Civic Intelligence

Caerus Foundation Inc.

990T • Fiscal year 2020 • EIN 71-0935903

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
3100 Sanders Road Suite 500Northbrook, IL 60062

(847) 559-2000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300M$200M$100M$0Assets 2011: $5,794,169Liabilities 2011: $02011Assets 2012: $114,151,165Liabilities 2012: $02012Assets 2013: $155,047,833Liabilities 2013: $02013Assets 2014: $157,016,757Liabilities 2014: $10,000,0002014Assets 2015: $140,338,434Liabilities 2015: $02015Assets 2019: $127,883,559Liabilities 2019: $13,566,829Net Assets 2019: $114,316,7302019Assets 2020: $162,760,046Liabilities 2020: $8,086,559Net Assets 2020: $154,673,4872020Assets 2021: $185,100,003Liabilities 2021: $10,115,628Net Assets 2021: $174,984,3752021Assets 2022: $176,948,986Liabilities 2022: $7,309,961Net Assets 2022: $169,639,0252022Assets 2023: $207,719,528Liabilities 2023: $7,659,677Net Assets 2023: $200,059,8512023Assets 2024: $251,603,928Liabilities 2024: $9,683,271Net Assets 2024: $241,920,6572024

Latest loaded filing

2024

Assets$251,603,928
Liabilities$9,683,271
Net Assets$241,920,657
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MRevenue 2011: $1,095,940Expenses 2011: $7,807,859Net Income 2011: -$6,711,9192011Revenue 2012: $126,560,399Expenses 2012: $4,311,304Net Income 2012: $122,249,0952012Revenue 2013: $37,121,843Expenses 2013: $10,630,637Net Income 2013: $26,491,2062013Revenue 2014: $34,621,672Expenses 2014: $33,560,051Net Income 2014: $1,061,6212014Revenue 2015: $33,260,590Expenses 2015: $26,678,471Net Income 2015: $6,582,1192015Revenue 2019: $11,325,960Expenses 2019: $30,502,050Net Income 2019: -$19,176,0902019Revenue 2020: $41,723,995Expenses 2020: $10,480,277Net Income 2020: $31,243,7182020Revenue 2021: $46,399,136Expenses 2021: $20,349,760Net Income 2021: $26,049,3762021Revenue 2022: $35,166,672Expenses 2022: $12,710,743Net Income 2022: $22,455,9292022Revenue 2023: $44,157,495Expenses 2023: $16,985,913Net Income 2023: $27,171,5822023Revenue 2024: $58,925,585Expenses 2024: $19,387,572Net Income 2024: $39,538,0132024

Latest loaded filing

2024

Revenue$58,925,585
Expenses$19,387,572
Net Income$39,538,013
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Caerus Foundation Inc
EIN
71-0935903
Phone
8475592000
Address
3100 SANDERS ROAD SUITE 500, NORTHBROOK, IL 60062

Signing Officer

Name
Cathy Wereda
Title
Treasurer
Phone
8475592000
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML Appendix107 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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IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-63
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0764
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-63
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0764
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-63
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0RMB FIXED INCOME OPPORTUNITIES QP, LLC
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-63
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0764
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0CATHY WEREDA
IRS990T/BooksInCareOfDetail/PhoneNum08475592000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03100 SANDERS ROAD SUITE 500
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NORTHBROOK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060062
IRS990T/BookValueAssetsEOYAmt0162760046
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ExtsnRequestIncomeTaxPaidAmt030000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
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IRS990T/OverpaymentSection/AppliedToESTaxAmt088198
IRS990T/OverpaymentSection/OverpaymentAmt088198
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt058198
IRS990TScheduleA/CapitalGainNetIncomeAmt0701
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-69
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-276144
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-275512
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-275512
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FLOW-THROUGH INCOME FROM PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-275512
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-275512
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt09566
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt088198
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-275512
IRS990T/TotalUBTIBeforeSection199AAmt0-275512
IRS990T/TotalUBTIComputedAmt0-275512
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY WEREDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08475592000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAERUS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CAER
ReturnHeader/Filer/EIN0710935903
ReturnHeader/Filer/PhoneNum08475592000
ReturnHeader/Filer/USAddress/AddressLine1Txt03100 SANDERS ROAD SUITE 500
ReturnHeader/Filer/USAddress/CityNm0NORTHBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02021-11-15T13:56:49-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEREDA
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$252$9.68$242$58.9$19.4$39.5
2023Detailed filing. Detailed filing data is available for this year.$208$7.66$200$44.2$17.0$27.2
2022Detailed filing. Detailed filing data is available for this year.$177$7.31$170$35.2$12.7$22.5
2021Detailed filing. Detailed filing data is available for this year.$185$10.1$175$46.4$20.3$26.0
2020Detailed filing. Detailed filing data is available for this year.$163$8.09$155$41.7$10.5$31.2
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$128$13.6$114$11.3$30.5$19.2
2015Summary only. Only limited summary data is available for this year.$140$0.00$33.3$26.7$6.58
2014Summary only. Only limited summary data is available for this year.$157$10.0$34.6$33.6$1.06
2013Summary only. Only limited summary data is available for this year.$155$0.00$37.1$10.6$26.5
2012Summary only. Only limited summary data is available for this year.$114$0.00$127$4.31$122
2011Summary only. Only limited summary data is available for this year.$5.79$0.00$1.10$7.81$6.71