Civic Intelligence

Gust K Newberg Charitable Trust

990 • Fiscal year 2023 • EIN 36-6919591

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A

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8770 W Bryn Mawr Ave Ste 710Chicago, IL 60631

(630) 416-7700

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.08x

Higher debt load relative to revenue than 19% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

10th percentile

$39,610

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

51st percentile

6.7%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$26,306,325

Up $1,649,296 (+6.7%) from 2022

Net Assets

Up

$26,187,672

Up $1,643,014 (+6.7%) from 2022

Liabilities

Up

$118,653

Up $6,282 (+5.6%) from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin92nd percentile

Revenue

Down

$1,484,692

Down $1,494,368 (-50%) from 2022

Expenses

Up

$700,326

Up $114,748 (+20%) from 2022

Net Income

Down

$784,366

Down $1,609,116 (-67%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0Assets 2013: $8,311,671Liabilities 2013: $74,176Net Assets 2013: $8,237,4952013Assets 2014: $8,585,216Liabilities 2014: $88,455Net Assets 2014: $8,496,7612014Assets 2015: $8,966,810Liabilities 2015: $70,831Net Assets 2015: $8,895,9792015Assets 2016: $9,316,905Liabilities 2016: $69,490Net Assets 2016: $9,247,4152016Assets 2017: $17,365,533Liabilities 2017: $65,211Net Assets 2017: $17,300,3222017Assets 2018: $16,443,504Liabilities 2018: $53,059Net Assets 2018: $16,390,4452018Assets 2019: $20,747,490Liabilities 2019: $66,686Net Assets 2019: $20,680,8042019Assets 2020: $22,598,509Liabilities 2020: $70,014Net Assets 2020: $22,528,4952020Assets 2021: $26,626,455Liabilities 2021: $96,126Net Assets 2021: $26,530,3292021Assets 2022: $24,657,029Liabilities 2022: $112,371Net Assets 2022: $24,544,6582022Assets 2023: $26,306,325Liabilities 2023: $118,653Net Assets 2023: $26,187,6722023Assets 2024: $27,874,905Liabilities 2024: $122,426Net Assets 2024: $27,752,4792024

Highlighted filing

2023

Assets$26,306,325
Liabilities$118,653
Net Assets$26,187,672
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2013: $684,340Expenses 2013: $373,909Net Income 2013: $310,4312013Revenue 2014: $657,029Expenses 2014: $397,763Net Income 2014: $259,2662014Revenue 2015: $814,675Expenses 2015: $415,457Net Income 2015: $399,2182015Revenue 2016: $758,829Expenses 2016: $407,393Net Income 2016: $351,4362016Revenue 2017: $834,547Expenses 2017: $402,746Net Income 2017: $431,8012017Revenue 2018: $692,299Expenses 2018: $424,074Net Income 2018: $268,2252018Revenue 2019: $853,842Expenses 2019: $464,781Net Income 2019: $389,0612019Revenue 2020: $1,190,117Expenses 2020: $476,987Net Income 2020: $713,1302020Revenue 2021: $1,030,970Expenses 2021: $554,693Net Income 2021: $476,2772021Revenue 2022: $2,979,060Expenses 2022: $585,578Net Income 2022: $2,393,4822022Revenue 2023: $1,484,692Expenses 2023: $700,326Net Income 2023: $784,3662023Revenue 2024: $2,225,867Expenses 2024: $752,858Net Income 2024: $1,473,0092024

Highlighted filing

2023

Revenue$1,484,692
Expenses$700,326
Net Income$784,366
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$3,626,874
Mission and Program Overview

Mission

To invest and reinvest trust assets and distribute 100% of the net income quarterly(as defined in the trust document) to the trust's beneficiaries (listed in the trust document). Beneficiaries and amount distributed for the year are listed in schedule i

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$24,544,658$26,187,672▲ $1,643,014
Investments in Publicly Traded Securities$23,024,571$25,915,698▲ $2,891,127
Savings and Temporary Cash Investments$1,632,456$390,626▼ $1,241,830
Cash and Non-Interest-Bearing Accounts$2$1▼ $1
Total Assets$24,657,029$26,306,325▲ $1,649,296
Liabilities
Grants Payable$112,371$118,653▲ $6,282
Total Liabilities$112,371$118,653▲ $6,282
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,544,658$26,187,672▲ $1,643,014
Total Liabilities and Net Assets / Fund Balance$24,657,029$26,306,325▲ $1,649,296
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael WhiteTrusteePT$39,610$39,610
Stephen a KuhnTrusteePT$39,610$39,610
John G ByrnesTrusteePT$11,634$11,634
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,484,692
Other Revenue
$0
Change in Net Assets
$784,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$496,616
Other Expenses$104,637
Salaries, Compensation, and Employee Benefits$99,073
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$496,616--$496,616
Other Salaries and Wages-$99,073-$99,073
Fees for Service Investment Mgmnt Fees-$73,595-$73,595
Fees for Services Other-$17,692-$17,692
Fees for Services Accounting-$13,350-$13,350
Total Functional Expenses$496,616$203,710$0$700,326
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northwestern UniversityEvanston, ILGov-$198,647
Dickinson County Road CommissionIron Mountain, MI--$74,493
Dickinson County Healthcare SystemsIron Mountain, MI--$74,492
Jackson Health FoundationMiami, FLGov-$74,492
The Mosaic FoundationOmaha, NE--$74,492
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
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 11B

“Form 990 is reviewed by trustee stephen a. Kuhn, who has an extensive background in accounting and taxation. Then a copy is given to the other two trustees for their review. The beneficiaries are given quarterly financial statements and at year-end a notification that form 990 is accessible for their review through kuhn and company's web site and that they could obtain a copy upon request at the trustee office.”

Form 990, Page 6, Part VI, Line 19

“The financial statements and form 990 is available at the trust office, 8770 w bryn mawr ave, suite 710, chicago, il 60610, by appointment 630-416- 7700.”

Filing and Contact Details

Filer

Filer Name
Gust K Newberg Charitable Trust
EIN
36-6919591
Phone
6304167700
Address
8770 W BRYN MAWR AVE STE 710, CHICAGO, IL 60631

Signing Officer

Name
Stephen a Kuhn
Title
Trustee
Phone
6304167700
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen a Kuhn
Formed
1988
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Kuhn & Company Cpas Holdings Pllc
Address
8770 W BRYN MAWR AVE STE 710, CHICAGO, IL 60631-3780
Preparer
Laima Kiliene
Phone
6304167700
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To invest and reinvest trust assets and distribute 100% of the net income quarterly(as defined in the trust document) to the trust's beneficiaries (listed in the trust document). Beneficiaries and amount distributed for the year are listed in schedule i”

