Civic Intelligence

The Elburn Scholarship Fund

990PF • Fiscal year 2020 • EIN 36-3366640

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 21, 2021

611 Plamondon CourtWheaton, IL 60189-6305

(630) 665-2776

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-131%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$1,055,518

No earlier filing loaded for comparison.

Net Assets

$1,055,518

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$31,088

No earlier filing loaded for comparison.

Expenses

$71,960

No earlier filing loaded for comparison.

Net Income

-$40,872

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 2020: $1,055,518Liabilities 2020: $0Net Assets 2020: $1,055,5182020Assets 2021: $1,135,577Liabilities 2021: $0Net Assets 2021: $1,135,5772021Assets 2022: $953,727Liabilities 2022: $0Net Assets 2022: $953,7272022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$1,055,518
Liabilities$0
Net Assets$1,055,518

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2020: $31,088Expenses 2020: $71,960Net Income 2020: -$40,8722020Revenue 2021: $48,122Expenses 2021: $65,183Net Income 2021: -$17,0612021Revenue 2022: $5,776Expenses 2022: $57,607Net Income 2022: -$51,8312022Revenue 2023: $13,316Expenses 2023: $1,002,554Net Income 2023: -$989,2382023

Highlighted filing

2020

Revenue$31,088
Expenses$71,960
Net Income-$40,872
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 21, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD G WESTLAKEPresident-$0--
GEORDAN L CAPESTreasurer-$0--
DAWN WESTLAKESecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Elburn Scholarship Fund
EIN
36-3366640
Phone
6306652776
Address
611 PLAMONDON COURT, WHEATON, IL 60189-6305

Signing Officer

Name
Donald G Westlake
Title
President
Phone
6306652776
Signed
2021-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Timmermann & Company Ltd
Address
105 S 4TH ST, VANDALIA, IL 62471-2809
Preparer
Dale Timmermann
Phone
6182832371
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123ORANGE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124PAYPAL HOLDINGS 2.3%30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125PFIZER INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134SHELL INTERNTNL F 3.5% 23F
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136TD AMERITRADE HOL 3.2%27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137TELUS CORP 2.8%27F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138THE GOLDMAN SACHS VAR23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139THERMO FISHER SC 4.15%24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140TOYOTA AUTO FIN 2.12%23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141TRINITY ACQUISITI 3.5% 21F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142TRUIST FINL CORP 2.75% 22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143TVA 3.875%21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144US BANCORP 3.95%25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145US TREASURY 1.75% 11/15/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146US TREASURY 2.75% 2/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147US TREASURY 2.75% 2/15/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148US TREASURY 2.75% 2/28/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149US TREASURY 3% 10/31/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150US TREASURY 3.125%11/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151VANECK VECTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152VANGUARD GLBAL EX US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153VANGUARD GNMA FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154VANGUARD HEALTH CARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155VANGUARD HIGH DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156VANGUARD INTL DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158VANGUARD SHORT-TERM INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159VANGUARD SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160VERIZON OWNER TR 3.23%23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161VIATRIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162VIRTUS SEIX HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163VISA INC 3.15%25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164WASTE MANAGEMENT 0.75%25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165WILLIS NORTH AME 2.95%29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166WISDOMTREE INTL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167WISDOMTREE US SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168WORLD OMNI AUTO 3.33%24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt944397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt103047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1319341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt153560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt183310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt203483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt223966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt243886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt281984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt295520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3016630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3121427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt322240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt335954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt352124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt371056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt382249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt391957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt401590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt433193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt441201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt452649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt461796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt475453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt481572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt491441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt504644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt522278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt533056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt544078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt553062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt563651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt582306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt593188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt603536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt613579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt633601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt653265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt663390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt677870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt682194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6917272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7025902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7111491
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7313670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt748560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7523489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7615738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7722237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt783184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7954008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt803000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt813362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt823071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt838318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt843007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8525517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8613096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8744484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt883352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt893552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt903355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt913004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt923439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt933226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt943197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt953209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9611043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9736389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt983211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt996698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1005472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1013903

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