Civic Intelligence

The Generations Fund

990PF • Fiscal year 2024 • EIN 77-0609737

Jan 01, 2024 to Dec 31, 2024 • Filed on May 05, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.5%

Higher net margin than 47% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-2.9%

Faster asset growth than 25% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$2,569,444

Down $77,328 (-2.9%) from 2023

Net Assets

Down

$2,569,444

Down $77,328 (-2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin47th percentile

Revenue

Up

$167,832

Up $217,360 (+439%) from 2023

Expenses

Down

$161,888

Down $7,714 (-4.5%) from 2023

Net Income

Up

$5,944

Up $225,074 (+103%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2024

Assets$2,569,444
Liabilities$0
Net Assets$2,569,444
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2024

Revenue$167,832
Expenses$161,888
Net Income$5,944
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
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
2025-05-05
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 Appendix345 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/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/Amt0138000
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/TotalGrantOrContriPdDurYrAmt0138000
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/AppliedToCurrentYearAmt0138676
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0143650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022608
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04974
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09948
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017634
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0138676
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027582
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032556
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0128500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1172
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTIONS PAID 2023/CLEARED IN 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNREALIZED GAIN/LOSS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt045400
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTIONS PAID 2024/CLEARED IN 2025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019469
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019469
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0IL TAX FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03127140700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daphne McCoy
ReturnHeader/ReturnTs02025-05-15T08:36:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,569,444
Liabilities
$0
Net assets
$2,569,444
Revenue
$167,832
Expenses
$161,888
Net income
$5,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • $1M-$5M nonprofits