Civic Intelligence

Self-Sufficiency Trust of Illinois Charitable Fund

990EZ • Fiscal year 2017 • EIN 36-3604945

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

212%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$54,578

Up $228 (+0.4%) from 2016

Net Assets

Up

$54,578

Up $228 (+0.4%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$359

Up $244 (+212%) from 2016

Expenses

Down

$131

Down $6,966 (-98%) from 2016

Net Income

Up

$228

Up $7,210 (+103%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$54,578
Liabilities$0
Net Assets$54,578

Operations Trend

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

2017

Revenue$359
Expenses$131
Net Income$228
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$359
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.

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 development disabilities.

Program Services

DescriptionGrantsExpenses
TO SUPPLMENT STATE AND FEDERAL AID FOR LOW INCOME INDIVIDUALS WITH DISABILITIES$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW KOUPALTrustee-$0--
DENNIS O'CONNELLTrustee-$0--
SANDRA SCHILDGENTrustee-$0--
MICHAEL MCNICHOLSTrustee-$0--
BOB ZWARTZTrustee-$0--
GEORGE BRADSHAWChair-$0--
MARK ESSENFELDTreasurer-$0--
KIM ZOELLERSecretary-$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
Phone
6306202222
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Porte Brown LLC
Address
845 OAKTON STREET, ELK GROVE VILLAGE, IL 60007
Preparer
Bruce G Jones
Phone
8479561040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investments. Amount: 359.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 98. Description: quarterly custodial fee. Amount: 33. Total to form 990-ez, line 16: 131.

Raw XML Appendix188 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/OperateHospitalInd00
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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 DEVELOPMENT DISABILITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENTS. AMOUNT: 359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 98. DESCRIPTION: QUARTERLY CUSTODIAL FEE. AMOUNT: 33. TOTAL TO FORM 990-EZ, LINE 16: 131.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/ReturnTs02018-07-24T09:11:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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