Civic Intelligence

Marian E Middleton Charitable Trust XXXXX5006

990PF • Fiscal year 2020 • EIN 30-6257244

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 20, 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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

56th percentile

8.6%

Higher net margin than 56% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$14,763

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

$754,223

No earlier filing loaded for comparison.

Net Assets

$754,223

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin56th percentile

Revenue

$60,778

No earlier filing loaded for comparison.

Expenses

$55,535

No earlier filing loaded for comparison.

Net Income

$5,243

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2020: $754,223Liabilities 2020: $0Net Assets 2020: $754,2232020Assets 2021: $757,698Liabilities 2021: $0Net Assets 2021: $757,6982021Assets 2022: $723,074Liabilities 2022: $0Net Assets 2022: $723,0742022

Highlighted filing

2020

Assets$754,223
Liabilities$0
Net Assets$754,223
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2020: $60,778Expenses 2020: $55,535Net Income 2020: $5,2432020Revenue 2021: $62,159Expenses 2021: $58,808Net Income 2021: $3,3512021Revenue 2022: $25,509Expenses 2022: $59,930Net Income 2022: -$34,4212022

Highlighted filing

2020

Revenue$60,778
Expenses$55,535
Net Income$5,243
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 20, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK N ATrustee-$14,763-$14,763
Filing and Contact Details

Filer

Filer Name
Marian E Middleton Charitable Trust
EIN
30-6257244
In Care Of
% JP MORGAN CHASE BANK NA
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Kristal Zec
Title
Vice President
Phone
8004962583
Signed
2022-01-20
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 AppendixShowing 400 of 413 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0GENERAL INFORMATION, BOX G
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1STATEMENT OF AMENDMENT
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0GENERAL INFORMATION, BOX G
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1STATEMENT OF AMENDMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The Taxpayer has checked, under Box G in the heading of Form 990-PF, the box indicating that this is the Initial return of a former public charity, in order to enable the Taxpayer to e-file its return as mandated by the Taxpayer First Act. This is not an initial return of a former public charity, however the IRS e-file database required checking this box in order to properly e-file the return.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE TAXPAYER HAS BEEN GRANTED TAX EXEMPTION EFFECTIVE JANUARY 1, 2018 AND IS THEREFORE AMENDING THE RETURN TO REFLECT THEIR STATUS OF A SECTION 501(C)(3) ORGANIZATION ON PAGE 1 BOX H. ADDITIONALLY, IT IS NO LONGER TAKING A CREDIT ON PART VI LINE 4 FOR SUBTITLE A INCOME TAXES.
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc12020 TRANSACTIONS POSTED IN 2021
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01365
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TaxesSchedule/TaxesDetail/Amt01576
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TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES (NOT SUBJECT TO $1
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TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt138
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTAL ZEC
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIAN E MIDDLETON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0306257244
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$754,223
Liabilities
$0
Net assets
$754,223
Revenue
$60,778
Expenses
$55,535
Net income
$5,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.26$0.60$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$0.00$7.58$0.62$0.59$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.61$0.56$0.05
Peer Organizations

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