Civic Intelligence

Calvin B Beach

990 • Fiscal year 2022 • EIN 36-6025652

May 01, 2021 to Apr 30, 2022 • Filed on Mar 09, 2023

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

76th percentile

$179,195

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

23rd percentile

-7.8%

Faster asset growth than 23% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

77%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,695,051

Down $483,405 (-7.8%) from 2021

Net Assets

Down

$5,695,051

Down $483,405 (-7.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin18th percentile

Revenue

Up

$2,192,787

Up $952,180 (+77%) from 2021

Expenses

Up

$2,676,192

Up $2,482,234 (+1280%) from 2021

Net Income

Down

-$483,405

Down $1,530,054 (-146%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2022

Assets$5,695,051
Liabilities$0
Net Assets$5,695,051
Open 2022 Filing

Operations Trend

Revenue Growth89th 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

2022

Revenue$2,192,787
Expenses$2,676,192
Net Income-$483,405
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 9, 2023
Return Version
2021v4.1
Gross Receipts
$3,184,377
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$6,178,456$5,695,051▼ $483,405
Investments in Publicly Traded Securities$5,076,877$5,253,431▲ $176,554
Savings and Temporary Cash Investments$1,101,579$441,620▼ $659,959
Total Assets$6,178,456$5,695,051▼ $483,405
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,178,456$5,695,051▼ $483,405
Total Liabilities and Net Assets / Fund Balance$6,178,456$5,695,051▼ $483,405
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$179,195$179,195
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,192,787
Other Revenue
$0
Change in Net Assets
$-483,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,490,386
Salaries, Compensation, and Employee Benefits$179,195
Other Expenses$6,611
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,490,386--$2,490,386
Current Officers, Directors, Trustees, and Key Employees-$179,195-$179,195
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$2,490,386$185,806$0$2,676,192
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bishop of Prot Episcopal ChurchChicago, IL501(c)(3)General Support$1,245,193
ST MARY'S SERVICEPalatine, IL501(c)(3)General Support$1,245,193
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
2023-03-09

Organization Details

Principal Officer
Na
Formed
1937
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0
Raw XML Appendix394 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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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/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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ST MARY'S SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362170847
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1362167889
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
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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
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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
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06178456
IRS990/TotalAssetsEOYAmt05695051
IRS990/TotalAssetsGrp/BOYAmt06178456
IRS990/TotalAssetsGrp/EOYAmt05695051
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0185806
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02490386
IRS990/TotalFunctionalExpensesGrp/TotalAmt02676192
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06178456
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05695051
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02490386
IRS990/TotalReportableCompFromOrgAmt0179195
IRS990/TotalRevenueGrp/ExclusionAmt02192787
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02192787
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06178456
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05695051
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CIARLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-09
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/ReturnTs02023-03-13T16:01:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,695,051
Liabilities
$0
Net assets
$5,695,051
Revenue
$2,192,787
Expenses
$2,676,192
Net income
-$483,405
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