Civic Intelligence

Samuel Eells Literary and Educ Foundation

990 • Fiscal year 2014 • EIN 13-6116015

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
162 Port SideLakemoor, IL 60051

(847) 965-1832

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

8.6%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,181,240

Up $93,419 (+8.6%) from 2013

Net Assets

Up

$1,181,240

Up $93,419 (+8.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin90th percentile

Revenue

Down

$204,041

Down $46,965 (-19%) from 2013

Expenses

Down

$110,623

Down $68,790 (-38%) from 2013

Net Income

Up

$93,418

Up $21,825 (+30%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

2014

Assets$1,181,240
Liabilities$0
Net Assets$1,181,240
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

2014

Revenue$204,041
Expenses$110,623
Net Income$93,418
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$344,511
Mission and Program Overview

Mission

To provide educational grants and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$749,835$853,919▲ $104,084
Savings and Temporary Cash Investments$218,672$221,182▲ $2,510
Cash and Non-Interest-Bearing Accounts$119,314$106,139▼ $13,175
Total Assets$1,087,821$1,181,240▲ $93,419
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$959,283$1,003,340▲ $44,057
Permanently Rstr Net Assets$105,000$105,000→ $0
Unrestricted Net Assets$23,538$72,900▲ $49,362
Total Net Assets Fund Balance$1,087,821$1,181,240▲ $93,419
Total Liabilities and Net Assets / Fund Balance$1,087,821$1,181,240▲ $93,419
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Raymond P ThormanPresident
Charles E Gross JrVice President
A Paul NeshamkinDirector
Alex J KingDirector
Chad WolsheimerDirector
E Magruder Passano JrDirector
E Michael GrowneyDirector
Edward C Cerny IiiDirector
Edward J DonahueDirector
John TuttleDirector
Joon-ho LeeDirector
Raymond J BoulayDirector
Robert D LilliensteinDirector
Robert G MckelveyDirector
Steven W StarnesDirector
Thomas Mckessey ClarkDirector
Amanda BennettSecretary
Ross FabricantTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,075
Program Service Revenue
$0
Investment Income
$63,966
Other Revenue
$0
All Other Contributions
$140,075
Change in Net Assets
$93,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,806
Other Expenses$22,817
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,966--$70,966
Grants to Domestic Individuals$16,840--$16,840
Fees for Service Investment Mgmnt Fees-$9,140-$9,140
Fees for Services Management-$8,278-$8,278
Fees for Services Accounting-$3,125-$3,125
Office Expenses-$1,195-$1,195
Travel-$1,079-$1,079
Total Functional Expenses$87,806$22,817$0$110,623
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Delta Phi InternationalMorton Grove, IL-Educational$27,173
Alpha Delta Phi SocietyMorton Grove, IL-Educational$13,000
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
Robert G MckelveyDirectorInvestment Management FeesNo$9,140
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

Filer Name
Samuel Eells Literary and Educ Foundation
EIN
13-6116015
Address
162 PORT SIDE, LAKEMOOR, IL 60051

Signing Officer

Name
Ross Fabricant
Title
Treasurer
Phone
8479651832
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Business & Tax Systems LLC
Address
212 N Fourth Street, Watertown, WI 53094
Preparer
Steve Jahnke CPA
Phone
9202619260
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ROUNDING”

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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPS.
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01195
IRS990/OfficeExpensesGrp/TotalAmt01195
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0105000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0105000
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS SCHOLARSHIPS AWARDED
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010740
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS LITERARY AWARDS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06100
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0205626
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0149484
IRS990/PYInvestmentIncomeAmt045380
IRS990/PYOtherExpensesAmt029929
IRS990/PYRevenuesLessExpensesAmt071593
IRS990/PYTotalExpensesAmt0179413
IRS990/PYTotalRevenueAmt0251006
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt093418
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0218672
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0221182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt090714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0289330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0370742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0146946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01103358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt063966
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt045380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08253
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.91000
IRS990ScheduleA/PublicSupportTotal170Amt01073811
IRS990ScheduleA/SubstantialContributorsTotAmt029547
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt090714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0289330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0370742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0146946
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01103358
IRS990ScheduleA/TotalSupportAmt01247630
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/CashGrantAmt034973
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS SCHOLARSHIPS AND AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt052
IRS990ScheduleI/RecipientTable/CashGrantAmt027173
IRS990ScheduleI/RecipientTable/CashGrantAmt113000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA DELTA PHI INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALPHA DELTA PHI SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0130426550
IRS990ScheduleI/RecipientTable/RecipientEIN1223204621
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06126 LINCOLN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16126 LINCOLN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MORTON GROVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MORTON GROVE
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ROBERT G MCKELVEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09140
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT 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/ExplanationTxt3ROUNDING
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0959283
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01003340
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01181240
IRS990/TotalAssetsGrp/BOYAmt01087821
IRS990/TotalAssetsGrp/EOYAmt01181240
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0140075
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022817
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087806
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110623

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,181,240
Liabilities
$0
Net assets
$1,181,240
Revenue
$204,041
Expenses
$110,623
Net income
$93,418
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