Civic Intelligence

Charles H Williams Trust A

EIN 95-6195054 • 501(c)3 • Chicago, IL

Profile

To support the sisters of providence - mother joseph province

PO Box 803878Chicago, IL 60680

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$25,006

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

47th percentile

2.4%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Assets

Up

$1,997,126

Up $46,447 (+2.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,997,126

Up $46,447 (+2.4%) from 2024

Revenue

Up

$133,522

Up $176,879 (+408%) from 2024

Expenses

Up

$86,821

Up $289 (+0.3%) from 2024

Net Income

Up

$46,701

Up $176,590 (+136%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,698,069Liabilities 2011: $0Net Assets 2011: $1,698,0692011Assets 2012: $1,792,140Liabilities 2012: $0Net Assets 2012: $1,792,1402012Assets 2013: $1,817,704Liabilities 2013: $0Net Assets 2013: $1,817,7042013Assets 2014: $1,878,499Liabilities 2014: $0Net Assets 2014: $1,878,4992014Assets 2015: $1,909,396Liabilities 2015: $0Net Assets 2015: $1,909,3962015Assets 2016: $1,883,816Liabilities 2016: $0Net Assets 2016: $1,883,8162016Assets 2017: $1,926,595Liabilities 2017: $0Net Assets 2017: $1,926,5952017Assets 2018: $1,984,410Liabilities 2018: $0Net Assets 2018: $1,984,4102018Assets 2019: $2,009,910Liabilities 2019: $0Net Assets 2019: $2,009,9102019Assets 2020: $2,027,872Liabilities 2020: $0Net Assets 2020: $2,027,8722020Assets 2021: $2,051,108Liabilities 2021: $0Net Assets 2021: $2,051,1082021Assets 2022: $2,099,704Liabilities 2022: $0Net Assets 2022: $2,099,7042022Assets 2023: $2,080,247Liabilities 2023: $0Net Assets 2023: $2,080,2472023Assets 2024: $1,950,679Liabilities 2024: $0Net Assets 2024: $1,950,6792024Assets 2025: $1,997,126Liabilities 2025: $0Net Assets 2025: $1,997,1262025

Highlighted filing

2025

Assets$1,997,126
Liabilities$0
Net Assets$1,997,126

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $72,961Expenses 2011: $62,940Net Income 2011: $10,0212011Revenue 2012: $162,888Expenses 2012: $68,817Net Income 2012: $94,0712012Revenue 2013: $95,009Expenses 2013: $69,445Net Income 2013: $25,5642013Revenue 2014: $122,733Expenses 2014: $61,803Net Income 2014: $60,9302014Revenue 2015: $96,286Expenses 2015: $64,956Net Income 2015: $31,3302015Revenue 2016: $40,279Expenses 2016: $66,886Net Income 2016: -$26,6072016Revenue 2017: $108,477Expenses 2017: $65,558Net Income 2017: $42,9192017Revenue 2018: $126,260Expenses 2018: $68,445Net Income 2018: $57,8152018Revenue 2019: $103,576Expenses 2019: $78,073Net Income 2019: $25,5032019Revenue 2020: $96,399Expenses 2020: $78,435Net Income 2020: $17,9642020Revenue 2021: $90,807Expenses 2021: $67,571Net Income 2021: $23,2362021Revenue 2022: $130,414Expenses 2022: $81,815Net Income 2022: $48,5992022Revenue 2023: $61,863Expenses 2023: $81,031Net Income 2023: -$19,1682023Revenue 2024: -$43,357Expenses 2024: $86,532Net Income 2024: -$129,8892024Revenue 2025: $133,522Expenses 2025: $86,821Net Income 2025: $46,7012025

Highlighted filing

2025

Revenue$133,522
Expenses$86,821
Net Income$46,701

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.13$0.09$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.04$0.09$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.06$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.13$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.09$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.10$0.08$0.03
2018Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$0.13$0.07$0.06
2017Summary only. Only limited summary data is available for this year.$1.93$0.00$1.93$0.11$0.07$0.04
2016Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$0.10$0.06$0.03
2014Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.12$0.06$0.06
2013Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.10$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$0.16$0.07$0.09
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$1.70$0.07$0.06$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 11, 2025
Return Version
2024v5.2
Gross Receipts
$750,676
Mission and Program Overview

Mission

To support the sisters of providence - mother joseph province

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,950,679$1,997,126▲ $46,447
Investments in Publicly Traded Securities$1,925,551$1,885,545▼ $40,006
Savings and Temporary Cash Investments$25,128$111,581▲ $86,453
Total Assets$1,950,679$1,997,126▲ $46,447
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,950,679$1,997,126▲ $46,447
Total Liabilities and Net Assets / Fund Balance$1,950,679$1,997,126▲ $46,447
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$25,006$25,006
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$133,522
Other Revenue
$0
Change in Net Assets
$46,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,450
Salaries, Compensation, and Employee Benefits$25,007
Other Expenses$1,364
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,450--$60,450
Current Officers, Directors, Trustees, and Key Employees$18,755$6,252-$25,007
Fees for Services Accounting$450$450-$900
Other Expenses$15$449-$15
Total Functional Expenses$79,670$7,151$0$86,821
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sisters of Providence - Mother Joseph ProvinceSeattle, WA501(c)(3)General Support$60,450
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 1A

The northern trust company

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

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

The organization had no committees

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

Copy of tax return sent to trustee for review and comment

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

ANNUAL ACKNOWLEDGEMENT

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Charles H Williams Trust a
EIN
95-6195054
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
SAME AS 'C' ABOVE
Formed
1967
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 $141; 2024 transactions posted in 2025 $(401); rounding $6

Raw XML Appendix389 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/ExplanationTxt1GRANDFATHERED TRUST EXCEPTION: THIS TRUST IS WHOLLY CHARITABLE AND A CHARITABLE DEDUCTION WAS TAKEN, THE TRUST WAS IRREVOCABLE PRIOR TO NOVEMBER 20, 1970, THE TRUST PROVIDES FOR THE DISTRIBUTION OF ALL INCOME TO SPECIFICALLY NAMED CHARITIES, THE AMOUNTS DISTRIBUTED TO THE DESIGNATED CHARITIES ARE FIXED AND NOT SUBJECT TO FIDUCIARY DISCRETION AND NONE OF THE TRUSTEES ARE A DISQUALIFIED PERSON.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAD NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62023 TRANSACTIONS POSTED IN 2024 $141; 2024 TRANSACTIONS POSTED IN 2025 $(401); ROUNDING $6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES H WILLIAMS TRUST A
ReturnHeader/Filer/BusinessNameControlTxt0WILL
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ReturnHeader/Filer/PhoneNum03126306000
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-11-05T12:01:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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