Civic Intelligence

The Generations Fund

990PF • Fiscal year 2022 • EIN 77-0609737

Jan 01, 2022 to Dec 31, 2022 • Filed on May 31, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

23rd percentile

-15%

Higher net margin than 23% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

52nd percentile

0.4%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,786,902

Up $10,811 (+0.4%) from 2021

Net Assets

Up

$2,786,902

Up $10,811 (+0.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin23rd percentile

Revenue

Down

$169,216

Down $26,735 (-14%) from 2021

Expenses

Up

$195,402

Up $31,408 (+19%) from 2021

Net Income

Down

-$26,186

Down $58,143 (-182%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2022

Assets$2,786,902
Liabilities$0
Net Assets$2,786,902
Open 2022 Filing

Operations Trend

Revenue Growth29th 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

2022

Revenue$169,216
Expenses$195,402
Net Income-$26,186
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen MorrisDirector-$0--
Bruce MorrisPresident, Treasurer, Director-$0--
Ted JadwinSecretary-$0--
Rebekah MorrisDirector-$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
2023-05-31
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 Appendix356 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rebekah Morris
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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/Amt0168000
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/TotalGrantOrContriPdDurYrAmt0168000
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/AppliedToCurrentYearAmt0140810
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05189
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0140810
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022608
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022608
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0168607
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022608
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022608
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05189
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTIONS PAID 2021/CLEARED IN 2022
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TIMING DIFFERENCE
OtherIncreasesSchedule/OtherIncreasesDetail/Amt049500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTIONS PAID 2022/CLEARED IN 2023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019441
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019441
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt04000
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IL TAX FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03127140700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-31
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/PreparationDt02023-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daphne McCoy
ReturnHeader/ReturnTs02023-07-10T10:57:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bruce
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Morris
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,786,902
Liabilities
$0
Net assets
$2,786,902
Revenue
$169,216
Expenses
$195,402
Net income
-$26,186
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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