Civic Intelligence

Andrew Applegate Foundation

990EZ • Fiscal year 2023 • EIN 47-4354412

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization ProfileWWW.ALONGSIDEANDREW.ORG
1250 S Michigan Avenue 2802Chicago, IL 60605

(847) 323-0150

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-49%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$187,363

Down $32,850 (-15%) from 2022

Net Assets

Down

$187,363

Down $32,850 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$67,677

Down $8,932 (-12%) from 2022

Expenses

Up

$100,527

Up $100,000 (+18975%) from 2022

Net Income

Down

-$32,850

Down $108,932 (-143%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$300K$200K$100K$0Assets 2019: $79,222Liabilities 2019: $0Net Assets 2019: $79,2222019Assets 2020: $134,494Liabilities 2020: $0Net Assets 2020: $134,4942020Assets 2021: $144,131Liabilities 2021: $0Net Assets 2021: $144,1312021Assets 2022: $220,213Liabilities 2022: $0Net Assets 2022: $220,2132022Assets 2023: $187,363Liabilities 2023: $0Net Assets 2023: $187,3632023Assets 2024: $228,166Liabilities 2024: $0Net Assets 2024: $228,1662024

Highlighted filing

2023

Assets$187,363
Liabilities$0
Net Assets$187,363
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $65,837Expenses 2019: $60,630Net Income 2019: $5,2072019Revenue 2020: $56,919Expenses 2020: $1,647Net Income 2020: $55,2722020Revenue 2021: $70,220Expenses 2021: $60,583Net Income 2021: $9,6372021Revenue 2022: $76,609Expenses 2022: $527Net Income 2022: $76,0822022Revenue 2023: $67,677Expenses 2023: $100,527Net Income 2023: -$32,8502023Revenue 2024: $66,218Expenses 2024: $25,415Net Income 2024: $40,8032024

Highlighted filing

2023

Revenue$67,677
Expenses$100,527
Net Income-$32,850
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$67,677
Mission and Program Overview

Mission

The foundation is committed to reducing the incidence of suicide by helping those who suffer from depression and other mental illnesses through our support of: mental health research; advocacy for mental healthcare parity; increased access to treatment and care for those who suffer, and efforts to educate the public about suicide prevention.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION IS COMMITTED TO REDUCING THE INCIDENCE OF SUICIDE BY HELPING THOSE WHO SUFFER FROM DEPRESSION AND OTHER MENTAL ILLNESSES THROUGH OUR SUPPORT OF: MENTAL HEALTH RESEARCH, ADVOCACY FOR MENTAL HEALTHCARE PARITY INCREASED ACCESS TO TREATMENT AND CARE FOR THOSE WHO SUFFER, AND EFFORTS TO EDUCATE THE PUBLIC ABOUT SUICIDE PREVENTION.$100,000$100,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELIA APPLEGATEPresident-$0--
FATHER JOHN HOFFMANTreasurer-$0--
RITA TRESNOWSKISecretary-$0--
Filing and Contact Details

Filer

Filer Name
Andrew Applegate Foundation
EIN
47-4354412
Phone
8473230150
Address
1250 S MICHIGAN AVENUE 2802, CHICAGO, IL 60605

Signing Officer

Name
Shelia Applegate
Title
President
Phone
8473230150
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ostrow Reisin Berk & Abrams Ltd
Address
455 N CITYFRONT PLAZA DR SUITE 1600, CHICAGO, IL 60611
Preparer
Peggy Vyborny
Phone
3126707444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donation. Grantee name: erika's lighthouse. Grantee address: 897 1/2 green bay road winnetka, il 60093. Amount given: 75,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donation. Grantee name: nami chicago. Grantee address: 1801 w warner ave ste 202 chicago, il 60613. Amount given: 25,000. Total included on form 990-ez, line 10: 100,000.”

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

“Description: administration fees. Amount: 527.”

Raw XML Appendix143 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHELIA APPLEGATE
IRS990EZ/BooksInCareOfDetail/PhoneNum08473230150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01250 S MICHIGAN AVENUE 2802
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060605
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0220213
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0187363
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt067677
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-32850
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0220213
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0187363
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100000
IRS990EZ/GrossReceiptsAmt067677
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0220213
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187363
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0220213
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0187363
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELIA APPLEGATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FATHER JOHN HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RITA TRESNOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0527
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS COMMITTED TO REDUCING THE INCIDENCE OF SUICIDE BY HELPING THOSE WHO SUFFER FROM DEPRESSION AND OTHER MENTAL ILLNESSES THROUGH OUR SUPPORT OF: MENTAL HEALTH RESEARCH; ADVOCACY FOR MENTAL HEALTHCARE PARITY; INCREASED ACCESS TO TREATMENT AND CARE FOR THOSE WHO SUFFER, AND EFFORTS TO EDUCATE THE PUBLIC ABOUT SUICIDE PREVENTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION IS COMMITTED TO REDUCING THE INCIDENCE OF SUICIDE BY HELPING THOSE WHO SUFFER FROM DEPRESSION AND OTHER MENTAL ILLNESSES THROUGH OUR SUPPORT OF: MENTAL HEALTH RESEARCH, ADVOCACY FOR MENTAL HEALTHCARE PARITY INCREASED ACCESS TO TREATMENT AND CARE FOR THOSE WHO SUFFER, AND EFFORTS TO EDUCATE THE PUBLIC ABOUT SUICIDE PREVENTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0100527
IRS990EZ/TotalProgramServiceExpensesAmt0100000
IRS990EZ/TotalRevenueAmt067677
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALONGSIDEANDREW.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt067677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0333323
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71490
IRS990ScheduleA/PublicSupportPY170Pct00.75420
IRS990ScheduleA/PublicSupportTotal170Amt0238280
IRS990ScheduleA/SubstantialContributorsTotAmt095043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt067677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073612
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0333323
IRS990ScheduleA/TotalSupportAmt0333323
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/ExplanationTxt0ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: ERIKA'S LIGHTHOUSE. GRANTEE ADDRESS: 897 1/2 GREEN BAY ROAD WINNETKA, IL 60093. AMOUNT GIVEN: 75,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: NAMI CHICAGO. GRANTEE ADDRESS: 1801 W WARNER AVE STE 202 CHICAGO, IL 60613. AMOUNT GIVEN: 25,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 100,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMINISTRATION FEES. AMOUNT: 527.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELIA APPLEGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08473230150
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDREW APPLEGATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0474354412
ReturnHeader/Filer/PhoneNum08473230150
ReturnHeader/Filer/USAddress/AddressLine1Txt01250 S MICHIGAN AVENUE 2802
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060605
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362938874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OSTROW REISIN BERK & ABRAMS LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0455 N CITYFRONT PLAZA DR SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126707444
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PEGGY VYBORNY
ReturnHeader/ReturnTs02024-11-15T08:37:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,363
Liabilities
$0
Net assets
$187,363
Revenue
$67,677
Expenses
$100,527
Net income
-$32,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.66$0.25$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.68$1.01$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.77$0.01$0.76
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.70$0.61$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.57$0.02$0.55
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.66$0.61$0.05