Civic Intelligence

Harold C & Jacqueline F Bladel Foundation Inc

EIN 91-1910210 • Chicago, IL

c/o Northern Trust Co-PO Box 803878Chicago, IL 60680
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-108%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$27,477

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2016

Asset Growth

24th percentile

-3.9%

Faster asset growth than 24% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,588,134

Down $105,125 (-3.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

$2,588,134

No earlier filing loaded for comparison.

Revenue

Down

$96,999

Down $55,201 (-36%) from 2015

Expenses

Down

$202,124

Down $7,622 (-3.6%) from 2015

Net Income

Down

-$105,125

Down $47,579 (-83%) from 2015

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,667,071Liabilities 2011: $02011Assets 2012: $2,663,561Liabilities 2012: $02012Assets 2013: $2,795,385Liabilities 2013: $1Net Assets 2013: $2,795,3852013Assets 2014: $2,750,805Liabilities 2014: $02014Assets 2015: $2,693,259Liabilities 2015: $02015Assets 2016: $2,588,134Liabilities 2016: $0Net Assets 2016: $2,588,1342016

Highlighted filing

2016

Assets$2,588,134
Liabilities$0
Net Assets$2,588,134

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $181,440Expenses 2011: $178,722Net Income 2011: $2,7182011Revenue 2012: $191,802Expenses 2012: $195,312Net Income 2012: -$3,5102012Revenue 2013: $334,214Expenses 2013: $202,390Net Income 2013: $131,8242013Revenue 2014: $167,288Expenses 2014: $211,868Net Income 2014: -$44,5802014Revenue 2015: $152,200Expenses 2015: $209,746Net Income 2015: -$57,5462015Revenue 2016: $96,999Expenses 2016: $202,124Net Income 2016: -$105,1252016

Highlighted filing

2016

Revenue$96,999
Expenses$202,124
Net Income-$105,125

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 25, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORTHERN TRUST BANKNATrustee-$27,477-$27,477
Filing and Contact Details

Filer

Filer Name
Harold C & Jacqueline F Bladel
EIN
91-1910210
Address
c/o Northern Trust Co-PO Box 803878, Chicago, IL 60680

Signing Officer

Name
Northern Trust Bankna
Title
Trustee
Signed
2017-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Christopher Smith Leonard Etal
Address
1515 Ringling Blvd Suite 900, Sarasota, FL 34236
Preparer
Lisa K Bristow
Phone
9419544040
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt02908877
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01290124
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01080193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01094105
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01174364
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01182647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01473936
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0198691
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0266012
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0281554
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt030080
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt059282
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt059282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02693259
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02588134
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02908877
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02693259
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02588134
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02693259
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02588134
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02693259
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02588134
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02972811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041452
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02931359
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044592
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0146411
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02928219
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02972811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt027477
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORTHERN TRUST BANKNA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01515 RINGLING BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034236
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0149535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0150091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0167025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0171284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0165480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0163440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0154856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02928219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03132570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03334799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03258284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03175036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03200200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0160295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255335
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0159739
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0160295
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0556
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0160295
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O Box 4097
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sarasota
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0342304097
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Linda Garrison
IRS990PF/StatementsRegardingActyGrp/PhoneNum09413292654
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PURPOSE OR USE OF FUNDS, QUALIFICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Northern Trust Bank
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09419573660
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 4097
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Sarasota
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034230
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt77500

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