Civic Intelligence

Charles H Williams Trust B

990 • Fiscal year 2020 • EIN 95-6195055

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 25, 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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

35th percentile

0.7%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-7.0%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,249,263

Up $9,290 (+0.7%) from 2019

Net Assets

Up

$1,249,263

Up $9,290 (+0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin68th percentile

Revenue

Down

$59,319

Down $4,496 (-7.0%) from 2019

Expenses

Up

$50,030

Up $2,553 (+5.4%) from 2019

Net Income

Down

$9,289

Down $7,049 (-43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,045,581Liabilities 2011: $0Net Assets 2011: $1,045,5812011Assets 2012: $1,107,674Liabilities 2012: $0Net Assets 2012: $1,107,6742012Assets 2013: $1,123,110Liabilities 2013: $0Net Assets 2013: $1,123,1102013Assets 2014: $1,159,791Liabilities 2014: $0Net Assets 2014: $1,159,7912014Assets 2015: $1,178,441Liabilities 2015: $0Net Assets 2015: $1,178,4412015Assets 2016: $1,162,280Liabilities 2016: $0Net Assets 2016: $1,162,2802016Assets 2017: $1,188,219Liabilities 2017: $0Net Assets 2017: $1,188,2192017Assets 2018: $1,223,633Liabilities 2018: $0Net Assets 2018: $1,223,6332018Assets 2019: $1,239,973Liabilities 2019: $0Net Assets 2019: $1,239,9732019Assets 2020: $1,249,263Liabilities 2020: $0Net Assets 2020: $1,249,2632020Assets 2021: $1,262,993Liabilities 2021: $0Net Assets 2021: $1,262,9932021Assets 2022: $1,293,296Liabilities 2022: $0Net Assets 2022: $1,293,2962022Assets 2023: $1,280,922Liabilities 2023: $0Net Assets 2023: $1,280,9222023Assets 2024: $1,201,223Liabilities 2024: $0Net Assets 2024: $1,201,2232024Assets 2025: $1,228,687Liabilities 2025: $0Net Assets 2025: $1,228,6872025

Highlighted filing

2020

Assets$1,249,263
Liabilities$0
Net Assets$1,249,263
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $44,979Expenses 2011: $39,598Net Income 2011: $5,3812011Revenue 2012: $101,531Expenses 2012: $39,438Net Income 2012: $62,0932012Revenue 2013: $58,907Expenses 2013: $43,471Net Income 2013: $15,4362013Revenue 2014: $75,846Expenses 2014: $39,082Net Income 2014: $36,7642014Revenue 2015: $59,363Expenses 2015: $40,446Net Income 2015: $18,9172015Revenue 2016: $24,844Expenses 2016: $41,634Net Income 2016: -$16,7902016Revenue 2017: $66,890Expenses 2017: $40,865Net Income 2017: $26,0252017Revenue 2018: $77,719Expenses 2018: $42,307Net Income 2018: $35,4122018Revenue 2019: $63,815Expenses 2019: $47,477Net Income 2019: $16,3382019Revenue 2020: $59,319Expenses 2020: $50,030Net Income 2020: $9,2892020Revenue 2021: $55,825Expenses 2021: $42,095Net Income 2021: $13,7302021Revenue 2022: $80,140Expenses 2022: $49,839Net Income 2022: $30,3012022Revenue 2023: $38,057Expenses 2023: $50,249Net Income 2023: -$12,1922023Revenue 2024: -$26,304Expenses 2024: $53,599Net Income 2024: -$79,9032024Revenue 2025: $82,152Expenses 2025: $54,525Net Income 2025: $27,6272025

Highlighted filing

2020

Revenue$59,319
Expenses$50,030
Net Income$9,289
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 25, 2021
Return Version
2019v5.0
Gross Receipts
$389,301
Mission and Program Overview

Mission

To support the sisters of providence in california

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,239,973$1,249,263▲ $9,290
Investments in Publicly Traded Securities$1,222,089$1,206,029▼ $16,060
Savings and Temporary Cash Investments$17,884$43,234▲ $25,350
Total Assets$1,239,973$1,249,263▲ $9,290
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,239,973$1,249,263▲ $9,290
Total Liabilities and Net Assets / Fund Balance$1,239,973$1,249,263▲ $9,290
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
The Northern Trust CompanyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$59,319
Other Revenue
$0
Change in Net Assets
$9,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,788
Salaries, Compensation, and Employee Benefits$13,780
Other Expenses$462
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,788--$35,788
Current Officers, Directors, Trustees, and Key Employees-$13,780-$13,780
All Other Expenses-$462-$462
Total Functional Expenses$35,788$14,242$0$50,030
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sisters of Providence in CaliforniaBurbank, CA501(c)(3)General Support$35,788
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”

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
Charles H Williams Trust B
EIN
95-6195055
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2021-01-25

Organization Details

Formed
1967
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

“Tax cost adjustment $1.00”

Raw XML Appendix371 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/OtherWebsiteInd0X
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IRS990/ReconcilationRevenueExpnssAmt09289
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt017884
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ATTACHED STATEMENT
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091505
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NORTHERN TRUST COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX COST ADJUSTMENT $1.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SISTERS OF PROVIDENCE IN CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0954582647
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0501 S BUENA VISTA ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BURBANK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091505
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/TotalAssetsBOYAmt01239973
IRS990/TotalAssetsEOYAmt01249263
IRS990/TotalAssetsGrp/BOYAmt01239973
IRS990/TotalAssetsGrp/EOYAmt01249263
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014242
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035788
IRS990/TotalFunctionalExpensesGrp/TotalAmt050030
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01239973
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01249263
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt035788
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt059319
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059319
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01239973
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01249263
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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/SignatureDt02021-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES H WILLIAMS TRUST B
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0956195055
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/ReturnTs02021-01-27T15:00:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,249,263
Liabilities
$0
Net assets
$1,249,263
Revenue
$59,319
Expenses
$50,030
Net income
$9,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.08$0.05$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.05$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.08$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.06$0.05$0.02
2018Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.08$0.04$0.04
2017Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.07$0.04$0.03
2016Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.02$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.06$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.08$0.04$0.04
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.06$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.10$0.04$0.06
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.04$0.04$0.01