Civic Intelligence

Gordon Stephenson Fund Dated 09181951

990 • Fiscal year 2023 • EIN 36-6036227

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 26, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$48,342

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

27th percentile

-2.7%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-6.1%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$3,287,444

Down $90,747 (-2.7%) from 2022

Net Assets

Down

$3,287,444

Down $90,747 (-2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin11th percentile

Revenue

Down

$281,458

Down $18,291 (-6.1%) from 2022

Expenses

Up

$371,550

Up $3,977 (+1.1%) from 2022

Net Income

Down

-$90,092

Down $22,268 (-33%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2023

Assets$3,287,444
Liabilities$0
Net Assets$3,287,444
Open 2023 Filing

Operations Trend

Revenue Growth29th 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

2023

Revenue$281,458
Expenses$371,550
Net Income-$90,092
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 26, 2024
Return Version
2022v5.0
Gross Receipts
$734,775
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$3,378,191$3,287,444▼ $90,747
Investments in Publicly Traded Securities$3,294,417$3,081,645▼ $212,772
Savings and Temporary Cash Investments$83,774$205,799▲ $122,025
Total Assets$3,378,191$3,287,444▼ $90,747
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,378,191$3,287,444▼ $90,747
Total Liabilities and Net Assets / Fund Balance$3,378,191$3,287,444▼ $90,747
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$48,342$48,342
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$281,458
Other Revenue
$0
Change in Net Assets
$-90,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$318,061
Salaries, Compensation, and Employee Benefits$48,342
Other Expenses$5,147
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$318,061--$318,061
Current Officers, Directors, Trustees, and Key Employees-$48,342-$48,342
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$318,061$53,489$0$371,550
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of ChicagoChicago, IL501(c)(3)General Support$318,061
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
2024-07-26

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 Appendix313 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/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-90092
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL ACKNOWLEDGEMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAX ADJUSTMENTS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CIARLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GORDON STEPHENSON FUND DATED 09181951
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0366036227
ReturnHeader/Filer/PhoneNum03126306000
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ReturnHeader/Filer/USAddress/CityNm0PO BOX CHICAGO
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ReturnHeader/Filer/USAddress/ZIPCd060680
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ReturnHeader/ReturnTs02024-08-01T14:01:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,287,444
Liabilities
$0
Net assets
$3,287,444
Revenue
$281,458
Expenses
$371,550
Net income
-$90,092
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
2023Detailed filing. Detailed filing data is available for this year.$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
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