Civic Intelligence

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

990PF • Fiscal year 2018 • EIN 36-6015440

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
50 Commerce DriveGrayslake, IL 60030

(312) 431-6599

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

5th percentile

-55%

Higher net margin than 5% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$140,770

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

23rd percentile

-3.2%

Faster asset growth than 23% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$36,841,633

Down $1,215,928 (-3.2%) from 2017

Net Assets

Down

$36,841,633

Down $1,215,928 (-3.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin5th percentile

Revenue

Down

$1,410,360

Down $1,378,772 (-49%) from 2017

Expenses

Down

$2,185,403

Down $13,094 (-0.6%) from 2017

Net Income

Down

-$775,043

Down $1,365,678 (-231%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2018

Assets$36,841,633
Liabilities$0
Net Assets$36,841,633
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$1,410,360
Expenses$2,185,403
Net Income-$775,043
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-TrusteePT$140,770-$140,770
DAVID WATKINSCo-TrusteePT$39,366-$39,366
ETHEL R KAPLANTrust Office-$0--
Filing and Contact Details

Filer

Filer Name
Alonzo Mather Foundation Trust
EIN
36-6015440
Phone
3124316599
Address
50 COMMERCE DRIVE, GRAYSLAKE, IL 60030

Signing Officer

Name
Ethel R Kaplan
Title
Trust Officer
Phone
3124316599
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cutrara & Company
Address
16272 PRINCE DRIVE, SOUTH HOLLAND, IL 60473-3233
Preparer
Samuel J Cutrara
Phone
7083390500
Raw XML Appendix324 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/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0UC
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt050 COMMERCE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GRAYSLAKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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/WebsiteAddressTxt0MATHERLIFEWAYS.COM
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01914000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MATHER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
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/TotalGrantOrContriPdDurYrAmt01914000
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/AppliedToCurrentYearAmt0106588
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01910081
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01871264
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02016669
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01764676
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01910081
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt093066
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0440885
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING, BASIS, & OTHER DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AG990-IL ANNUAL REPORT FILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXP PAID ON DIVS/I
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13167
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt039808
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039808
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt073791
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GREAT LAKES ADVISORS LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt073791
TaxesSchedule/TaxesDetail/Amt012994
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES W/H FROM DIVS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012994
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ETHEL R KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03124316599
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALONZO MATHER FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O THE CHICAGO TRUST COMPANY NA
ReturnHeader/Filer/BusinessNameControlTxt0ALON
ReturnHeader/Filer/EIN0366015440
ReturnHeader/Filer/PhoneNum03124316599
ReturnHeader/Filer/USAddress/AddressLine1Txt050 COMMERCE DRIVE
ReturnHeader/Filer/USAddress/CityNm0GRAYSLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060030
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE34A79B8432BB0408AC24E23357A1A993DCFB67
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE34A79B8432BB0408AC24E23357A1A993DCFB67
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.15.122.25
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:06:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362887252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUTRARA & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016272 PRINCE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH HOLLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0604733233
ReturnHeader/PreparerPersonGrp/PhoneNum07083390500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL J CUTRARA
ReturnHeader/ReturnTs02019-11-14T17:06:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,841,633
Liabilities
$0
Net assets
$36,841,633
Revenue
$1,410,360
Expenses
$2,185,403
Net income
-$775,043
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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