Civic Intelligence

Benjamin Volen Charitable Trust

990 • Fiscal year 2023 • EIN 65-6018806

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 12, 2024

Organization ProfileN/A
PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

2nd percentile

-212%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$46,062

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

16th percentile

-4.2%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$11,503,014

Down $505,331 (-4.2%) from 2022

Net Assets

Down

$11,503,014

Down $505,331 (-4.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin2nd percentile

Revenue

Down

$237,612

Down $399,121 (-63%) from 2022

Expenses

Down

$741,608

Down $61,664 (-7.7%) from 2022

Net Income

Down

-$503,996

Down $337,457 (-203%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$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

2023

Assets$11,503,014
Liabilities$0
Net Assets$11,503,014
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$237,612
Expenses$741,608
Net Income-$503,996
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 12, 2024
Return Version
2023v5.0
Gross Receipts
$4,774,402
Mission and Program Overview

Mission

To support mae volen senior center

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$12,008,345$11,503,014▼ $505,331
Investments in Publicly Traded Securities$11,573,984$10,953,217▼ $620,767
Cash and Non-Interest-Bearing Accounts$434,361$549,797▲ $115,436
Total Assets$12,008,345$11,503,014▼ $505,331
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,008,345$11,503,014▼ $505,331
Total Liabilities and Net Assets / Fund Balance$12,008,345$11,503,014▼ $505,331
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$46,062$46,062
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$237,612
Other Revenue
$0
Change in Net Assets
$-503,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$659,653
Salaries, Compensation, and Employee Benefits$46,062
Other Expenses$35,893
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$659,653--$659,653
Current Officers, Directors, Trustees, and Key Employees-$46,062-$46,062
Fees for Service Investment Mgmnt Fees-$29,002-$29,002
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$659,653$81,955$0$741,608
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
2024-06-12

Organization Details

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

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“COST ADJUSTMENT”

Raw XML Appendix373 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/BooksInCareOfDetail/PhoneNum03126306000
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/FormationYr01988
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0659653
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0659653
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0659653
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04404411
IRS990/GrossReceiptsAmt04774402
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0369991
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0369991
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011573984
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-132379
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1335
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IRS990/OtherExpensesGrp/Desc1IL AG FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04376
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115
IRS990/OtherExpensesGrp/TotalAmt04376
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherRevenueMiscGrp/Desc0TAX REFUND
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0715891
IRS990/PYInvestmentIncomeAmt0636733
IRS990/PYOtherExpensesAmt039478
IRS990/PYRevenuesLessExpensesAmt0-166539
IRS990/PYSalariesCompEmpBnftPaidAmt047903
IRS990/PYTotalExpensesAmt0803272
IRS990/PYTotalRevenueAmt0636733
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-503996
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0369991
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0320414
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990/ScheduleORequiredInd0true
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 ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MAE VOLEN SENIOR CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0596213074
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FOR THE BENEFIT OF SENIOR CITIZENS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01515 W Palmetto Park Rd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOCA RATON
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033486
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012008345
IRS990/TotalAssetsEOYAmt011503014
IRS990/TotalAssetsGrp/BOYAmt012008345
IRS990/TotalAssetsGrp/EOYAmt011503014
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081955
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0659653
IRS990/TotalFunctionalExpensesGrp/TotalAmt0741608
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0659653
IRS990/TotalReportableCompFromOrgAmt046062
IRS990/TotalRevenueGrp/ExclusionAmt0237612
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237612
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012008345
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011503014
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03100 N MILITARY TRAIL
IRS990/USAddress/CityNm0BOCA RATON
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033431
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-12
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-06-13T14:01:12-05:00
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
$11,503,014
Liabilities
$0
Net assets
$11,503,014
Revenue
$237,612
Expenses
$741,608
Net income
-$503,996
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