Civic Intelligence

The Phoenix Pact Fund

EIN 31-1705330 • 501(c)3 • Chicago, IL

Profile

To grant scholarships to individuals in financial need.

PO Box 811280Chicago, IL 60681

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.20x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

2.51x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

6th percentile

-52%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$144,603

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

6th percentile

-18%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-67%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$17,511,095

Down $191,226 (-1.1%) from 2023

Liabilities

Up

$3,110,546

Up $1,187 (+0.0%) from 2023

Net Assets

Down

$14,400,549

Down $192,413 (-1.3%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin6th percentile

Revenue

Down

$598,993

Down $463,648 (-44%) from 2023

Expenses

Up

$2,231,564

Up $467,204 (+26%) from 2023

Net Income

Down

-$1,632,571

Down $930,852 (-133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2013: $1,444,007Liabilities 2013: $124,430Net Assets 2013: $1,319,5772013Assets 2016: $16,567,719Liabilities 2016: $3,397,489Net Assets 2016: $13,170,2302016Assets 2017: $16,681,350Liabilities 2017: $3,140,192Net Assets 2017: $13,541,1582017Assets 2018: $16,412,711Liabilities 2018: $3,837,734Net Assets 2018: $12,574,9772018Assets 2019: $15,530,721Liabilities 2019: $3,822,339Net Assets 2019: $11,708,3822019Assets 2020: $17,085,786Liabilities 2020: $4,303,408Net Assets 2020: $12,782,3782020Assets 2021: $22,425,207Liabilities 2021: $3,925,063Net Assets 2021: $18,500,1442021Assets 2022: $18,427,201Liabilities 2022: $3,709,227Net Assets 2022: $14,717,9742022Assets 2023: $17,702,321Liabilities 2023: $3,109,359Net Assets 2023: $14,592,9622023Assets 2024: $17,511,095Liabilities 2024: $3,110,546Net Assets 2024: $14,400,5492024

Highlighted filing

2024

Assets$17,511,095
Liabilities$3,110,546
Net Assets$14,400,549
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2013: $158,129Expenses 2013: $77,170Net Income 2013: $80,9592013Revenue 2016: $15,312,080Expenses 2016: $3,902,993Net Income 2016: $11,409,0872016Revenue 2017: $290,555Expenses 2017: $681,120Net Income 2017: -$390,5652017Revenue 2018: $661,263Expenses 2018: $1,923,275Net Income 2018: -$1,262,0122018Revenue 2019: $256,244Expenses 2019: $1,852,598Net Income 2019: -$1,596,3542019Revenue 2020: $4,209,169Expenses 2020: $2,649,203Net Income 2020: $1,559,9662020Revenue 2021: $4,533,654Expenses 2021: $1,525,307Net Income 2021: $3,008,3472021Revenue 2022: $1,476,076Expenses 2022: $2,249,664Net Income 2022: -$773,5882022Revenue 2023: $1,062,641Expenses 2023: $1,764,360Net Income 2023: -$701,7192023Revenue 2024: $598,993Expenses 2024: $2,231,564Net Income 2024: -$1,632,5712024

Highlighted filing

2024

Revenue$598,993
Expenses$2,231,564
Net Income-$1,632,571
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$17,511,095
Liabilities
$3,110,546
Net assets
$14,400,549
Revenue
$598,993
Expenses
$2,231,564
Net income
-$1,632,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$3.11$14.4$0.60$2.23$1.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$3.11$14.6$1.06$1.76$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$3.71$14.7$1.48$2.25$0.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$3.93$18.5$4.53$1.53$3.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$4.30$12.8$4.21$2.65$1.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$3.82$11.7$0.26$1.85$1.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$3.84$12.6$0.66$1.92$1.26
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$3.14$13.5$0.29$0.68$0.39
2016Detailed filing. Detailed filing data is available for this year.$16.6$3.40$13.2$15.3$3.90$11.4
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.12$1.32$0.16$0.08$0.08
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 28, 2022
Return Version
2020v4.1
Gross Receipts
$6,472,644
Mission and Program Overview

