Civic Intelligence

William & Marion Clifton Bhs Scholarship Trust Fund

990PF • Fiscal year 2015 • EIN 27-7026388

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
400 Milwaukee AveBurlington, WI 53105

(262) 763-3581

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

59th percentile

$7,820

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

69th percentile

6.6%

Faster asset growth than 69% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

313%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$789,694

Up $48,753 (+6.6%) from 2014

Net Assets

Up

$789,694

Up $48,753 (+6.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin91st percentile

Revenue

Up

$88,705

Up $67,206 (+313%) from 2014

Expenses

Down

$40,520

Down $415 (-1.0%) from 2014

Net Income

Up

$48,185

Up $67,621 (+348%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$800K$600K$400K$200K$0Assets 2012: $768,863Liabilities 2012: $0Net Assets 2012: $768,8632012Assets 2013: $760,425Liabilities 2013: $0Net Assets 2013: $760,4252013Assets 2014: $740,941Liabilities 2014: $0Net Assets 2014: $740,9412014Assets 2015: $789,694Liabilities 2015: $0Net Assets 2015: $789,6942015Assets 2017: $738,145Liabilities 2017: $0Net Assets 2017: $738,1452017Assets 2019: $724,767Liabilities 2019: $0Net Assets 2019: $724,7672019Assets 2020: $696,245Liabilities 2020: $0Net Assets 2020: $696,2452020Assets 2021: $722,016Liabilities 2021: $0Net Assets 2021: $722,0162021Assets 2022: $663,504Liabilities 2022: $0Net Assets 2022: $663,5042022Assets 2024: $633,902Liabilities 2024: $0Net Assets 2024: $633,9022024

Highlighted filing

2015

Assets$789,694
Liabilities$0
Net Assets$789,694
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50K-$100KExpenses 2012: $43,2072012Revenue 2013: $26,089Expenses 2013: $35,553Net Income 2013: -$9,4642013Revenue 2014: $21,499Expenses 2014: $40,935Net Income 2014: -$19,4362014Revenue 2015: $88,705Expenses 2015: $40,520Net Income 2015: $48,1852015Revenue 2017: $34,100Expenses 2017: $36,942Net Income 2017: -$2,8422017Revenue 2019: $27,725Expenses 2019: $33,430Net Income 2019: -$5,7052019Revenue 2020: $11,237Expenses 2020: $39,771Net Income 2020: -$28,5342020Revenue 2021: $64,466Expenses 2021: $38,627Net Income 2021: $25,8392021Revenue 2022: -$21,749Expenses 2022: $36,039Net Income 2022: -$57,7882022Revenue 2024: $11,940Expenses 2024: $34,909Net Income 2024: -$22,9692024

Highlighted filing

2015

Revenue$88,705
Expenses$40,520
Net Income$48,185
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,820-$7,820
Filing and Contact Details

Filer

Filer Name
William & Marion Clifton Bhs
EIN
27-7026388
Phone
2627633581
Address
400 MILWAUKEE AVE, BURLINGTON, WI 53105

Signing Officer

Name
The Chicago Trust Company
Title
Trustee
Phone
2627673230
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Edwards Group Cpas Sc
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105-1230
Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Raw XML AppendixShowing 400 of 510 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0700
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12011-02
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112011-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt122011-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt132011-02
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc03M CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1EXELON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2EXXON MOBIL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3FORWARD LONG/SHORT CREDIT ANALYSIS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4GENERAL ELEC CAP CORP 2.15% BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5GENERAL ELECTRIC CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6GOOGLE INC CL A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7GOOGLE INC CL C
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8GREAT LAKES BOND FUND INST CL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9GREAT LAKES DISCIPLINED EQUITY FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10GREAT LAKES LARGE CAP VALUE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11HARBOR INTERNATIONAL FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12ISHARES CORE S&P MID-CAP INDEX ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13ISHARES CORE S&P MID-CAP INDEX ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14ISHARES MSCI EAFE ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15ISHARES RUSSELL 2000 ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16IVY HIGH INCOME FD CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17JPMORGAN CHASE & CO
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19MEDTRONIC PLC NEW
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21NATIONAL OILWELL VARCO INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc22NOW INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23OPPENHEIMER DEVELOPING MKTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24OPPENHEIMER SENIOR FLOATING RATE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc27PFIZER INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc28PIMCO 0-5 YR HIGH YIELD CORPORATE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc29PROCTER & GAMBLE CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30SECTOR SELECT SPDR TECHNOLOGY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31VAN ECK CM COMMODITY INDEX FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc32VANGUARD FIXED INCOME SECS F
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc33VANGUARD FIXED INCOME SECS F SHORT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc34VANGUARD INDEX FDS REIT ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc35VANGUARD MID-CAP INDEX FD ADM SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc36VANGUARD SCOTTSDALE FDS SHT-TRM CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc37WESTERN UNION COMPANY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc38FNMA & FHLMC
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62015-04
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82015-07
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt03237
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-786
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22660
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-2450
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-476
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt52040
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt61581
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt71478
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt941
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1113775
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt126203
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1323
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt141324
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt157164
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-5826
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt171547
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt182120
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt195664
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-388
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-378
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-81
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-49
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24345
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt253270
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt262301
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt273190
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-1110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt292069
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt304150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31-3812
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32111
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33-83
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt343244
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt357031
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36621
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt371320
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38-527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0770557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BONDS & STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0727031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013155
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt065935
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09615
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt088705
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt088705
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05702
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07820
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07820
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013155
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013155
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt048185
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0656645
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09615
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09615
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt065935
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028472
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt040520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt088705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08520
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05702
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt048185
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0250
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0818
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0789944
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0740941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0789694
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038204
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038204
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038204
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038489
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0285
IRS990PF/DistributableAmountGrp/TotalTaxAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0585
IRS990PF/FMVAssetsEOYAmt0746168
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0708615
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0770557
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0727031
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0740941
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0789694
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019137
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019137
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0740941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0789694
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0746168
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0740941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0789694
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0740941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0789694
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0781504
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0768933
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012571
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011723
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038489
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0769781
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0781504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0THE CHICAGO TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0CAMELA M MEYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 MILWAUKEE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt034586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt034871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt040720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt035305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt042773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.027196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0769781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0774153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0793990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0771261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0673880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.179719
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040235
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040520
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0285

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$789,694
Liabilities
$0
Net assets
$789,694
Revenue
$88,705
Expenses
$40,520
Net income
$48,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$0.12$0.35$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.22$0.36$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.00$7.22$0.64$0.39$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.11$0.40$0.29
2019Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.28$0.33$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.34$0.37$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.89$0.41$0.48
2014Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.21$0.41$0.19
2013Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.26$0.36$0.09
2012Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $500k-$1M nonprofits