Civic Intelligence

The Generations Fund

990PF • Fiscal year 2020 • EIN 77-0609737

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

Organization Profile
1751 Lake Cook Road Suite 400Deerfield, IL 60015

(847) 205-5000

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

10th percentile

-71%

Higher net margin than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.5%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

9.8%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,774,628

Down $42,986 (-1.5%) from 2019

Net Assets

$2,774,628

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Up

$99,660

Up $8,861 (+9.8%) from 2019

Expenses

Down

$170,653

Down $2,146 (-1.2%) from 2019

Net Income

Up

-$70,993

Up $11,007 (+13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,052,789Liabilities 2011: $02011Assets 2012: $3,465,553Liabilities 2012: $02012Assets 2013: $3,419,440Liabilities 2013: $02013Assets 2014: $3,332,862Liabilities 2014: $02014Assets 2015: $3,226,663Liabilities 2015: $02015Assets 2019: $2,817,614Liabilities 2019: $02019Assets 2020: $2,774,628Liabilities 2020: $0Net Assets 2020: $2,774,6282020Assets 2021: $2,776,091Liabilities 2021: $0Net Assets 2021: $2,776,0912021Assets 2022: $2,786,902Liabilities 2022: $0Net Assets 2022: $2,786,9022022Assets 2023: $2,646,772Liabilities 2023: $0Net Assets 2023: $2,646,7722023Assets 2024: $2,569,444Liabilities 2024: $0Net Assets 2024: $2,569,4442024

Highlighted filing

2020

Assets$2,774,628
Liabilities$0
Net Assets$2,774,628
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $111,510Expenses 2011: $190,382Net Income 2011: -$78,8722011Revenue 2012: $431,236Expenses 2012: $208,255Net Income 2012: $222,9812012Revenue 2013: $160,335Expenses 2013: $213,367Net Income 2013: -$53,0322013Revenue 2014: $129,346Expenses 2014: $208,688Net Income 2014: -$79,3422014Revenue 2015: $51,896Expenses 2015: $169,941Net Income 2015: -$118,0452015Revenue 2019: $90,799Expenses 2019: $172,799Net Income 2019: -$82,0002019Revenue 2020: $99,660Expenses 2020: $170,653Net Income 2020: -$70,9932020Revenue 2021: $195,951Expenses 2021: $163,994Net Income 2021: $31,9572021Revenue 2022: $169,216Expenses 2022: $195,402Net Income 2022: -$26,1862022Revenue 2023: -$49,528Expenses 2023: $169,602Net Income 2023: -$219,1302023Revenue 2024: $167,832Expenses 2024: $161,888Net Income 2024: $5,9442024

Highlighted filing

2020

Revenue$99,660
Expenses$170,653
Net Income-$70,993
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 Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen MorrisDirector-$0--
Bruce MorrisPresident, Treasurer, Director-$0--
Richard MorrisSecretary & Director-$0--
Filing and Contact Details

Filer

Filer Name
The Generations Fund
EIN
77-0609737
In Care Of
% MILLER COOPER & CO LTD
Phone
8472055000
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015

Signing Officer

Name
Bruce Morris
Title
Officer
Phone
3127140700
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Daphne McCoy
Phone
8472055000
Raw XML Appendix364 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01751 LAKE COOK ROAD SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEERFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060015
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
IRS990PF/StatementsRegardingActyGrp/PhoneNum08472055000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BRUCE MORRIS The Generations Fund
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08472055000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01751 LAKE COOK ROAD SUITE 400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DEERFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0146400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Deerfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0146400
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/AppliedToCurrentYearAmt0146755
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022372
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010791
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147141
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0386
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022372
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021986
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13993
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTIONS PAID 2019/CLEARED IN 2020
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TIMING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111
OtherIncreasesSchedule/OtherIncreasesDetail/Amt049000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTIONS PAID 2020/CLEARED IN 2021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019336
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019336
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03127140700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Generations Fund
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0770609737
ReturnHeader/Filer/InCareOfNm0% MILLER COOPER & CO LTD
ReturnHeader/Filer/PhoneNum08472055000
ReturnHeader/Filer/USAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/Filer/USAddress/CityNm0Deerfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daphne McCoy
ReturnHeader/ReturnTs02021-11-05T12:00:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bruce
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Morris
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,774,628
Liabilities
$0
Net assets
$2,774,628
Revenue
$99,660
Expenses
$170,653
Net income
-$70,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.17$0.16$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.05$0.17$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.17$0.20$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.20$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.10$0.17$0.07
2019Summary only. Only limited summary data is available for this year.$2.82$0.00$0.09$0.17$0.08
2015Summary only. Only limited summary data is available for this year.$3.23$0.00$0.05$0.17$0.12
2014Summary only. Only limited summary data is available for this year.$3.33$0.00$0.13$0.21$0.08
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$0.16$0.21$0.05
2012Summary only. Only limited summary data is available for this year.$3.47$0.00$0.43$0.21$0.22
2011Summary only. Only limited summary data is available for this year.$3.05$0.00$0.11$0.19$0.08