Civic Intelligence

Rogue Willow Foundation

990PF • Fiscal year 2020 • EIN 83-2908559

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

86th percentile

37%

Faster asset growth than 86% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

2133%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,334,916

Up $906,211 (+37%) from 2019

Net Assets

Up

$3,334,916

Up $906,211 (+37%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$1,454,996

Up $1,389,844 (+2133%) from 2019

Expenses

Up

$167,807

Up $31,081 (+23%) from 2019

Net Income

Up

$1,287,189

Up $1,358,763 (+1898%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

2020

Assets$3,334,916
Liabilities$1
Net Assets$3,334,916
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

2020

Revenue$1,454,996
Expenses$167,807
Net Income$1,287,189
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Lerman Sweeney & Co LLP
Address
5215 Old Orchard Road Ste 525, Skokie, IL 60077
Preparer
Peter A Sweeney
Phone
8479666696
Raw XML Appendix376 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11179191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Publicly Traded Equity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Exchange Traded Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Fixed Income
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02511596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11173133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0454996
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt062805
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0392191
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0136000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0167807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031807
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031807
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031807
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0287152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1620248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2978453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt312157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4203291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52887
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt76482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-14441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2282327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt440638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt679256
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4243929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6183036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Schwab #2004 S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Schwab #2004 L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GS#58481 L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GS#58481 S/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GS#99751 L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GS#99751 S/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GS#99744 L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-06-30
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0380978
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03334916
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0124249
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0124249
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0124249
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0130131
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05882
IRS990PF/DistributableAmountGrp/TotalTaxAmt05882
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt044771
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03334916
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02428705
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03334916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02428705
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03334916
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02312983
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039634
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02642262
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ERIK ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HALLE ATEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Charles Harris
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02746 Mavor Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12746 Mavor Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2525 W Monroe St Siote 1900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Highland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Highland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chicago
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Erik Anderson
IRS990PF/StatementsRegardingActyGrp/PhoneNum03107796427
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ryan Banks Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Northwestern Univerity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Friends Of IDF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01245 S Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1633 Clark Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 4224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0124249
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049134
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05576
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0167807
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043558
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049134
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05576
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ERIK ANDERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ERIK ANDERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ERIK ANDERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02746 MAVOR LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12746 MAVOR LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22746 MAVOR LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HIGHLAND PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1HIGHLAND PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2HIGHLAND PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060035
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160035
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd260035
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0710897
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1252896
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt236208
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0710897
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1252896
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Shares of Various Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1Shares of Various Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-11-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0295877
OtherDecreasesSchedule/OtherDecreasesDetail/Amt185101
OtherDecreasesSchedule/OtherDecreasesDetail/Desc011/10/2020 Donated stock unrealized gain
OtherDecreasesSchedule/OtherDecreasesDetail/Desc112/21/2020 Donated Stock unrealized gain
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05684
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt122837
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Lerman Sweeney and CO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Management Fees and Charges
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Other Admin Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05684
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt122837
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05684
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt122837
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2506
TaxesSchedule/TaxesDetail/Amt01280
TaxesSchedule/TaxesDetail/Amt11500
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Income Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Income Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01280
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01280
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11500
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-08
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/ZIPCd060077
ReturnHeader/PreparerPersonGrp/PhoneNum08479666696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter A Sweeney
ReturnHeader/ReturnTs02021-06-08T09:05:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,334,916
Liabilities
$1
Net assets
$3,334,916
Revenue
$1,454,996
Expenses
$167,807
Net income
$1,287,189
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