COMER SCIENCE AND EDUCATION FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COMER SCIENCE AND EDUCATION FOUNDATION (EIN 36-4244783)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-25
- IRS object ID
- 201901769349100005
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-25T08:27:24-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364244783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Comer Science & Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COME | BusinessNameControlTxt |
| Phone | 3122698070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20875 Crossroads Cir Ste 100 | AddressLine1Txt |
| City | Waukesha | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vicki Kalnins | PersonNm |
| Person Title | CPA | PersonTitleTxt |
| Signature | 2019-06-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $92,290,088 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,091 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,091 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$843 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,983,548 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,034,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,579 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,579 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,762,647 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,765,034 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $359,630 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $360,400 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,423 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $8,423 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,188 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,562 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,813 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $454,782 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $455,297 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106,395 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $100,895 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,639,066 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $47,519 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,855 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $670,658 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $786 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $736,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,133,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,545,008 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,656,209 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $326,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,789,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,871,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,754,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146,959 | CashBOYAmt |
| Cash EOY | $212,148 | CashEOYAmt |
| Cash EOYFMV | $212,148 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,785,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,974,187 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,974,187 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $328,448 | AcctRcvblAmt |
| Acct Rcvbl BOY | $370,502 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $328,448 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $328,448 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $12,000 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $41,753 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $27,285 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $27,285 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $68,106,912 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,852,310 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $50,541,162 | LandBOYAmt |
| Land EOY | $49,254,602 | LandEOYAmt |
| Land EOYFMV | $49,254,602 | LandEOYFMVAmt |
| Other Assets BOY | $40,231,793 | OtherAssetsBOYAmt |
| Other Assets EOY | $36,493,418 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $36,493,418 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,130,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,290,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,290,088 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $912,136 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $902,532 | AccountsPayableEOYAmt |
| Grants Payable BOY | $366,526 | GrantsPayableBOYAmt |
| Grants Payable EOY | $390,161 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $8,664,053 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $8,564,555 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $7,100,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,100,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,042,715 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,957,248 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $41,156,788 | UnrestrictedBOYAmt |
| Unrestricted EOY | $40,234,414 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $38,930,511 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $35,098,426 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,087,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,332,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,130,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,290,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,087,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,754,459 | ExcessRevenueOverExpensesAmt |
| Subtotal | $75,332,840 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $75,332,840 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,507,316 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,803,521 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.77665 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,257,294 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,152,996 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.35024 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,238,234 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,321,635 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.82554 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,174,777 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,073,503 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.49567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,357,529 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,188,516 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.90495 | DistributionYr5Rt |
