Civic Intelligence

Henry Strong Educational Foundation

990 • Fiscal year 2022 • EIN 36-6075238

May 01, 2021 to Apr 30, 2022 • Filed on Mar 13, 2023

Organization ProfileN/A
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

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

55th percentile

2.0%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

51%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,214,951

Up $276,739 (+2.0%) from 2021

Net Assets

Up

$14,214,951

Up $276,739 (+2.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin89th percentile

Revenue

Up

$483,093

Up $162,498 (+51%) from 2021

Expenses

Up

$240,763

Up $71,109 (+42%) from 2021

Net Income

Up

$242,330

Up $91,389 (+61%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2022

Assets$14,214,951
Liabilities$0
Net Assets$14,214,951
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$483,093
Expenses$240,763
Net Income$242,330
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 13, 2023
Return Version
2021v4.1
Gross Receipts
$1,190,412
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$13,938,212$14,214,951▲ $276,739
Investments Program Related$7,372,128$7,374,125▲ $1,997
Investments in Publicly Traded Securities$6,170,308$6,260,000▲ $89,692
Savings and Temporary Cash Investments$395,776$580,826▲ $185,050
Total Assets$13,938,212$14,214,951▲ $276,739
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,938,212$14,214,951▲ $276,739
Total Liabilities and Net Assets / Fund Balance$13,938,212$14,214,951▲ $276,739

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$7,374,125--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Dale RudyPresident & Director
Bruce W MacarthurVice President
Elizabeth KarabatsosVice President
Theodore Sheldon BurnsVice President
Vivian ChinSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$149,648
Investment Income
$333,445
Other Revenue
$0
Change in Net Assets
$242,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,263
Grants and Similar Amounts Paid$500
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-$90,406-$90,406
Fees for Services Accounting-$3,500-$3,500
Other Expenses-$1,198-$1,198
Fees for Services Legal-$722-$722
Grants to Domestic Orgs$500--$500
All Other Expenses-$15-$15
Total Functional Expenses$500$240,263$0$240,763
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 9

“*theodore sheldon burns 215 grandview ave. Glen ellyn, il 60137 *bruce w. Macarthur 680 n. Lake shore dr., floor 19 chicago, il 60611”

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
2023-03-13

Organization Details

Formed
1919
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
The Northern Trust Company
Address
PO BOX 803878, CHICAGO, IL 60680
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“PRIOR PERIOD ADJUSTMENTS”

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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0542744
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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/ExplanationTxt3*THEODORE SHELDON BURNS 215 GRANDVIEW AVE. GLEN ELLYN, IL 60137 *BRUCE W. MACARTHUR 680 N. LAKE SHORE DR., FLOOR 19 CHICAGO, IL 60611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH MEMBER, DIRECTOR AND OFFICER, IS REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
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 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LIBBY KOZIARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY STRONG EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STRO
ReturnHeader/Filer/EIN0366075238
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0NORTHERN TRUST COMPANY
ReturnHeader/Filer/USAddress/CityNm0PO BOX CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0361561860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060680
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-13
ReturnHeader/ReturnTs02023-03-13T16:01:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,214,951
Liabilities
$0
Net assets
$14,214,951
Revenue
$483,093
Expenses
$240,763
Net income
$242,330
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