Civic Intelligence

Samuel Eells Literary and Educ Foundation

990 • Fiscal year 2015 • EIN 13-6116015

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

23rd percentile

-7.7%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,173,058

Down $8,182 (-0.7%) from 2014

Net Assets

Down

$1,173,058

Down $8,182 (-0.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin23rd percentile

Revenue

Down

$106,108

Down $97,933 (-48%) from 2014

Expenses

Up

$114,291

Up $3,668 (+3.3%) from 2014

Net Income

Down

-$8,183

Down $101,601 (-109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2015

Assets$1,173,058
Liabilities$0
Net Assets$1,173,058
Open 2015 Filing

Operations Trend

Revenue Growth6th 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

2015

Revenue$106,108
Expenses$114,291
Net Income-$8,183
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Gross Receipts
$235,756
Mission and Program Overview

Mission

To provide educational grants and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$853,919$877,885▲ $23,966
Savings and Temporary Cash Investments$221,182$221,204▲ $22
Cash and Non-Interest-Bearing Accounts$106,139$73,969▼ $32,170
Total Assets$1,181,240$1,173,058▼ $8,182
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,003,340$1,044,519▲ $41,179
Permanently Rstr Net Assets$105,000$105,000→ $0
Unrestricted Net Assets$72,900$23,539▼ $49,361
Total Net Assets Fund Balance$1,181,240$1,173,058▼ $8,182
Total Liabilities and Net Assets / Fund Balance$1,181,240$1,173,058▼ $8,182
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Raymond P ThormanPresident
Charles E Gross JrVice President
A Paul NeshamkinDirector
Chad WolfsheimerDirector
E Michael GrowneyDirector
Edward C Cerny IiiDirector
Edward J DonahueDirector
John TuttleDirector
Kristen B SouleDirector
Raymond J BoulayDirector
Robert D LilliensteinDirector
Robert G MckelveyDirector
Stephen W StarnesDirector
Thomas Mckessey ClarkDirector
Amanda BennettSecretary
Ross FabricantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,051
Program Service Revenue
$0
Investment Income
$34,057
Other Revenue
$0
All Other Contributions
$72,051
Change in Net Assets
$-8,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,981
Other Expenses$32,310
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$41,100--$41,100
Grants to Domestic Orgs$40,881--$40,881
Fees for Services Management-$11,550-$11,550
Fees for Service Investment Mgmnt Fees-$10,070-$10,070
Office Expenses-$5,265-$5,265
Fees for Services Accounting-$4,175-$4,175
Travel-$834-$834
Occupancy-$416-$416
Total Functional Expenses$81,981$32,310$0$114,291
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Delta Phi InternationalMorton Grove, IL-Educational$25,776
Dylan LindebergFairfield, CT-Educational$10,000
Hamilton CollegeClinton, NY-Educational$9,000
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$10,070
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
2016-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
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/OccupancyGrp/TotalAmt0416
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05265
IRS990/OfficeExpensesGrp/TotalAmt05265
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0105000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0105000
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS SCHOLARSHIPS AWARDED
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt034200
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS LITERARY AWARDS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06900
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0140075
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt087806
IRS990/PYInvestmentIncomeAmt063966
IRS990/PYOtherExpensesAmt022817
IRS990/PYRevenuesLessExpensesAmt093418
IRS990/PYTotalExpensesAmt0110623
IRS990/PYTotalRevenueAmt0204041
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-8183
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0221182
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0221204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0140075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0205626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0289330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0370742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01077824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt063966
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010560
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0170076
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86370
IRS990ScheduleA/PublicSupportPY170Pct00.86000
IRS990ScheduleA/PublicSupportTotal170Amt01077824
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt072051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0140075
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0205626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0289330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0370742
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01077824
IRS990ScheduleA/TotalSupportAmt01247900
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/GrantTypeTxt0GRANTS SCHOLARSHIPS AND AWARDS
IRS990ScheduleI/RecipientTable/CashGrantAmt025776
IRS990ScheduleI/RecipientTable/CashGrantAmt19000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA DELTA PHI INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HAMILTON COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DYLAN LINDEBERG
IRS990ScheduleI/RecipientTable/RecipientEIN0130426550
IRS990ScheduleI/RecipientTable/RecipientEIN1150532200
IRS990ScheduleI/RecipientTable/RecipientEIN2046948111
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06126 LINCOLN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1198 COLLEGE HILL RAOD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt257 2ND STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MORTON GROVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CLINTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060053
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd113323
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd206825
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ROBERT G MCKELVEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt010070
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01003340
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01044519
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01181240
IRS990/TotalAssetsEOYAmt01173058
IRS990/TotalAssetsGrp/BOYAmt01181240
IRS990/TotalAssetsGrp/EOYAmt01173058
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt072051
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032310
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081981
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01181240
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01173058
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt081981
IRS990/TotalReportableCompFromOrgAmt00

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,173,058
Liabilities
$0
Net assets
$1,173,058
Revenue
$106,108
Expenses
$114,291
Net income
-$8,183
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