Civic Intelligence

Marist H S Chicago-Foundation Mr Marion Klatka

990 • Fiscal year 2020 • EIN 90-1003695

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 02, 2020

Organization ProfileN/A
4200 W 115th StreetChicago, IL 60655

(773) 881-5331

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

31st percentile

1.0%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$17,736,176

Up $170,701 (+1.0%) from 2019

Net Assets

Up

$17,720,657

Up $155,182 (+0.9%) from 2019

Liabilities

Up

$15,519

Up $15,519 from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin93rd percentile

Revenue

Down

$966,471

Down $226,512 (-19%) from 2019

Expenses

Up

$387,759

Up $184,505 (+91%) from 2019

Net Income

Down

$578,712

Down $411,017 (-42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$30M$20M$10M$0Assets 2015: $12,207,703Liabilities 2015: $9,685Net Assets 2015: $12,198,0182015Assets 2016: $13,230,175Liabilities 2016: $20,148Net Assets 2016: $13,210,0272016Assets 2017: $15,231,613Liabilities 2017: $13,299Net Assets 2017: $15,218,3142017Assets 2018: $16,572,310Liabilities 2018: $0Net Assets 2018: $16,572,3102018Assets 2019: $17,565,475Liabilities 2019: $0Net Assets 2019: $17,565,4752019Assets 2020: $17,736,176Liabilities 2020: $15,519Net Assets 2020: $17,720,6572020Assets 2021: $22,447,191Liabilities 2021: $16,224Net Assets 2021: $22,430,9672021Assets 2022: $19,407,276Liabilities 2022: $622,561Net Assets 2022: $18,784,7152022Assets 2023: $20,532,641Liabilities 2023: $39,112Net Assets 2023: $20,493,5292023Assets 2025: $26,038,101Liabilities 2025: $31,994Net Assets 2025: $26,006,1072025

Highlighted filing

2020

Assets$17,736,176
Liabilities$15,519
Net Assets$17,720,657
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2015: $211,419Expenses 2015: $6,366Net Income 2015: $205,0532015Revenue 2016: $1,255,599Expenses 2016: $5,013Net Income 2016: $1,250,5862016Revenue 2017: $1,332,159Expenses 2017: $184,591Net Income 2017: $1,147,5682017Revenue 2018: $1,433,044Expenses 2018: $380,459Net Income 2018: $1,052,5852018Revenue 2019: $1,192,983Expenses 2019: $203,254Net Income 2019: $989,7292019Revenue 2020: $966,471Expenses 2020: $387,759Net Income 2020: $578,7122020Revenue 2021: $1,961,144Expenses 2021: $652,050Net Income 2021: $1,309,0942021Revenue 2022: $1,319,460Expenses 2022: $774,643Net Income 2022: $544,8172022Revenue 2023: $2,002,654Expenses 2023: $767,103Net Income 2023: $1,235,5512023Revenue 2025: $2,721,091Expenses 2025: $816,470Net Income 2025: $1,904,6212025

Highlighted filing

2020

Revenue$966,471
Expenses$387,759
Net Income$578,712
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 2, 2020
Return Version
2019v5.1
Gross Receipts
$966,471
Mission and Program Overview

Mission

Raise money to support marist high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,565,475$17,736,176▲ $170,701
Total Assets$17,565,475$17,736,176▲ $170,701
Liabilities
Accounts Payable and Accrued Expenses$0$15,519▲ $15,519
Total Liabilities$0$15,519▲ $15,519
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,461,397$10,561,064▲ $99,667
Net Assets With Donor Restrictions$7,104,078$7,159,593▲ $55,515
Total Net Assets Fund Balance$17,565,475$17,720,657▲ $155,182
Total Liabilities and Net Assets / Fund Balance$17,565,475$17,736,176▲ $170,701

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,813,314$3,947,079▼ $29,654$169,675$10,561,064
2018$6,439,744-▲ $373,570-$6,813,314
2017$6,087,441-▲ $352,303-$6,439,744
2016$5,314,751-▲ $772,690-$6,087,441
2015$5,322,278-▼ $7,527-$5,314,751
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
William KatzenbergerPresident
Dan BrennanDirector
Gerald BeesonDirector
Rick CareyDirector
Steve LarsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$540,600
Program Service Revenue
$0
Investment Income
$425,871
Other Revenue
$0
All Other Contributions
$540,600
Change in Net Assets
$578,712

Audited Revenue Reconciliation

Revenue per Audited Statements
$890,437
Revenue Not Reported on Financial Statements
$76,034
Revenue Not Reported on Form 990
$-347,496
Total Revenue per Audited Statements
$542,941
Total Revenue per Form 990
$966,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$381,459
Other Expenses$6,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$381,459--$381,459
Fees for Services Accounting-$6,300-$6,300
Total Functional Expenses$381,459$6,300$0$387,759

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$387,759
Total Expenses per Audited Statements$387,759
Total Expenses per Form 990$387,759
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marist High SchoolChicago, IL501c3To Support Marist Hs$381,459
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The sole member of the corporation is "the provincial superior and his council of the united states provine of the marist brothers of the schools"”

Form 990, Part VI, Section A, Line 7A

“Members of the governing body are appointed by the sole member of the corporation.”

