Civic Intelligence

Emerson Elec Charitable Trust

990PF • Fiscal year 2020 • EIN 52-6200123

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 02, 2021

Organization Profile
The Northern Trust CompanyPO Box Chica, 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 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$6,617

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

45th percentile

4.1%

Faster asset growth than 45% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-19%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$11,173,936

Up $444,344 (+4.1%) from 2019

Net Assets

Up

$11,173,936

Up $444,344 (+4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin82nd percentile

Revenue

Down

$33,736,504

Down $8,102,866 (-19%) from 2019

Expenses

Down

$22,436,673

Down $3,465,678 (-13%) from 2019

Net Income

Down

$11,299,831

Down $4,637,188 (-29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$30M$20M$10M$0Assets 2011: $11,343,843Liabilities 2011: $02011Assets 2012: $11,727,161Liabilities 2012: $02012Assets 2013: $9,131,750Liabilities 2013: $161,4002013Assets 2014: $26,170,027Liabilities 2014: $150,0002014Assets 2015: $7,951,630Liabilities 2015: $02015Assets 2019: $10,729,592Liabilities 2019: $0Net Assets 2019: $10,729,5922019Assets 2020: $11,173,936Liabilities 2020: $0Net Assets 2020: $11,173,9362020Assets 2021: $9,797,489Liabilities 2021: $0Net Assets 2021: $9,797,4892021Assets 2022: $14,765,277Liabilities 2022: $0Net Assets 2022: $14,765,2772022Assets 2023: $15,998,961Liabilities 2023: $0Net Assets 2023: $15,998,9612023Assets 2024: $24,207,341Liabilities 2024: $0Net Assets 2024: $24,207,3412024

Highlighted filing

2020

Assets$11,173,936
Liabilities$0
Net Assets$11,173,936
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$100M$50M$0-$50MRevenue 2011: $23,007,018Expenses 2011: $24,612,742Net Income 2011: -$1,605,7242011Revenue 2012: $27,994,272Expenses 2012: $27,610,954Net Income 2012: $383,3182012Revenue 2013: $32,765,555Expenses 2013: $29,088,666Net Income 2013: $3,676,8892013Revenue 2014: $93,031,819Expenses 2014: $36,486,504Net Income 2014: $56,545,3152014Revenue 2015: $29,371,202Expenses 2015: $33,026,146Net Income 2015: -$3,654,9442015Revenue 2019: $41,839,370Expenses 2019: $25,902,351Net Income 2019: $15,937,0192019Revenue 2020: $33,736,504Expenses 2020: $22,436,673Net Income 2020: $11,299,8312020Revenue 2021: $21,695,661Expenses 2021: $21,959,884Net Income 2021: -$264,2232021Revenue 2022: $38,883,205Expenses 2022: $20,398,827Net Income 2022: $18,484,3782022Revenue 2023: $20,800,942Expenses 2023: $19,285,346Net Income 2023: $1,515,5962023Revenue 2024: $34,885,404Expenses 2024: $17,152,318Net Income 2024: $17,733,0862024

Highlighted filing

2020

Revenue$33,736,504
Expenses$22,436,673
Net Income$11,299,831
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 2, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORTHERN TRUST COMPANYTrusteeFT$6,617-$6,617
EMERSON ELECTRICDirector-$0--
Filing and Contact Details

Filer

Filer Name
Emerson Charitable Trust
EIN
52-6200123
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY, PO BOX CHICA, IL 60680

Signing Officer

Name
Northern Trust Company
Title
VP / Trustee
Phone
3126306000
Signed
2021-08-02
Raw XML Appendix343 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd063136
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE STATEMENT SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022402365
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060680
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022402365
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01193296
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt011600000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01193296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025400508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025017007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022932752
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027973764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031829046
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020229046
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122562379
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021238348
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025400508
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025017007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022932752
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027973764
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022431644
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021238348
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0154391425
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133153077
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GREENLEE TOOLS INC
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1EMERSON ELECTRIC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08000 WEST FLORISSANT AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt18000 WEST FLORISSANT AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST LOUIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ST LOUIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd063136
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd163136
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011600000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt121700000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt011600000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0BUILDING 1390 ASPEN WAY VISTA, CA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-05-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04961631
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc050 & 60 HANOVER RD BUILDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11390 ASPEN WAY BUILDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05500939
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11968831
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt015000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt111600000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0951866
OtherDecreasesSchedule/OtherDecreasesDetail/Amt19903514
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2107
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BUILDING RCVD FMV TO COST ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2TAX COST ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEFERRED EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022316
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt022316
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP / TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMERSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EMER
ReturnHeader/Filer/EIN0526200123
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0THE NORTHERN TRUST COMPANY
ReturnHeader/Filer/USAddress/CityNm0PO BOX CHICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/ReturnTs02021-08-06T16:00:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,173,936
Liabilities
$0
Net assets
$11,173,936
Revenue
$33,736,504
Expenses
$22,436,673
Net income
$11,299,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$34.9$17.2$17.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$20.8$19.3$1.52
2022Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$38.9$20.4$18.5
2021Detailed filing. Detailed filing data is available for this year.$9.80$0.00$9.80$21.7$22.0$0.26
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$33.7$22.4$11.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$41.8$25.9$15.9
2015Summary only. Only limited summary data is available for this year.$7.95$0.00$29.4$33.0$3.65
2014Summary only. Only limited summary data is available for this year.$26.2$0.15$93.0$36.5$56.5
2013Summary only. Only limited summary data is available for this year.$9.13$0.16$32.8$29.1$3.68
2012Summary only. Only limited summary data is available for this year.$11.7$0.00$28.0$27.6$0.38
2011Summary only. Only limited summary data is available for this year.$11.3$0.00$23.0$24.6$1.61