Civic Intelligence

Joseph Sears Foundation-A Keniworth School Dist No 38 Supporting Org

990 • Fiscal year 2014 • EIN 36-3059635

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 30, 2014

145 Melrose Avenue60043

(312) 583-8760

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$875,675

No earlier filing loaded for comparison.

Net Assets

$875,675

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$29,107

No earlier filing loaded for comparison.

Expenses

$8,871

No earlier filing loaded for comparison.

Net Income

$20,236

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $875,675Liabilities 2014: $0Net Assets 2014: $875,6752014Assets 2015: $862,789Liabilities 2015: $0Net Assets 2015: $862,7892015Assets 2016: $840,555Liabilities 2016: $0Net Assets 2016: $840,5552016Assets 2017: $907,744Liabilities 2017: $0Net Assets 2017: $907,7442017Assets 2018: $946,148Liabilities 2018: $0Net Assets 2018: $946,1482018Assets 2019: $904,982Liabilities 2019: $0Net Assets 2019: $904,9822019Assets 2020: $934,217Liabilities 2020: $0Net Assets 2020: $934,2172020Assets 2021: $1,107,819Liabilities 2021: $0Net Assets 2021: $1,107,8192021Assets 2022: $999,495Liabilities 2022: $0Net Assets 2022: $999,4952022Assets 2023: $1,093,044Liabilities 2023: $0Net Assets 2023: $1,093,0442023Assets 2024: $94,478Liabilities 2024: $0Net Assets 2024: $94,4782024Assets 2025: $94,310Liabilities 2025: $0Net Assets 2025: $94,3102025

Highlighted filing

2014

Assets$875,675
Liabilities$0
Net Assets$875,675

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2014: $29,107Expenses 2014: $8,871Net Income 2014: $20,2362014Revenue 2015: $77,353Expenses 2015: $20,031Net Income 2015: $57,3222015Revenue 2016: $49,443Expenses 2016: $12,920Net Income 2016: $36,5232016Revenue 2017: $30,248Expenses 2017: $12,384Net Income 2017: $17,8642017Revenue 2018: $41,656Expenses 2018: $12,486Net Income 2018: $29,1702018Revenue 2019: $83,922Expenses 2019: $113,238Net Income 2019: -$29,3162019Revenue 2020: $47,613Expenses 2020: $11,476Net Income 2020: $36,1372020Revenue 2021: $15,877Expenses 2021: $3,486Net Income 2021: $12,3912021Revenue 2022: $16,720Expenses 2022: $1,786Net Income 2022: $14,9342022Revenue 2023: $18,876Expenses 2023: $11,896Net Income 2023: $6,9802023Revenue 2024: $123,542Expenses 2024: $1,009,221Net Income 2024: -$885,6792024Revenue 2025: $2,259Expenses 2025: $2,426Net Income 2025: -$1672025

Highlighted filing

2014

Revenue$29,107
Expenses$8,871
Net Income$20,236
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 30, 2014
Return Version
2013v3.1
Gross Receipts
$100,331
Mission and Program Overview

Mission

To create a broad base of support for

To create a broad base of support for projects enabling the school to maintain the margin of excellence and high standards that distinguish outstanding schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$697,612$790,531▲ $92,919
Cash and Non-Interest-Bearing Accounts$85,684$85,144▼ $540
Total Assets$783,296$875,675▲ $92,379
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$776,002$868,381▲ $92,379
Temporarily Rstr Net Assets$7,294$7,294→ $0
Total Net Assets Fund Balance$783,296$875,675▲ $92,379
Total Liabilities and Net Assets / Fund Balance$783,296$875,675▲ $92,379
Compensation and Service Providers

Board Members and Trustees

NameTitle
James H RothPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,107
Other Revenue
$0
Change in Net Assets
$20,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$0$8,069$0$8,069
Fees for Services Other$0$802$0$802
Total Functional Expenses$0$8,871$0$8,871
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

EIN
36-3059635
Phone
3125838760

Signing Officer

Name
James H Roth
Title
President
Phone
3125838760
Signed
2014-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James H Roth
Formed
1979
Legal Domicile
Il
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
20

Preparer

Preparer
Thomas J Dwyer Atty
Phone
3127865959
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

No committee structure

Pt VI, Line 11B

Small organization, no specific review

Part XI, Line 5

Unrealized gain in investments

Raw XML Appendix250 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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IRS990/ForeignActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt070860
IRS990/GrossReceiptsAmt0100331
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt029471
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029471
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0697612
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt071224
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/ProfessionalFundraisingInd0false
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01
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ReturnHeader/Filer/EIN0363059635
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ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings