Civic Intelligence

Henry Strong Educational Foundation

990 • Fiscal year 2023 • EIN 36-6075238

May 01, 2022 to Apr 30, 2023 • Filed on Feb 28, 2024

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

40th percentile

2.9%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,620,410

Up $405,459 (+2.9%) from 2022

Net Assets

Up

$14,620,410

Up $405,459 (+2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin96th percentile

Revenue

Up

$655,702

Up $172,609 (+36%) from 2022

Expenses

Down

$124,750

Down $116,013 (-48%) from 2022

Net Income

Up

$530,952

Up $288,622 (+119%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$14,620,410
Liabilities$0
Net Assets$14,620,410
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$655,702
Expenses$124,750
Net Income$530,952
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Feb 28, 2024
Return Version
2022v5.0
Gross Receipts
$1,185,194
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$14,214,951$14,620,410▲ $405,459
Investments Program Related$7,374,125$7,592,294▲ $218,169
Investments in Publicly Traded Securities$6,260,000$6,284,538▲ $24,538
Savings and Temporary Cash Investments$580,826$743,578▲ $162,752
Total Assets$14,214,951$14,620,410▲ $405,459
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,214,951$14,620,410▲ $405,459
Total Liabilities and Net Assets / Fund Balance$14,214,951$14,620,410▲ $405,459

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$7,592,294--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$147,456
Investment Income
$508,246
Other Revenue
$0
Change in Net Assets
$530,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,650
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-$60,481-$60,481
Fees for Services Accounting-$3,500-$3,500
Other Expenses-$1,398-$1,398
Grants to Domestic Orgs$100--$100
All Other Expenses-$33-$33
Total Functional Expenses$100$124,650$0$124,750
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
2024-02-28

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 Appendix365 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/TitleTxt2VICE PRESIDENT
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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/ExplanationTxt5PRIOR 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 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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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014214951
IRS990/TotalAssetsEOYAmt014620410
IRS990/TotalAssetsGrp/BOYAmt014214951
IRS990/TotalAssetsGrp/EOYAmt014620410
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0124650
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124750
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014214951
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014620410
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt053407
IRS990/TotalProgramServiceRevenueAmt0147456
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0655702
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0655702
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014214951
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014620410
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LIBBY KOZIARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-28
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-02-28
ReturnHeader/ReturnTs02024-03-01T13:00:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
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
$14,620,410
Liabilities
$0
Net assets
$14,620,410
Revenue
$655,702
Expenses
$124,750
Net income
$530,952
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