Civic Intelligence

Gordon Stephenson Fund Dated 09181951

990 • Fiscal year 2020 • EIN 36-6036227

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 05, 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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$45,068

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

$3,390,613

No earlier filing loaded for comparison.

Net Assets

$3,390,613

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin7th percentile

Revenue

$219,784

No earlier filing loaded for comparison.

Expenses

$330,973

No earlier filing loaded for comparison.

Net Income

-$111,189

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,390,613Liabilities 2020: $0Net Assets 2020: $3,390,6132020Assets 2021: $3,446,042Liabilities 2021: $0Net Assets 2021: $3,446,0422021Assets 2022: $3,378,191Liabilities 2022: $0Net Assets 2022: $3,378,1912022Assets 2023: $3,287,444Liabilities 2023: $0Net Assets 2023: $3,287,4442023Assets 2024: $3,226,491Liabilities 2024: $0Net Assets 2024: $3,226,4912024Assets 2025: $3,456,360Liabilities 2025: $0Net Assets 2025: $3,456,3602025

Highlighted filing

2020

Assets$3,390,613
Liabilities$0
Net Assets$3,390,613
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $219,784Expenses 2020: $330,973Net Income 2020: -$111,1892020Revenue 2021: $401,280Expenses 2021: $345,851Net Income 2021: $55,4292021Revenue 2022: $299,749Expenses 2022: $367,573Net Income 2022: -$67,8242022Revenue 2023: $281,458Expenses 2023: $371,550Net Income 2023: -$90,0922023Revenue 2024: $329,128Expenses 2024: $390,346Net Income 2024: -$61,2182024Revenue 2025: $639,454Expenses 2025: $409,516Net Income 2025: $229,9382025

Highlighted filing

2020

Revenue$219,784
Expenses$330,973
Net Income-$111,189
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 5, 2021
Return Version
2019v5.0
Gross Receipts
$268,986
Mission and Program Overview

Mission

To support organization shown in schedule a part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,501,992$3,390,613▼ $111,379
Investments in Publicly Traded Securities$3,412,017$3,368,832▼ $43,185
Savings and Temporary Cash Investments$89,975$21,781▼ $68,194
Total Assets$3,501,992$3,390,613▼ $111,379
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,501,992$3,390,613▼ $111,379
Total Liabilities and Net Assets / Fund Balance$3,501,992$3,390,613▼ $111,379
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$45,068$45,068
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$219,784
Other Revenue
$0
Change in Net Assets
$-111,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$281,273
Salaries, Compensation, and Employee Benefits$45,068
Other Expenses$4,632
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$281,273--$281,273
Current Officers, Directors, Trustees, and Key Employees-$45,068-$45,068
Fees for Services Accounting-$2,500-$2,500
All Other Expenses-$2,132-$2,132
Total Functional Expenses$281,273$49,700$0$330,973
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of ChicagoChicago, IL501(c)(3)General Support$281,273
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 1A

“The northern trust company”

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

“NOT APPLICABLE”

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 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Gordon Stephenson Fund Dated 09181951
EIN
36-6036227
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY, PO BOX CHICAGO, IL 60680

Signing Officer

Name
James Ciarlette
Title
Vice President
Phone
3126306000
Signed
2021-02-05

Organization Details

Formed
1952
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“TAX ADJUSTMENTS $-190.00”

Raw XML Appendix309 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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IRS990/AllOtherExpensesGrp/TotalAmt02132
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NORTHERN TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum03126306000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 803878
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt045068
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt090204
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0281273
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0139406
IRS990/GrossReceiptsAmt0268986
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt0129580
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0129580
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03412017
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03368832
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt049202
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT ORGANIZATION SHOWN IN SCHEDULE A PART I
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03501992
IRS990/NetAssetsOrFundBalancesEOYAmt03390613
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt090204
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-190
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0270060
IRS990/PYInvestmentIncomeAmt0247362
IRS990/PYOtherExpensesAmt04744
IRS990/PYRevenuesLessExpensesAmt0-68889
IRS990/PYSalariesCompEmpBnftPaidAmt041447
IRS990/PYTotalExpensesAmt0316251
IRS990/PYTotalRevenueAmt0247362
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-111189
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt089975
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021781
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362177139
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0281273
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0281273
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IRS990ScheduleI/RecipientTable/CashGrantAmt0281273
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
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IRS990ScheduleI/RecipientTable/RecipientEIN0362177139
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060621
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NORTHERN TRUST COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAX ADJUSTMENTS $-190.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219784
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CIARLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GORDON STEPHENSON FUND DATED 09181951
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0366036227
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/ReturnTs02021-02-12T19:00:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,390,613
Liabilities
$0
Net assets
$3,390,613
Revenue
$219,784
Expenses
$330,973
Net income
-$111,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.64$0.41$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.33$0.39$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.28$0.37$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.30$0.37$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.40$0.35$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.22$0.33$0.11