Civic Intelligence

Caerus Foundation Inc.

990PF • 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

30th percentile

0.05x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.19x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

89th percentile

27%

Faster asset growth than 89% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

268%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$162,760,046

Up $34,876,487 (+27%) from 2019

Net Assets

Up

$154,673,487

Up $40,356,757 (+35%) from 2019

Liabilities

Down

$8,086,559

Down $5,480,270 (-40%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin95th percentile

Revenue

Up

$41,723,995

Up $30,398,035 (+268%) from 2019

Expenses

Down

$10,480,277

Down $20,021,773 (-66%) from 2019

Net Income

Up

$31,243,718

Up $50,419,808 (+263%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

Highlighted filing

2020

Assets$162,760,046
Liabilities$8,086,559
Net Assets$154,673,487
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2020

Revenue$41,723,995
Expenses$10,480,277
Net Income$31,243,718
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J THOMAS HURVISPresident/DirectorPT$0--
SARA H YOUNKINVP/DirectorPT$0--
CHRISTINA M HURVISSecretary/DirectorPT$0--
CATHY WEREDATreasurer-$0--
BRYON STANISLAWAssistant Secretary-$0--
CONNIE GIAMPAPAAssistant Secretary-$0--
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
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AccountingFeesSchedule/AccountingFeesDetail/Amt034985
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt019992
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XIII
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART XIII, LINE 7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONDUIT ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1ELECTION STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE CAERUS FOUNDATION, INC. ("FOUNDATION") IS TREATING DISTRIBUTIONS AS BEING MADE OUT OF CORPUS FOR PURPOSES OF PERMITTING DONOR(S) TO CLAIM A FULL FAIR MARKET DEDUCTION FOR CONTRIBUTIONS TO THE FOUNDATION IN 2020. CONDUIT TREATMENT OF CONTRIBUTION MADE TO PRIVATE FOUNDATION UNDER IRC SECTION 170(B)(1)(F)(II), TREAS. REGS. 1.170A-9(H) AND IRC SECTION 4942(H)(2)2020 AMOUNTS REQUIRED TO BE DISTRIBUTED UNDER CONDUIT RULES2019 UNDISTRIBUTED INCOME NONE2020 DISTRIBUTABLE AMOUNT $5,983,0302020 NON-CASH (PROPERTY) CONTRIBUTIONS RECEIVED FROM DONOR NONE2020 CASH CONTRIBUTIONS RECEIVED FROM DONOR $30,000,000TOTAL AMOUNT REQUIRED TO BE DISTRIBUTED BEFORE 3/15/2021 UNDER PRIVATE FOUNDATION CONDUIT RULES $35,983,0302020 AMOUNTS DISTRIBUTED OR DEEMED DISTRIBUTEDQUALIFYING DISTRIBUTIONS APPLIED TO DISTRIBUTABLE AMOUNT $5,983,030AMOUNTS TREATED AS DISTRIBUTIONS OUT OFCORPUS TO SATISFY REQUIREMENTS OF IRC SECTION 170(B)(1)(F) AND DISTRIBUTED OUT OF CORPUS $30,000,000AMOUNTS DISTRIBUTED OUT OF CORPUS TO SATISFY REQUIREMENTS OF IRC SECTION 170(B)(1)(F) IN 2021 PRIOR TO 3/15/2021 NONETOTAL AMOUNT DISTRIBUTED FROM CORPUS BEFORE 3/15/2021 IN ACCORDANCE WITH IRC SEC. 170(B)(1)(F)(II), TREAS. REGS. 1.170A-9(H) AND IRC SECTION 4942(H)(2) $35,983,030THE FOUNDATION MEETS THE REQUIREMENTS OF IRC 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H)(2) AND IS NOT SUBJECT TO THE SECTION 170(E)(1)(B)(II) LIMITATIONS, AS A CONDUIT OR PASS-THROUGH FOUNDATION SINCE ALL CONTRIBUTIONS FROM DONOR RECEIVED DURING 2020 WERE DISTRIBUTED OUT OF CORPUS PRIOR TO 3/15/2021. THUS, THE DONATION QUALIFIES AS IF MADE TO A PUBLIC CHARITY WITH REGARD TO THESE CONTRIBUTIONS. SEE SIGNED ELECTION STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONSFOUNDATION NAME: CAERUS FOUNDATION, INC. FEIN: 71-0935903ADDRESS: 3100 SANDERS ROAD, SUITE 500, NORTHBROOK, IL 60062YEAR-END: 12/31/2020PURSUANT TO REG. 53.4942(A)-3( C)(2)(IV), THIS FOUNDATION ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III)IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT2016 $15,791,3902017 $10,179,3712018 $4,029,239TOTAL $30,000,000SIGNED ______________________ DATE ______________________ NAME/TITLE ______________________
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Filings

Displayed year

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

Open filing
Assets
$162,760,046
Liabilities
$8,086,559
Net assets
$154,673,487
Revenue
$41,723,995
Expenses
$10,480,277
Net income
$31,243,718
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
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