Civic Intelligence

Benjamin Volen Charitable Trust

EIN 65-6018806 • 501(c)3 • Chicago, IL

Profile

To support mae volen senior center

PO Box 803878Chicago, IL 60680

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

60th percentile

9.2%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$51,011

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

0.7%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

240%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,579,451

Up $76,437 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,579,451

Up $76,437 (+0.7%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin60th percentile

Revenue

Up

$808,329

Up $570,717 (+240%) from 2023

Expenses

Down

$733,926

Down $7,682 (-1.0%) from 2023

Net Income

Up

$74,403

Up $578,399 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $12,986,030Liabilities 2011: $0Net Assets 2011: $12,986,0302011Assets 2012: $12,870,401Liabilities 2012: $0Net Assets 2012: $12,870,4012012Assets 2013: $13,081,067Liabilities 2013: $0Net Assets 2013: $13,081,0672013Assets 2014: $12,896,298Liabilities 2014: $0Net Assets 2014: $12,896,2982014Assets 2015: $12,910,425Liabilities 2015: $0Net Assets 2015: $12,910,4252015Assets 2016: $12,251,413Liabilities 2016: $0Net Assets 2016: $12,251,4132016Assets 2017: $12,247,989Liabilities 2017: $0Net Assets 2017: $12,247,9892017Assets 2018: $12,530,554Liabilities 2018: $0Net Assets 2018: $12,530,5542018Assets 2019: $12,327,451Liabilities 2019: $0Net Assets 2019: $12,327,4512019Assets 2020: $11,830,291Liabilities 2020: $0Net Assets 2020: $11,830,2912020Assets 2021: $12,176,643Liabilities 2021: $0Net Assets 2021: $12,176,6432021Assets 2022: $12,008,345Liabilities 2022: $0Net Assets 2022: $12,008,3452022Assets 2023: $11,503,014Liabilities 2023: $0Net Assets 2023: $11,503,0142023Assets 2024: $11,579,451Liabilities 2024: $0Net Assets 2024: $11,579,4512024

Highlighted filing

2024

Assets$11,579,451
Liabilities$0
Net Assets$11,579,451
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $846,404Expenses 2011: $764,041Net Income 2011: $82,3632011Revenue 2012: $773,384Expenses 2012: $886,849Net Income 2012: -$113,4652012Revenue 2013: $1,082,047Expenses 2013: $871,381Net Income 2013: $210,6662013Revenue 2014: $676,900Expenses 2014: $846,621Net Income 2014: -$169,7212014Revenue 2015: $787,130Expenses 2015: $787,880Net Income 2015: -$7502015Revenue 2016: $327,628Expenses 2016: $984,948Net Income 2016: -$657,3202016Revenue 2017: $775,536Expenses 2017: $778,004Net Income 2017: -$2,4682017Revenue 2018: $1,051,539Expenses 2018: $770,280Net Income 2018: $281,2592018Revenue 2019: $584,117Expenses 2019: $791,021Net Income 2019: -$206,9042019Revenue 2020: $375,818Expenses 2020: $849,662Net Income 2020: -$473,8442020Revenue 2021: $1,147,348Expenses 2021: $800,439Net Income 2021: $346,9092021Revenue 2022: $636,733Expenses 2022: $803,272Net Income 2022: -$166,5392022Revenue 2023: $237,612Expenses 2023: $741,608Net Income 2023: -$503,9962023Revenue 2024: $808,329Expenses 2024: $733,926Net Income 2024: $74,4032024

Highlighted filing

2024

Revenue$808,329
Expenses$733,926
Net Income$74,403
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,579,451
Liabilities
$0
Net assets
$11,579,451
Revenue
$808,329
Expenses
$733,926
Net income
$74,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.81$0.73$0.07
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.24$0.74$0.50
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.64$0.80$0.17
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.15$0.80$0.35
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.38$0.85$0.47
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.58$0.79$0.21
2018Summary only. Only limited summary data is available for this year.$12.5$0.00$12.5$1.05$0.77$0.28
2017Summary only. Only limited summary data is available for this year.$12.2$0.00$12.2$0.78$0.78$0.00
2016Summary only. Only limited summary data is available for this year.$12.3$0.00$12.3$0.33$0.98$0.66
2015Summary only. Only limited summary data is available for this year.$12.9$0.00$12.9$0.79$0.79$0.00
2014Summary only. Only limited summary data is available for this year.$12.9$0.00$12.9$0.68$0.85$0.17
2013Summary only. Only limited summary data is available for this year.$13.1$0.00$13.1$1.08$0.87$0.21
2012Summary only. Only limited summary data is available for this year.$12.9$0.00$12.9$0.77$0.89$0.11
2011Summary only. Only limited summary data is available for this year.$13.0$0.00$13.0$0.85$0.76$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$4,408,891
Mission and Program Overview

Mission

To support mae volen senior center

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,503,014$11,579,451▲ $76,437
Investments in Publicly Traded Securities$10,953,217$11,220,087▲ $266,870
Cash and Non-Interest-Bearing Accounts$549,797$359,364▼ $190,433
Total Assets$11,503,014$11,579,451▲ $76,437
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,503,014$11,579,451▲ $76,437
Total Liabilities and Net Assets / Fund Balance$11,503,014$11,579,451▲ $76,437
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$51,011$51,011
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$808,329
Other Revenue
$0
Change in Net Assets
$74,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$643,248
Salaries, Compensation, and Employee Benefits$51,011
Other Expenses$39,667
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$643,248--$643,248
Current Officers, Directors, Trustees, and Key Employees-$51,011-$51,011
Fees for Service Investment Mgmnt Fees-$34,624-$34,624
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$62-$62
Total Functional Expenses$643,248$90,678$0$733,926
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mae Volen Senior CenterBoca Raton, FL501(c)(3)General Support$643,248
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 8B

“NOT APPLICABLE”

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

“A copy of the tax return sent to trustee for review & comment if applicable”

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

“Yes, annual acknowledgement by trustee”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Benjamin Volen Charitable Trust
EIN
65-6018806
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Vice President
Phone
3126306000
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Fl
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost basis adjustment:(18.07); 2023 transaction posted in 2024 :2188.17;2024 transaction posted in 2025 :(1045.54); accured int paid carryover:(309.39); adjustment for accured int:1226.10”

Raw XML Appendix399 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/GrantsToOrganizationsInd0true
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IRS990/InvestmentIncomeGrp/ExclusionAmt0422250
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010953217
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03600562
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAE VOLEN SENIOR CENTER
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MAIL PERIODIC STATEMENTS TO THE CHARITY; HOLD MEETINGS/PHONE CALLS AT LEAST ANNUALLY WITH THE CHARITY TO DISCUSS INVESTMENT MANAGEMENT, DISTRIBUTIONS AND OTHER ISSUES IMPORTANT TO THE SUPPORTED CHARITIES; KEEP WRITTEN DOCUMENTATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE TAX RETURN SENT TO TRUSTEE FOR REVIEW & COMMENT IF APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES, ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST BASIS ADJUSTMENT:(18.07); 2023 TRANSACTION POSTED IN 2024 :2188.17;2024 TRANSACTION POSTED IN 2025 :(1045.54); ACCURED INT PAID CARRYOVER:(309.39); ADJUSTMENT FOR ACCURED INT:1226.10
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENJAMIN VOLEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VOLE
ReturnHeader/Filer/EIN0656018806
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
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ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-05-07T21:01:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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