Civic Intelligence

Alonzo Mather Foundation Trust C/O the Chicago Trust Company Na

990PF • Fiscal year 2016 • EIN 36-6015440

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 31, 2017

Organization Profile
231 S Lasalle Street 13th FloorChicago, IL 60604

(312) 431-6599

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

30th percentile

$134,689

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

55th percentile

3.4%

Faster asset growth than 55% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$36,283,943

Up $1,198,955 (+3.4%) from 2015

Net Assets

Up

$36,283,943

Up $1,198,955 (+3.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin12th percentile

Revenue

Down

$1,735,704

Down $515,899 (-23%) from 2015

Expenses

Down

$2,140,319

Down $219,912 (-9.3%) from 2015

Net Income

Down

-$404,615

Down $295,987 (-272%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$40M$30M$20M$10M$0Assets 2013: $33,713,595Liabilities 2013: $0Net Assets 2013: $33,713,5952013Assets 2014: $37,694,877Liabilities 2014: $0Net Assets 2014: $37,694,8772014Assets 2015: $35,084,988Liabilities 2015: $0Net Assets 2015: $35,084,9882015Assets 2016: $36,283,943Liabilities 2016: $0Net Assets 2016: $36,283,9432016Assets 2017: $38,057,561Liabilities 2017: $0Net Assets 2017: $38,057,5612017Assets 2018: $36,841,633Liabilities 2018: $0Net Assets 2018: $36,841,6332018Assets 2019: $35,471,630Liabilities 2019: $0Net Assets 2019: $35,471,6302019Assets 2020: $34,190,230Liabilities 2020: $0Net Assets 2020: $34,190,2302020Assets 2021: $34,891,666Liabilities 2021: $0Net Assets 2021: $34,891,6662021Assets 2022: $34,077,620Liabilities 2022: $0Net Assets 2022: $34,077,6202022Assets 2023: $33,739,385Liabilities 2023: $0Net Assets 2023: $33,739,3852023Assets 2024: $32,436,938Liabilities 2024: $0Net Assets 2024: $32,436,9382024

Highlighted filing

2016

Assets$36,283,943
Liabilities$0
Net Assets$36,283,943
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $2,200,286Expenses 2013: $1,974,285Net Income 2013: $226,0012013Revenue 2014: $3,520,110Expenses 2014: $2,025,074Net Income 2014: $1,495,0362014Revenue 2015: $2,251,603Expenses 2015: $2,360,231Net Income 2015: -$108,6282015Revenue 2016: $1,735,704Expenses 2016: $2,140,319Net Income 2016: -$404,6152016Revenue 2017: $2,789,132Expenses 2017: $2,198,497Net Income 2017: $590,6352017Revenue 2018: $1,410,360Expenses 2018: $2,185,403Net Income 2018: -$775,0432018Revenue 2019: $865,461Expenses 2019: $2,171,675Net Income 2019: -$1,306,2142019Revenue 2020: $936,471Expenses 2020: $2,065,249Net Income 2020: -$1,128,7782020Revenue 2021: $2,843,199Expenses 2021: $2,081,347Net Income 2021: $761,8522021Revenue 2022: $1,598,366Expenses 2022: $2,245,116Net Income 2022: -$646,7502022Revenue 2023: $1,939,543Expenses 2023: $2,236,552Net Income 2023: -$297,0092023Revenue 2024: $1,525,759Expenses 2024: $2,337,434Net Income 2024: -$811,6752024

Highlighted filing

2016

Revenue$1,735,704
Expenses$2,140,319
Net Income-$404,615
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE CHICAGO TRUST COMPANY NACo-TrusteePT$134,689-$134,689
DAVID WATKINSCo-TrusteePT$24,823-$24,823
EDWIN H WATKINS DECD 5416Co-TrusteePT$8,605-$8,605
Filing and Contact Details

Filer

Filer Name
Alonzo Mather Foundation Trust
EIN
36-6015440
Phone
3124316599
Address
231 S LASALLE STREET 13TH FLOOR, CHICAGO, IL 60604

Signing Officer

Name
Ethel Kaplan
Title
Trust Officer
Signed
2017-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Powell Tax & Trust Services
Address
1212 S Naper BLVD Suite 119-260, NAPERVILLE, IL 60540-7349
Preparer
Kathleen O Powell CPA
Phone
6302677088
Raw XML Appendix303 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE CHICAGO TRUST COMPANY NA
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE CHICAGO TRUST COMPANY NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03124316599
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01828000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE MATHER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01603 ORRINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01828000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0679
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01827336
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01835295
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01828015
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01834616
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01827336
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PARTNERSHIP OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PARTNERSHIP PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05894
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt156908
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15894
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt256908
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP ORDINARY LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt037439
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt037439
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1067
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0176360
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11427210
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ASSETS IN TRANSIT AND PARTNERSIP INCOME NOT BOOKED IN 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1WISHBONE PARTIAL PRINCIPAL REDEMPTION NOT BOOKED IN 2016
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt044658
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GREAT LAKES ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt044658
TaxesSchedule/TaxesDetail/Amt07794
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07794
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ETHEL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALONZO MATHER FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO THE CHICAGO TRUST COMPANY NA
ReturnHeader/Filer/BusinessNameControlTxt0ALON
ReturnHeader/Filer/EIN0366015440
ReturnHeader/Filer/PhoneNum03124316599
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 S LASALLE STREET 13TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POWELL TAX & TRUST SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01212 S Naper BLVD Suite 119-260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605407349
ReturnHeader/PreparerPersonGrp/PhoneNum06302677088
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN O POWELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-31T15:48:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,283,943
Liabilities
$0
Net assets
$36,283,943
Revenue
$1,735,704
Expenses
$2,140,319
Net income
-$404,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$1.53$2.34$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.00$33.7$1.94$2.24$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$1.60$2.25$0.65
2021Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$2.84$2.08$0.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$0.00$34.2$0.94$2.07$1.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$0.00$35.5$0.87$2.17$1.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$0.00$36.8$1.41$2.19$0.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$0.00$38.1$2.79$2.20$0.59
2016Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.74$2.14$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$0.00$35.1$2.25$2.36$0.11
2014Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$3.52$2.03$1.50
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.00$33.7$2.20$1.97$0.23