Civic Intelligence

Thornton Perpetual Charitable Trust

990 • Fiscal year 2023 • EIN 36-6703374

Feb 01, 2022 to Jan 31, 2023 • Filed on May 09, 2023

Organization ProfileUMFNIC.ORG
155 North Wacker Dr Suite 4250Chicago, IL 60606-1111

(312) 803-4801

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-105%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

18th percentile

-10%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

5.7%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$993,523

Down $112,588 (-10%) from 2022

Net Assets

Down

$993,523

Down $112,588 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin3rd percentile

Revenue

Up

$21,180

Up $1,150 (+5.7%) from 2022

Expenses

Down

$43,391

Down $2,604 (-5.7%) from 2022

Net Income

Up

-$22,211

Up $3,754 (+14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $882,261Liabilities 2011: $0Net Assets 2011: $882,2612011Assets 2012: $889,916Liabilities 2012: $0Net Assets 2012: $889,9162012Assets 2013: $910,526Liabilities 2013: $0Net Assets 2013: $910,5262013Assets 2014: $961,697Liabilities 2014: $0Net Assets 2014: $961,6972014Assets 2015: $935,468Liabilities 2015: $0Net Assets 2015: $935,4682015Assets 2016: $856,441Liabilities 2016: $0Net Assets 2016: $856,4412016Assets 2017: $921,964Liabilities 2017: $12,341Net Assets 2017: $909,6232017Assets 2018: $1,014,659Liabilities 2018: $37,237Net Assets 2018: $977,4222018Assets 2019: $924,398Liabilities 2019: $0Net Assets 2019: $924,3982019Assets 2020: $984,471Liabilities 2020: $0Net Assets 2020: $984,4712020Assets 2021: $1,068,255Liabilities 2021: $0Net Assets 2021: $1,068,2552021Assets 2022: $1,106,111Liabilities 2022: $0Net Assets 2022: $1,106,1112022Assets 2023: $993,523Liabilities 2023: $0Net Assets 2023: $993,5232023Assets 2024: $1,055,097Liabilities 2024: $0Net Assets 2024: $1,055,0972024Assets 2025: $1,157,670Liabilities 2025: $0Net Assets 2025: $1,157,6702025Assets 2026: $1,284,825Liabilities 2026: $0Net Assets 2026: $1,284,8252026

Highlighted filing

2023

Assets$993,523
Liabilities$0
Net Assets$993,523
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $19,3362011Expenses 2012: $24,5202012Expenses 2013: $24,1332013Revenue 2014: $17,658Expenses 2014: $28,355Net Income 2014: -$10,6972014Revenue 2015: $26,515Expenses 2015: $27,646Net Income 2015: -$1,1312015Revenue 2016: $18,025Expenses 2016: $19,770Net Income 2016: -$1,7452016Revenue 2017: $15,535Expenses 2017: $29,730Net Income 2017: -$14,1952017Revenue 2018: $67,953Expenses 2018: $38,953Net Income 2018: $29,0002018Revenue 2019: $36,974Expenses 2019: $36,951Net Income 2019: $232019Revenue 2020: $59,914Expenses 2020: $40,286Net Income 2020: $19,6282020Revenue 2021: $66,840Expenses 2021: $39,952Net Income 2021: $26,8882021Revenue 2022: $20,030Expenses 2022: $45,995Net Income 2022: -$25,9652022Revenue 2023: $21,180Expenses 2023: $43,391Net Income 2023: -$22,2112023Revenue 2024: $24,229Expenses 2024: $38,500Net Income 2024: -$14,2712024Revenue 2025: $101,450Expenses 2025: $38,563Net Income 2025: $62,8872025Revenue 2026: $122,377Expenses 2026: $47,123Net Income 2026: $75,2542026

Highlighted filing

2023

Revenue$21,180
Expenses$43,391
Net Income-$22,211
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$21,180
Mission and Program Overview

Mission

Make donations to various religious, scientific, medical and educational institutions

Make donations to various regigious, scientific, medical, and educational institutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,106,111$993,523▼ $112,588
Total Assets$1,106,111$993,523▼ $112,588
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,106,111$993,523▼ $112,588
Total Net Assets Fund Balance$1,106,111$993,523▼ $112,588
Total Liabilities and Net Assets / Fund Balance$1,106,111$993,523▼ $112,588

