Civic Intelligence

The Rogue Willow Foundation

EIN 83-2908559 • Northbrook, IL

450 Skokie Blvd 507Northbrook, IL 60062
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.1%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Down

$4,464,266

Down $69,242 (-1.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$4,464,266

Down $69,242 (-1.5%) from 2023

Revenue

Up

$224,620

Up $153,479 (+216%) from 2023

Expenses

Up

$309,492

Up $20,070 (+6.9%) from 2023

Net Income

Up

-$84,872

Up $133,409 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$4,464,266
Liabilities$0
Net Assets$4,464,266

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$224,620
Expenses$309,492
Net Income-$84,872

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 16, 2025
Return Version
2024v5.1
Compensation and Service Providers

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
450 Skokie Blvd 507, Northbrook, IL 60062

Signing Officer

Name
Erik Anderson
Title
President
Signed
2025-05-16
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 Appendix327 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/EOYFMVAmt11511571
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IRS990PF/AddressChangeInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4136513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5139874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt165956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt417572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt56786
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt56786
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1276956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2143148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt328614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4154085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5146660
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GS#66107-8 L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GS#68761-0 L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GS#99751-4 L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GS#99751-4 S/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GS#99753-0 L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GS#66107-8 L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ERIK ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HALLE ATEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Charles Harris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12746 Mavor Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2525 W Monroe St Siote 1900
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Highland Park
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060035
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Erik Anderson
IRS990PF/StatementsRegardingActyGrp/PhoneNum03107796427
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ERIK ANDERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0205000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Roycemore School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0TAX EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21751 Radcliff Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Albany
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0265000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt086577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0179921
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060298
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt086577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033046
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0265000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0179921
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0188690
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ERIK ANDERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02746 MAVOR LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HIGHLAND PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060035
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08752
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt20
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Lerman Sweeney and CO
LegalFeesSchedule/LegalFeesGrp/CategoryTxt2Management Fees and Charges
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt20
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0275
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt115662
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt226183
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0275
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt226183
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015630
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Book Tax Difference - Accrued Market Discount and Wash Sales
TaxesSchedule/TaxesDetail/Amt02372
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02372
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-16
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/AddressLine1Txt0450 Skokie Blvd 507
ReturnHeader/Filer/USAddress/CityNm0Northbrook
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-05-16T08:37:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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