| Total Distribution | 9.353047 | TotalDistributionRt |
| Average Distribution | 1.870609 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,709,612 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,809,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $425 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,810,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,871,263 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $850 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $850 | SubtotalAmt |
| Tax Based On Investment Income | $850 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,147 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,147 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,297 | OverpaymentAmt |
| Applied To ES Tax | $8,297 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vicki Kalnins | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627985080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20875 Crossroads Circle 100 | AddressLine1Txt |
| City | Waukesha | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531864093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| William T Schleicher Jr | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | Secretary | 1.00 | $0 | |
| Guy Comer | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | President | 20.00 | $44,579 | $21,022 |
| Stephanie Comer | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | Vice President | 1.00 | $0 | |
| Vicki Kalnins | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | Treasurer | 1.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Gregory Mooney | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | Exec Director | 40.00 | $244,551 | $21,236 |
| Elias Rosario | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | CFO | 40.00 | $164,249 | $7,489 |
| Dan Schuch | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | Dir Facility | 40.00 | $125,213 | $16,096 |
| Alex Requena | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | IT Director | 40.00 | $109,414 | $22,136 |
| Kimberly Coady Hawkins | |||||||
| 20875 Crossroads Circle 100 | Waukesha | WI | 53186 | Director of Grants | 40.00 | $86,374 | $11,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 9 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Diverse Facility Solutions | |||||
| 12838 S Cicero Avenue | Alsip | IL | 60803 | Building Services | $316,161 |
| Philadelphia Insurance Companies | |||||
| One Bala Plaza Suite 100 | Bala Cynwyd | PA | 19004 | Insurance Services | $100,385 |
| Heneghan Wrecking Co | |||||
| 1321 W Concord Place | Chicago | IL | 60642 | Construction Service | $143,464 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,781,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,781,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,781,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,709,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $850 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $850 | TotalTaxAmt |
| Distributable Before Adj | $234,631 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $414 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $235,045 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $235,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,871,263 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,871,263 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,871,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,045 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,175,443 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,079,820 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,882,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,080,841 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,177,961 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,396,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,871,263 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $235,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,636,218 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,033,002 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,175,443 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,857,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,079,820 | ExcessFromYear4Amt |
| Excess From Year3 | $3,882,719 | ExcessFromYear3Amt |
| Excess From Year2 | $4,080,841 | ExcessFromYear2Amt |
| Excess From Year1 | $4,177,961 | ExcessFromYear1Amt |
| Excess From Current Year | $3,636,218 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Paul Revere Elementary School | |||||||
| 1010 E 72nd Street | Chicago | IL | 60619 | n/a | PC | General Support | $1,368 |
| The CARA Program | |||||||
| 237 S Desplaines | Chicago | IL | 60661 | n/a | PC | General Support | $2,500 |
| Ladder Up | |||||||
| PO Box 061110 | Chicago | IL | 60606 | n/a | PC | General Support | $2,500 |
| South Shore Drill Team | |||||||
| 7218 S South Chicago Ave | Chicago | IL | 60619 | n/a | PC | General Support | $145,000 |
| Leadership Greater Chicago | |||||||
| 111 East Wacker Drive Suite 1220 | Chicago | IL | 60601 | n/a | PC | General Support | $2,000 |
| University of Maine | |||||||
| 5717 Corbert Hall | Orono | ME | 04469 | n/a | PC | General Support | $40,000 |
| Gary Comer Youth Center | |||||||
| 7200 S Ingleside Ave | Chicago | IL | 60619 | n/a | PC | General Support | $1,305,000 |
| Teach for America | |||||||
| 300 W Adams Suite 1000 | Chicago | IL | 60606 | n/a | PC | General Support | $1,000 |
| Noble Network of Charter Schools | |||||||
| 1 N State St Floor 7-L | Chicago | IL | 60602 | n/a | PC | General Support | $17,040 |
| Tufts Institute for Applied Researc | |||||||
| 26 Winthrop Street | Medford | MA | 02155 | n/a | PC | General Support | $47,547 |
| Steve Stricker American Family Insu | |||||||
| Mailstop Q16U 6000 American Parkway | Madison | WI | 53783 | n/a | PC | General Support | $7,500 |
| Chicago Central District Church | |||||||
| 439 Main Street | Bourbonnais | IL | 60914 | n/a | PC | General Support | $15,000 |
| Bottom Line | |||||||
| 65 E Wacker Place Suite 800 | Chicago | IL | 60601 | n/a | PC | General Support | $500 |
| Peoples Music School | |||||||
| 931 W Eastwood Ave | Chicago | IL | 60640 | n/a | PC | General Support | $800 |
| The New Trier Tyro Society | |||||||
| PO Box 133 | Winnetka | IL | 60093 | n/a | PC | General Support | $1,500 |
| Dare to Imagine | |||||||
| 8255 S Houston Ave | Chicago | IL | 60617 | n/a | PC | General Support | $500 |
| North Light Community Center | |||||||
