Civic Intelligence

Samuel Eells Literary and Educ Foundation

990 • Fiscal year 2013 • EIN 13-6116015

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

6126 Lincoln Avenue60053

(847) 965-1832

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

64th percentile

7.0%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,087,821

Up $71,593 (+7.0%) from 2012

Net Assets

Up

$1,087,821

Up $71,593 (+7.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$251,006

No earlier filing loaded for comparison.

Expenses

Up

$179,413

Up $58,432 (+48%) from 2012

Net Income

$71,593

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $632,499Liabilities 2010: $0Net Assets 2010: $632,4992010Assets 2011: $831,538Liabilities 2011: $0Net Assets 2011: $831,5382011Assets 2012: $1,016,228Liabilities 2012: $0Net Assets 2012: $1,016,2282012Assets 2013: $1,087,821Liabilities 2013: $0Net Assets 2013: $1,087,8212013Assets 2014: $1,181,240Liabilities 2014: $0Net Assets 2014: $1,181,2402014Assets 2015: $1,173,058Liabilities 2015: $0Net Assets 2015: $1,173,0582015Assets 2016: $1,198,005Liabilities 2016: $0Net Assets 2016: $1,198,0052016Assets 2017: $1,263,287Liabilities 2017: $0Net Assets 2017: $1,263,2872017Assets 2018: $1,331,504Liabilities 2018: $0Net Assets 2018: $1,331,5042018Assets 2019: $1,318,064Liabilities 2019: $0Net Assets 2019: $1,318,0642019Assets 2020: $1,392,441Liabilities 2020: $0Net Assets 2020: $1,392,4412020Assets 2021: $1,435,228Liabilities 2021: $0Net Assets 2021: $1,435,2282021Assets 2022: $1,489,403Liabilities 2022: $0Net Assets 2022: $1,489,4032022Assets 2023: $1,508,806Liabilities 2023: $0Net Assets 2023: $1,508,8062023Assets 2024: $1,619,318Liabilities 2024: $0Net Assets 2024: $1,619,3182024

Highlighted filing

2013

Assets$1,087,821
Liabilities$0
Net Assets$1,087,821

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $145,7222010Expenses 2011: $179,5402011Expenses 2012: $120,9812012Revenue 2013: $251,006Expenses 2013: $179,413Net Income 2013: $71,5932013Revenue 2014: $204,041Expenses 2014: $110,623Net Income 2014: $93,4182014Revenue 2015: $106,108Expenses 2015: $114,291Net Income 2015: -$8,1832015Revenue 2016: $136,148Expenses 2016: $111,201Net Income 2016: $24,9472016Revenue 2017: $185,770Expenses 2017: $120,488Net Income 2017: $65,2822017Revenue 2018: $161,190Expenses 2018: $92,973Net Income 2018: $68,2172018Revenue 2019: $96,130Expenses 2019: $109,571Net Income 2019: -$13,4412019Revenue 2020: $166,973Expenses 2020: $92,595Net Income 2020: $74,3782020Revenue 2021: $147,283Expenses 2021: $104,496Net Income 2021: $42,7872021Revenue 2022: $184,059Expenses 2022: $129,882Net Income 2022: $54,1772022Revenue 2023: $143,145Expenses 2023: $123,742Net Income 2023: $19,4032023Revenue 2024: $199,071Expenses 2024: $88,559Net Income 2024: $110,5122024

Highlighted filing

2013

Revenue$251,006
Expenses$179,413
Net Income$71,593
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Gross Receipts
$451,724
Mission and Program Overview

