Civic Intelligence

Fw Thompson Kettering Univ C O I H Tr Trust

990 • Fiscal year 2020 • EIN 38-6456971

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 20, 2020

Organization ProfileN/A
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

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

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

41st percentile

$25,074

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 24.0% 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

Down

$1,545,600

Down $19,135 (-1.2%) from 2016

Net Assets

$1,545,600

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin19th percentile

Revenue

Up

$104,603

Up $58,758 (+128%) from 2016

Expenses

Up

$119,938

Up $6,877 (+6.1%) from 2016

Net Income

Up

-$15,335

Up $51,881 (+77%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,660,938Liabilities 2012: $02012Assets 2013: $1,614,642Liabilities 2013: $02013Assets 2014: $1,639,876Liabilities 2014: $02014Assets 2015: $1,631,946Liabilities 2015: $02015Assets 2016: $1,564,735Liabilities 2016: $02016Assets 2020: $1,545,600Liabilities 2020: $0Net Assets 2020: $1,545,6002020Assets 2021: $1,506,806Liabilities 2021: $0Net Assets 2021: $1,506,8062021Assets 2022: $1,492,749Liabilities 2022: $0Net Assets 2022: $1,492,7492022Assets 2023: $1,471,815Liabilities 2023: $0Net Assets 2023: $1,471,8152023Assets 2024: $1,414,579Liabilities 2024: $0Net Assets 2024: $1,414,5792024

Highlighted filing

2020

Assets$1,545,600
Liabilities$0
Net Assets$1,545,600
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2012: $48,721Expenses 2012: $104,102Net Income 2012: -$55,3812012Revenue 2013: $59,618Expenses 2013: $105,846Net Income 2013: -$46,2282013Revenue 2014: $137,768Expenses 2014: $108,992Net Income 2014: $28,7762014Revenue 2015: $106,725Expenses 2015: $114,639Net Income 2015: -$7,9142015Revenue 2016: $45,845Expenses 2016: $113,061Net Income 2016: -$67,2162016Revenue 2020: $104,603Expenses 2020: $119,938Net Income 2020: -$15,3352020Revenue 2021: $90,106Expenses 2021: $128,902Net Income 2021: -$38,7962021Revenue 2022: $110,855Expenses 2022: $124,910Net Income 2022: -$14,0552022Revenue 2023: $105,852Expenses 2023: $126,788Net Income 2023: -$20,9362023Revenue 2024: $42,986Expenses 2024: $98,012Net Income 2024: -$55,0262024

Highlighted filing

2020

Revenue$104,603
Expenses$119,938
Net Income-$15,335
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 20, 2020
Return Version
2019v5.0
Gross Receipts
$537,654
Mission and Program Overview

Mission

To provide support to the kettering university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,560,935$1,545,600▼ $15,335
Investments in Publicly Traded Securities$1,517,348$1,497,688▼ $19,660
Savings and Temporary Cash Investments$25,734$30,984▲ $5,250
Cash and Non-Interest-Bearing Accounts$17,853$16,928▼ $925
Total Assets$1,560,935$1,545,600▼ $15,335
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,560,935$1,545,600▼ $15,335
Total Liabilities and Net Assets / Fund Balance$1,560,935$1,545,600▼ $15,335
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
-Trustee$25,074$25,074

Board Members and Trustees

NameTitle
ROBERT McMAHANTrustee
Thomas AyerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$104,603
Other Revenue
$0
Change in Net Assets
$-15,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$92,367
Salaries, Compensation, and Employee Benefits$25,074
Other Expenses$2,497
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$92,367--$92,367
Current Officers, Directors, Trustees, and Key Employees$10,074$15,000-$25,074
Other Expenses-$1,233-$1,233
Total Functional Expenses$102,441$17,497$0$119,938
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kettering UniversityFlint, MI501(c)(3)General Support$92,377
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Page 6, Part VI, Line 15

“The organization does not have a top management official. This authority rests with the supported organization, the kettering university, the supported organization approves all compensation paid to the trustee.”

Page 6, Part VI Line 12A

“Jpmorgan chase bank na in its capacity as the trustee and the investment manager oversees all transaction and makes sure that no conflict of interest arises through the policy.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“JPMORGAN CHASE BANK, N.ADR. ROBERT K McMAHAN - PRESIDENTTHOMAS AYERS - TREASURER”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews all underlying monetary and factual information before the irs form 990 is filed.”

Form 990, Page 6, Part VI, Line 19

“As trustee, jpmorgan chase bank, na, maintains a close and continuous working relationship with the officers of the supported organization.the governing documents are not available to the general public, but have been given and are available to all interested parties such as beneficiaries, trustees, executors, etc. Jpmorgan chase bank, na, does not have a public conflict of interest policy. However, the governing documents and state law impose limitations of trustee powers that jpmorgan chase bank, na, strictly follows. Financial statements are sent to each charitable beneficiary for review and comment.”

Filing and Contact Details

Filer

Filer Name
Fw Thompson Kettering Univ Coih Tr
EIN
38-6456971
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2020-10-20
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
2

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML Appendix348 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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IRS990/GoverningBodyVotingMembersCnt03
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IRS990/GrantsToOrganizationsInd0true
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IRS990/OtherExpensesGrp/Desc2FED ESTIMATES
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM.THE FIDUCIARY MANAGERS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INTENT OF THE GOVERNING DOCUMENTS. FIDUCIARY DUTIES INCLUDE ANNUALTRUST REVIEWS, IDENTIFICATION OF CHARITABLE RECIPIENTS, AND DISTRIBUTIONS OF GRANT PAYMENTS FROM THE TRUST.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A TOP MANAGEMENT OFFICIAL. THIS AUTHORITY RESTS WITH THE SUPPORTED ORGANIZATION, THE KETTERING UNIVERSITY, THE SUPPORTED ORGANIZATION APPROVES ALL COMPENSATION PAID TO THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JPMORGAN CHASE BANK NA IN ITS CAPACITY AS THE TRUSTEE AND THE INVESTMENT MANAGER OVERSEES ALL TRANSACTION AND MAKES SURE THAT NO CONFLICT OF INTEREST ARISES THROUGH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JPMORGAN CHASE BANK, N.ADR. ROBERT K McMAHAN - PRESIDENTTHOMAS AYERS - TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS TRUSTEE, JPMORGAN CHASE BANK, NA, MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION.THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, NA, DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, NA, STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 6, PART VI, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 6, PART VI LINE 12A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/ReturnTs02020-11-03T07:00:55-06:00
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ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$1,545,600
Liabilities
$0
Net assets
$1,545,600
Revenue
$104,603
Expenses
$119,938
Net income
-$15,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.10$0.12$0.02
2016Summary only. Only limited summary data is available for this year.$1.56$0.00$0.05$0.11$0.07
2015Summary only. Only limited summary data is available for this year.$1.63$0.00$0.11$0.11$0.01
2014Summary only. Only limited summary data is available for this year.$1.64$0.00$0.14$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$0.06$0.11$0.05
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.05$0.10$0.06