Civic Intelligence

Marion & Walter C Bateman Jr Memorial Fund

EIN 95-4121321 • 501(c)3 • Chicago, IL

Profile

To support the organizations listed in schedule a, part i

PO Box 803878Chicago, IL 60680

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$50,992

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.0%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-2.8%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$5,340,916

Down $56,551 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,340,916

Down $56,551 (-1.0%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin9th percentile

Revenue

Down

$189,214

Down $5,388 (-2.8%) from 2023

Expenses

Up

$246,157

Up $37,125 (+18%) from 2023

Net Income

Down

-$56,943

Down $42,513 (-295%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,342,439Liabilities 2011: $0Net Assets 2011: $4,342,4392011Assets 2012: $4,457,432Liabilities 2012: $0Net Assets 2012: $4,457,4322012Assets 2013: $4,745,719Liabilities 2013: $0Net Assets 2013: $4,745,7192013Assets 2014: $4,786,709Liabilities 2014: $0Net Assets 2014: $4,786,7092014Assets 2015: $4,891,604Liabilities 2015: $0Net Assets 2015: $4,891,6042015Assets 2016: $4,635,318Liabilities 2016: $0Net Assets 2016: $4,635,3182016Assets 2017: $5,445,378Liabilities 2017: $0Net Assets 2017: $5,445,3782017Assets 2018: $5,427,373Liabilities 2018: $0Net Assets 2018: $5,427,3732018Assets 2019: $5,354,445Liabilities 2019: $0Net Assets 2019: $5,354,4452019Assets 2021: $5,416,504Liabilities 2021: $0Net Assets 2021: $5,416,5042021Assets 2022: $5,413,054Liabilities 2022: $0Net Assets 2022: $5,413,0542022Assets 2023: $5,397,467Liabilities 2023: $0Net Assets 2023: $5,397,4672023Assets 2024: $5,340,916Liabilities 2024: $0Net Assets 2024: $5,340,9162024

Highlighted filing

2024

Assets$5,340,916
Liabilities$0
Net Assets$5,340,916
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $211,170Expenses 2011: $168,734Net Income 2011: $42,4362011Revenue 2012: $289,496Expenses 2012: $174,500Net Income 2012: $114,9962012Revenue 2013: $460,621Expenses 2013: $172,303Net Income 2013: $288,3182013Revenue 2014: $199,992Expenses 2014: $157,931Net Income 2014: $42,0612014Revenue 2015: $273,192Expenses 2015: $167,158Net Income 2015: $106,0342015Revenue 2016: $127,420Expenses 2016: $384,848Net Income 2016: -$257,4282016Revenue 2017: $1,127,878Expenses 2017: $230,817Net Income 2017: $897,0612017Revenue 2018: $219,010Expenses 2018: $237,012Net Income 2018: -$18,0022018Revenue 2019: $171,243Expenses 2019: $244,069Net Income 2019: -$72,8262019Revenue 2021: $324,749Expenses 2021: $221,824Net Income 2021: $102,9252021Revenue 2022: $227,293Expenses 2022: $230,745Net Income 2022: -$3,4522022Revenue 2023: $194,602Expenses 2023: $209,032Net Income 2023: -$14,4302023Revenue 2024: $189,214Expenses 2024: $246,157Net Income 2024: -$56,9432024

Highlighted filing

2024

Revenue$189,214
Expenses$246,157
Net Income-$56,943
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,340,916
Liabilities
$0
Net assets
$5,340,916
Revenue
$189,214
Expenses
$246,157
Net income
-$56,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.19$0.25$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.19$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.23$0.23$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.32$0.22$0.10
2019Summary only. Only limited summary data is available for this year.$5.35$0.00$5.35$0.17$0.24$0.07
2018Summary only. Only limited summary data is available for this year.$5.43$0.00$5.43$0.22$0.24$0.02
2017Summary only. Only limited summary data is available for this year.$5.45$0.00$5.45$1.13$0.23$0.90
2016Summary only. Only limited summary data is available for this year.$4.64$0.00$4.64$0.13$0.38$0.26
2015Summary only. Only limited summary data is available for this year.$4.89$0.00$4.89$0.27$0.17$0.11
2014Summary only. Only limited summary data is available for this year.$4.79$0.00$4.79$0.20$0.16$0.04
2013Summary only. Only limited summary data is available for this year.$4.75$0.00$4.75$0.46$0.17$0.29
2012Summary only. Only limited summary data is available for this year.$4.46$0.00$4.46$0.29$0.17$0.11
2011Summary only. Only limited summary data is available for this year.$4.34$0.00$4.34$0.21$0.17$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Gross Receipts
$986,742
Mission and Program Overview

