Civic Intelligence

Witz-Mallinger Charitable Foundation 0400191300

990PF • Fiscal year 2019 • EIN 20-6412740

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 12, 2019

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

32nd percentile

-4.5%

Higher net margin than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$71,441

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,660,705

Down $115,962 (-2.4%) from 2015

Net Assets

$4,660,705

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin32nd percentile

Revenue

Up

$398,910

Up $141,497 (+55%) from 2015

Expenses

Up

$416,709

Up $168,468 (+68%) from 2015

Net Income

Down

-$17,799

Down $26,971 (-294%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,685,850Liabilities 2011: $0Net Assets 2011: $4,685,8502011Assets 2012: $4,569,442Liabilities 2012: $0Net Assets 2012: $4,569,4422012Assets 2013: $4,458,449Liabilities 2013: $02013Assets 2014: $4,751,683Liabilities 2014: $02014Assets 2015: $4,776,667Liabilities 2015: $02015Assets 2019: $4,660,705Liabilities 2019: $0Net Assets 2019: $4,660,7052019Assets 2020: $4,597,635Liabilities 2020: $0Net Assets 2020: $4,597,6352020Assets 2021: $4,845,985Liabilities 2021: $0Net Assets 2021: $4,845,9852021Assets 2022: $4,864,668Liabilities 2022: $0Net Assets 2022: $4,864,6682022Assets 2023: $5,059,595Liabilities 2023: $0Net Assets 2023: $5,059,5952023Assets 2024: $5,173,796Liabilities 2024: $0Net Assets 2024: $5,173,7962024Assets 2025: $5,520,673Liabilities 2025: $0Net Assets 2025: $5,520,6732025

Highlighted filing

2019

Assets$4,660,705
Liabilities$0
Net Assets$4,660,705
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $352,7822011Expenses 2012: $265,6992012Revenue 2013: $236,477Expenses 2013: $347,457Net Income 2013: -$110,9802013Revenue 2014: $458,430Expenses 2014: $162,809Net Income 2014: $295,6212014Revenue 2015: $257,413Expenses 2015: $248,241Net Income 2015: $9,1722015Revenue 2019: $398,910Expenses 2019: $416,709Net Income 2019: -$17,7992019Revenue 2020: $424,836Expenses 2020: $488,155Net Income 2020: -$63,3192020Revenue 2021: $747,935Expenses 2021: $499,578Net Income 2021: $248,3572021Revenue 2022: $379,489Expenses 2022: $370,816Net Income 2022: $8,6732022Revenue 2023: $545,077Expenses 2023: $355,163Net Income 2023: $189,9142023Revenue 2024: $217,197Expenses 2024: $100,579Net Income 2024: $116,6182024Revenue 2025: $553,090Expenses 2025: $206,202Net Income 2025: $346,8882025

Highlighted filing

2019

Revenue$398,910
Expenses$416,709
Net Income-$17,799
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 12, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$71,441-$71,441
Filing and Contact Details

Filer

Filer Name
Witz-mallinger Charitable Foundation
EIN
20-6412740
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114N6596X109 NXP SEMICONDUCTORS N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt058580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2173507
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112628J881 CRM LONG/SHORT OPPOR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt474441J837 PGIM ABSOLUTE RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt500191K609 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt609257V508 BLACKSTONE ALT MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt057136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2174676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0124874
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0274036
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt042865
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt071441
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0340000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0340000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0124874
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0124874
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-17799
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02158490
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0274036
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0354331
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05268
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0368576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0416709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0398910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0398910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt076709
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-02-22

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,660,705
Liabilities
$0
Net assets
$4,660,705
Revenue
$398,910
Expenses
$416,709
Net income
-$17,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.55$0.21$0.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.22$0.10$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.55$0.36$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$0.38$0.37$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.75$0.50$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.42$0.49$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.40$0.42$0.02
2015Summary only. Only limited summary data is available for this year.$4.78$0.00$0.26$0.25$0.01
2014Summary only. Only limited summary data is available for this year.$4.75$0.00$0.46$0.16$0.30
2013Summary only. Only limited summary data is available for this year.$4.46$0.00$0.24$0.35$0.11
2012Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.35