Civic Intelligence

Lulu N Upton Charitable Trust

990 • Fiscal year 2020 • EIN 95-6022721

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

47th percentile

-14%

Higher net margin than 47% of similar nonprofits.

2020 filings • 4947(a)1 • <$500k nonprofits • Source year 2020

Top Officer Pay

71st percentile

$3,182

Higher top officer pay than 71% of similar nonprofits.

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

2020 filings • 4947(a)1 • <$500k nonprofits • Source year 2020

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$229,055

Down $1,599 (-0.7%) from 2019

Net Assets

Down

$229,055

Down $1,599 (-0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin47th percentile

Revenue

Up

$11,830

Up $1,864 (+19%) from 2019

Expenses

Up

$13,432

Up $126 (+0.9%) from 2019

Net Income

Up

-$1,602

Up $1,738 (+52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2020

Assets$229,055
Liabilities$0
Net Assets$229,055
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

2020

Revenue$11,830
Expenses$13,432
Net Income-$1,602
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.0
Gross Receipts
$82,407
Mission and Program Overview

Mission

To support cornell university - ithaca, ny

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$230,654$229,055▼ $1,599
Investments in Publicly Traded Securities$224,793$222,083▼ $2,710
Savings and Temporary Cash Investments$5,861$6,972▲ $1,111
Total Assets$230,654$229,055▼ $1,599
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$230,654$229,055▼ $1,599
Total Liabilities and Net Assets / Fund Balance$230,654$229,055▼ $1,599
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust N aTrusteeFT$3,182$3,182
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$11,830
Other Revenue
$0
Change in Net Assets
$-1,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,600
Salaries, Compensation, and Employee Benefits$3,182
Other Expenses$2,650
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,600--$7,600
Current Officers, Directors, Trustees, and Key Employees-$3,182-$3,182
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$7,600$5,832$0$13,432
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cornell UniversityIthaca, NY501(c)(3)General Support$7,600
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
2021-05-07

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 Appendix370 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.

Path#Value
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IRS990/IndependentVotingMemberCnt00
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IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt03
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IRS990/OtherExpensesGrp/Desc2IL AG FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PYGrantsAndSimilarPaidAmt07420
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IRS990/PYTotalExpensesAmt013306
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IRS990/ReconcilationRevenueExpnssAmt0-1602
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05861
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06972
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
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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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0148502820
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0230654
IRS990/TotalAssetsEOYAmt0229055
IRS990/TotalAssetsGrp/BOYAmt0230654
IRS990/TotalAssetsGrp/EOYAmt0229055
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05832
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07600
IRS990/TotalFunctionalExpensesGrp/TotalAmt013432
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0230654
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0229055
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07600
IRS990/TotalReportableCompFromOrgAmt03182
IRS990/TotalRevenueGrp/ExclusionAmt011830
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011830
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0230654
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0229055
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
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/ReturnTs02021-05-11T17:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$229,055
Liabilities
$0
Net assets
$229,055
Revenue
$11,830
Expenses
$13,432
Net income
-$1,602
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