Civic Intelligence

Bernard H Van Der Steen Trust

990 • Fiscal year 2020 • EIN 36-7079867

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization ProfileN/A
PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

49th percentile

4.6%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$75,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

$2,965,233

No earlier filing loaded for comparison.

Net Assets

$2,965,233

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin49th percentile

Revenue

$1,346,491

No earlier filing loaded for comparison.

Expenses

$1,283,888

No earlier filing loaded for comparison.

Net Income

$62,603

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $2,965,233Liabilities 2020: $0Net Assets 2020: $2,965,2332020Assets 2021: $3,042,447Liabilities 2021: $0Net Assets 2021: $3,042,4472021Assets 2022: $2,989,718Liabilities 2022: $0Net Assets 2022: $2,989,7182022Assets 2023: $3,129,318Liabilities 2023: $0Net Assets 2023: $3,129,3182023Assets 2024: $2,952,320Liabilities 2024: $0Net Assets 2024: $2,952,3202024

Highlighted filing

2020

Assets$2,965,233
Liabilities$0
Net Assets$2,965,233
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,346,491Expenses 2020: $1,283,888Net Income 2020: $62,6032020Revenue 2021: $1,543,823Expenses 2021: $1,466,609Net Income 2021: $77,2142021Revenue 2022: $1,720,895Expenses 2022: $1,773,624Net Income 2022: -$52,7292022Revenue 2023: $2,345,087Expenses 2023: $2,197,131Net Income 2023: $147,9562023Revenue 2024: $2,177,250Expenses 2024: $2,203,390Net Income 2024: -$26,1402024

Highlighted filing

2020

Revenue$1,346,491
Expenses$1,283,888
Net Income$62,603
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$1,346,491
Mission and Program Overview

Mission

To support the organizations listed in schedule a, part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,902,630$2,965,233▲ $62,603
Investments Other Securities$1,853,853$1,949,150▲ $95,297
Savings and Temporary Cash Investments$958,736$926,723▼ $32,013
Total Assets$2,902,630$2,965,233▲ $62,603
Other Assets Total$90,041$89,360▼ $681
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,902,630$2,965,233▲ $62,603
Total Liabilities and Net Assets / Fund Balance$2,902,630$2,965,233▲ $62,603

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10--
Other Securities$1,949,150--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust N aCo-trusteeFT$75,000$75,000
Ben Van Der SteenCo-trusteeFT$36,000$36,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,169
Other Revenue
$1,342,322
Change in Net Assets
$62,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,170,213
Salaries, Compensation, and Employee Benefits$111,000
Other Expenses$2,675
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,170,213--$1,170,213
Current Officers, Directors, Trustees, and Key Employees-$111,000-$111,000
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$150-$150
Total Functional Expenses$1,170,213$113,675$0$1,283,888
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sisters of St Francis AcademyRochester, MN501(c)(3)General Support$1,041,489
Congregation of the Passion - Mother Good Seminary of the PassionistChicago, IL501(c)(3)General Support$58,511
PASSIONIST FATHER'S MONASTERY - MATER DOLOROSA RETREAT HOUSESierra Madre, CA501(c)(3)General Support$58,511
University of San DiegoSan Diego, CA501(c)(3)General Support$11,702
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Martinus B Van Der SteenCotrusteeTHE ORG HAS A 50% INTEREST IN A GENERAL PSHIP OF WHICH TRUSTEE, MARTINUS BERNARDUS VAN DER STEEN IS 1/3 OWNER & OF WHICH OTHER PERSONS RELATED TO MARTINUS VAN DER STEEN ARE THE REMAINING OWNERSNo$2,647,989
-MORE THAN 35% OWNED DIRECTLY & INDIRECTLY BY TRUSTEE & OVER 5% INTERESMORE THAN 35% OWNED DIRECTLY & INDIRECTLY BY TRUSTEE & OVER 5% INTERESNo$1,307,969
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
Bernard H Van Der Steen Trust
EIN
36-7079867
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2021-11-04

Organization Details

Formed
1968
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Grant paid to supported organization - university of san diego”

Explanation for Form 990, Part XI, Line 9

“PRIOR PERIOD ADJUSTMENT”

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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/FormAndLineReferenceDesc0PART IV SECTION A LINE 1
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01041489
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt158511
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt258511
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt31702
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SISTERS OF ST FRANCIS A
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CONGREGATION OF THE PASS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2PASSIONIST FATHER'S MONA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3UNIVERSITY OF SAN DIEGO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01160213
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt089350
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt110
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PARTNERSHIP DISTRIBUTION RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01949150
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PARTNERSHIP - VAN DER STEEN ENTERP.
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueOtherAssetsAmt089360
IRS990ScheduleD/TotalBookValueSecuritiesAmt01949150
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01041489
IRS990ScheduleI/RecipientTable/CashGrantAmt158511
IRS990ScheduleI/RecipientTable/CashGrantAmt258511
IRS990ScheduleI/RecipientTable/CashGrantAmt311702
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SISTERS OF ST FRANCIS ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CONGREGATION OF THE PASSION - MOTHER GOOD SEMINARY OF THE PASSIONIST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PASSIONIST FATHER'S MONASTERY - MATER DOLOROSA RETREAT HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0FATHERS
IRS990ScheduleI/RecipientTable/RecipientEIN0410695522
IRS990ScheduleI/RecipientTable/RecipientEIN1366063802
IRS990ScheduleI/RecipientTable/RecipientEIN2952046652
IRS990ScheduleI/RecipientTable/RecipientEIN3952544535
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01001 14TH ST NW STE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15700 NORTH HARLEM AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2700 N SUNNYSIDE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3ALCALA PARK GH202
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SIERRA MADRE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160631
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd291024
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392110
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0VAN DER STEEN ENTERPRISES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARTINUS B VAN DER STEEN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0COTRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1MORE THAN 35% OWNED DIRECTLY & INDIRECTLY BY TRUSTEE & OVER 5% INTERES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt02647989
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt11307969
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE ORG HAS A 50% INTEREST IN A GENERAL PSHIP OF WHICH TRUSTEE, MARTINUS BERNARDUS VAN DER STEEN IS 1/3 OWNER & OF WHICH OTHER PERSONS RELATED TO MARTINUS VAN DER STEEN ARE THE REMAINING OWNERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MORE THAN 35% OWNED DIRECTLY & INDIRECTLY BY TRUSTEE & OVER 5% INTERES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT PAID TO SUPPORTED ORGANIZATION - UNIVERSITY OF SAN DIEGO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SISTERS OF ST FRANCIS ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONGREGATION OF THE PASSION - MOTHER GOOD SEMINARY OF THE PASSIONIST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PASSIONIST FATHER'S MONASTERY - MATER DOLOROSA RETREAT HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UNIVERSITY OF SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0FATHERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0410695522
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1366063802
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2952046652
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3952544535
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHURCH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,965,233
Liabilities
$0
Net assets
$2,965,233
Revenue
$1,346,491
Expenses
$1,283,888
Net income
$62,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.00$2.95$2.18$2.20$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$2.35$2.20$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.00$2.99$1.72$1.77$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$1.54$1.47$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$1.35$1.28$0.06