Mission

To support the organizations listed in schedule a, part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,397,467$5,340,916▼ $56,551
Investments in Publicly Traded Securities$5,234,960$5,242,213▲ $7,253
Savings and Temporary Cash Investments$162,507$98,703▼ $63,804
Total Assets$5,397,467$5,340,916▼ $56,551
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,397,467$5,340,916▼ $56,551
Total Liabilities and Net Assets / Fund Balance$5,397,467$5,340,916▼ $56,551
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust N aTrusteeFT$50,992$50,992
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$189,214
Other Revenue
$0
Change in Net Assets
$-56,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,320
Salaries, Compensation, and Employee Benefits$50,992
Other Expenses$4,845
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$190,320--$190,320
Current Officers, Directors, Trustees, and Key Employees-$50,992-$50,992
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$23-$23
Total Functional Expenses$190,320$55,837$0$246,157
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys RepublicChino Hills, CA501(c)(3)General Support$95,160
University of North CaroliinaChapel Hill, NC501(c)(3)General Support$95,160
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of form 990 is sent to the trustee for review and comments”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual acknowledgement by trustee”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Marion & Walter C Bateman Jr Memorial Fund
EIN
95-4121321
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
SAME AS 'C' ABOVE
Formed
1987
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transactions posted in 2024 $692.74; 2024 transactions posted in 2025 $-299.21; rounding $1.38”

Raw XML AppendixShowing 400 of 437 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LINES 2 AND 3 OF SECTION D OF PART IV OF THIS SCHEDULE A ARE DESIGNED TO ELICIT CONFIRMATION THAT THE SUPPORTING ORGANIZATION SATISFIES THE TWO ELEMENTS OF THE 'RESPONSIVENESS TEST," i.e., THAT THE TRUSTEES OF THE SUPPORTING ORGANIZATION AND ITS SUPPORTED CHARITY(IES) HAVE A CLOSE AND CONTINUOUS RELATIONSHIP (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(ii)), AND THAT, AS A RESULT OF
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THAT RELATIONSHIP, THE SUPPORTED CHARITY(IES) HAVE A SIGNIFICANT VOICE IN THE OPERATION OF THE SUPPORTING ORGANIZATION (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(iii)).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WE BELIEVE THIS ORGANIZATION MEETS THE RESPONSIVENESS TEST DESCRIBED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(3). THE MARION & WALTER C BATEMAN JR MEMORIAL FUND TRUST (THE "MEMORIAL FUND") IS A SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 501(c)(3). IT IS A TRUST AND WAS ESTABLISHED UNDER THE TERMS OF THE LAST WILL AND TESTAMENT OF WALTER C. BATEMAN JR, AS A PERPETUAL TRUST. HE DIED ON
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3APRIL 26, 1986. THE WILL REQUIRES THAT THE TRUST FUND IS TO BE DIVIDED INTO THREE EQUAL SHARES, ONE FOR THE BENEFIT OF THE UNIVERSITY OF NORTH CAROLINA, ONE FOR THE BENEFIT OF BOYS REPUBLIC, AND ONE FOR THE BENEFIT OF ST. VINCENT'S MEDICAL CENTER. THE NET INCOME FROM EACH SHARE BE PAID OUT TO THE BENEFICIARY FOR WHOM IT IS HELD IN CONVENIENT INSTALLMENTS AT LEAST AS OFTEN AS ANNUALLY. THE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4AMOUNTS SO PAID ARE TO BE USED BY EACH RECIPIENT FOR ITS EDUCATIONAL, CHARITABLE OR HOSPITAL PURPOSES, AS THE CASE MAY BE. EACH OF THOSE ORGANIZATIONS IS A 501()(3) AND 509(a)(1) ORGANIZATION. THE NORTHERN TRUST COMPANY, A BANK, IS THE SOLE TRUSTEE OF THE MEMORIAL FUND. THE SOLE PURPOSE OF THE MEMORIAL FUND IS TO SUPPORT THE UNIVERSITY OF NORTH CAROLINA, THE BOYS REPUBLIC, AND ST. VINCENT'S MEDICAL CENTER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE TRUSTEE HAS DISCRETION REGARDING THE TIMING OF DISTRIBUTIONS CONSISTENT WITH THE TRUSTEE'S FIDUCIARY DUTIES. REPRESENTATIVES OF THE TRUSTEE AND AN OFFICER OF EACH OF THE SUPPORTEED CHARITIES HAVE ANNUAL CONFERENCECALLS DURING WHICH THEY DISCUSS THE TRUSTEE'S INVESTMENT POLICY. THE SUPPORTED CHARITIES ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS REGARDING THE INVESTMENTS AND DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6NORTHERN TRUST PROVIDES THE OFFICERS OF THE CHARITIES WITH MONTHLY INVESTMENT STATEMENTS, THE INFORMATION REQUIRED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(2), AND AN ANNUAL ACCOUNTING STATEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINE 2 & 3
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF N CAROLINA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1BOYS REPUBLIC
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF NORTH CAROLIINA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BOYS REPUBLIC
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IRS990ScheduleI/RecipientTable/RecipientEIN1951647813
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0103 SOUTH BLDG CH 9100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13493 GRAND AVENUE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42023 TRANSACTIONS POSTED IN 2024 $692.74; 2024 TRANSACTIONS POSTED IN 2025 $-299.21; ROUNDING $1.38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BOYS REPUBLIC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0103 SOUTH BLDG CH 9100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13493 GRAND AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHAPEL HILL
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