Mission

To provide educational grants and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$708,502$749,835▲ $41,333
Savings and Temporary Cash Investments$210,312$218,672▲ $8,360
Cash and Non-Interest-Bearing Accounts$97,414$119,314▲ $21,900
Total Assets$1,016,228$1,087,821▲ $71,593
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$887,689$959,283▲ $71,594
Permanently Rstr Net Assets$105,000$105,000→ $0
Unrestricted Net Assets$23,539$23,538▼ $1
Total Net Assets Fund Balance$1,016,228$1,087,821▲ $71,593
Total Liabilities and Net Assets / Fund Balance$1,016,228$1,087,821▲ $71,593
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$205,626
Program Service Revenue
$0
Investment Income
$45,380
Other Revenue
$0
All Other Contributions
$205,626
Change in Net Assets
$71,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$149,484
Other Expenses$29,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$136,277--$136,277
Grants to Domestic Individuals$13,207--$13,207
Fees for Services Management-$10,316-$10,316
Fees for Service Investment Mgmnt Fees-$8,027-$8,027
Office Expenses-$6,104-$6,104
Fees for Services Accounting-$4,160-$4,160
Travel-$1,322-$1,322
Total Functional Expenses$149,484$29,929$0$179,413
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-0426550--Educational$98,611
22-3204621--Educational$17,000
13-6271999--Educational$11,700
31-0678152---$9,966
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
William E MillardTreasurerContract Labor ServicesNo$10,316
Robert G MckelveyDirectorInvestment Management FeesNo$8,027
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The return is reviewed by the board of directors, then it is filed.

Conflict of interest policy compliance Part VI line 12C

Directly by the board of directors.

Governing documents etc available to public Part VI line 19

Items are available upon request by interested individuals.

Filing and Contact Details

Filer

EIN
13-6116015

Signing Officer

Name
William Millard
Title
Treasurer
Phone
8479651832
Signed
2014-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Ny
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Preparer
Steve Jahnke CPA
Phone
9202619260
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IRS990/OfficeExpensesGrp/TotalAmt06104
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0105000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0105000
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS SCHOLARSHIPS AWARDED
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08257
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08257
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS LITERARY AWARDS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04950
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04950
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0289330
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt098958
IRS990/PYInvestmentIncomeAmt016341
IRS990/PYOtherExpensesAmt022023
IRS990/PYRevenuesLessExpensesAmt0184690
IRS990/PYTotalExpensesAmt0120981
IRS990/PYTotalRevenueAmt0305671
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt071593
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0210312
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0218672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0205626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0289330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0370742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0146946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0113169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01125813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08356
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt088662
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90910
IRS990ScheduleA/PublicSupportPY170Pct00.81470
IRS990ScheduleA/PublicSupportTotal170Amt01104103
IRS990ScheduleA/SubstantialContributorsTotAmt021710
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0205626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0289330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0370742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0146946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0113169
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01125813
IRS990ScheduleA/TotalSupportAmt01214475
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt013207
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt039
IRS990ScheduleI/RecipientTable/CashGrantAmt098611
IRS990ScheduleI/RecipientTable/CashGrantAmt117000
IRS990ScheduleI/RecipientTable/CashGrantAmt211700
IRS990ScheduleI/RecipientTable/CashGrantAmt39966
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ALPHA DELTA PHI INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11ALPHA DELTA PHI SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12COLUMBIA CHAPTER OF ADP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13MIAMI REALTY ASSN OF ALPHA DELTA PH
IRS990ScheduleI/RecipientTable/RecipientEIN0130426550
IRS990ScheduleI/RecipientTable/RecipientEIN1223204621
IRS990ScheduleI/RecipientTable/RecipientEIN2136271999
IRS990ScheduleI/RecipientTable/RecipientEIN3310678152
IRS990ScheduleI/RecipientTable/USAddress/AddressLine106126 LINCOLN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine116126 LINCOLN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12PO BOX 1755
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1322 S CAMPUS AVE
IRS990ScheduleI/RecipientTable/USAddress/City0MORTON GROVE
IRS990ScheduleI/RecipientTable/USAddress/City1MORTON GROVE
IRS990ScheduleI/RecipientTable/USAddress/City2NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/City3OXFORD
IRS990ScheduleI/RecipientTable/USAddress/State0IL
IRS990ScheduleI/RecipientTable/USAddress/State1IL
IRS990ScheduleI/RecipientTable/USAddress/State2NY
IRS990ScheduleI/RecipientTable/USAddress/State3OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode060053
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode160053
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode210185
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode345056
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0WILLIAM E MILLARD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ROBERT G MCKELVEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TREASURER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt010316
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt18027
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONTRACT LABOR SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1INVESTMENT MANAGEMENT FEES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS, THEN IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ITEMS ARE AVAILABLE UPON REQUEST BY INTERESTED INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$0.20$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.14$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.18$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.15$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.17$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.16$0.09$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.19$0.12$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.14$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.11$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.20$0.11$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.25$0.18$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits