Civic Intelligence

Lula E Bowman

990 • Fiscal year 2023 • EIN 36-6127762

Jun 01, 2022 to May 31, 2023 • Filed on Apr 08, 2024

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

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

4th percentile

-196%

Higher net margin than 4% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

31st percentile

$67,127

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 41.5% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

26th percentile

-1.9%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$16,681,545

Down $315,419 (-1.9%) from 2022

Net Assets

Down

$16,681,545

Down $315,419 (-1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$161,868

Down $568,223 (-78%) from 2022

Expenses

Down

$479,147

Down $100,991 (-17%) from 2022

Net Income

Down

-$317,279

Down $467,232 (-312%) from 2022

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2020: $16,803,679Liabilities 2020: $0Net Assets 2020: $16,803,6792020Assets 2021: $16,846,974Liabilities 2021: $0Net Assets 2021: $16,846,9742021Assets 2022: $16,996,964Liabilities 2022: $0Net Assets 2022: $16,996,9642022Assets 2023: $16,681,545Liabilities 2023: $0Net Assets 2023: $16,681,5452023Assets 2024: $17,205,563Liabilities 2024: $0Net Assets 2024: $17,205,5632024Assets 2025: $17,112,614Liabilities 2025: $0Net Assets 2025: $17,112,6142025

Highlighted filing

2023

Assets$16,681,545
Liabilities$0
Net Assets$16,681,545

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $486,318Expenses 2020: $590,544Net Income 2020: -$104,2262020Revenue 2021: $561,185Expenses 2021: $527,929Net Income 2021: $33,2562021Revenue 2022: $730,091Expenses 2022: $580,138Net Income 2022: $149,9532022Revenue 2023: $161,868Expenses 2023: $479,147Net Income 2023: -$317,2792023Revenue 2024: $1,284,285Expenses 2024: $761,650Net Income 2024: $522,6352024Revenue 2025: $754,187Expenses 2025: $848,026Net Income 2025: -$93,8392025

Highlighted filing

2023

Revenue$161,868
Expenses$479,147
Net Income-$317,279
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 8, 2024
Return Version
2022v5.0
Gross Receipts
$2,737,925
Mission and Program Overview

Mission

To support the johnston r. Bowman health center

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$16,996,964$16,681,545▼ $315,419
Investments in Publicly Traded Securities$16,931,626$16,395,633▼ $535,993
Savings and Temporary Cash Investments$65,338$285,912▲ $220,574
Total Assets$16,996,964$16,681,545▼ $315,419
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,996,964$16,681,545▼ $315,419
Total Liabilities and Net Assets / Fund Balance$16,996,964$16,681,545▼ $315,419
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
The Northern Trust CompanyTrusteeFT$67,127$67,127
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$161,868
Other Revenue
$0
Change in Net Assets
$-317,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$378,438
Salaries, Compensation, and Employee Benefits$67,127
Other Expenses$33,582
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$378,438--$378,438
Current Officers, Directors, Trustees, and Key Employees-$67,127-$67,127
Fees for Service Investment Mgmnt Fees-$16,970-$16,970
Other Expenses-$9,844-$9,844
Fees for Services Legal-$4,253-$4,253
Fees for Services Accounting-$2,500-$2,500
Total Functional Expenses$378,438$100,709$0$479,147
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Johnston R Bowman Health CenterChicago, IL501(c)(3)General Support$378,438
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 8B

NOT APPLICABLE

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

A copy of form 990 is sent to the trustee for review and comments

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

Annual acknowledgement by trustee

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Lula E Bowman
EIN
36-6127762
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY, PO BOX CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2024-04-08

Organization Details

Formed
1965
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

PRIOR PERIOD ADJUSTMENT

Raw XML Appendix372 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/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 803878
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0378438
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02364447
IRS990/GrossReceiptsAmt02737925
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt0373478
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0373478
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016931626
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02576057
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
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IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01860
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IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19844
IRS990/OtherExpensesGrp/TotalAmt015
IRS990/OtherExpensesGrp/TotalAmt19844
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0363733
IRS990/PYInvestmentIncomeAmt0730091
IRS990/PYOtherExpensesAmt040539
IRS990/PYRevenuesLessExpensesAmt0149953
IRS990/PYSalariesCompEmpBnftPaidAmt0175866
IRS990/PYTotalExpensesAmt0580138
IRS990/PYTotalRevenueAmt0730091
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-317279
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065338
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0285912
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ATTACHED STATEMENT
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleI/RecipientTable/RecipientEIN0362793369
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060680
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR PERIOD ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362793369
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0479147
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IRS990/TotalRevenueGrp/ExclusionAmt0161868
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IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LULA E BOWMAN
ReturnHeader/Filer/BusinessNameControlTxt0BOWM
ReturnHeader/Filer/EIN0366127762
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0THE NORTHERN TRUST COMPANY
ReturnHeader/Filer/USAddress/CityNm0PO BOX CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-04-11T14:01:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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