Civic Intelligence

Lulu N Upton Charitable Trust

990 • Fiscal year 2019 • EIN 95-6022721

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization ProfileN/A
PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$3,195

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$230,654

No earlier filing loaded for comparison.

Net Assets

$230,654

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

$9,966

No earlier filing loaded for comparison.

Expenses

$13,306

No earlier filing loaded for comparison.

Net Income

-$3,340

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2019: $230,654Liabilities 2019: $0Net Assets 2019: $230,6542019Assets 2020: $229,055Liabilities 2020: $0Net Assets 2020: $229,0552020Assets 2021: $232,291Liabilities 2021: $0Net Assets 2021: $232,2912021Assets 2022: $229,911Liabilities 2022: $0Net Assets 2022: $229,9112022Assets 2023: $226,945Liabilities 2023: $0Net Assets 2023: $226,9452023Assets 2024: $221,744Liabilities 2024: $0Net Assets 2024: $221,7442024

Highlighted filing

2019

Assets$230,654
Liabilities$0
Net Assets$230,654
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KRevenue 2019: $9,966Expenses 2019: $13,306Net Income 2019: -$3,3402019Revenue 2020: $11,830Expenses 2020: $13,432Net Income 2020: -$1,6022020Revenue 2021: $15,897Expenses 2021: $12,663Net Income 2021: $3,2342021Revenue 2022: $12,191Expenses 2022: $14,569Net Income 2022: -$2,3782022Revenue 2023: $10,769Expenses 2023: $13,683Net Income 2023: -$2,9142023Revenue 2024: $9,421Expenses 2024: $14,630Net Income 2024: -$5,2092024

Highlighted filing

2019

Revenue$9,966
Expenses$13,306
Net Income-$3,340
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.0
Gross Receipts
$61,631
Mission and Program Overview

Mission

To support cornell university - ithaca, ny

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$233,995$230,654▼ $3,341
Investments in Publicly Traded Securities$228,395$224,793▼ $3,602
Savings and Temporary Cash Investments$5,600$5,861▲ $261
Total Assets$233,995$230,654▼ $3,341
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$233,995$230,654▼ $3,341
Total Liabilities and Net Assets / Fund Balance$233,995$230,654▼ $3,341
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust N aTrusteeFT$3,195$3,195
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,966
Other Revenue
$0
Change in Net Assets
$-3,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,420
Salaries, Compensation, and Employee Benefits$3,195
Other Expenses$2,691
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,420--$7,420
Current Officers, Directors, Trustees, and Key Employees-$3,195-$3,195
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$7,420$5,886$0$13,306
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cornell UniversityIthaca, NY501(c)(3)General Support$7,420
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
Lulu N Upton Charitable Trust
EIN
95-6022721
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2020-04-27

Organization Details

Formed
1958
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“COST ADJUSTMENT”

Raw XML Appendix374 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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IRS990/GrantsToIndividualsInd0false
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IRS990/GrossReceiptsAmt061631
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IRS990/IndependentVotingMemberCnt00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt051665
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/OperateHospitalInd0false
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IRS990/OtherChangesInNetAssetsAmt0-1
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IRS990/OtherExpensesGrp/Desc2IL AG FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
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IRS990/OtherExpensesGrp/TotalAmt1166
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PYGrantsAndSimilarPaidAmt07518
IRS990/PYInvestmentIncomeAmt020775
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-3340
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05600
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05861
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ATTACHED
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V
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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/ExplanationTxt4COST ADJUSTMENT
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/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd1IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0233995
IRS990/TotalAssetsEOYAmt0230654
IRS990/TotalAssetsGrp/BOYAmt0233995
IRS990/TotalAssetsGrp/EOYAmt0230654
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05886
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07420
IRS990/TotalFunctionalExpensesGrp/TotalAmt013306
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0230654
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07420
IRS990/TotalReportableCompFromOrgAmt03195
IRS990/TotalRevenueGrp/ExclusionAmt09966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09966
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0233995
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0230654
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LULU N UPTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UPTO
ReturnHeader/Filer/EIN0956022721
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090F336DF14D2CA6039E64E067734B7E4EE72610E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0909EB59173ABBCF96139B86672CC85787ED77421
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.148.183.22
ReturnHeader/ReturnTs02020-04-27T17:00:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,654
Liabilities
$0
Net assets
$230,654
Revenue
$9,966
Expenses
$13,306
Net income
-$3,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.09$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.11$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.12$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.16$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.12$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.10$0.13$0.03