Civic Intelligence

Charles W Christie Foundation

990 • Fiscal year 2013 • EIN 37-1005392

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

101 West University61820

(217) 359-8470

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

100th percentile

155%

Higher net margin than 100% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

10th percentile

-9.1%

Faster asset growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$6,825,081

Down $686,173 (-9.1%) from 2012

Net Assets

Down

$6,825,081

Down $686,173 (-9.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-$599,640

No earlier filing loaded for comparison.

Expenses

Up

$327,128

Up $40,688 (+14%) from 2012

Net Income

-$926,768

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $6,952,520Liabilities 2011: $0Net Assets 2011: $6,952,5202011Assets 2012: $7,511,254Liabilities 2012: $0Net Assets 2012: $7,511,2542012Assets 2013: $6,825,081Liabilities 2013: $0Net Assets 2013: $6,825,0812013Assets 2014: $6,659,141Liabilities 2014: $0Net Assets 2014: $6,659,1412014Assets 2015: $6,521,244Liabilities 2015: $0Net Assets 2015: $6,521,2442015Assets 2016: $6,555,943Liabilities 2016: $0Net Assets 2016: $6,555,9432016Assets 2017: $6,942,061Liabilities 2017: $0Net Assets 2017: $6,942,0612017Assets 2018: $6,638,104Liabilities 2018: $0Net Assets 2018: $6,638,1042018Assets 2019: $7,296,682Liabilities 2019: $0Net Assets 2019: $7,296,6822019Assets 2020: $7,913,048Liabilities 2020: $0Net Assets 2020: $7,913,0482020Assets 2021: $7,800,430Liabilities 2021: $0Net Assets 2021: $7,800,4302021Assets 2022: $6,964,363Liabilities 2022: $0Net Assets 2022: $6,964,3632022Assets 2023: $7,551,697Liabilities 2023: $0Net Assets 2023: $7,551,6972023Assets 2024: $8,249,853Liabilities 2024: $0Net Assets 2024: $8,249,8532024

Highlighted filing

2013

Assets$6,825,081
Liabilities$0
Net Assets$6,825,081

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $276,8612011Expenses 2012: $286,4402012Revenue 2013: -$599,640Expenses 2013: $327,128Net Income 2013: -$926,7682013Revenue 2014: $387,061Expenses 2014: $345,203Net Income 2014: $41,8582014Revenue 2015: $460,141Expenses 2015: $334,990Net Income 2015: $125,1512015Revenue 2016: $299,082Expenses 2016: $357,600Net Income 2016: -$58,5182016Revenue 2017: $688,189Expenses 2017: $302,071Net Income 2017: $386,1182017Revenue 2018: $364,524Expenses 2018: $307,029Net Income 2018: $57,4952018Revenue 2019: $293,415Expenses 2019: $306,205Net Income 2019: -$12,7902019Revenue 2020: $312,552Expenses 2020: $324,706Net Income 2020: -$12,1542020Revenue 2021: $434,954Expenses 2021: $237,257Net Income 2021: $197,6972021Revenue 2022: $215,503Expenses 2022: $263,128Net Income 2022: -$47,6252022Revenue 2023: $424,307Expenses 2023: $279,805Net Income 2023: $144,5022023Revenue 2024: $624,492Expenses 2024: $274,866Net Income 2024: $349,6262024

Highlighted filing

2013

Revenue-$599,640
Expenses$327,128
Net Income-$926,768
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Gross Receipts
$3,500,061
Mission and Program Overview

Mission

The charles w. Christie foundation is an illinois not-for-profit organization promoting community health education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,496,097$4,992,602▲ $496,505
Savings and Temporary Cash Investments$376,552$52,690▼ $323,862
Land, Buildings, and Equipment, Net$8,250$7,802▼ $448
Total Assets$7,511,254$6,825,081▼ $686,173
Other Assets Total$2,630,355$1,771,987▼ $858,368
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,511,254$6,825,081▼ $686,173
Total Net Assets Fund Balance$7,511,254$6,825,081▼ $686,173
Total Liabilities and Net Assets / Fund Balance$7,511,254$6,825,081▼ $686,173