Mission

To grant scholarships to individuals in financial need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$14,992,059$17,371,902▲ $2,379,843
Pledges and Grants Receivable$789,634$4,435,970▲ $3,646,336
Savings and Temporary Cash Investments$1,262,687$555,943▼ $706,744
Prepaid Expenses and Deferred Charges$41,406$61,392▲ $19,986
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$17,085,786$22,425,207▲ $5,339,421
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,303,408$3,925,063▼ $378,345
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,303,408$3,925,063▼ $378,345
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,992,744$18,500,144▲ $6,507,400
Net Assets With Donor Restrictions$789,634$0▼ $789,634
Total Net Assets Fund Balance$12,782,378$18,500,144▲ $5,717,766
Total Liabilities and Net Assets / Fund Balance$17,085,786$22,425,207▲ $5,339,421

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,090,676--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Christopher KellyExecutive DirectorFT$144,603$144,603

Board Members and Trustees

NameTitle
Evan WesterfieldPresident
David PetersonDirector
Jennifer SteansDirector
Robert WieseneckDirector
John TimmerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$4,296,962
Program Service Revenue
$0
Investment Income
$236,692
Other Revenue
$0
All Other Contributions
$4,296,962
Change in Net Assets
$3,008,347

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,479,187
Revenue Not Reported on Financial Statements
$54,467
Revenue Not Reported on Form 990
$2,709,419
Other Revenue Adjustments
$908
Total Revenue per Audited Statements
$7,188,606
Total Revenue per Form 990
$4,533,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,358,471
Salaries, Compensation, and Employee Benefits$136,836
Total Fundraising Expense$48,921
Professional Fundraising Fees$30,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$151,064$43,020$8,392$202,476
Other Expenses$184,675$2,678$2,678$184,675
Other Salaries and Wages$123,152$6,842$6,842$136,836
Fees for Services Professional Fundraising--$30,000$30,000
Office Expenses$1,398$12,653$599$14,650
Travel$13,491--$13,491
Insurance-$5,324-$5,324
All Other Expenses$817$45$45$907
Total Functional Expenses$1,405,824$70,562$48,921$1,525,307

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,554,611
Expenses per Audited Statements$18,500,144
Total Expenses per Audited Statements$18,500,144
Expenses Not Reported on Financial Statements$54,467
Other Expense Adjustments$908
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$30,000
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

FORM 990, PART VI, SECTION B, LINE 11:

“An electronic version of the final version of the return is emailed to the board members before the return is actually filed. Board members are encouraged to review the return before it is filed.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The officers and directors complete a potential conflict report which is updated regularly.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Board reviews potential conflicts and policy on a regular basis.”

FORM 990, PARV VI, SECTION C, LINE 19:

“The organization has its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Phoenix Pact Fund
EIN
31-1705330
In Care Of
% CHRISTOPHER C KELLY
Phone
3128783764
Address
PO Box 811280, Chicago, IL 60681

Signing Officer

Name
Christopher Kelly
Title
Executive Director
Phone
3128783764
Signed
2022-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Kelly
Formed
2000
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Phone
8472055000
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:professional services director total fees:167848”

Form 990 Part IX Line 11G

“Description:professional fees total fees:34628”

Financial Statement Notes

Form 990, Schedule D, Part XI, Line 4B

“Foreign tax expense reported on form 990, part ix, line 24d.”

Form 990, Schedule D, Part XII, Line 4B

“Foreign tax expense reported on form 990, part ix, line 24d.”