Form 990, Part VI, Section A, Line 7B

“The sole member of the corporation reserves the ability to amend the articles of incorporation and bylaws, and remove members of the board, as established in the bylaws. Written notification shall be promptly delivered to the president or secretary after such decisions are executed.”

Form 990, Part VI, Section B, Line 11B

“The 990 is given to the board of directors for their review before filing.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Marist H S Chicago-foundation
EIN
90-1003695
Phone
7738815331
Address
4200 W 115TH STREET, CHICAGO, IL 60655

Signing Officer

Name
William Katzenberger
Title
President
Phone
7738815331
Signed
2020-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Katzenberger
Formed
2013
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Mueller & Co Llp
Address
1707 N RANDALL RD STE 200, ELGIN, IL 60123
Preparer
Edward T Mccormick
Phone
8478888600
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“No change from previous year.”

Financial Statement Notes

Part XIII - Supplemental Financial Information

“The endowment fund will be used to provide financial assistance. It will be invested in a well-diversified asset mix, which includes equity and debt securities, consistent with a moderal level of risk.”

Raw XML Appendix398 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND WILL BE USED TO PROVIDE FINANCIAL ASSISTANCE. IT WILL BE INVESTED IN A WELL-DIVERSIFIED ASSET MIX, WHICH INCLUDES EQUITY AND DEBT SECURITIES, CONSISTENT WITH A MODERAL LEVEL OF RISK.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XIII - SUPPLEMENTAL FINANCIAL INFORMATION
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE MEMBER OF THE CORPORATION IS "THE PROVINCIAL SUPERIOR AND HIS COUNCIL OF THE UNITED STATES PROVINE OF THE MARIST BROTHERS OF THE SCHOOLS"
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY THE SOLE MEMBER OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOLE MEMBER OF THE CORPORATION RESERVES THE ABILITY TO AMEND THE ARTICLES OF INCORPORATION AND BYLAWS, AND REMOVE MEMBERS OF THE BOARD, AS ESTABLISHED IN THE BYLAWS. WRITTEN NOTIFICATION SHALL BE PROMPTLY DELIVERED TO THE PRESIDENT OR SECRETARY AFTER SUCH DECISIONS ARE EXECUTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS GIVEN TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGE FROM PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARIST HIGH SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362516871
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04200 W 115TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060655
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0381459
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1540600
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MARIST HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MARIST HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017565475
IRS990/TotalAssetsEOYAmt017736176
IRS990/TotalAssetsGrp/BOYAmt017565475
IRS990/TotalAssetsGrp/EOYAmt017736176
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0540600
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0381459
IRS990/TotalFunctionalExpensesGrp/TotalAmt0387759
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt015519
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt015519
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017565475
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017720657
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0381459
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0425871
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0966471
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017565475
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017736176
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04200 W 115TH STREET
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060655
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM KATZENBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07738815331
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIST H S CHICAGO-FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0901003695
ReturnHeader/Filer/PhoneNum07738815331
ReturnHeader/Filer/USAddress/AddressLine1Txt04200 W 115TH STREET
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060655
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F2CDFF665D9E092A465F36A882A086A446B2305
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.115.53.5
ReturnHeader/FilingSecurityInformation/IPDt02020-12-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm004:19:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362658780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MUELLER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01707 N RANDALL RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELGIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060123
ReturnHeader/PreparerPersonGrp/PhoneNum08478888600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD T MCCORMICK
ReturnHeader/ReturnTs02020-12-04T15:39:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,736,176
Liabilities
$15,519
Net assets
$17,720,657
Revenue
$966,471
Expenses
$387,759
Net income
$578,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.0$0.03$26.0$2.72$0.82$1.90
2023Summary only. Only limited summary data is available for this year.$20.5$0.04$20.5$2.00$0.77$1.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.62$18.8$1.32$0.77$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.02$22.4$1.96$0.65$1.31
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.02$17.7$0.97$0.39$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$1.19$0.20$0.99
2018Summary only. Only limited summary data is available for this year.$16.6$0.00$16.6$1.43$0.38$1.05
2017Summary only. Only limited summary data is available for this year.$15.2$0.01$15.2$1.33$0.18$1.15
2016Summary only. Only limited summary data is available for this year.$13.2$0.02$13.2$1.26$0.01$1.25
2015Summary only. Only limited summary data is available for this year.$12.2$0.01$12.2$0.21$0.01$0.21