Civic Intelligence

Henry Strong Educational Foundation

EIN 36-6075238 • 501(c)3 • PO Box Chicago, IL

Pub. 78 Eligible

Profile

Devoted to giving scholarships and making loans to qualified students attending about thirty accredited colleges and universities located mostly in the midwest.

Northern Trust CompanyPO Box Chicago, IL 60680

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

45th percentile

3.0%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-3.7%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$15,062,398

Up $441,988 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$15,062,398

Up $441,988 (+3.0%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin94th percentile

Revenue

Down

$631,167

Down $24,535 (-3.7%) from 2023

Expenses

Up

$188,655

Up $63,905 (+51%) from 2023

Net Income

Down

$442,512

Down $88,440 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2021: $13,938,212Liabilities 2021: $0Net Assets 2021: $13,938,2122021Assets 2022: $14,214,951Liabilities 2022: $0Net Assets 2022: $14,214,9512022Assets 2023: $14,620,410Liabilities 2023: $0Net Assets 2023: $14,620,4102023Assets 2024: $15,062,398Liabilities 2024: $0Net Assets 2024: $15,062,3982024

Highlighted filing

2024

Assets$15,062,398
Liabilities$0
Net Assets$15,062,398
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2021: $320,595Expenses 2021: $169,654Net Income 2021: $150,9412021Revenue 2022: $483,093Expenses 2022: $240,763Net Income 2022: $242,3302022Revenue 2023: $655,702Expenses 2023: $124,750Net Income 2023: $530,9522023Revenue 2024: $631,167Expenses 2024: $188,655Net Income 2024: $442,5122024

Highlighted filing

2024

Revenue$631,167
Expenses$188,655
Net Income$442,512
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,062,398
Liabilities
$0
Net assets
$15,062,398
Revenue
$631,167
Expenses
$188,655
Net income
$442,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.63$0.19$0.44
2023Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.66$0.12$0.53
2022Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.48$0.24$0.24
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.32$0.17$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Feb 24, 2025
Return Version
2023v6.0
Gross Receipts
$1,863,783
Mission and Program Overview

Mission

Devoted to giving scholarships and making loans to qualified students attending about thirty accredited colleges and universities located mostly in the midwest.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$14,620,410$15,062,398▲ $441,988
Investments Program Related$7,592,294$8,091,064▲ $498,770
Investments in Publicly Traded Securities$6,284,538$6,205,830▼ $78,708
Savings and Temporary Cash Investments$743,578$765,504▲ $21,926
Total Assets$14,620,410$15,062,398▲ $441,988
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,620,410$15,062,398▲ $441,988
Total Liabilities and Net Assets / Fund Balance$14,620,410$15,062,398▲ $441,988

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$8,091,064--
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Dale RudyPresident & Director
Elizabeth KarabatsosVice President
Theodore Burns JrVice President
Libby KoziarzSec & Treasurer
Theodore Sheldon BurnsVice Presedent
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$154,718
Investment Income
$476,449
Other Revenue
$0
Change in Net Assets
$442,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,555
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$114,837-$114,837
Fees for Services Accounting-$3,500-$3,500
Other Expenses$24,538$1,438-$1,438
Grants to Domestic Orgs$100--$100
All Other Expenses-$25-$25
Total Functional Expenses$61,690$126,965$0$188,655
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 6

“The corporation has members”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“The board of directors consists of five members, who shall be elected annually by the members of the corporation at its regular annual meeting.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of form 990 is sent to all directors for review and comments”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Each member, director and officer, is required to submit an annual disclosure statement”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Henry Strong Educational Foundation
EIN
36-6075238
Phone
3126306000
Address
NORTHERN TRUST COMPANY, PO BOX CHICAGO, IL 60680
Doing Business As
Henry Strong Educational Fund

Signing Officer

Name
Libby Koziarz
Title
Trustee
Phone
3126306000
Signed
2025-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
1919
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transactions posted in 2024 -1,531.70; cost basis adjustment 1,007.77”

Raw XML Appendix370 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS CONSISTS OF FIVE MEMBERS, WHO SHALL BE ELECTED ANNUALLY BY THE MEMBERS OF THE CORPORATION AT ITS REGULAR ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS SENT TO ALL DIRECTORS FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER, DIRECTOR AND OFFICER, IS REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52023 TRANSACTIONS POSTED IN 2024 -1,531.70; COST BASIS ADJUSTMENT 1,007.77
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
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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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY STRONG EDUCATIONAL FOUNDATION
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-24
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ReturnHeader/ReturnTs02025-03-07T14:01:12-05:00
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ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

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