| 175 Green Lane | Philadelphia | PA | 19127 | n/a | PC | General Support | $500 |
| Oregon State University | |||||||
| 1500 SW Jefferson Way | Corvallis | OR | 97331 | n/a | PC | General Support | $40,000 |
| Skills for Chicagolands Future | |||||||
| 191 N Wacker Drive Ste 1150 | Chicago | IL | 60606 | n/a | PC | General Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,631,255 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| South Shore Drill Team | |||||||
| 7218 S South Chicago Avenue | Chicago | IL | 60619 | n/a | PC | General Support | $130,000 |
| Noble Network of Charter Schools | |||||||
| 1 N State St Floor 7-L | Chicago | IL | 60602 | n/a | PC | General Support | $9,050 |
| Northwestern University | |||||||
| 633 Clark Street | Evanston | IL | 60208 | n/a | PC | General Support | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $229,050 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,091 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,168 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $750,000 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $15,233 | ExclusionAmt |
| Related Or Exempt Function Incm | $50,400 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$843 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Beneficial Int | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,167,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,234,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $800,400 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,034,964 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 5a | Rental income received from Noble Network of Charter Schools ("NNCS"), a college preparatory charter school. NNCS established a high school campus and leased property owned by Gary Comer College Prep, a wholly owned subsidiary of Comer Science and Education Foundation ("CSEF") and the adjacent Youth Center, owned by Gary Comer Youth Center, LLC, also a wholly owned subsidiary of CSEF. By leasing this property to NNCS it furthers the mission of providing innovative programs in urban education. |
| 5b | Rental income received from Noble Network of Charter Schools ("NNCS"), a college preparatory charter school. NNCS established a high school campus and leased property owned by Gary Comer College Prep, a wholly owned subsidiary of Comer Science and Education Foundation ("CSEF") and the adjacent Youth Center, owned by Gary Comer Youth Center, LLC, also a wholly owned subsidiary of CSEF. By leasing this property to NNCS it furthers the mission of providing innovative programs in urban education. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $16,750 | Amt |
| Net Investment Income | $4,188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,562 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Autos and Transportation | 2014-12-31 | $37,315 | $37,040 | 200DB | 0.1094 | $275 |
| Furniture and Fixtures | 2014-12-31 | $1,443,910 | $1,355,916 | 200DB | 0.1004 | $28,661 |
| Machinery & Equipment | 2014-12-31 | $1,166,876 | $888,888 | 200DB | 0.1094 | $76,372 |
| Site Improvements | 2014-12-31 | $1,844,893 | $901,948 | SL | 0.0667 | $122,993 |
| Buildings | 2014-12-31 | $52,959,708 | $13,692,440 | SL | 0.0256 | $1,383,956 |
| Improvements | 2014-12-31 | $447,092 | $285,888 | SL | 0.0667 | $25,751 |
| Software | 2016-12-31 | $53,148 | $51,123 | SL | 0.3333 | $1,058 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| Machinery and Equipment | 2011-01 | Purchase | 2018-01 | $332,701 | Cost | -$843 | $331,858 |
| Software | 2011-01 | Purchase | 2018-01 | $518,874 | Cost | $518,874 | |
| Furniture and Fixtures | 2011-01 | Purchase | 2018-01 | $91,931 | Cost | $91,931 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $37,315 | $37,315 | ||
| Furniture and Fixtures | $1,443,910 | $1,384,577 | $59,333 | $59,333 |
| Machinery and Equipment | $1,166,876 | $965,260 | $201,616 | $201,616 |
| Buildings | $52,959,708 | $15,076,396 | $37,883,312 | $37,883,312 |
| Improvements | $2,291,985 | $1,336,581 | $955,404 | $955,404 |
| Land | $10,153,970 | $10,153,970 | $10,153,970 | |
| Miscellaneous | $53,148 | $52,181 | $967 | $967 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $8,423 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,423 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $8,564,555 | MortgageAmt |
Note Payable NotePayableGrp (2 entries)
| Balance DueBalanceDueAmt | Loan OriginalLoanOriginalAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt |
|---|---|---|---|---|
| Reinvestment Fund | ||||
| $7,164,555 | ||||
| Northern Trust | ||||
| $1,400,000 | $1,400,000 | 2016-12 | 2026-12 | 0.5000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Beneficial Interest in Charitable Lead | $38,930,511 | $35,098,426 | $35,098,426 |
| Fee Reserve Account | $1,148,038 | $1,247,038 | $1,247,038 |
| Net Intangible Assets | $153,244 | $147,954 | $147,954 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Advertising | $100 | $100 | |
| Amortization | $5,290 | ||
| Bank Fees | $2,460 | $2,462 | |
| Computer Expense | $30,144 | $38,963 | |
| Consulting Expense | $65,113 | $67,213 | |
| Custody Fees | $786 | $786 | |
| Equipment | $8,139 | $6,825 | |
| Filing Fees | $480 | $480 | |
| Insurance Expense | $110,581 | $108,134 | |
| Internet Expense | $660 | $720 | |
| Meals & Entertainment | $15,098 | $14,617 | |
| Meetings & Seminars | $400 | $422 | |
| Miscellaneous Expense | $9,450 | $6,807 | |
| Office Supplies | $10,812 | $12,586 | |
| Postage & Delivery | $3,115 | $3,175 | |
| Professional Development | $2,513 | $1,420 | |
| Professional Dues & Subscriptions | $1,785 | $1,785 | |
| Recruiting and Hiring | $27,341 | $42,032 | |
| Rental Expenses | $12,965 | $12,900 | |
| Repairs & Maintenance | $79,450 | $137,196 | |
| Security | $17,903 | $24,280 | |
| Software Expense | $34,197 | $20,780 | |
| Telephone Expense | $54,542 | $54,492 | |
| Utilities | $177,334 | $178,761 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Change in Beneficial Int | $1,167,915 |
| Rental Income - Noninvestment Property | $815,633 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable Lead | Desc |
| BOY Book Value | $7,100,000 | BOYBookValueAmt |
| EOY Book Value | $7,100,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other Professional Fees | CategoryTxt |
| Amt | $22,765 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,813 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Real Estate Taxes | $106,380 | $100,880 |
| State Taxes | $15 | $15 |