Civic Intelligence

Seabold Charitable Trust

990 • Fiscal year 2021 • EIN 20-0133251

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization Profilen/a
PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$17,200

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

47th percentile

8.1%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

284%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,226,597

Up $91,791 (+8.1%) from 2020

Net Assets

Up

$1,226,597

Up $91,791 (+8.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin87th percentile

Revenue

Up

$178,849

Up $132,243 (+284%) from 2020

Expenses

Up

$86,915

Up $7,433 (+9.4%) from 2020

Net Income

Up

$91,934

Up $124,810 (+380%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,172,105Liabilities 2012: $0Net Assets 2012: $1,172,1052012Assets 2013: $1,181,767Liabilities 2013: $0Net Assets 2013: $1,181,7672013Assets 2014: $1,199,691Liabilities 2014: $0Net Assets 2014: $1,199,6912014Assets 2015: $1,192,411Liabilities 2015: $0Net Assets 2015: $1,192,4112015Assets 2016: $1,158,390Liabilities 2016: $0Net Assets 2016: $1,158,3902016Assets 2017: $1,149,393Liabilities 2017: $0Net Assets 2017: $1,149,3932017Assets 2018: $1,204,817Liabilities 2018: $0Net Assets 2018: $1,204,8172018Assets 2019: $1,167,678Liabilities 2019: $0Net Assets 2019: $1,167,6782019Assets 2020: $1,134,806Liabilities 2020: $0Net Assets 2020: $1,134,8062020Assets 2021: $1,226,597Liabilities 2021: $0Net Assets 2021: $1,226,5972021Assets 2022: $1,234,066Liabilities 2022: $0Net Assets 2022: $1,234,0662022Assets 2023: $1,166,461Liabilities 2023: $0Net Assets 2023: $1,166,4612023Assets 2024: $1,120,744Liabilities 2024: $0Net Assets 2024: $1,120,7442024Assets 2025: $1,103,375Liabilities 2025: $0Net Assets 2025: $1,103,3752025

Highlighted filing

2021

Assets$1,226,597
Liabilities$0
Net Assets$1,226,597
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $72,386Expenses 2012: $76,752Net Income 2012: -$4,3662012Revenue 2013: $88,240Expenses 2013: $78,497Net Income 2013: $9,7432013Revenue 2014: $98,888Expenses 2014: $80,841Net Income 2014: $18,0472014Revenue 2015: $75,793Expenses 2015: $82,740Net Income 2015: -$6,9472015Revenue 2016: $49,121Expenses 2016: $82,943Net Income 2016: -$33,8222016Revenue 2017: $73,354Expenses 2017: $82,188Net Income 2017: -$8,8342017Revenue 2018: $136,235Expenses 2018: $80,248Net Income 2018: $55,9872018Revenue 2019: $43,479Expenses 2019: $161,256Net Income 2019: -$117,7772019Revenue 2020: $46,606Expenses 2020: $79,482Net Income 2020: -$32,8762020Revenue 2021: $178,849Expenses 2021: $86,915Net Income 2021: $91,9342021Revenue 2022: $92,132Expenses 2022: $84,765Net Income 2022: $7,3672022Revenue 2023: $14,845Expenses 2023: $82,222Net Income 2023: -$67,3772023Revenue 2024: $34,622Expenses 2024: $80,502Net Income 2024: -$45,8802024Revenue 2025: $62,858Expenses 2025: $80,111Net Income 2025: -$17,2532025

Highlighted filing

2021

Revenue$178,849
Expenses$86,915
Net Income$91,934
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.1
Gross Receipts
$888,485
Mission and Program Overview

Mission

To support the following charities: university of the south, luther college and southern methodist university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,134,806$1,226,597▲ $91,791
Investments in Publicly Traded Securities$1,105,726$1,204,978▲ $99,252
Savings and Temporary Cash Investments$29,080$21,619▼ $7,461
Total Assets$1,134,806$1,226,597▲ $91,791
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,134,806$1,226,597▲ $91,791
Total Liabilities and Net Assets / Fund Balance$1,134,806$1,226,597▲ $91,791
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$17,200$17,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$178,849
Other Revenue
$0
Change in Net Assets
$91,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,177
Salaries, Compensation, and Employee Benefits$17,200
Other Expenses$5,538
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,177--$64,177
Current Officers, Directors, Trustees, and Key Employees-$17,200-$17,200
Fees for Services Accounting-$5,000-$5,000
Other Expenses-$11-$11
Total Functional Expenses$64,177$22,738$0$86,915
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX501 (c) (3)General$32,089
Luther CollegeDecorah, IA501 (c) (3)General$16,044
University of the SouthSewanee, TX503 (c) (3)General$16,044
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
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The organization had no committees”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Copy of tax return sent to trustee for review and comment”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL ACKNOWLEDGEMENT”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Seabold Charitable Trust
EIN
20-0133251
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
3126306000
Signed
2022-05-13

Organization Details

Principal Officer
Na
Formed
2001
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“TAX COST ADJUSTMENT”

Raw XML AppendixShowing 400 of 438 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016044
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt116044
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt232089
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SOUTHERN METHODIST UNIV
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt064177
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IRS990ScheduleI/RecipientTable/CashGrantAmt116044
IRS990ScheduleI/RecipientTable/CashGrantAmt232089
IRS990ScheduleI/RecipientTable/IRCSectionDesc0503 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (c) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 (C) (3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LUTHER COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0620475697
IRS990ScheduleI/RecipientTable/RecipientEIN1420680466
IRS990ScheduleI/RecipientTable/RecipientEIN2750800689
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1700 COLLEGE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 750193
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEWANEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DECORAH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd152101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2752750193
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX COST ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF THE SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LUTHER COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620475697
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501 (C) (3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
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IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0IL
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01134806
IRS990/TotalAssetsEOYAmt01226597
IRS990/TotalAssetsGrp/BOYAmt01134806
IRS990/TotalAssetsGrp/EOYAmt01226597
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IRS990/TotalLiabilitiesEOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,226,597
Liabilities
$0
Net assets
$1,226,597
Revenue
$178,849
Expenses
$86,915
Net income
$91,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.08$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.03$0.08$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.01$0.08$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.09$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.18$0.09$0.09
2020Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.05$0.08$0.03
2019Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.04$0.16$0.12
2018Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.14$0.08$0.06
2017Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.07$0.08$0.01
2016Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.05$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.08$0.08$0.01
2014Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.10$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.07$0.08$0.00