Civic Intelligence

Everett S Bulkley Charitable Foundation

990PF • Fiscal year 2022 • EIN 06-6332021

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 26, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-813%

Higher net margin than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$54,251

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 204.9% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

26th percentile

-6.4%

Faster asset growth than 26% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-91%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,138,338

Down $216,091 (-6.4%) from 2021

Net Assets

Down

$3,138,338

Down $216,091 (-6.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$26,475

Down $260,773 (-91%) from 2021

Expenses

Up

$241,625

Up $18,092 (+8.1%) from 2021

Net Income

Down

-$215,150

Down $278,865 (-438%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th 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: $0Net Assets 2022: $3,138,3382022Assets 2023: $3,097,715Liabilities 2023: $12023

Highlighted filing

2022

Assets$3,138,338
Liabilities$0
Net Assets$3,138,338
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$26,475
Expenses$241,625
Net Income-$215,150
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$54,251-$54,251
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
2023-04-26
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/EOYFMVAmt561681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt572668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt582613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt592427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt602843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt613632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt622010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt632660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4548661107 LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1302079K107 ALPHABET INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1402079K305 ALPHABET INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1509062X103 BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1616119P108 CHARTER COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1730303M102 META PLATFORMS INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1857636Q104 MASTERCARD INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1965339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2067103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2178462F103 SPDR S&P 500 ETF TRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2291324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2394106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2496208T104 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3067066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32315911750 FIDELITY 500 INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3364110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3470450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3583002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3683002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3800287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39315911727 FIDELITY INTL INDX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44031100100 AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4509857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47518439104 ESTEE LAUDER COMPANI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4875513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50N07059210 ASML HOLDING NV-NY R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5120825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5222160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54363576109 ARTHUR J GALLAGHER &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5543300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5645687V106 INGERSOLL RAND INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5746120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5846641Q191 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5946641Q217 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6046641Q225 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6146641Q233 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62654106103 NIKE INC -CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63679580100 OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6475886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6578486Q101 SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66808513105 SCHWAB (CHARLES) COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6782509L107 SHOPIFY INC - CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6883304A106 SNAP INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6998138H101 WORKDAY INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73023608102 AMEREN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74099502106 BOOZ ALLEN HAMILTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7530231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7661174X109 MONSTER BEVERAGE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77743315103 PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7878409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79872590104 T-MOBILE US INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt138780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt237830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt336117
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109250J734 BLACKROCK EVNT DRVN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt264128R608 NEUBERGER BERMAN LON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt095192
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt025080
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt029171
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt054251
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180563
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0180563
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095192
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-215150
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0852062
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-68717
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt063750

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,138,338
Liabilities
$0
Net assets
$3,138,338
Revenue
$26,475
Expenses
$241,625
Net income
-$215,150
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
2022Detailed filing. Detailed filing data is available for this year.$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