Civic Intelligence

Sears Alumnae Foundation Trust

990 • Fiscal year 2023 • EIN 43-6021492

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization ProfileNONE
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$23,737

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

45th percentile

2.7%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

321%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,976,576

Up $51,651 (+2.7%) from 2022

Net Assets

Up

$1,976,576

Up $51,651 (+2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin86th percentile

Revenue

Up

$141,003

Up $107,526 (+321%) from 2022

Expenses

Up

$88,588

Up $25,562 (+41%) from 2022

Net Income

Up

$52,415

Up $81,964 (+277%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,494,136Liabilities 2011: $0Net Assets 2011: $1,494,1362011Assets 2012: $1,520,124Liabilities 2012: $0Net Assets 2012: $1,520,1242012Assets 2013: $1,606,781Liabilities 2013: $0Net Assets 2013: $1,606,7812013Assets 2014: $1,707,123Liabilities 2014: $0Net Assets 2014: $1,707,1232014Assets 2015: $1,769,668Liabilities 2015: $0Net Assets 2015: $1,769,6682015Assets 2016: $1,781,269Liabilities 2016: $0Net Assets 2016: $1,781,2692016Assets 2017: $1,815,415Liabilities 2017: $0Net Assets 2017: $1,815,4152017Assets 2018: $1,840,248Liabilities 2018: $0Net Assets 2018: $1,840,2482018Assets 2019: $1,861,733Liabilities 2019: $0Net Assets 2019: $1,861,7332019Assets 2020: $1,904,740Liabilities 2020: $0Net Assets 2020: $1,904,7402020Assets 2021: $1,954,548Liabilities 2021: $0Net Assets 2021: $1,954,5482021Assets 2022: $1,924,925Liabilities 2022: $0Net Assets 2022: $1,924,9252022Assets 2023: $1,976,576Liabilities 2023: $0Net Assets 2023: $1,976,5762023Assets 2024: $1,973,240Liabilities 2024: $0Net Assets 2024: $1,973,2402024

Highlighted filing

2023

Assets$1,976,576
Liabilities$0
Net Assets$1,976,576
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $25,944Expenses 2011: $52,503Net Income 2011: -$26,5592011Revenue 2012: $66,673Expenses 2012: $40,817Net Income 2012: $25,8562012Revenue 2013: $139,357Expenses 2013: $52,475Net Income 2013: $86,8822013Revenue 2014: $157,650Expenses 2014: $56,130Net Income 2014: $101,5202014Revenue 2015: $99,777Expenses 2015: $38,451Net Income 2015: $61,3262015Revenue 2016: $105,173Expenses 2016: $92,656Net Income 2016: $12,5172016Revenue 2017: $107,089Expenses 2017: $71,514Net Income 2017: $35,5752017Revenue 2018: $104,187Expenses 2018: $77,426Net Income 2018: $26,7612018Revenue 2019: $89,347Expenses 2019: $67,884Net Income 2019: $21,4632019Revenue 2020: $91,198Expenses 2020: $47,833Net Income 2020: $43,3652020Revenue 2021: $160,460Expenses 2021: $110,433Net Income 2021: $50,0272021Revenue 2022: $33,477Expenses 2022: $63,026Net Income 2022: -$29,5492022Revenue 2023: $141,003Expenses 2023: $88,588Net Income 2023: $52,4152023Revenue 2024: $83,265Expenses 2024: $86,563Net Income 2024: -$3,2982024

Highlighted filing

2023

Revenue$141,003
Expenses$88,588
Net Income$52,415
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Gross Receipts
$408,117
Mission and Program Overview

Mission

Support mary institute teachers and former teachers

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,924,925$1,976,576▲ $51,651
Investments in Publicly Traded Securities$1,876,498$1,901,355▲ $24,857
Savings and Temporary Cash Investments$48,427$75,221▲ $26,794
Total Assets$1,924,925$1,976,576▲ $51,651
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,924,925$1,976,576▲ $51,651
Total Liabilities and Net Assets / Fund Balance$1,924,925$1,976,576▲ $51,651
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Bank of AmericaCo-fiduciary$23,737$23,737

Board Members and Trustees

NameTitle
Lisa NoussCo Fiduciary
Lisa CoulterCo-fiduciary
Mary CarnalCo-fiduciary
Mrs C N McalpinCo-fiduciary
Whitney RebouletCo-fiduciary
Mckay N MillsCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$141,003
Other Revenue
$0
Change in Net Assets
$52,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,863
Salaries, Compensation, and Employee Benefits$23,767
Other Expenses$958
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$63,863--$63,863
Current Officers, Directors, Trustees, and Key Employees$9,507$14,260-$23,767
All Other Expenses-$958-$958
Total Functional Expenses$73,370$15,218$0$88,588
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“When decisions are made, they are documented in the permanent record”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Decsions are made by committee”

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

“Tax department prepares, reviews and files form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL STATEMENT”

FORM 990, PAGE 6, PART VI, LINE 15A

“Not applicable trust has corporate trustee”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Sears Alumnae Foundation Trust
EIN
43-6021492
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2024-04-30

Organization Details

Principal Officer
Bank of America
Formed
1922
Legal Domicile
Mo
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Tye income adjustment ($596), carrying value adjustment ($161), mutual fund adjustment ($9), rounding $2”

Raw XML Appendix351 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
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalExpensesAmt088588
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IRS990/DescribedInSection501c3Ind0true
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IRS990/Form990PartVIISectionAGrp/PersonNm6BANK OF AMERICA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt623737
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-FIDUCIARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-FIDUCIARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-FIDUCIARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-FIDUCIARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO FIDUCIARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-FIDUCIARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01922
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt072210
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt063863
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt063863
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt063863
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0339324
IRS990/GrossReceiptsAmt0408117
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt068793
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068793
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01876498
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01901355
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0267114
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT MARY INSTITUTE TEACHERS AND FORMER TEACHERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01924925
IRS990/NetAssetsOrFundBalancesEOYAmt01976576
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt072210
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-764
IRS990/OtherExpensesGrp/Desc0FOREIGN DIV. TAX
IRS990/OtherExpensesGrp/Desc1PTNR EXP PORTFOLIO
IRS990/OtherRevenueMiscGrp/Desc0BEG DEF INCOME
IRS990/OtherRevenueMiscGrp/Desc1END DEF INCOME
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BANK OF AMERICA
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IRS990/ProgSrvcAccomActy2Grp/Desc0BANK OF AMERICA, TRUSTEE FEES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09506
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0REVIEW OF ANNUAL REPORTS AND OTHER INFORMATION PROVIDED BY GRANTEES
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN THE PERMANENT RECORD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECSIONS ARE MADE BY COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX DEPARTMENT PREPARES, REVIEWS AND FILES FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TYE INCOME ADJUSTMENT ($596), CARRYING VALUE ADJUSTMENT ($161), MUTUAL FUND ADJUSTMENT ($9), ROUNDING $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
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 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141003
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEARS ALUMNAE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SEAR
ReturnHeader/Filer/EIN0436021492
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-05-01T08:01:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,976,576
Liabilities
$0
Net assets
$1,976,576
Revenue
$141,003
Expenses
$88,588
Net income
$52,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.08$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.14$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.03$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.16$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.09$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.09$0.07$0.02
2018Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.10$0.08$0.03
2017Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.11$0.07$0.04
2016Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.11$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.10$0.04$0.06
2014Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$0.16$0.06$0.10
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.14$0.05$0.09
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.07$0.04$0.03
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.03$0.05$0.03