Civic Intelligence

Sts Foundation

990PF • Fiscal year 2021 • EIN 20-2045581

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

3rd percentile

-146%

Higher net margin than 3% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$6,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

19th percentile

-1.8%

Faster asset growth than 19% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$5,946,297

Flat from 2021

Net Assets

$5,946,297

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin3rd percentile

Revenue

Flat

$242,459

Flat from 2021

Expenses

Flat

$595,782

Flat from 2021

Net Income

Flat

-$353,323

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,868,846Liabilities 2011: $02011Assets 2012: $6,820,207Liabilities 2012: $02012Assets 2013: $6,724,349Liabilities 2013: $02013Assets 2019: $6,028,735Liabilities 2019: $0Net Assets 2019: $6,028,7352019Assets 2020: $6,052,961Liabilities 2020: $0Net Assets 2020: $6,052,9612020Assets 2021: $5,946,297Liabilities 2021: $0Net Assets 2021: $5,946,2972021Assets 2021: $5,946,297Liabilities 2021: $12021Assets 2022: $5,717,976Liabilities 2022: $0Net Assets 2022: $5,717,9762022Assets 2023: $5,929,253Liabilities 2023: $12023Assets 2024: $6,423,055Liabilities 2024: $0Net Assets 2024: $6,423,0552024

Highlighted filing

2021

Assets$5,946,297
Liabilities$0
Net Assets$5,946,297
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $374,711Expenses 2011: $454,919Net Income 2011: -$80,2082011Revenue 2012: $449,301Expenses 2012: $476,207Net Income 2012: -$26,9062012Revenue 2013: $303,822Expenses 2013: $500,050Net Income 2013: -$196,2282013Revenue 2019: $300,547Expenses 2019: $618,265Net Income 2019: -$317,7182019Revenue 2020: $417,474Expenses 2020: $553,114Net Income 2020: -$135,6402020Revenue 2021: $242,459Expenses 2021: $595,782Net Income 2021: -$353,3232021Revenue 2021: $242,459Expenses 2021: $595,782Net Income 2021: -$353,3232021Revenue 2022: $404,696Expenses 2022: $705,028Net Income 2022: -$300,3322022Revenue 2023: $861,379Expenses 2023: $684,349Net Income 2023: $177,0302023Revenue 2024: $612,085Expenses 2024: $679,133Net Income 2024: -$67,0482024

Highlighted filing

2021

Revenue$242,459
Expenses$595,782
Net Income-$353,323
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHELPS H SWIFTSecretaryPT$6,000-$6,000
JENNIFER S WILSONPresidentPT$0--
VIRGINIA BARTHOLOMAYVice PresidentPT$0--
BLAKE H SWIFTTreasurerPT$0--
WILLIAM T BARTHOLOMAYInvestment OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Sts Foundation
EIN
20-2045581
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
Jennifer S Wilson
Title
President
Phone
3126306000
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Northern Trust Company
Address
PO BOX 803878, CHICAGO, IL 60680
Phone
3126306000
Raw XML Appendix367 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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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0323
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03091
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0430. VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05509
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0659285
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0666874
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07589
IRS990PF/DistributableAmountGrp/TotalTaxAmt07589
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01865
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IRS990PF/FMVAssetsEOYAmt014339558
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0300775
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0904305
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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013540590
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013540590
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0203109
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER S WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHELPS H SWIFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VIRGINIA BARTHOLOMAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BLAKE H SWIFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM T BARTHOLOMAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4INVESTMENT OFFICER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 803878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 803878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 803878
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03126306000
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0502487
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0659285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0544466
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0502487
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21091
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PRIVATE EQUITY CORE FUND IV, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MAKENA CAPITAL SPLITTER X, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3MPLX, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc4BOATHOUSE AG-2019 LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0108
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1139274
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2209295
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt36978
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-7890
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0108
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0246659
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX COST ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037828
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt128346
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt028371
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09457
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt128346
TaxesSchedule/TaxesDetail/Amt09500
TaxesSchedule/TaxesDetail/Amt11636
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11636
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER S WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STSF
ReturnHeader/Filer/EIN0202045581
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0361561860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTHERN TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060680
ReturnHeader/PreparerPersonGrp/PhoneNum03126306000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/ReturnTs02022-11-14T17:00:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,946,297
Liabilities
$0
Net assets
$5,946,297
Revenue
$242,459
Expenses
$595,782
Net income
-$353,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.00$6.42$0.61$0.68$0.07
2023Summary only. Only limited summary data is available for this year.$5.93$0.00$0.86$0.68$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.40$0.71$0.30
2021Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.24$0.60$0.35
2021Summary only. Only limited summary data is available for this year.$5.95$0.00$0.24$0.60$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$0.42$0.55$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$0.00$6.03$0.30$0.62$0.32
2013Summary only. Only limited summary data is available for this year.$6.72$0.00$0.30$0.50$0.20
2012Summary only. Only limited summary data is available for this year.$6.82$0.00$0.45$0.48$0.03
2011Summary only. Only limited summary data is available for this year.$6.87$0.00$0.37$0.45$0.08