Civic Intelligence

Samuel Eells Literary and Educ Foundation

990 • Fiscal year 2019 • EIN 13-6116015

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profile
2242 N Baldwin WayPalatine, IL 60074

(908) 642-6443

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

35th percentile

-1.0%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,318,064

Down $13,440 (-1.0%) from 2018

Net Assets

Down

$1,318,064

Down $13,440 (-1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin17th percentile

Revenue

Down

$96,130

Down $65,060 (-40%) from 2018

Expenses

Up

$109,571

Up $16,598 (+18%) from 2018

Net Income

Down

-$13,441

Down $81,658 (-120%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2019

Assets$1,318,064
Liabilities$0
Net Assets$1,318,064
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$96,130
Expenses$109,571
Net Income-$13,441
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.1
Gross Receipts
$153,758
Mission and Program Overview

Mission

To provide educational grants and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,071,049$1,100,241▲ $29,192
Savings and Temporary Cash Investments$240,508$203,575▼ $36,933
Cash and Non-Interest-Bearing Accounts$19,947$14,248▼ $5,699
Total Assets$1,331,504$1,318,064▼ $13,440
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,226,504$1,213,064▼ $13,440
Net Assets With Donor Restrictions$105,000$105,000→ $0
Total Net Assets Fund Balance$1,331,504$1,318,064▼ $13,440
Total Liabilities and Net Assets / Fund Balance$1,331,504$1,318,064▼ $13,440
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Raymond P ThormanPresident
Chad WolfsheimerVice President
Eugene P FlynnBoard Counsel
Amanda BennettDirector
E Michael GrowneyDirector
Edward C Cerny IiiDirector
Kristen B SouleDirector
Kristin BergmanDirector
Orges George LlupaDirector
Raymond J BoulayDirector
Robert G MckelveyDirector
Robert S PriceDirector
Stephen W StarnesDirector
Thomas Mckessey ClarkDirector
A Paul NeshamkinSecretary
Eric M CallocchiaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,430
Program Service Revenue
$0
Investment Income
$49,700
Other Revenue
$0
All Other Contributions
$46,430
Change in Net Assets
$-13,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,067
Other Expenses$34,504
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,267--$60,267
Grants to Domestic Individuals$14,800--$14,800
Fees for Service Investment Mgmnt Fees-$12,679-$12,679
Fees for Services Management-$9,900-$9,900
Office Expenses-$8,440-$8,440
Fees for Services Accounting-$2,720-$2,720
Conferences and Meetings-$765-$765
Total Functional Expenses$75,067$34,504$0$109,571
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Delta Phi SocietyMchenry, IL-Educational$55,104
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
2242 N BALDWIN WAY, PALATINE, IL 60074

Signing Officer

Name
Eric M Callocchia
Title
Treasurer
Phone
9086426443
Signed
2020-06-22
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
37 Milwaukee Avenue East, FORT ATKINSON, WI 53538
Preparer
Steve Jahnke CPA
Phone
9205638089
Supplemental Narrative

Additional Explanations

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

“ROUNDING”

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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt010012
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010012
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01226504
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01213064
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08440
IRS990/OfficeExpensesGrp/TotalAmt08440
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS SCHOLARSHIPS AWARDED
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09000
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIP PROGRAMS: VARIOUS LITERARY AWARDS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05800
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt052552
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt063508
IRS990/PYInvestmentIncomeAmt0108638
IRS990/PYOtherExpensesAmt029465
IRS990/PYRevenuesLessExpensesAmt068217
IRS990/PYTotalExpensesAmt092973
IRS990/PYTotalRevenueAmt0161190
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-13441
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0240508
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0203575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0121357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt072051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0371953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt054392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt049036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt031104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034057
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0208218
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57940
IRS990ScheduleA/PublicSupportPY170Pct00.62820
IRS990ScheduleA/PublicSupportTotal170Amt0336166
IRS990ScheduleA/SubstantialContributorsTotAmt035787
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt052552
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0121357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt079563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt072051
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0371953
IRS990ScheduleA/TotalSupportAmt0580171
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/CashGrantAmt015050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS SCHOLARSHIPS AND AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt040
IRS990ScheduleI/RecipientTable/CashGrantAmt055104
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA DELTA PHI SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0223204621
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0162 PORT SIDE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MCHENRY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060051
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ROBERT G MCKELVEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
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 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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01331504
IRS990/TotalAssetsEOYAmt01318064
IRS990/TotalAssetsGrp/BOYAmt01331504
IRS990/TotalAssetsGrp/EOYAmt01318064
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046430
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034504
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075067
IRS990/TotalFunctionalExpensesGrp/TotalAmt0109571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01331504
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01318064
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt075067
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096130
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01331504
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01318064
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,318,064
Liabilities
$0
Net assets
$1,318,064
Revenue
$96,130
Expenses
$109,571
Net income
-$13,441
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