Civic Intelligence

Calvin B Beach

990 • Fiscal year 2021 • EIN 36-6025652

May 01, 2020 to Apr 30, 2021 • Filed on Dec 13, 2021

Organization ProfileN/A
The Northern Trust CompanyPO Box Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$76,457

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

322%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,178,456

Up $1,046,643 (+20%) from 2020

Net Assets

Up

$6,178,456

Up $1,046,643 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin95th percentile

Revenue

Up

$1,240,607

Up $946,452 (+322%) from 2020

Expenses

Down

$193,958

Down $3,643 (-1.8%) from 2020

Net Income

Up

$1,046,649

Up $950,095 (+984%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$10M$5.0M$0Assets 2020: $5,131,813Liabilities 2020: $0Net Assets 2020: $5,131,8132020Assets 2021: $6,178,456Liabilities 2021: $0Net Assets 2021: $6,178,4562021Assets 2022: $5,695,051Liabilities 2022: $0Net Assets 2022: $5,695,0512022Assets 2023: $8,463,984Liabilities 2023: $0Net Assets 2023: $8,463,9842023Assets 2024: $8,602,489Liabilities 2024: $0Net Assets 2024: $8,602,4892024Assets 2025: $9,040,436Liabilities 2025: $0Net Assets 2025: $9,040,4362025

Highlighted filing

2021

Assets$6,178,456
Liabilities$0
Net Assets$6,178,456
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2020: $294,155Expenses 2020: $197,601Net Income 2020: $96,5542020Revenue 2021: $1,240,607Expenses 2021: $193,958Net Income 2021: $1,046,6492021Revenue 2022: $2,192,787Expenses 2022: $2,676,192Net Income 2022: -$483,4052022Revenue 2023: $3,640,761Expenses 2023: $870,613Net Income 2023: $2,770,1482023Revenue 2024: $887,987Expenses 2024: $751,769Net Income 2024: $136,2182024Revenue 2025: $987,025Expenses 2025: $523,995Net Income 2025: $463,0302025

Highlighted filing

2021

Revenue$1,240,607
Expenses$193,958
Net Income$1,046,649
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Dec 13, 2021
Return Version
2020v4.1
Gross Receipts
$2,652,375
Mission and Program Overview

Mission

To support organizations listed in schedule a part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,131,813$6,178,456▲ $1,046,643
Investments in Publicly Traded Securities$5,026,390$5,076,877▲ $50,487
Savings and Temporary Cash Investments$105,423$1,101,579▲ $996,156
Total Assets$5,131,813$6,178,456▲ $1,046,643
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,131,813$6,178,456▲ $1,046,643
Total Liabilities and Net Assets / Fund Balance$5,131,813$6,178,456▲ $1,046,643
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$76,457$76,457
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,240,607
Other Revenue
$0
Change in Net Assets
$1,046,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$112,400
Salaries, Compensation, and Employee Benefits$76,457
Other Expenses$5,101
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$112,400--$112,400
Current Officers, Directors, Trustees, and Key Employees-$76,457-$76,457
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$112,400$81,558$0$193,958
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bishop of Prot Episcopal ChurchChicago, IL501(c)(3)General Support$56,200
ST MARY'S SERVICEPalatine, IL501(c)(3)General Support$56,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The organization had no committees”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Copy of tax return sent to trustee for review and comment”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL ACKNOWLEDGEMENT”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Calvin B Beach
EIN
36-6025652
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY, PO BOX CHICAGO, IL 60680

Signing Officer

Name
James Ciarlette
Title
VP
Phone
3126306000
Signed
2021-12-13

Organization Details

Principal Officer
Na
Formed
1937
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“TAX COST ADJUSTMENT”

Raw XML Appendix396 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1GRANDFATHERED TRUST EXCEPTION: THIS TRUST IS WHOLLY CHARITABLE AND A CHARITABLE DEDUCTION WAS TAKEN, THE TRUST WAS IRREVOCABLE PRIOR TO NOVEMBER 20, 1970, THE TRUST PROVIDES FOR THE DISTRIBUTION OF INCOME TO SPECIFICALLY NAMED CHARITIES, THE AMOUNT DISTRIBUTED TO THE DESIGNATED CHARITIES IS FIXED AND NOT SUBJECT TO FIDUCIARY DISCRETION AND NONE OF THE TRUSTEES ARE A DISQUALIFIED PERSON.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATION
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX COST ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BISHOP OF PROT EPISCOPAL CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ST MARY'S SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362170847
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1362167889
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt065 E HURON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1510 N PLUM GROVE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PALATINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060611
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160067
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05131813
IRS990/TotalAssetsEOYAmt06178456
IRS990/TotalAssetsGrp/BOYAmt05131813
IRS990/TotalAssetsGrp/EOYAmt06178456
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0112400
IRS990/TotalFunctionalExpensesGrp/TotalAmt0193958
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05131813
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06178456
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0112400
IRS990/TotalReportableCompFromOrgAmt076457
IRS990/TotalRevenueGrp/ExclusionAmt01240607
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01240607
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05131813
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06178456
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CIARLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALVIN B BEACH
ReturnHeader/Filer/BusinessNameControlTxt0BEAC
ReturnHeader/Filer/EIN0366025652
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0THE NORTHERN TRUST COMPANY
ReturnHeader/Filer/USAddress/CityNm0PO BOX CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/ReturnTs02021-12-13T15:00:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,178,456
Liabilities
$0
Net assets
$6,178,456
Revenue
$1,240,607
Expenses
$193,958
Net income
$1,046,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.04$0.00$9.04$0.99$0.52$0.46
2024Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.89$0.75$0.14
2023Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$3.64$0.87$2.77
2022Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$2.19$2.68$0.48
2021Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$1.24$0.19$1.05
2020Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.29$0.20$0.10