Civic Intelligence

Dillon Foundation

990PF • Fiscal year 2017 • EIN 36-6059349

Nov 01, 2016 to Oct 31, 2017 • Filed on Feb 08, 2018

Organization Profile
PO Box 537Sterling, IL 61081

(815) 626-9000

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$985

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.2%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

139%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$65,008,060

Up $4,903,662 (+8.2%) from 2016

Net Assets

Up

$65,008,060

Up $4,903,662 (+8.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin81st percentile

Revenue

Up

$5,743,786

Up $3,344,402 (+139%) from 2016

Expenses

Up

$4,128,846

Up $360,067 (+9.6%) from 2016

Net Income

Up

$1,614,940

Up $2,984,335 (+218%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$80M$60M$40M$20M$0Assets 2013: $63,649,799Liabilities 2013: $0Net Assets 2013: $63,649,7992013Assets 2014: $63,784,759Liabilities 2014: $0Net Assets 2014: $63,784,7592014Assets 2015: $61,443,446Liabilities 2015: $0Net Assets 2015: $61,443,4462015Assets 2016: $60,104,398Liabilities 2016: $0Net Assets 2016: $60,104,3982016Assets 2017: $65,008,060Liabilities 2017: $0Net Assets 2017: $65,008,0602017Assets 2018: $62,295,648Liabilities 2018: $0Net Assets 2018: $62,295,6482018Assets 2019: $63,472,583Liabilities 2019: $0Net Assets 2019: $63,472,5832019Assets 2020: $58,588,884Liabilities 2020: $0Net Assets 2020: $58,588,8842020Assets 2021: $71,579,252Liabilities 2021: $0Net Assets 2021: $71,579,2522021Assets 2022: $61,156,138Liabilities 2022: $0Net Assets 2022: $61,156,1382022Assets 2023: $63,304,571Liabilities 2023: $0Net Assets 2023: $63,304,5712023Assets 2024: $73,299,822Liabilities 2024: $0Net Assets 2024: $73,299,8222024

Highlighted filing

2017

Assets$65,008,060
Liabilities$0
Net Assets$65,008,060
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$10M$5.0M$0-$5.0MExpenses 2013: $4,252,9632013Revenue 2014: $4,560,117Expenses 2014: $4,357,495Net Income 2014: $202,6222014Revenue 2015: $5,388,214Expenses 2015: $4,091,495Net Income 2015: $1,296,7192015Revenue 2016: $2,399,384Expenses 2016: $3,768,779Net Income 2016: -$1,369,3952016Revenue 2017: $5,743,786Expenses 2017: $4,128,846Net Income 2017: $1,614,9402017Revenue 2018: $4,724,664Expenses 2018: $3,999,699Net Income 2018: $724,9652018Revenue 2019: $3,057,705Expenses 2019: $4,019,089Net Income 2019: -$961,3842019Revenue 2020: $1,184,605Expenses 2020: $3,735,027Net Income 2020: -$2,550,4222020Revenue 2021: $6,893,513Expenses 2021: $3,730,156Net Income 2021: $3,163,3572021Revenue 2022: $2,730,180Expenses 2022: $3,310,232Net Income 2022: -$580,0522022Revenue 2023: $2,902,926Expenses 2023: $3,458,507Net Income 2023: -$555,5812023Revenue 2024: $4,429,596Expenses 2024: $4,018,642Net Income 2024: $410,9542024

Highlighted filing

2017

Revenue$5,743,786
Expenses$4,128,846
Net Income$1,614,940
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Feb 8, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BOESENSecretary-$985-$985
PETER W DILLONPresidentPT$0--
PATRICK W DILLONVice Preside-$0--
MARGO DILLONAsst. Secret-$0--
GALE D INGLEEAsst. Treasu-$0--
JOHN VAN OSDOLTreasurer-$0--
CHRISTINE TRIZULNYDirector-$0--
MARK INGLEEDirector-$0--
JENNIFER WEHRSTEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dillon Foundation
EIN
36-6059349
Phone
8156269000
Address
PO BOX 537, STERLING, IL 61081

Signing Officer

Name
Peter W Dillon
Title
President
Phone
8156269000
Signed
2018-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Beggin Tipp Lamm LLC
Address
524 W STEPHENSON ST STE 200, FREEPORT, IL 61032
Preparer
Richard Lamm
Phone
8152359610
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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHAFER CULLEN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TAX LIEN CERTIFICATES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RIVER ROAD ASSET MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SAGE ADVISORY SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CINCINNATI ASSET MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5OPPORTUNISTIC PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DELAWARE CAPITAL MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ADVENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LAZARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FRONTPOINT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MILLENNIUM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BAY RESOURCE PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BLACKSTONE ENERGY PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DISCOVERY GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14DOUBLELINE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15STRATEGIC OPPORTUNITIES FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02715486
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02715486
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01614940
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0599261
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03887983
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03275262
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03044959
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03275262
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03094640
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0230303
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt049681
IRS990PF/DistributableAmountGrp/TotalTaxAmt049681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03463
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt049681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt049681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt049681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt053144
IRS990PF/FMVAssetsEOYAmt065008060
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02858701
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0243153
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0243153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt013433358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt016395340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt016395340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017565084
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018687949
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018687949
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0684261
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt085000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt085000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023807781
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027858008
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027858008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt060104398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt065008060
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt065008060
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt060104398
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt065008060
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt060104398
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt065008060
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt060104398
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt065008060
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01755213
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01738610
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01738610
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt062835324
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt082070
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt062753254
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0942530
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03094640
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt061892794
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt062835324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4985
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER W DILLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICK W DILLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGO DILLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GALE D INGLEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES BOESEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOHN VAN OSDOL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CHRISTINE TRIZULNY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MARK INGLEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JENNIFER WEHRSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASST. SECRET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASST. TREASU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt62804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt72804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt82804 W LEFEVRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8STERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd061081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd161081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd261081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd361081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd461081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd561081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd661081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd761081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd861081
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03214650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03264331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03075421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03197481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03301315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03128899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02986687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt049681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt061892794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt058280790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt061390802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt063744763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt061116863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt057592740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03300003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.259697
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03250322

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,008,060
Liabilities
$0
Net assets
$65,008,060
Revenue
$5,743,786
Expenses
$4,128,846
Net income
$1,614,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$4.43$4.02$0.41
2023Detailed filing. Detailed filing data is available for this year.$63.3$0.00$63.3$2.90$3.46$0.56
2022Detailed filing. Detailed filing data is available for this year.$61.2$0.00$61.2$2.73$3.31$0.58
2021Detailed filing. Detailed filing data is available for this year.$71.6$0.00$71.6$6.89$3.73$3.16
2020Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$1.18$3.74$2.55
2019Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$3.06$4.02$0.96
2018Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$4.72$4.00$0.72
2017Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$5.74$4.13$1.61
2016Detailed filing. Detailed filing data is available for this year.$60.1$0.00$60.1$2.40$3.77$1.37
2015Detailed filing. Detailed filing data is available for this year.$61.4$0.00$61.4$5.39$4.09$1.30
2014Detailed filing. Detailed filing data is available for this year.$63.8$0.00$63.8$4.56$4.36$0.20
2013Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$4.25