities 2021: $0Net Assets 2021: $1,858,7502021Assets 2022: $1,677,588Liabilities 2022: $0Net Assets 2022: $1,677,5882022Assets 2023: $1,577,717Liabilities 2023: $0Net Assets 2023: $1,577,7172023Assets 2024: $1,614,919Liabilities 2024: $0Net Assets 2024: $1,614,9192024Assets 2025: $1,498,491Liabilities 2025: $0Net Assets 2025: $1,498,4912025

Highlighted filing

2024

Assets$1,614,919
Liabilities$0
Net Assets$1,614,919

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2015: $5,806Expenses 2015: $0Net Income 2015: $5,8062015Revenue 2017: $121,639Expenses 2017: $155,723Net Income 2017: -$34,0842017Revenue 2018: $218,273Expenses 2018: $99,809Net Income 2018: $118,4642018Revenue 2019: $339,480Expenses 2019: $237,020Net Income 2019: $102,4602019Revenue 2020: -$120,452Expenses 2020: $160,580Net Income 2020: -$281,0322020Revenue 2021: $139,233Expenses 2021: $160,797Net Income 2021: -$21,5642021Revenue 2022: $37,811Expenses 2022: $218,973Net Income 2022: -$181,1622022Revenue 2023: $21,530Expenses 2023: $121,401Net Income 2023: -$99,8712023Revenue 2024: $197,170Expenses 2024: $159,968Net Income 2024: $37,2022024Revenue 2025: $82,370Expenses 2025: $198,798Net Income 2025: -$116,4282025

Highlighted filing

2024

Revenue$197,170
Expenses$159,968
Net Income$37,202
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 11, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FERNANDA D FISHERPresidentPT$0--
BRIAN T FISHERTreasurer-$0--
KIRK HOOPINGARNERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Robert Jensen Dau Foundation
EIN
47-3548984
Phone
8472345000
Address
585 BANK LANE 3000, LAKE FOREST, IL 60045

Signing Officer

Name
Fernanda Dau Fisher
Title
President
Phone
7035347940
Signed
2025-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Pasquesi Sheppard LLC
Address
585 BANK LANE, LAKE FOREST, IL 60045
Preparer
Mark Zivkovic
Phone
8472345000
Raw XML Appendix367 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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PEN AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7PETOSKEY HARBOR SPRINGS COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8LITTLE TRAVERSE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt108568 MERCER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21000 LAKE COOK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3222 KENILWORTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt447535 CA-74
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5800 BAY HARBOR DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6588 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7616 PETOSKEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83264 POWELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PETOSKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLEVOIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GLENCOE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KENILWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BAY HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PETOSKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8HARBOR SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd749770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd849740
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0134419
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0163645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010259
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0134419
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010259
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039485
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023349
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18560
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3342
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt4150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2WEB SITE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3POST OFFICE BOX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4MISCELLANEOUS EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt18560
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt3342
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt4150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023349
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt40
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0IL SEC OF STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FERNANDA DAU FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07035347940
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT JENSEN DAU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0473548984
ReturnHeader/Filer/PhoneNum08472345000
ReturnHeader/Filer/USAddress/AddressLine1Txt0585 BANK LANE 3000
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060045
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364049282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PASQUESI SHEPPARD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0585 BANK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060045
ReturnHeader/PreparerPersonGrp/PhoneNum08472345000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK ZIVKOVIC
ReturnHeader/ReturnTs02025-03-01T07:49:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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