Civic Intelligence

Lulu N Upton Charitable Trust

990 • Fiscal year 2021 • EIN 95-6022721

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

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

89th percentile

0.00x

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

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.00x

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

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Net Margin

54th percentile

20%

Higher net margin than 54% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$3,577

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

1.4%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

34%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$232,291

Up $3,236 (+1.4%) from 2020

Net Assets

Up

$232,291

Up $3,236 (+1.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin54th percentile

Revenue

Up

$15,897

Up $4,067 (+34%) from 2020

Expenses

Down

$12,663

Down $769 (-5.7%) from 2020

Net Income

Up

$3,234

Up $4,836 (+302%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2021

Assets$232,291
Liabilities$0
Net Assets$232,291
Open 2021 Filing

Operations Trend

Revenue Growth51st 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

2021

Revenue$15,897
Expenses$12,663
Net Income$3,234
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.1
Gross Receipts
$47,992
Mission and Program Overview

Mission

To support cornell university - ithaca, ny

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$229,055$232,291▲ $3,236
Investments in Publicly Traded Securities$222,083$225,785▲ $3,702
Savings and Temporary Cash Investments$6,972$6,506▼ $466
Total Assets$229,055$232,291▲ $3,236
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$229,055$232,291▲ $3,236
Total Liabilities and Net Assets / Fund Balance$229,055$232,291▲ $3,236
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust N aTrusteeFT$3,577$3,577
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,897
Other Revenue
$0
Change in Net Assets
$3,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,387
Salaries, Compensation, and Employee Benefits$3,577
Other Expenses$2,699
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,387--$6,387
Current Officers, Directors, Trustees, and Key Employees-$3,577-$3,577
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$6,387$6,276$0$12,663
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cornell UniversityIthaca, NY501(c)(3)General Support$6,387
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
2022-05-04

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 Appendix368 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/GrossAmountSalesAssetsGrp/SecuritiesAmt040176
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IRS990/IndependentVotingMemberCnt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0222083
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032095
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1IL AG FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0184
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07600
IRS990/PYInvestmentIncomeAmt011830
IRS990/PYOtherExpensesAmt02650
IRS990/PYRevenuesLessExpensesAmt0-1602
IRS990/PYSalariesCompEmpBnftPaidAmt03182
IRS990/PYTotalExpensesAmt013432
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03234
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06972
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06506
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
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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
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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/TotalAssetsBOYAmt0229055
IRS990/TotalAssetsEOYAmt0232291
IRS990/TotalAssetsGrp/BOYAmt0229055
IRS990/TotalAssetsGrp/EOYAmt0232291
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06276
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06387
IRS990/TotalFunctionalExpensesGrp/TotalAmt012663
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0229055
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0232291
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06387
IRS990/TotalReportableCompFromOrgAmt03577
IRS990/TotalRevenueGrp/ExclusionAmt015897
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015897
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0229055
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0232291
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/SignatureDt02022-05-04
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/ReturnTs02022-05-12T15:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,291
Liabilities
$0
Net assets
$232,291
Revenue
$15,897
Expenses
$12,663
Net income
$3,234
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 4947(a)1 • <$500k nonprofits