Civic Intelligence

Dale & Christy Davidson Memorial Tr XXXXX3001

990PF • Fiscal year 2020 • EIN 20-6517174

Dec 01, 2019 to Nov 30, 2020 • Filed on Feb 03, 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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$22,962

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,208,283

Up $19,129 (+1.6%) from 2019

Net Assets

$1,208,283

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin67th percentile

Revenue

Up

$116,595

Up $26,263 (+29%) from 2019

Expenses

Down

$97,498

Down $10,402 (-9.6%) from 2019

Net Income

Up

$19,097

Up $36,665 (+209%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $1,218,794Liabilities 2015: $02015Assets 2019: $1,189,154Liabilities 2019: $02019Assets 2020: $1,208,283Liabilities 2020: $0Net Assets 2020: $1,208,2832020Assets 2021: $1,276,011Liabilities 2021: $0Net Assets 2021: $1,276,0112021Assets 2022: $1,196,585Liabilities 2022: $0Net Assets 2022: $1,196,5852022Assets 2023: $1,240,934Liabilities 2023: $0Net Assets 2023: $1,240,9342023Assets 2024: $1,256,536Liabilities 2024: $0Net Assets 2024: $1,256,5362024

Highlighted filing

2020

Assets$1,208,283
Liabilities$0
Net Assets$1,208,283
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$100K$0-$100KRevenue 2015: $56,615Expenses 2015: $95,609Net Income 2015: -$38,9942015Revenue 2019: $90,332Expenses 2019: $107,900Net Income 2019: -$17,5682019Revenue 2020: $116,595Expenses 2020: $97,498Net Income 2020: $19,0972020Revenue 2021: $152,427Expenses 2021: $84,693Net Income 2021: $67,7342021Revenue 2022: $78,333Expenses 2022: $157,756Net Income 2022: -$79,4232022Revenue 2023: $82,828Expenses 2023: $95,510Net Income 2023: -$12,6822023Revenue 2024: $109,781Expenses 2024: $94,179Net Income 2024: $15,6022024

Highlighted filing

2020

Revenue$116,595
Expenses$97,498
Net Income$19,097
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Feb 3, 2022
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK NATrustee-$22,962-$22,962
Filing and Contact Details

Filer

Filer Name
Dale & Christy Davidson
EIN
20-6517174
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice Presiden
Phone
8004962583
Signed
2022-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML Appendix341 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01196805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt072128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt073105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032743
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0163
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd041208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061322
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013985
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt061321
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075306
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt057031
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061321
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09652
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1STATE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01125
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09652
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt027
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/Amt11010
TaxesSchedule/TaxesDetail/Amt24053
TaxesSchedule/TaxesDetail/Amt32
TaxesSchedule/TaxesDetail/Amt41641
TaxesSchedule/TaxesDetail/Amt5435
TaxesSchedule/TaxesDetail/Amt654
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX PAYMENT - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt4FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt5FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt6FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt50
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt60
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt5435
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt654
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDEN
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALE & CHRISTY DAVIDSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL TR
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0206517174
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02022-02-03T07:11:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,208,283
Liabilities
$0
Net assets
$1,208,283
Revenue
$116,595
Expenses
$97,498
Net income
$19,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.11$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.08$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.08$0.16$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.12$0.10$0.02
2019Summary only. Only limited summary data is available for this year.$1.19$0.00$0.09$0.11$0.02
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$0.06$0.10$0.04