Civic Intelligence

Everett S Bulkley Charitable Foundation

990PF • Fiscal year 2023 • EIN 06-6332021

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 09, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

20th percentile

-25%

Higher net margin than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$53,109

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

36th percentile

-1.3%

Faster asset growth than 36% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

561%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,097,715

Down $40,623 (-1.3%) from 2022

Net Assets

Down

$3,097,715

Down $40,623 (-1.3%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

Up

$175,089

Up $148,614 (+561%) from 2022

Expenses

Down

$218,395

Down $23,230 (-9.6%) from 2022

Net Income

Up

-$43,306

Up $171,844 (+80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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: $0Net Assets 2023: $3,097,7152023

Highlighted filing

2023

Assets$3,097,715
Liabilities$0
Net Assets$3,097,715
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$175,089
Expenses$218,395
Net Income-$43,306
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$53,109-$53,109
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
2024-04-09
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/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/StockNm8713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1202079K107 ALPHABET INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1302079K305 ALPHABET INC-CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2194106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2767066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29315911750 FIDELITY 500 INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3083002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3183002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3300287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3809857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40518439104 ESTEE LAUDER COMPANI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4175513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43N07059210 ASML HOLDING NV-NY R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4420825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4522160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47363576109 ARTHUR J GALLAGHER &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4843300A203 HILTON WORLDWIDE HOL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5346641Q225 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5446641Q233 JPMORGAN BETABUILDER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56679580100 OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5775886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59G8994E103 TRANE TECHNOLOGIES P
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61099502106 BOOZ ALLEN HAMILTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6230231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6361174X109 MONSTER BEVERAGE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64743315103 PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6578409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67573284106 MARTIN MARIETTA MATE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70872540109 TJX COMPANIES INC
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,097,715
Liabilities
$0
Net assets
$3,097,715
Revenue
$175,089
Expenses
$218,395
Net income
-$43,306
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$3.10$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. 2023 filings • $1M-$5M nonprofits