Civic Intelligence

Options for Living Pooled Charitable Trust

990 • Fiscal year 2020 • EIN 38-6788007

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 07, 2021

Organization ProfileN/A
520 N Cass AvenueWestmont, IL 60559

(630) 725-3315

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

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

44th percentile

$37,495

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 37.2% of source-year revenue.

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

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,314,341

Down $32,551 (-1.4%) from 2019

Net Assets

Down

$2,314,341

Down $32,551 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin11th percentile

Revenue

Down

$100,670

Down $2,323,733 (-96%) from 2019

Expenses

Up

$133,221

Up $55,710 (+72%) from 2019

Net Income

Down

-$32,551

Down $2,379,443 (-101%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,346,892Liabilities 2019: $0Net Assets 2019: $2,346,8922019Assets 2020: $2,314,341Liabilities 2020: $0Net Assets 2020: $2,314,3412020Assets 2021: $2,422,975Liabilities 2021: $0Net Assets 2021: $2,422,9752021Assets 2022: $2,188,805Liabilities 2022: $0Net Assets 2022: $2,188,8052022Assets 2023: $2,174,197Liabilities 2023: $0Net Assets 2023: $2,174,1972023Assets 2024: $2,227,658Liabilities 2024: $0Net Assets 2024: $2,227,6582024

Highlighted filing

2020

Assets$2,314,341
Liabilities$0
Net Assets$2,314,341
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,424,403Expenses 2019: $77,511Net Income 2019: $2,346,8922019Revenue 2020: $100,670Expenses 2020: $133,221Net Income 2020: -$32,5512020Revenue 2021: $253,260Expenses 2021: $144,626Net Income 2021: $108,6342021Revenue 2022: -$108,487Expenses 2022: $125,683Net Income 2022: -$234,1702022Revenue 2023: $98,145Expenses 2023: $112,753Net Income 2023: -$14,6082023Revenue 2024: $161,970Expenses 2024: $108,724Net Income 2024: $53,2462024

Highlighted filing

2020

Revenue$100,670
Expenses$133,221
Net Income-$32,551
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 7, 2021
Return Version
2020v4.1
Gross Receipts
$1,211,436
Mission and Program Overview

Mission

The charitable trust provides funds for the care of participants in the medicaid pooled obra trust after their own resources have been fully exhausted.

The trust is a charitable trust which is the remainder beneficiary under the options for living pooled obra pay back trust. When a participant in the obra pooled trust passes away, and to the extent that the participant's fund is not fully exhausted by medicaid reimbursement and the participant does not designate a beneficiary of the remaining funds, the funds are added to the charitable trust to provide funds for the care of other participants in the pooled trust after their own resources have been fully exhausted.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,346,892$2,314,341▼ $32,551
Investments in Publicly Traded Securities$2,086,310$2,004,627▼ $81,683
Savings and Temporary Cash Investments$260,582$309,714▲ $49,132
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,346,892$2,314,341▼ $32,551
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,346,892$2,314,341▼ $32,551
Total Liabilities and Net Assets / Fund Balance$2,346,892$2,314,341▼ $32,551
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
-Co-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$100,670
Other Revenue
$0
Change in Net Assets
$-32,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,211
Other Expenses$63,010
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$70,211--$70,211
Fees for Services Other$37,495--$37,495
Fees for Services Legal$25,515--$25,515
Total Functional Expenses$133,221$0$0$133,221
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

Form 990, Part VI, Section B, Line 11B

“The trust is managed by two independent institutional trustees. Authorized representatives of each co-trustee will review the tax returns prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The trustees of the trust are institutional trustees. As such, the internal polices of such institutions govern and monitor potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The co-trustees make copies of governing documents and other required public disclosures available upon written request.”

Filing and Contact Details

Filer

Filer Name
Options for Living Pooled Charitable Tr
EIN
38-6788007
Phone
6307253315
Address
520 N CASS AVENUE, WESTMONT, IL 60559

Signing Officer

Name
Karen Anselmo
Title
Sr. Vice-president
Phone
6307253315
Signed
2021-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Anselmo
Formed
2000
Legal Domicile
Il
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Saul Ewing Arnstein & Lehr Llp
Address
161 N CLARK STREET 4200, CHICAGO, IL 60601
Preparer
Thomas F Mcguire
Phone
3128767100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Trustee fees paid: program service expenses 37,495. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,495.”