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$496,423--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Umfnic-chris WaltersTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,180
Other Revenue
$0
Change in Net Assets
$-22,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,776
Other Expenses$1,615
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,776--$41,776
Fees for Services Accounting-$1,500-$1,500
Fees for Services Other-$115-$115
Total Functional Expenses$41,776$1,615$0$43,391
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Methodist Homes & ServChicag, IL-Charity Care Housing$10,444
Garrett-evangelical TheologicEvanston, IL-Religious$8,355
United Methodist FoundationChicago, IL-Religious$8,355
Rockford CollegeRockford, IL-Education$6,266
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
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The membership consists of the members of the northern illinois conference of the united methodist church as defined in "the displine"”

Form 990, Page 6, Part VI, Line 7A

“Members of the governing body are elected at the annual meeting by the membership”

Form 990, Page 6, Part VI, Line 8B

“The thornton trust does not have committees that can act on behalf of the governing body”

Form 990, Page 6, Part VI, Line 11B

“Numbers and information are reviewed by the president and the treasurer of the united methodist foundation”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Thornton Perpetual Charitable Trust
EIN
36-6703374
Phone
3128034801
Address
155 NORTH WACKER DR SUITE 4250, CHICAGO, IL 60606-1111

Signing Officer

Name
Umfnic-chris Walters
Title
Trustee
Phone
3128034801
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Umfnic-chris Walters
Formed
1965
Legal Domicile
Il
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
2

Preparer

Firm
Mathieson Moyski Austin & Co Llp
Address
155 N PFINGSTEN ROAD SUITE 325, DEERFIELD, IL 60015
Preparer
Robert E Clausen CPA
Phone
8474988880
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“UMFNIC TRUSTEE”

Form 990, Page 2, Part III, Line 4D

“Grants to various religious and educational institutions”

Raw XML Appendix334 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/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE YOUNG MENS CHRISTIAN ASSOC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNITED METHODIST HOMES & SERVICES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UMFNIC TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS TO VARIOUS RELIGIOUS AND EDUCATIONAL INSTITUTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERSHIP CONSISTS OF THE MEMBERS OF THE NORTHERN ILLINOIS CONFERENCE OF THE UNITED METHODIST CHURCH AS DEFINED IN "THE DISPLINE"
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE GOVERNING BODY ARE ELECTED AT THE ANNUAL MEETING BY THE MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE THORNTON TRUST DOES NOT HAVE COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NUMBERS AND INFORMATION ARE REVIEWED BY THE PRESIDENT AND THE TREASURER OF THE UNITED METHODIST FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01106111
IRS990/TotalAssetsEOYAmt0993523
IRS990/TotalAssetsGrp/BOYAmt01106111
IRS990/TotalAssetsGrp/EOYAmt0993523
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01615
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041776
IRS990/TotalFunctionalExpensesGrp/TotalAmt043391
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01106111
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0993523
IRS990/TotalOtherProgSrvcExpenseAmt041776
IRS990/TotalOtherProgSrvcGrantAmt041776
IRS990/TotalProgramServiceExpensesAmt041776
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021180
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021180
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01106111
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0993523
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060606
IRS990/VotingMembersGoverningBodyCnt026
IRS990/VotingMembersIndependentCnt026
IRS990/WebsiteAddressTxt0UMFNIC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0UMFNIC-CHRIS WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03128034801
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THORNTON PERPETUAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0THOR
ReturnHeader/Filer/EIN0366703374
ReturnHeader/Filer/PhoneNum03128034801
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ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363480013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATHIESON MOYSKI AUSTIN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N PFINGSTEN ROAD SUITE 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08474988880
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E CLAUSEN CPA
ReturnHeader/ReturnTs02023-05-18T12:03:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALTERS
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
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
$993,523
Liabilities
$0
Net assets
$993,523
Revenue
$21,180
Expenses
$43,391
Net income
-$22,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2026Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.05$0.08
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.10$0.04$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.04$0.98$0.07$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.02$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.02