Civic Intelligence

Foley Family Foundation

990PF • Fiscal year 2017 • EIN 90-1036676

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
333 W Wacker DriveChicago, 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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$738,733

Up $47,034 (+6.8%) from 2016

Net Assets

Up

$738,733

Up $47,034 (+6.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin87th percentile

Revenue

Down

$117,318

Down $196,515 (-63%) from 2016

Expenses

Up

$70,284

Up $31,425 (+81%) from 2016

Net Income

Down

$47,034

Down $227,940 (-83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0Assets 2013: $108,601Liabilities 2013: $02013Assets 2014: $173,983Liabilities 2014: $0Net Assets 2014: $173,9832014Assets 2015: $416,725Liabilities 2015: $0Net Assets 2015: $416,7252015Assets 2016: $691,699Liabilities 2016: $0Net Assets 2016: $691,6992016Assets 2017: $738,733Liabilities 2017: $0Net Assets 2017: $738,7332017Assets 2018: $672,659Liabilities 2018: $0Net Assets 2018: $672,6592018Assets 2019: $671,260Liabilities 2019: $0Net Assets 2019: $671,2602019Assets 2020: $756,452Liabilities 2020: $0Net Assets 2020: $756,4522020Assets 2021: $992,898Liabilities 2021: $0Net Assets 2021: $992,8982021Assets 2022: $1,217,752Liabilities 2022: $0Net Assets 2022: $1,217,7522022Assets 2023: $1,253,115Liabilities 2023: $0Net Assets 2023: $1,253,1152023Assets 2024: $1,279,545Liabilities 2024: $0Net Assets 2024: $1,279,5452024

Highlighted filing

2017

Assets$738,733
Liabilities$0
Net Assets$738,733
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $108,601Expenses 2013: $0Net Income 2013: $108,6012013Revenue 2014: $60,814Expenses 2014: $3,809Net Income 2014: $57,0052014Revenue 2015: $255,877Expenses 2015: $17,023Net Income 2015: $238,8542015Revenue 2016: $313,833Expenses 2016: $38,859Net Income 2016: $274,9742016Revenue 2017: $117,318Expenses 2017: $70,284Net Income 2017: $47,0342017Revenue 2018: $42,945Expenses 2018: $109,019Net Income 2018: -$66,0742018Revenue 2019: $93,640Expenses 2019: $95,039Net Income 2019: -$1,3992019Revenue 2020: $117,567Expenses 2020: $32,375Net Income 2020: $85,1922020Revenue 2021: $308,162Expenses 2021: $71,716Net Income 2021: $236,4462021Revenue 2022: $269,640Expenses 2022: $44,786Net Income 2022: $224,8542022Revenue 2023: $95,954Expenses 2023: $60,591Net Income 2023: $35,3632023Revenue 2024: $163,233Expenses 2024: $136,803Net Income 2024: $26,4302024

Highlighted filing

2017

Revenue$117,318
Expenses$70,284
Net Income$47,034
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN C FOLEYTrustee-$0--
ERIN M FOLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Foley Family Foundation
EIN
90-1036676
Phone
3123321111
Address
333 W WACKER DRIVE, CHICAGO, IL 60606

Signing Officer

Name
Justin C Foley
Title
Trustee
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Harrison & Held LLP
Address
333 W Wacker Dr STE 1700, Chicago, IL 60606
Preparer
Margaret a Nagela
Phone
3123321111
Raw XML Appendix371 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16300 N RIDGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23106 BELVIDERE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3700 VINE AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HIGHLAND PARK
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03689
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03689
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058140
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03689
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03689
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018840
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ERIN M FOLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0333 W WACKER DRIVE STE 1700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1333 W WACKER DRIVE STE 1700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CHICAGO
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IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025151
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125150
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt025151
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt125150
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0135 SHARES OF COSTCO WHOLESALE CORP COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1135 SHARES OF COSTCO WHOLESALE CORP COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-12-28
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01439
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL ANNUAL FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ERIN M FOLEY
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1333 W WACKER DRIVE SUITE 1700
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1CHICAGO
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd060606
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd160606
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN C FOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOLEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO ROBERT T NAPIER HARRISON & HELD
ReturnHeader/Filer/BusinessNameControlTxt0FOLE
ReturnHeader/Filer/EIN0901036676
ReturnHeader/Filer/PhoneNum03123321111
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W WACKER DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320077509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harrison & Held LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W Wacker Dr STE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123321111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A NAGELA
ReturnHeader/ReturnTs02018-05-08T13:41:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$738,733
Liabilities
$0
Net assets
$738,733
Revenue
$117,318
Expenses
$70,284
Net income
$47,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.16$0.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.10$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.27$0.04$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.31$0.07$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.12$0.03$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.09$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.11$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.12$0.07$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.31$0.04$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.26$0.02$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.06$0.00$0.06
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.00$0.11