Raw XML Appendix275 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST IS A CHARITABLE TRUST WHICH IS THE REMAINDER BENEFICIARY UNDER THE OPTIONS FOR LIVING POOLED OBRA PAY BACK TRUST. WHEN A PARTICIPANT IN THE OBRA POOLED TRUST PASSES AWAY, AND TO THE EXTENT THAT THE PARTICIPANT'S FUND IS NOT FULLY EXHAUSTED BY MEDICAID REIMBURSEMENT AND THE PARTICIPANT DOES NOT DESIGNATE A BENEFICIARY OF THE REMAINING FUNDS, THE FUNDS ARE ADDED TO THE CHARITABLE TRUST TO PROVIDE FUNDS FOR THE CARE OF OTHER PARTICIPANTS IN THE POOLED TRUST AFTER THEIR OWN RESOURCES HAVE BEEN FULLY EXHAUSTED.
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST MIDWEST BANK CO-TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum06307253315
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0520 N CASS AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTMONT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060559
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02346892
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02314341
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt070211
IRS990/CYInvestmentIncomeAmt0100670
IRS990/CYOtherExpensesAmt063010
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-32551
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0133221
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0100670
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE CHARITABLE TRUST MADE DISTRIBUTIONS FOR THE CARE OF INDIVIDUAL BENEFICIARIES OF THE OBRA MEDICAID PAYBACK TRUST WHO EXHAUSTED THEIR OWN SEPARATE ACCOUNTS UNDER THE OBRA TRUST.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0133221
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt025515
IRS990/FeesForServicesLegalGrp/TotalAmt025515
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt037495
IRS990/FeesForServicesOtherGrp/TotalAmt037495
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIRST MIDWEST BANK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1LIFECARE GUARDIANSHIP INC
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt037495
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt062972
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt070211
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt070211
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt070211
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01173738
IRS990/GrossReceiptsAmt01211436
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt037698
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037698
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02086310
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02004627
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01110766
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CHARITABLE TRUST PROVIDES FUNDS FOR THE CARE OF PARTICIPANTS IN THE MEDICAID POOLED OBRA TRUST AFTER THEIR OWN RESOURCES HAVE BEEN FULLY EXHAUSTED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02346892
IRS990/NetAssetsOrFundBalancesEOYAmt02314341
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt062972
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062972
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KAREN ANSELMO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02029515
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt024335
IRS990/PYInvestmentIncomeAmt0394888
IRS990/PYOtherExpensesAmt053176
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02346892
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt077511
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02424403
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-32551
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260582
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0309714
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt070211
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS FOR THE HEALTH CARE EXPENSES OF DISABLED BENEFICIARIES OF THE POOLED OBRA TRUST ONCE THEIR SEPARATE ACCOUNT IN EXHAUSTED.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES GRANTS FROM THE POOLED TRUST FOR THE HEALTH CARE EXPENSES OF BENEFICIARIES OF THE OBRA TRUST ONCE THE BENEFICIARY'S SEPARATE FUNDS UNDER THE POOLED TRUST ARE FULLY EXHAUSTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS MANAGED BY TWO INDEPENDENT INSTITUTIONAL TRUSTEES. AUTHORIZED REPRESENTATIVES OF EACH CO-TRUSTEE WILL REVIEW THE TAX RETURNS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES OF THE TRUST ARE INSTITUTIONAL TRUSTEES. AS SUCH, THE INTERNAL POLICES OF SUCH INSTITUTIONS GOVERN AND MONITOR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CO-TRUSTEES MAKE COPIES OF GOVERNING DOCUMENTS AND OTHER REQUIRED PUBLIC DISCLOSURES AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE FEES PAID: PROGRAM SERVICE EXPENSES 37,495. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,495.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02346892
IRS990/TotalAssetsEOYAmt02314341
IRS990/TotalAssetsGrp/BOYAmt02346892
IRS990/TotalAssetsGrp/EOYAmt02314341
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0133221
IRS990/TotalFunctionalExpensesGrp/TotalAmt0133221
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02346892
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0133221
IRS990/TotalReportableCompFromOrgAmt037495
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100670
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100670
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02346892
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0520 N CASS AVENUE
IRS990/USAddress/CityNm0WESTMONT
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060559
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0THE RETURN WAS FILED IN A TIMELY MANNER BUT WAS INCORRECTLY FILED UNDER THE WRONG EIN (38-6825772). THIS RETURN IS BEING AMENDED TO REFLECT THE CORRECT EIN. THERE ARE NO OTHER CHANGES TO THE RETURN.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN ANSELMO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06307253315
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIONS FOR LIVING POOLED CHARITABLE TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST MIDWEST BANK CO-TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0386788007
ReturnHeader/Filer/PhoneNum06307253315
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 N CASS AVENUE
ReturnHeader/Filer/USAddress/CityNm0WESTMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060559
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231416352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAUL EWING ARNSTEIN & LEHR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0161 N CLARK STREET 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03128767100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS F MCGUIRE
ReturnHeader/ReturnTs02021-12-07T13:39:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANSELMO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
$2,314,341
Liabilities
$0
Net assets
$2,314,341
Revenue
$100,670
Expenses
$133,221
Net income
-$32,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.16$0.11$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.10$0.11$0.01
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.19$0.00$2.19$0.11$0.13$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.00$2.42$0.25$0.14$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.10$0.13$0.03
2019Summary only. Only limited summary data is available for this year.$2.35$0.00$2.35$2.42$0.08$2.35