Civic Intelligence

Sunrise Foundation C/O Robert T Napier Harrison & Held

990PF • Fiscal year 2016 • EIN 80-0908884

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
333 W Wacker Drive No 1700Chicago, IL 60606

(312) 332-1111

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-39%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$872,332

Up $93,170 (+12%) from 2015

Net Assets

Up

$872,332

Up $93,170 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

Down

$147,807

Down $95,601 (-39%) from 2015

Expenses

Up

$54,637

Up $29,471 (+117%) from 2015

Net Income

Down

$93,170

Down $125,072 (-57%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.0M$500K$0Assets 2013: $301,978Liabilities 2013: $02013Assets 2014: $560,920Liabilities 2014: $0Net Assets 2014: $560,9202014Assets 2015: $779,162Liabilities 2015: $0Net Assets 2015: $779,1622015Assets 2016: $872,332Liabilities 2016: $0Net Assets 2016: $872,3322016Assets 2017: $876,479Liabilities 2017: $0Net Assets 2017: $876,4792017Assets 2018: $821,308Liabilities 2018: $0Net Assets 2018: $821,3082018Assets 2019: $785,739Liabilities 2019: $0Net Assets 2019: $785,7392019Assets 2020: $766,272Liabilities 2020: $0Net Assets 2020: $766,2722020Assets 2021: $786,985Liabilities 2021: $0Net Assets 2021: $786,9852021Assets 2022: $744,507Liabilities 2022: $0Net Assets 2022: $744,5072022Assets 2023: $753,701Liabilities 2023: $12023

Highlighted filing

2016

Assets$872,332
Liabilities$0
Net Assets$872,332
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $301,978Expenses 2013: $0Net Income 2013: $301,9782013Revenue 2014: $277,088Expenses 2014: $18,146Net Income 2014: $258,9422014Revenue 2015: $243,408Expenses 2015: $25,166Net Income 2015: $218,2422015Revenue 2016: $147,807Expenses 2016: $54,637Net Income 2016: $93,1702016Revenue 2017: $56,794Expenses 2017: $52,647Net Income 2017: $4,1472017Revenue 2018: $16,970Expenses 2018: $72,141Net Income 2018: -$55,1712018Revenue 2019: $12,987Expenses 2019: $48,556Net Income 2019: -$35,5692019Revenue 2020: $34,288Expenses 2020: $53,755Net Income 2020: -$19,4672020Revenue 2021: $82,142Expenses 2021: $61,429Net Income 2021: $20,7132021Revenue 2022: $25,576Expenses 2022: $68,054Net Income 2022: -$42,4782022Revenue 2023: $85,895Expenses 2023: $76,701Net Income 2023: $9,1942023

Highlighted filing

2016

Revenue$147,807
Expenses$54,637
Net Income$93,170
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN R SCHMIDTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sunrise Foundation
EIN
80-0908884
Phone
3123321111
Address
333 W WACKER DRIVE NO 1700, CHICAGO, IL 60606

Signing Officer

Name
Stephen R Schmidt
Title
Trustee
Phone
7082463870
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Harrison & Held Llp
Address
333 W WACKER DR SUITE 1700, CHICAGO, IL 60606
Preparer
Margaret a Nagela
Phone
3123321111
Raw XML Appendix306 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/UndistributedIncomeGrp/UndistributedIncomePYAmt020575
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF ROBERT W SCHMIDT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O HH 333 W WACKER DR STE 1700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060606
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0145829
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04305
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04305
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EMA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ESTATE OF ROBERT W SCHMIDT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O HH 333 W WACKER DR STE 1700
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHICAGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd060606
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07082463870
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT T NAPIER HARRISON & HELD
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0800908884
ReturnHeader/Filer/PhoneNum03123321111
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W WACKER DRIVE NO 1700
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId002374B44CFED657A389FA1F0857AA3CA1AD63B3A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId002374B44CFED657A389FA1F0857AA3CA1AD63B3A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.104.243.90
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:36:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320077509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISON & HELD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W WACKER DR SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123321111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A NAGELA
ReturnHeader/ReturnTs02017-05-08T09:44:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$872,332
Liabilities
$0
Net assets
$872,332
Revenue
$147,807
Expenses
$54,637
Net income
$93,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.54$0.00$0.86$0.77$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.45$0.00$7.45$0.26$0.68$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$0.82$0.61$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$0.00$7.66$0.34$0.54$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$0.00$7.86$0.13$0.49$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$0.17$0.72$0.55
2017Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.57$0.53$0.04
2016Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$1.48$0.55$0.93
2015Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$2.43$0.25$2.18
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$2.77$0.18$2.59
2013Summary only. Only limited summary data is available for this year.$3.02$0.00$3.02$0.00$3.02