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$7,802$2,857$10,659
Other Assets Org$566--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$92,573
Program Service Revenue
$0
Investment Income
$-1,359,977
Other Revenue
$667,764
All Other Contributions
$92,573
Change in Net Assets
$-926,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$-1,223,059
Revenue Not Reported on Financial Statements
$623,419
Revenue Not Reported on Form 990
$240,147
Other Revenue Adjustments
$623,419
Total Revenue per Audited Statements
$-982,912
Total Revenue per Form 990
$-599,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$195,031
Other Expenses$132,097
Total Fundraising Expense$14,589
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$144,717--$144,717
Fees for Services Management-$67,319-$67,319
Grants to Domestic Orgs$50,314--$50,314
Fees for Service Investment Mgmnt Fees-$38,550-$38,550
Fees for Services Other-$2,439$14,589$17,028
Fees for Services Accounting-$8,752-$8,752
Depreciation Depletion-$448-$448
Total Functional Expenses$195,031$117,508$14,589$327,128

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$327,128
Expenses per Audited Statements$326,680
Total Expenses per Audited Statements$326,680
Expenses Not Reported on Financial Statements$448
Other Expense Adjustments$448
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
37-6006007--Health Services$20,000
37-0673564--Health Services$15,314
---College of Medicine$15,000
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
Audit committee
Yes
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
37-1005392
Phone
2173598470

Signing Officer

Name
Gary Wackerlin
Title
Chief Executive Officer
Phone
2173598470
Signed
2014-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Preparer
Michael J Smith
Phone
2173784311
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Noncash income from partnerships reported on k-1s -623,419 (see income from partnerships) 0 448

Form 990, Part XI, Line 9

Noncash income from partnerships reported on k-1s 623,419 (see income from partnerships) 0

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

Noncash income from partnerships reported on k-1s 623,419 (see income from partnerships) 0

Schedule D, Page 4, Part XII, Line 4B

448

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0246063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0200812
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04797012
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt044345
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt046114
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt028690
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt08601
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt045120
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0172870
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.07050
IRS990ScheduleA/PublicSupportPY170Pct00.10630
IRS990ScheduleA/PublicSupportTotal170Amt0376972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092573
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0123628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033377
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0376972
IRS990ScheduleA/TotalSupportAmt05346854
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0448
IRS990ScheduleD/ExpensesSubtotalAmt0326680
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07802
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02857
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010659
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0240147
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01771421
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1566
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2NONCASH REVENUE FROM PARTNERSHIPS
IRS990ScheduleD/OtherExpensesNotIncludedAmt0448
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0623419
IRS990ScheduleD/RevenueNotReportedAmt0240147
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0623419
IRS990ScheduleD/RevenueSubtotalAmt0-1223059
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NONCASH INCOME FROM PARTNERSHIPS REPORTED ON K-1S 623,419 (SEE INCOME FROM PARTNERSHIPS) 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1448
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt01771987
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IRS990ScheduleD/TotalRevenuePerForm990Amt0-599640
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0144717
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS/SUPPORT
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IRS990ScheduleI/RecipientTable/CashGrantAmt015314
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEALTH SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HEALTH SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2COLLEGE OF MEDICINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10VARIOUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11CHAMPAIGN COUNTY YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12UNIVERSITY OF IL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0370673564
IRS990ScheduleI/RecipientTable/RecipientEIN1376006007
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102501 FIELD S S DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111305 WEST GREEN STREET
IRS990ScheduleI/RecipientTable/USAddress/City0CHAMPAIGN
IRS990ScheduleI/RecipientTable/USAddress/City1URBANA
IRS990ScheduleI/RecipientTable/USAddress/State0IL
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONCASH INCOME FROM PARTNERSHIPS REPORTED ON K-1S -623,419 (SEE INCOME FROM PARTNERSHIPS) 0 448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NONCASH INCOME FROM PARTNERSHIPS REPORTED ON K-1S 623,419 (SEE INCOME FROM PARTNERSHIPS) 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt092573
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014589
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0117508
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195031
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327128
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06825081
IRS990/TotalProgramServiceExpensesAmt0195031
IRS990/TotalRevenueGrp/ExclusionAmt0780286
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1472499
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-599640
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07511254
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06825081
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07511254
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06825081
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CHRISTIE-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY WACKERLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02173598470
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHARLES W CHRISTIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.25$0.00$8.25$0.62$0.27$0.35
2023Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.42$0.28$0.14
2022Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.22$0.26$0.05
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.43$0.24$0.20
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.31$0.32$0.01
2019Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.29$0.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.36$0.31$0.06
2017Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.69$0.30$0.39
2016Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.30$0.36$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.46$0.33$0.13
2014Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.39$0.35$0.04
2013Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.60$0.33$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$0.00$7.51$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.00$6.95$0.28