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0100% OF TRUST INCOME LESS ALLOCATION OF EXPENSES ARE DISTRIBUTED QUARTERLY TO THE SUPPORTED ORGANIZATIONS NAMED IN THE TRUST DOCUMENT ALONG WITH QUARTERLY FINANCIAL STATEMENTS. EACH OF SUPPORTED ORGANIZATIONS HAS BEEN IN CONTACT WITH THE TRUST IN REGARD TO HOW EACH WOULD LIKE TO RECEIVE CONTRIBUTION FROM THE TRUST. THE TRUST COMPLIED WITH ALL SUCH REQUESTS FROM ITS SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AS INDICATED IN THE GOVERNING DOCUMENT AND AS ACCEPTED BY THE IRS, THE ENTIRE NET INCOME OF THE TRUST IS REQUIRED TO BE PAID OUT AT LEAST ANNUALLY TO THE SUPPORTED ORGANIZATIONS. AS REQUIRED, 100% OF PRIOR YEAR NET INCOME HAS BEEN DISTRIBUTED TO THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2AS INDICATED IN THE GOVERNING DOCUMENT AND AS ACCEPTED BY THE IRS, THE ENTIRE NET INCOME OF THE TRUST IS REQUIRED TO BE PAID OUT AT LEAST ANNUALLY TO THE SUPPORTED ORGANIZATIONS. AS REQUIRED, 100% OF CURRENT YEAR NET INCOME HAS BEEN DISTRIBUTED TO THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION E, LINE 5
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION E, LINE 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt025014600
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt024551875
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0261271
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0596104
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt024753329
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt023955771
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0375219
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0368278
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt024639381
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt024183597
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0862378
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0846426
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt025014600
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt024551875
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0862378
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0846426
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd43
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt074493
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt174492
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt274492
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3198647
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt474492
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DICKINSON COUNTY ROAD COMMISSION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1JACKSON MEMORIAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2THE MOSAIC FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3NORTHWESTERN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4DICKINSON COUNTY HEALTHCARE SYSTEMS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0DICKINSON COUNTY ROAD COMMISSION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1JACKSON MEMORIAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2THE MOSAIC FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt3NORTHWESTERN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt4DICKINSON COUNTY HEALTHCARE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0496616
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0198647
IRS990ScheduleI/RecipientTable/CashGrantAmt174492
IRS990ScheduleI/RecipientTable/CashGrantAmt274492
IRS990ScheduleI/RecipientTable/CashGrantAmt374492
IRS990ScheduleI/RecipientTable/CashGrantAmt474493
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTHWESTERN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1JACKSON HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DICKINSON COUNTY HEALTHCARE SYSTEMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE MOSAIC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DICKINSON COUNTY ROAD COMMISSION
IRS990ScheduleI/RecipientTable/RecipientEIN0362167817
IRS990ScheduleI/RecipientTable/RecipientEIN1650077727
IRS990ScheduleI/RecipientTable/RecipientEIN2382780429
IRS990ScheduleI/RecipientTable/RecipientEIN3113669999
IRS990ScheduleI/RecipientTable/RecipientEIN4382780429
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0633 CLARK ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11500 NW 12TH AVE 1117 EAST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21721 S STEPHENSON
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34980 S 118TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41107 S MILWAUKEE PO BOX 519
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MIAMI
IRS990ScheduleI/RecipientTable/USAddress/CityNm2IRON MOUNTAIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm3OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4IRON MOUNTAIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060208
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133136
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd249801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd368137
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd449801
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0REVIEW CONTRIBUTION RECEIPT LETTERS FROM SUPPORTED ORGANIZATIONS. CONTINUE TO MONITOR THEIR TAX EXEMPT STATUS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO INVEST AND REINVEST TRUST ASSETS AND DISTRIBUTE 100% OF THE NET INCOME QUARTERLY(AS DEFINED IN THE TRUST DOCUMENT) TO THE TRUST'S BENEFICIARIES (LISTED IN THE TRUST DOCUMENT). BENEFICIARIES AND AMOUNT DISTRIBUTED FOR THE YEAR ARE LISTED IN SCHEDULE I
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY TRUSTEE STEPHEN A. KUHN, WHO HAS AN EXTENSIVE BACKGROUND IN ACCOUNTING AND TAXATION. THEN A COPY IS GIVEN TO THE OTHER TWO TRUSTEES FOR THEIR REVIEW. THE BENEFICIARIES ARE GIVEN QUARTERLY FINANCIAL STATEMENTS AND AT YEAR-END A NOTIFICATION THAT FORM 990 IS ACCESSIBLE FOR THEIR REVIEW THROUGH KUHN AND COMPANY'S WEB SITE AND THAT THEY COULD OBTAIN A COPY UPON REQUEST AT THE TRUSTEE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS AND FORM 990 IS AVAILABLE AT THE TRUST OFFICE, 8770 W BRYN MAWR AVE, SUITE 710, CHICAGO, IL 60610, BY APPOINTMENT 630-416- 7700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt024657029
IRS990/TotalAssetsEOYAmt026306325
IRS990/TotalAssetsGrp/BOYAmt024657029
IRS990/TotalAssetsGrp/EOYAmt026306325
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0203710
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0496616
IRS990/TotalFunctionalExpensesGrp/TotalAmt0700326
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0112371
IRS990/TotalLiabilitiesEOYAmt0118653
IRS990/TotalLiabilitiesGrp/BOYAmt0112371
IRS990/TotalLiabilitiesGrp/EOYAmt0118653
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024544658
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026187672
IRS990/TotalProgramServiceExpensesAmt0496616
IRS990/TotalReportableCompFromOrgAmt090854
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01484692
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01484692
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt024657029
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026306325
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08770 W BRYN MAWR AVE STE 710
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060631
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,306,325
Liabilities
$118,653
Net assets
$26,187,672
Revenue
$1,484,692
Expenses
$700,326
Net income
$784,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$0.12$27.8$2.23$0.75$1.47
2023Detailed filing. Detailed filing data is available for this year.$26.3$0.12$26.2$1.48$0.70$0.78
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.11$24.5$2.98$0.59$2.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$0.10$26.5$1.03$0.55$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.07$22.5$1.19$0.48$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.07$20.7$0.85$0.46$0.39
2018Detailed filing. Detailed filing data is available for this year.$16.4$0.05$16.4$0.69$0.42$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.07$17.3$0.83$0.40$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.07$9.25$0.76$0.41$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.97$0.07$8.90$0.81$0.42$0.40
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.59$0.09$8.50$0.66$0.40$0.26
2013Detailed filing. Detailed filing data is available for this year.$8.31$0.07$8.24$0.68$0.37$0.31