Civic Intelligence

Gordon Stephenson Fund Dated 09181951

990 • Fiscal year 2021 • EIN 36-6036227

Oct 01, 2020 to Sep 30, 2021 • Filed on May 26, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

52nd percentile

14%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$50,839

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

31st percentile

1.6%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

83%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,446,042

Up $55,429 (+1.6%) from 2020

Net Assets

Up

$3,446,042

Up $55,429 (+1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin52nd percentile

Revenue

Up

$401,280

Up $181,496 (+83%) from 2020

Expenses

Up

$345,851

Up $14,878 (+4.5%) from 2020

Net Income

Up

$55,429

Up $166,618 (+150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2021

Assets$3,446,042
Liabilities$0
Net Assets$3,446,042
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

2021

Revenue$401,280
Expenses$345,851
Net Income$55,429
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
May 26, 2022
Return Version
2020v4.1
Gross Receipts
$697,541
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$3,390,613$3,446,042▲ $55,429
Investments in Publicly Traded Securities$3,368,832$3,336,101▼ $32,731
Savings and Temporary Cash Investments$21,781$109,941▲ $88,160
Total Assets$3,390,613$3,446,042▲ $55,429
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,390,613$3,446,042▲ $55,429
Total Liabilities and Net Assets / Fund Balance$3,390,613$3,446,042▲ $55,429
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$50,839$50,839
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$401,280
Other Revenue
$0
Change in Net Assets
$55,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$290,176
Salaries, Compensation, and Employee Benefits$50,839
Other Expenses$4,836
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$290,176--$290,176
Current Officers, Directors, Trustees, and Key Employees-$50,839-$50,839
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$290,176$55,675$0$345,851
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of ChicagoChicago, IL501(c)(3)General Support$290,176
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
2022-05-26

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”

Raw XML Appendix310 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/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0584326
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IRS990/IndependentVotingMemberCnt00
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03368832
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0296261
IRS990/LoanOutstandingInd0false
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0TO SUPPORT ORGANIZATION SHOWN IN SCHEDULE A PART I
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03390613
IRS990/NetAssetsOrFundBalancesEOYAmt03446042
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02321
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115
IRS990/OtherExpensesGrp/TotalAmt02321
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0281273
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IRS990/PYRevenuesLessExpensesAmt0-111189
IRS990/PYSalariesCompEmpBnftPaidAmt045068
IRS990/PYTotalExpensesAmt0330973
IRS990/PYTotalRevenueAmt0219784
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt055429
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt021781
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IRS990ScheduleA/SupportedOrganizationsCnt01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleI/RecipientTable/CashGrantAmt0290176
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IRS990ScheduleI/RecipientTable/RecipientEIN0362177139
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060621
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY
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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
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
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IRS990/TotalLiabilitiesEOYAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CIARLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-26
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/ReturnTs02022-06-01T15:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,446,042
Liabilities
$0
Net assets
$3,446,042
Revenue
$401,280
Expenses
$345,851
Net income
$55,429
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
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.40$0.35$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.22$0.33$0.11