Civic Intelligence

Sudbury Charitable Trust

990 • Fiscal year 2020 • EIN 20-1110773

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 02, 2021

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

37th percentile

-0.0%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$38,210

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

32nd percentile

-0.0%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$4,382,450

Down $1,296 (-0.0%) from 2019

Net Assets

Down

$4,382,450

Down $1,296 (-0.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin37th percentile

Revenue

Down

$149,389

Down $37,706 (-20%) from 2019

Expenses

Down

$149,443

Down $175,416 (-54%) from 2019

Net Income

Up

-$54

Up $137,710 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,410,135Liabilities 2013: $0Net Assets 2013: $3,410,1352013Assets 2014: $3,372,431Liabilities 2014: $0Net Assets 2014: $3,372,4312014Assets 2015: $3,437,213Liabilities 2015: $0Net Assets 2015: $3,437,2132015Assets 2016: $4,190,011Liabilities 2016: $0Net Assets 2016: $4,190,0112016Assets 2017: $4,277,934Liabilities 2017: $0Net Assets 2017: $4,277,9342017Assets 2018: $4,522,083Liabilities 2018: $0Net Assets 2018: $4,522,0832018Assets 2019: $4,383,746Liabilities 2019: $0Net Assets 2019: $4,383,7462019Assets 2020: $4,382,450Liabilities 2020: $0Net Assets 2020: $4,382,4502020Assets 2021: $4,411,733Liabilities 2021: $0Net Assets 2021: $4,411,7332021Assets 2022: $4,528,451Liabilities 2022: $0Net Assets 2022: $4,528,4512022Assets 2023: $4,437,856Liabilities 2023: $0Net Assets 2023: $4,437,8562023Assets 2024: $4,448,469Liabilities 2024: $0Net Assets 2024: $4,448,4692024Assets 2025: $4,636,138Liabilities 2025: $0Net Assets 2025: $4,636,1382025

Highlighted filing

2020

Assets$4,382,450
Liabilities$0
Net Assets$4,382,450
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $255,727Expenses 2013: $220,070Net Income 2013: $35,6572013Revenue 2014: $200,171Expenses 2014: $237,011Net Income 2014: -$36,8402014Revenue 2015: $174,321Expenses 2015: $109,257Net Income 2015: $65,0642015Revenue 2016: $1,010,835Expenses 2016: $288,116Net Income 2016: $722,7192016Revenue 2017: $218,277Expenses 2017: $129,669Net Income 2017: $88,6082017Revenue 2018: $381,679Expenses 2018: $137,515Net Income 2018: $244,1642018Revenue 2019: $187,095Expenses 2019: $324,859Net Income 2019: -$137,7642019Revenue 2020: $149,389Expenses 2020: $149,443Net Income 2020: -$542020Revenue 2021: $309,095Expenses 2021: $279,270Net Income 2021: $29,8252021Revenue 2022: $271,378Expenses 2022: $153,820Net Income 2022: $117,5582022Revenue 2023: $76,282Expenses 2023: $165,943Net Income 2023: -$89,6612023Revenue 2024: $282,605Expenses 2024: $272,060Net Income 2024: $10,5452024Revenue 2025: $487,950Expenses 2025: $298,865Net Income 2025: $189,0852025

Highlighted filing

2020

Revenue$149,389
Expenses$149,443
Net Income-$54
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 2, 2021
Return Version
2019v5.0
Gross Receipts
$385,874
Mission and Program Overview

Mission

To support the organizations listed in schedule a part i

To support the organizations listed in schedule a, part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,383,746$4,382,450▼ $1,296
Investments in Publicly Traded Securities$4,275,453$4,274,080▼ $1,373
Savings and Temporary Cash Investments$108,293$108,370▲ $77
Total Assets$4,383,746$4,382,450▼ $1,296
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,383,746$4,382,450▼ $1,296
Total Liabilities and Net Assets / Fund Balance$4,383,746$4,382,450▼ $1,296
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$38,210$38,210
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$149,389
Other Revenue
$0
Change in Net Assets
$-54
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$106,441
Salaries, Compensation, and Employee Benefits$38,210
Other Expenses$4,792
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$106,441--$106,441
Current Officers, Directors, Trustees, and Key Employees-$38,210-$38,210
Fees for Services Accounting-$3,000-$3,000
All Other Expenses-$1,792-$1,792
Total Functional Expenses$106,441$43,002$0$149,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sterling Rock Falls Community TrustGalesburg, IL501(c)(3)General Support$70,964
Knox CollegeGalesburg, IL501(c)(3)General Support$35,477
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 1A

“The northern trust company”

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

“NOT APPLICABLE”

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

“A copy of form 990 is sent to the trustee for review and comments”

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

“Annual acknowledgement by trustee”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Sudbury Charitable Trust
EIN
20-1110773
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
3126306000
Signed
2021-02-02

Organization Details

Formed
2002
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost adjustments $-1,242.00”

Raw XML Appendix368 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/SupportAmt135477
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0106441
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt070964
IRS990ScheduleI/RecipientTable/CashGrantAmt135477
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STERLING ROCK FALLS COMMUNITY TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0370673513
IRS990ScheduleI/RecipientTable/RecipientEIN1370673513
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02 E SOUTH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12 E SOUTH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GALESBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GALESBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0614014938
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd161401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NORTHERN TRUST COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COST ADJUSTMENTS $-1,242.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04383746
IRS990/TotalAssetsEOYAmt04382450
IRS990/TotalAssetsGrp/BOYAmt04383746
IRS990/TotalAssetsGrp/EOYAmt04382450
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043002
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0106441
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04383746
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04382450
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0106441
IRS990/TotalReportableCompFromOrgAmt038210
IRS990/TotalRevenueGrp/ExclusionAmt0149389
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0149389
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04383746
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04382450
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUDBURY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUDB
ReturnHeader/Filer/EIN0201110773
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/ReturnTs02021-02-03T17:00:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,382,450
Liabilities
$0
Net assets
$4,382,450
Revenue
$149,389
Expenses
$149,443
Net income
-$54
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.49$0.30$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.28$0.27$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.08$0.17$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.00$4.53$0.27$0.15$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.31$0.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$4.38$0.00$4.38$0.19$0.32$0.14
2018Summary only. Only limited summary data is available for this year.$4.52$0.00$4.52$0.38$0.14$0.24
2017Summary only. Only limited summary data is available for this year.$4.28$0.00$4.28$0.22$0.13$0.09
2016Summary only. Only limited summary data is available for this year.$4.19$0.00$4.19$1.01$0.29$0.72
2015Summary only. Only limited summary data is available for this year.$3.44$0.00$3.44$0.17$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$3.37$0.20$0.24$0.04
2013Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.26$0.22$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits