Civic Intelligence

Self-Sufficiency Trust of Illinois Charitable Fund

990EZ • Fiscal year 2014 • EIN 36-3604945

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 05, 2015

Organization ProfileN/A
901 Warrenville Road Suite 500Lisle, IL 60532

(630) 620-2222

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

58th percentile

6.7%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$130,741

Up $8,173 (+6.7%) from 2013

Net Assets

Up

$130,741

Up $8,173 (+6.7%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$28,488

Down $96,979 (-77%) from 2013

Expenses

Down

$20,315

Down $29,950 (-60%) from 2013

Net Income

Down

$8,173

Down $67,029 (-89%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$150K$100K$50K$0Assets 2010: $57,898Net Assets 2010: $57,8982010Assets 2013: $122,568Net Assets 2013: $122,5682013Assets 2014: $130,741Net Assets 2014: $130,7412014Assets 2015: $61,332Net Assets 2015: $61,3322015Assets 2016: $54,350Net Assets 2016: $54,3502016Assets 2017: $54,578Liabilities 2017: $0Net Assets 2017: $54,5782017

Highlighted filing

2014

Assets$130,741
Liabilities-
Net Assets$130,741
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $15,551Expenses 2010: $14,587Net Income 2010: $9642010Revenue 2013: $125,467Expenses 2013: $50,265Net Income 2013: $75,2022013Revenue 2014: $28,488Expenses 2014: $20,315Net Income 2014: $8,1732014Revenue 2015: $8,451Expenses 2015: $77,860Net Income 2015: -$69,4092015Revenue 2016: $115Expenses 2016: $7,097Net Income 2016: -$6,9822016Revenue 2017: $359Expenses 2017: $131Net Income 2017: $2282017

Highlighted filing

2014

Revenue$28,488
Expenses$20,315
Net Income$8,173
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 5, 2015
Return Version
2014v5.0
Gross Receipts
$28,488
Mission and Program Overview

Mission

To permit low income individuals with disabilities to supplement current state and federal benefits. The trust is available to illinois residents who are mentally ill, developmentally disabled, or otherwise eligible for services provided by the illinois department of mental health and developmental disabilities.

Program Services

DescriptionGrantsExpenses
TO SUPPLEMENT STATE AND FEDERAL AID FOR LOW INCOME INDIVIDUALS WITH DISABILITIES$20,000-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE BRADSHAWChairman-$0--
SANDRA SCHILDGENTrustee-$0--
MIKE BUSSETreasurer-$0--
DENNIS O'CONNELLTrustee-$0--
MARK ESSENFELDVice Chair-$0--
KIM ZOELLERSecretary-$0--
BOB ZWARTZTrustee-$0--
MATTHEW KOUPALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Self Sufficiency Trust Charitable Fund
EIN
36-3604945
Phone
6306202222
Address
901 WARRENVILLE ROAD SUITE 500, LISLE, IL 60532

Signing Officer

Name
George Bradshaw
Title
Chairman
Signed
2015-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Porte Brown LLC
Address
845 Oakton St, Elk Grove Village, IL 60007
Preparer
Bruce G Jones
Phone
8479561040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.9

“| Donee's Name: Ann & Robert H. Lurie Hospital | Donee's Address: 225 E. Chicago Avenue Chicago, IL 60611 | Cash Amount Given: $20000”

Other Expenses.1

“BANK FEES $315”

Raw XML Appendix180 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0315
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PERMIT LOW INCOME INDIVIDUALS WITH DISABILITIES TO SUPPLEMENT CURRENT STATE AND FEDERAL BENEFITS. THE TRUST IS AVAILABLE TO ILLINOIS RESIDENTS WHO ARE MENTALLY ILL, DEVELOPMENTALLY DISABLED, OR OTHERWISE ELIGIBLE FOR SERVICES PROVIDED BY THE ILLINOIS DEPARTMENT OF MENTAL HEALTH AND DEVELOPMENTAL DISABILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPLEMENT STATE AND FEDERAL AID FOR LOW INCOME INDIVIDUALS WITH DISABILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0125466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016654
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.04550
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Ann & Robert H. Lurie Hospital | Donee's Address: 225 E. Chicago Avenue Chicago, IL 60611 | Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES $315
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SELF SUFFICIENCY TRUST CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SELF
ReturnHeader/Filer/EIN0363604945
ReturnHeader/Filer/PhoneNum06306202222
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 WARRENVILLE ROAD SUITE 500
ReturnHeader/Filer/USAddress/CityNm0LISLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0845 Oakton St
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE G JONES
ReturnHeader/ReturnTs02015-06-05T12:57:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,741
Liabilities
-
Net assets
$130,741
Revenue
$28,488
Expenses
$20,315
Net income
$8,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.54$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.08$0.78$0.69
2014Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.28$0.20$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.25$0.50$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.16$0.15$0.01