Civic Intelligence

Samuel Eells Literary and Educ Foundation

990 • Fiscal year 2017 • EIN 13-6116015

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
162 Port SideLakemoor, IL 60051

(908) 642-6443

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

57th percentile

5.4%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,263,287

Up $65,282 (+5.4%) from 2016

Net Assets

Up

$1,263,287

Up $65,282 (+5.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Up

$185,770

Up $49,622 (+36%) from 2016

Expenses

Up

$120,488

Up $9,287 (+8.4%) from 2016

Net Income

Up

$65,282

Up $40,335 (+162%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2017

Assets$1,263,287
Liabilities$0
Net Assets$1,263,287
Open 2017 Filing

Operations Trend

Revenue Growth82nd 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

2017

Revenue$185,770
Expenses$120,488
Net Income$65,282
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$322,504
Mission and Program Overview

Mission

To provide educational grants and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$923,843$977,320▲ $53,477
Savings and Temporary Cash Investments$221,227$236,925▲ $15,698
Cash and Non-Interest-Bearing Accounts$52,935$49,042▼ $3,893
Total Assets$1,198,005$1,263,287▲ $65,282
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,069,465$1,134,748▲ $65,283
Permanently Rstr Net Assets$105,000$105,000→ $0
Unrestricted Net Assets$23,540$23,539▼ $1
Total Net Assets Fund Balance$1,198,005$1,263,287▲ $65,282
Total Liabilities and Net Assets / Fund Balance$1,198,005$1,263,287▲ $65,282
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Raymond P ThormanPresident
Charles E Gross JrVice President
Eugene P FlynnBoard Counsel
Amanda BennettDirector
Chad WolfsheimerDirector
E Michael GrowneyDirector
Edward C Cerny IiiDirector
Keith LesterDirector
Kristen B SouleDirector
Raymond J BoulayDirector
Robert D LilliensteinDirector
Robert G MckelveyDirector
Stephen W StarnesDirector
Thomas Mckessey ClarkDirector
A Paul NeshamkinSecretary
Eric M CallocchiaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$121,357
Program Service Revenue
$0
Investment Income
$64,413
Other Revenue
$0
All Other Contributions
$121,357
Change in Net Assets
$65,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,870
Other Expenses$28,618
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,470--$61,470
Grants to Domestic Individuals$30,400--$30,400
Fees for Service Investment Mgmnt Fees-$10,922-$10,922
Fees for Services Management-$9,900-$9,900
Fees for Services Accounting-$4,790-$4,790
Office Expenses-$2,489-$2,489
Conferences and Meetings-$517-$517
Total Functional Expenses$91,870$28,618$0$120,488
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Delta Phi SocietyMchenry, IL-Educational$26,000
Baltimore Adelphic Literary SocietyBaltimore, MD-Educational$24,080
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 and memorialized in the minutes of the annual meeting.”

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
Eric M Callocchia
Title
Treasurer
Phone
9086426443
Signed
2018-05-10
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/OfficeExpensesGrp/TotalAmt02489
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/ExpenseAmt024100
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS LITERARY AWARDS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06300
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt079563
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt085268
IRS990/PYInvestmentIncomeAmt056585
IRS990/PYOtherExpensesAmt025933
IRS990/PYRevenuesLessExpensesAmt024947
IRS990/PYTotalExpensesAmt0111201
IRS990/PYTotalRevenueAmt0136148
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt065282
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0221227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0236925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0121357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0140075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0205626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0618672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt031104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063966
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045380
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0223543
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71900
IRS990ScheduleA/PublicSupportPY170Pct00.80450
IRS990ScheduleA/PublicSupportTotal170Amt0605516
IRS990ScheduleA/SubstantialContributorsTotAmt013156
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0121357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt079563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt072051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0140075
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0205626
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0618672
IRS990ScheduleA/TotalSupportAmt0842215
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt041740
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS SCHOLARSHIPS AND AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt055
IRS990ScheduleI/RecipientTable/CashGrantAmt026000
IRS990ScheduleI/RecipientTable/CashGrantAmt124080
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA DELTA PHI SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BALTIMORE ADELPHIC LITERARY SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0223204621
IRS990ScheduleI/RecipientTable/RecipientEIN1521812817
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0162 PORT SIDE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16212 YORK ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MCHENRY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060051
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd121212
IRS990/ScheduleJRequiredInd0false
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 AND MEMORIALIZED IN THE MINUTES OF THE ANNUAL MEETING.
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/BOYAmt01069465
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01134748
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01198005
IRS990/TotalAssetsEOYAmt01263287
IRS990/TotalAssetsGrp/BOYAmt01198005
IRS990/TotalAssetsGrp/EOYAmt01263287
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0121357
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028618
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091870
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01198005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01263287
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt091870
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt064413
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0185770
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01198005
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01263287
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt023540
IRS990/UnrestrictedNetAssetsGrp/EOYAmt023539
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,263,287
Liabilities
$0
Net assets
$1,263,287
Revenue
$185,770
Expenses
$120,488
Net income
$65,282
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