Civic Intelligence

Charles J and Margaret Roberts Fund

EIN 36-6871814 • 501(c)3 • PO Box Chicago, IL

Profile

To support rush presbyterian - st. Luke's medical center

The 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

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$111,528

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

48th percentile

3.4%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

77%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$8,184,919

Up $269,102 (+3.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$8,184,919

Up $269,102 (+3.4%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin83rd percentile

Revenue

Up

$724,512

Up $316,090 (+77%) from 2024

Expenses

Up

$468,445

Up $13,827 (+3.0%) from 2024

Net Income

Up

$256,067

Up $302,263 (+654%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0Assets 2020: $7,165,346Liabilities 2020: $0Net Assets 2020: $7,165,3462020Assets 2021: $7,308,783Liabilities 2021: $0Net Assets 2021: $7,308,7832021Assets 2022: $7,930,602Liabilities 2022: $0Net Assets 2022: $7,930,6022022Assets 2023: $7,961,102Liabilities 2023: $0Net Assets 2023: $7,961,1022023Assets 2024: $7,915,817Liabilities 2024: $0Net Assets 2024: $7,915,8172024Assets 2025: $8,184,919Liabilities 2025: $0Net Assets 2025: $8,184,9192025

Highlighted filing

2025

Assets$8,184,919
Liabilities$0
Net Assets$8,184,919
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $269,440Expenses 2020: $431,674Net Income 2020: -$162,2342020Revenue 2021: $566,671Expenses 2021: $423,236Net Income 2021: $143,4352021Revenue 2022: $1,049,565Expenses 2022: $425,671Net Income 2022: $623,8942022Revenue 2023: $459,515Expenses 2023: $425,404Net Income 2023: $34,1112023Revenue 2024: $408,422Expenses 2024: $454,618Net Income 2024: -$46,1962024Revenue 2025: $724,512Expenses 2025: $468,445Net Income 2025: $256,0672025

Highlighted filing

2025

Revenue$724,512
Expenses$468,445
Net Income$256,067
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,184,919
Liabilities
$0
Net assets
$8,184,919
Revenue
$724,512
Expenses
$468,445
Net income
$256,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.18$0.00$8.18$0.72$0.47$0.26
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.41$0.45$0.05
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.46$0.43$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$1.05$0.43$0.62
2021Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.57$0.42$0.14
2020Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.27$0.43$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$3,907,120
Mission and Program Overview

Mission

To support rush presbyterian - st. Luke's medical center

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,915,817$8,184,919▲ $269,102
Investments in Publicly Traded Securities$7,666,061$7,921,781▲ $255,720
Savings and Temporary Cash Investments$249,756$263,138▲ $13,382
Total Assets$7,915,817$8,184,919▲ $269,102
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,915,817$8,184,919▲ $269,102
Total Liabilities and Net Assets / Fund Balance$7,915,817$8,184,919▲ $269,102
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$111,528$111,528
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$724,509
Other Revenue
$3
Change in Net Assets
$256,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$348,427
Salaries, Compensation, and Employee Benefits$111,528
Other Expenses$8,490
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$348,427--$348,427
Current Officers, Directors, Trustees, and Key Employees$37,837$73,691-$111,528
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$25-$25
Total Functional Expenses$386,264$82,181$0$468,445
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
RUSH PRESBYTERIAN - ST LUKE'S MEDICAL CENTERChicago, IL501(c)(3)Preventive Medicine$348,427
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
Charles J and Margaret Roberts Fund
EIN
36-6871814
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY, PO BOX CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
SAME AS 'C' ABOVE
Formed
1966
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
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

“Cost basis adjustments $12886.35; 2023 transactions posted in 2024 $1,053.71; 2023 sales posted in 2024 $12.06; 2024 transactions posted in 2025 ($899.09); rounding adjustments ($18.38)”

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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PREVENTIVE MEDICINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RUSH PRESBYTERIAN - ST LUKE'S MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0362174823
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01753 WEST CONGRESS PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060612
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/ExplanationTxt4Cost basis adjustments $12886.35; 2023 transactions posted in 2024 $1,053.71; 2023 sales posted in 2024 $12.06; 2024 transactions posted in 2025 ($899.09); rounding adjustments ($18.38)
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/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RUSH PRESBYTERIAN - ST LUKE'S MEDICAL CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362174823
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01753 WEST CONGRESS PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060612
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07915817
IRS990/TotalAssetsEOYAmt08184919
IRS990/TotalAssetsGrp/BOYAmt07915817
IRS990/TotalAssetsGrp/EOYAmt08184919
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082181
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0386264
IRS990/TotalFunctionalExpensesGrp/TotalAmt0468445
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07915817
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08184919
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0386264
IRS990/TotalReportableCompFromOrgAmt0111528
IRS990/TotalRevenueGrp/ExclusionAmt0724512
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0724512
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07915817
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08184919
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES J AND MARGARET ROBERTS FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0366871814
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/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-09-10T16:01:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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