Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 36-6015440

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 09, 2021

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

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

5th percentile

-121%

Higher net margin than 5% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$128,525

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

14th percentile

-3.6%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

8.2%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$34,190,230

Down $1,281,400 (-3.6%) from 2019

Net Assets

Down

$34,190,230

Down $1,281,400 (-3.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin5th percentile

Revenue

Up

$936,471

Up $71,010 (+8.2%) from 2019

Expenses

Down

$2,065,249

Down $106,426 (-4.9%) from 2019

Net Income

Up

-$1,128,778

Up $177,436 (+14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$34,190,230
Liabilities$0
Net Assets$34,190,230
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$936,471
Expenses$2,065,249
Net Income-$1,128,778
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-TrusteePT$128,525-$128,525
DAVID WATKINSCo-TrusteePT$35,867-$35,867
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
2021-08-09
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 Appendix314 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/BusinessName/BusinessNameLine1Txt0THE CHICAGO TRUST COMPANY NA
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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/Amt01830000
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/TotalGrantOrContriPdDurYrAmt01830000
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/AppliedToCurrentYearAmt0361052
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01595450
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01789121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01956502
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01428069
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01595450
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LITWIN LAW LLC
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL TAX DEPOSITS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt045798
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt045798
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08205
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1144417
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02019 990-PF FEDERAL EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TIMING, 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/NetInvestmentIncomeAmt02676
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12676
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0168226
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1269
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0168226
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1269
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GREAT LAKES ADVISORS LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt043222
TaxesSchedule/TaxesDetail/Amt012819
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES W/H FROM DIVS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012819
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ETHEL R KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03124316599
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
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/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/PreparationDt02021-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL J CUTRARA
ReturnHeader/ReturnTs02021-10-04T11:33:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ETHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAPLAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,190,230
Liabilities
$0
Net assets
$34,190,230
Revenue
$936,471
Expenses
$2,065,249
Net income
-$1,128,778
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
2020Detailed filing. Detailed filing data is available for this year.$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
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