Civic Intelligence

Cone Grace L Trust XXXXX1008

990PF • Fiscal year 2017 • EIN 34-6816639

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$969

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$137,132

Down $12,928 (-8.6%) from 2011

Net Assets

Down

$137,132

Down $12,928 (-8.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

$9,735

No earlier filing loaded for comparison.

Expenses

Down

$7,697

Down $2,090 (-21%) from 2011

Net Income

$2,038

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.

$200K$150K$100K$50K$0Assets 2010: $152,681Liabilities 2010: $0Net Assets 2010: $152,6812010Assets 2011: $150,060Liabilities 2011: $0Net Assets 2011: $150,0602011Assets 2017: $137,132Liabilities 2017: $0Net Assets 2017: $137,1322017Assets 2018: $138,494Liabilities 2018: $0Net Assets 2018: $138,4942018Assets 2019: $136,790Liabilities 2019: $0Net Assets 2019: $136,7902019Assets 2020: $140,393Liabilities 2020: $0Net Assets 2020: $140,3932020Assets 2021: $148,622Liabilities 2021: $0Net Assets 2021: $148,6222021Assets 2022: $150,469Liabilities 2022: $0Net Assets 2022: $150,4692022Assets 2023: $151,706Liabilities 2023: $0Net Assets 2023: $151,7062023Assets 2024: $153,796Liabilities 2024: $0Net Assets 2024: $153,7962024

Highlighted filing

2017

Assets$137,132
Liabilities$0
Net Assets$137,132
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0-$5.0KExpenses 2010: $9,3952010Expenses 2011: $9,7872011Revenue 2017: $9,735Expenses 2017: $7,697Net Income 2017: $2,0382017Revenue 2018: $9,098Expenses 2018: $7,854Net Income 2018: $1,2442018Revenue 2019: $6,285Expenses 2019: $7,847Net Income 2019: -$1,5622019Revenue 2020: $10,932Expenses 2020: $7,646Net Income 2020: $3,2862020Revenue 2021: $16,623Expenses 2021: $7,870Net Income 2021: $8,7532021Revenue 2022: $10,266Expenses 2022: $9,008Net Income 2022: $1,2582022Revenue 2023: $10,026Expenses 2023: $7,655Net Income 2023: $2,3712023Revenue 2024: $9,935Expenses 2024: $9,801Net Income 2024: $1342024

Highlighted filing

2017

Revenue$9,735
Expenses$7,697
Net Income$2,038
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$969-$969
Filing and Contact Details

Filer

Filer Name
Cone Grace L Trust Xxxxx1008
EIN
34-6816639
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
Raw XML Appendix346 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt314588 W PARK ST
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07088
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06599
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A761 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0131165
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt124
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt124
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY G LLANES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONE GRACE L TRUST XXXXX1008
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ReturnHeader/Filer/EIN0346816639
ReturnHeader/Filer/PhoneNum08004962583
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ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.88.140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0127 PUBLIC SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum03124869652
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02018-05-09T15:02:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,132
Liabilities
$0
Net assets
$137,132
Revenue
$9,735
Expenses
$7,697
Net income
$2,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10$0.10$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.17$0.08$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10$0.08$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09