Arthur E Genius Trust 02-11430 FY2020 filing

Po Box Chicago, ILMutual-benefit / member-servingSince 1930 EIN 36-6038242Revenue $182K in FY2020

On file with the IRSThe Northern Trust Company, 60680-0000 · Po Box Chicago, ILTax-exempt since Jan 1900

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To support the central baptist village

73¢ of each $1 spent went to programs.
$16K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $72K a year · 44% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$16K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $2.7M in investments, Pt X · Ln 11–13
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 1 voting members
Looks good: 1 of 1 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$182K
Spent
$72K
To programs
73%
Net assets
$2.8M
By yearFY2020–FY2025
Revenue
$182K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$182K
FY2021$197K
FY2022$84K
FY2023$112K
FY2024$210K
FY2025$207K
Expenses
$72K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$72K
FY2021$79K
FY2022$86K
FY2023$103K
FY2024$110K
FY2025$108K
Net assets
$2.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.8M
FY2021$2.9M
FY2022$2.9M
FY2023$2.9M
FY2024$3.0M
FY2025$3.1M

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1900.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $53K Management & general 27% · $19K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $16K paid to officers and key staff.

Part VII, Section A · reportable compensation
$16,173Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Northern Trust Company$9,232$9,106$8,574$8,616$17,418$16,173

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Arthur E Genius Trust 02-11430 executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides resources and aid to Central Baptist Village residents.

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Provided by the organization

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1 program · $53K · in their own filed words · FY2020
01

Central Baptist Village

Grant

$53Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $469K · 2020–2025

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$182K
Ln 12
Investment incomeLn 3$182K
Money outPt IX
$72K
Ln 25
Programscol B$53K
Managementcol C$19K
Owns and owesPt X
$2.8M
net assets · Ln 32
Cash and savingsLn 1–2$37K
Total assetsLn 16$2.8M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$182K
Gains on assetsLn 7$113K
Total revenueLn 12$182K
Assets in detailPt X, end of year
SavingsLn 2$37K
Cash and savings togetherLn 1–2$37K
InvestmentsLn 11–13$2.7M
Total assetsLn 16$2.8M
LiabilitiesLn 26$0
Net assetsLn 32$2.8M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$22K$37K
InvestmentsLn 11–13$2.6M$2.7M
Total assetsLn 16$2.7M$2.8M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.7M$2.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$53K$53K
Pay of current officers, directors and key staffLn 5$16K$16K
Accounting feesLn 11c$2K$2K
Other expenses (24a–d)Ln 24$650$650
Total functional expensesLn 25$72K$53K$19K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $207K$108K$98K$3.1M 990 PDF
FY2024 $210K$110K$100K$3.0M 990 PDF
FY2023 $112K$103K$9K$2.9M 990 PDF
FY2022 $84K$86K−$2K$2.9M 990 PDF
FY2021 $197K$79K$118K$2.9M 990 PDF
FY2020 Viewing $182K$72K$109K$2.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $181,626 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $128,557$181,626
I-11 Other revenue$0
I-12 Total revenuePrior year $128,557$181,626
I-13 Grants and similar amounts paidPrior year $75,094$52,840
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $16,034$16,173
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,464$3,150
I-18 Total expensesPrior year $94,592$72,163
I-19 Revenue less expensesPrior year $33,965$109,463
Part VI · Governance 1 of 1 board members independent, 2 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members1
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $181,626 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $68,139$68,139
VIII-7 Net gain or loss on sales of assetsExcluded from tax $113,487$113,487
VIII-12 Total revenueExcluded from tax $181,626$181,626
Part IX · Statement of functional expenses $72,163 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $52,840$52,840
IX-5 Pay of current officers, directors and key staffManagement $16,173$16,173
IX-11c Accounting feesManagement $2,500$2,500
IX-24 Other expenses (24a–d)Management $650$650
IX-25 Total functional expensesPrograms $52,840 · Management $19,323 · Fundraising $0$72,163
Part X · Balance sheet $2,769,277 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $22,233$36,956
X-11 Publicly traded securitiesStart of year $2,637,580$2,732,321
X-16 Total assetsStart of year $2,659,813$2,769,277
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $2,659,813$2,769,277
X-33 Total liabilities and net assetsStart of year $2,659,813$2,769,277
Part XI · Reconciliation of net assets $2,769,277 net assets at year end
XI-1 Total revenue$181,626
XI-2 Total expenses$72,163
XI-3 Revenue less expenses$109,463
XI-4 Net assets at start of year$2,659,813
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$2,769,277

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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