Raw XML AppendixShowing 400 of 496 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04303408
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03925063
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO GRANT SCHOLARSHIPS TO INDIVIDUALS IN FINANCIAL NEED.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt04296962
IRS990/AllOtherExpensesGrp/FundraisingAmt045
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt045
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0817
IRS990/AllOtherExpensesGrp/TotalAmt0907
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CHRISTOPHER C KELLY
IRS990/BooksInCareOfDetail/PhoneNum03128783764
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 811280
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060681
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NONE
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04296962
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0236692
IRS990/CYOtherExpensesAmt01358471
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03008347
IRS990/CYSalariesCompEmpBnftPaidAmt0136836
IRS990/CYTotalExpensesAmt01525307
IRS990/CYTotalFundraisingExpenseAmt048921
IRS990/CYTotalProfFndrsngExpnsAmt030000
IRS990/CYTotalRevenueAmt04533654
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SCHOLARSHIP FUNDING
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0789634
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt01413367
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt08392
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt043020
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0151064
IRS990/FeesForServicesOtherGrp/TotalAmt0202476
IRS990/FeesForServicesProfFundraising/FundraisingAmt030000
IRS990/FeesForServicesProfFundraising/TotalAmt030000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt025985
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTOPHER KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm1David Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm2Jennifer Steans
IRS990/Form990PartVIISectionAGrp/PersonNm3John Timmer
IRS990/Form990PartVIISectionAGrp/PersonNm4Robert Wieseneck
IRS990/Form990PartVIISectionAGrp/PersonNm5Evan Westerfield
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0118618
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-2338
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01936652
IRS990/GrossReceiptsAmt06472644
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05324
IRS990/InsuranceGrp/TotalAmt05324
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0239030
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0239030
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt014992059
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017371902
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01938990
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO GRANT SCHOLARSHIPS TO INDIVIDUALS IN FINANCIAL NEED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt012782378
IRS990/NetAssetsOrFundBalancesEOYAmt018500144
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2338
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2338
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02709419
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011992744
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018500144
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0599
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012653
IRS990/OfficeExpensesGrp/ProgramServicesAmt01398
IRS990/OfficeExpensesGrp/TotalAmt014650
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc1EVENTS AND DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc3SCHOLAR INCIDENTAL SUPPPORT
IRS990/OtherExpensesGrp/FundraisingAmt0365
IRS990/OtherExpensesGrp/FundraisingAmt12678
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02678
IRS990/OtherExpensesGrp/ProgramServicesAmt0871038
IRS990/OtherExpensesGrp/ProgramServicesAmt111986
IRS990/OtherExpensesGrp/ProgramServicesAmt248203
IRS990/OtherExpensesGrp/ProgramServicesAmt3184675
IRS990/OtherExpensesGrp/TotalAmt0871038
IRS990/OtherExpensesGrp/TotalAmt112351
IRS990/OtherExpensesGrp/TotalAmt253559
IRS990/OtherExpensesGrp/TotalAmt3184675
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06842
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06842
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0123152
IRS990/OtherSalariesAndWagesGrp/TotalAmt0136836
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0789634
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04435970
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt041406
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061392
IRS990/PrincipalOfficerNm0CHRISTOPHER KELLY
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03279840
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0929299
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02522352
IRS990/PYOtherRevenueAmt030
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01559966
IRS990/PYSalariesCompEmpBnftPaidAmt093851
IRS990/PYTotalExpensesAmt02649203
IRS990/PYTotalProfFndrsngExpnsAmt033000
IRS990/PYTotalRevenueAmt04209169
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03008347
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01262687
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0555943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04296962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03279840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0102502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0201674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0113428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07994406
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0239030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0332165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0328274
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0298723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0203982
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01402174
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01596
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0549
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0470
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02645
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27506
IRS990ScheduleA/PublicSupportPY170Pct00.17849
IRS990ScheduleA/PublicSupportTotal170Amt02585311
IRS990ScheduleA/SubstantialContributorsTotAmt05409095
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04296962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03279840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0102502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0201674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0113428
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07994406
IRS990ScheduleA/TotalSupportAmt09399225
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt054467
IRS990ScheduleD/ExpensesSubtotalAmt018500144
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt053559
IRS990ScheduleD/InvestmentExpensesNotIncldAmt053559
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02709419
IRS990ScheduleD/OtherExpensesNotIncludedAmt0908
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0908
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02534800
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt110098098
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23648328
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31090676
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt02709419
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt054467
IRS990ScheduleD/RevenueSubtotalAmt04479187
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOREIGN TAX EXPENSE REPORTED ON FORM 990, PART IX, LINE 24D.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FOREIGN TAX EXPENSE REPORTED ON FORM 990, PART IX, LINE 24D.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE D, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueSecuritiesAmt017371902
IRS990ScheduleD/TotalExpensesPerForm990Amt018554611
IRS990ScheduleD/TotalRevenuePerForm990Amt04533654
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07188606
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018500144
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0consulting
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0HPS Chicago
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt030000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0455 N Cityfront Plaza Suite 3100
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Chicago
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd060611
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0IL
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalRetainedByContractorsAmt030000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC VERSION OF THE FINAL VERSION OF THE RETURN IS EMAILED TO THE BOARD MEMBERS BEFORE THE RETURN IS ACTUALLY FILED. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE RETURN BEFORE IT IS FILED.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.