Civic Intelligence

Everett S Bulkley Charitable Foundation

990PF • Fiscal year 2021 • EIN 06-6332021

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

62nd percentile

22%

Higher net margin than 62% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$57,696

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

35th percentile

1.9%

Faster asset growth than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

34%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,354,429

Up $64,084 (+1.9%) from 2020

Net Assets

Up

$3,354,429

Up $64,084 (+1.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin62nd percentile

Revenue

Up

$287,248

Up $73,495 (+34%) from 2020

Expenses

Up

$223,533

Up $8,597 (+4.0%) from 2020

Net Income

Up

$63,715

Up $64,898 (+5486%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,502,526Liabilities 2010: $0Net Assets 2010: $3,502,5262010Assets 2011: $3,422,523Liabilities 2011: $12011Assets 2012: $3,349,841Liabilities 2012: $02012Assets 2013: $3,417,379Liabilities 2013: $02013Assets 2014: $3,380,892Liabilities 2014: $02014Assets 2015: $3,274,742Liabilities 2015: $02015Assets 2018: $3,295,978Liabilities 2018: $0Net Assets 2018: $3,295,9782018Assets 2019: $3,290,571Liabilities 2019: $1Net Assets 2019: $3,290,5712019Assets 2020: $3,290,345Liabilities 2020: $0Net Assets 2020: $3,290,3452020Assets 2021: $3,354,429Liabilities 2021: $0Net Assets 2021: $3,354,4292021Assets 2022: $3,138,338Liabilities 2022: $1Net Assets 2022: $3,138,3382022Assets 2023: $3,097,715Liabilities 2023: $12023

Highlighted filing

2021

Assets$3,354,429
Liabilities$0
Net Assets$3,354,429
Open 2021 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $119,4792010Revenue 2011: $124,007Expenses 2011: $208,425Net Income 2011: -$84,4182011Revenue 2012: $142,939Expenses 2012: $212,347Net Income 2012: -$69,4082012Revenue 2013: $284,792Expenses 2013: $221,138Net Income 2013: $63,6542013Revenue 2014: $186,117Expenses 2014: $220,337Net Income 2014: -$34,2202014Revenue 2015: $111,509Expenses 2015: $223,188Net Income 2015: -$111,6792015Revenue 2018: $198,897Expenses 2018: $187,952Net Income 2018: $10,9452018Revenue 2019: $232,684Expenses 2019: $237,956Net Income 2019: -$5,2722019Revenue 2020: $213,753Expenses 2020: $214,936Net Income 2020: -$1,1832020Revenue 2021: $287,248Expenses 2021: $223,533Net Income 2021: $63,7152021Revenue 2022: $26,475Expenses 2022: $241,625Net Income 2022: -$215,1502022Revenue 2023: $175,089Expenses 2023: $218,395Net Income 2023: -$43,3062023

Highlighted filing

2021

Revenue$287,248
Expenses$223,533
Net Income$63,715
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$57,696-$57,696
Filing and Contact Details

Filer

Filer Name
Everett S Bulkley Charitable Foundation
EIN
06-6332021
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2022-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7548661107 LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15742718109 PROCTER & GAMBLE CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20988498101 YUM] BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2102079K107 ALPHABET INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2202079K305 ALPHABET INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2309062X103 BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2416119P108 CHARTER COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2520030N101 COMCAST CORP-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2630303M102 META PLATFORMS INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2731620M106 FIDELITY NATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2857636Q104 MASTERCARD INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2958933Y105 MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3065339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3167103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3278462F103 SPDR S&P 500 ETF TRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3391324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3492532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3594106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3696208T104 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4367066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4498956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47315911750 FIDELITY 500 INDEX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4846641Q688 JPM BTABLDRS DEV ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4946641Q696 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5046641Q712 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5146641Q720 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5264110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5370450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5479466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5583002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5683002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5800287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59315911727 FIDELITY INTL INDX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64031100100 AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6509857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6746434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68518439104 ESTEE LAUDER COMPANI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6975513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71N07059210 ASML HOLDING NV-NY R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7220825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7322160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75363576109 ARTHUR J GALLAGHER &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7643300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7745687V106 INGERSOLL RAND INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7846120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7946641Q191 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8046641Q217 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8146641Q225 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8246641Q233 JPM BTABLDRS DEV ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83654106103 NIKE INC -CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84679580100 OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8575886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8678486Q101 SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87808513105 SCHWAB (CHARLES) COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8882509L107 SHOPIFY INC - CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8983304A106 SNAP INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9098138H101 WORKDAY INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93G8994E103 TRANE TECHNOLOGIES P
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009257V508 BLACKSTONE ALT MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109250J734 BLACKROCK EVNT DRVN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt264128R608 NEUBERGER BERMAN LON
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Filings

Displayed year

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

Open filing
Assets
$3,354,429
Liabilities
$0
Net assets
$3,354,429
Revenue
$287,248
Expenses
$223,533
Net income
$63,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$0.18$0.22$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.03$0.24$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.29$0.22$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.21$0.21$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.23$0.24$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.20$0.19$0.01
2015Summary only. Only limited summary data is available for this year.$3.27$0.00$0.11$0.22$0.11
2014Summary only. Only limited summary data is available for this year.$3.38$0.00$0.19$0.22$0.03
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$0.28$0.22$0.06
2012Summary only. Only limited summary data is available for this year.$3.35$0.00$0.14$0.21$0.07
2011Summary only. Only limited summary data is available for this year.$3.42$0.00$0.12$0.21$0.08
2010Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $1M-$5M nonprofits