Civic Intelligence

Rogue Willow Foundation

990PF • Fiscal year 2019 • EIN 83-2908559

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 27, 2020

Organization Profile
5215 Old Orchard RdSkokie, IL 60077

(847) 966-6797

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-110%

Higher net margin than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$2,428,705

No earlier filing loaded for comparison.

Net Assets

$2,428,705

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

$65,152

No earlier filing loaded for comparison.

Expenses

$136,726

No earlier filing loaded for comparison.

Net Income

-$71,574

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2019: $2,428,705Liabilities 2019: $1Net Assets 2019: $2,428,7052019Assets 2020: $3,334,916Liabilities 2020: $1Net Assets 2020: $3,334,9162020Assets 2021: $4,430,370Liabilities 2021: $1Net Assets 2021: $4,430,3702021Assets 2022: $4,751,307Liabilities 2022: $1Net Assets 2022: $4,751,3072022Assets 2023: $4,533,508Liabilities 2023: $1Net Assets 2023: $4,533,5082023Assets 2024: $4,464,266Liabilities 2024: $0Net Assets 2024: $4,464,2662024

Highlighted filing

2019

Assets$2,428,705
Liabilities$1
Net Assets$2,428,705
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $65,152Expenses 2019: $136,726Net Income 2019: -$71,5742019Revenue 2020: $1,454,996Expenses 2020: $167,807Net Income 2020: $1,287,1892020Revenue 2021: $2,184,410Expenses 2021: $315,031Net Income 2021: $1,869,3792021Revenue 2022: $650,355Expenses 2022: $341,654Net Income 2022: $308,7012022Revenue 2023: $71,141Expenses 2023: $289,422Net Income 2023: -$218,2812023Revenue 2024: $224,620Expenses 2024: $309,492Net Income 2024: -$84,8722024

Highlighted filing

2019

Revenue$65,152
Expenses$136,726
Net Income-$71,574
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK ANDERSONPresident-$0--
HALLE ATENSecretary-$0--
Charles HarrisDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Rogue Willow Foundation
EIN
83-2908559
Phone
8479666797
Address
5215 Old Orchard Rd, Skokie, IL 60077

Signing Officer

Name
Erik Anderson
Title
President
Signed
2020-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Lerman Sweeney & Co LLP
Address
5215 Old Orchard Road Ste 525, Skokie, IL 60077-1035
Preparer
Peter A Sweeney
Phone
8479666696
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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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management Fees and Charges
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt011575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011575
TaxesSchedule/TaxesDetail/Amt0598
TaxesSchedule/TaxesDetail/Amt12100
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Income Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Income Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0598
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12100
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Rogue Willow Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Lerman Sweeney and CO LLP
ReturnHeader/Filer/BusinessNameControlTxt0ROGU
ReturnHeader/Filer/EIN0832908559
ReturnHeader/Filer/PhoneNum08479666797
ReturnHeader/Filer/USAddress/AddressLine1Txt05215 Old Orchard Rd
ReturnHeader/Filer/USAddress/CityNm0Skokie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362169848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lerman Sweeney & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05215 Old Orchard Road Ste 525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Skokie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600771035
ReturnHeader/PreparerPersonGrp/PhoneNum08479666696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter A Sweeney
ReturnHeader/ReturnTs02020-08-27T14:15:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,428,705
Liabilities
$1
Net assets
$2,428,705
Revenue
$65,152
Expenses
$136,726
Net income
-$71,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.22$0.31$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.07$0.29$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.65$0.34$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$2.18$0.32$1.87
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.45$0.17$1.29
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.14$0.07