Civic Intelligence

Dhb Charitable Remainder Trust

990PF • Fiscal year 2016 • EIN 36-3285238

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 23, 2017

Organization Profile
1020 Milwaukee AveDeerfield, IL 60015

(847) 808-1190

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-116%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

$240,685

No earlier filing loaded for comparison.

Net Assets

$240,685

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

$10,229

No earlier filing loaded for comparison.

Expenses

$22,060

No earlier filing loaded for comparison.

Net Income

-$11,831

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.

$300K$200K$100K$0Assets 2016: $240,685Liabilities 2016: $0Net Assets 2016: $240,6852016Assets 2017: $237,257Liabilities 2017: $0Net Assets 2017: $237,2572017Assets 2018: $224,258Liabilities 2018: $0Net Assets 2018: $224,2582018Assets 2019: $212,245Liabilities 2019: $0Net Assets 2019: $212,2452019Assets 2020: $205,020Liabilities 2020: $0Net Assets 2020: $205,0202020Assets 2021: $201,588Liabilities 2021: $0Net Assets 2021: $201,5882021Assets 2022: $203,819Liabilities 2022: $0Net Assets 2022: $203,8192022Assets 2023: $195,900Liabilities 2023: $0Net Assets 2023: $195,9002023Assets 2024: $199,465Liabilities 2024: $0Net Assets 2024: $199,4652024

Highlighted filing

2016

Assets$240,685
Liabilities$0
Net Assets$240,685
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2016: $10,229Expenses 2016: $22,060Net Income 2016: -$11,8312016Revenue 2017: $18,504Expenses 2017: $21,932Net Income 2017: -$3,4282017Revenue 2018: $10,560Expenses 2018: $23,559Net Income 2018: -$12,9992018Revenue 2019: $12,887Expenses 2019: $24,900Net Income 2019: -$12,0132019Revenue 2020: $18,863Expenses 2020: $26,088Net Income 2020: -$7,2252020Revenue 2021: $24,915Expenses 2021: $28,347Net Income 2021: -$3,4322021Revenue 2022: $36,826Expenses 2022: $34,595Net Income 2022: $2,2312022Revenue 2023: $26,394Expenses 2023: $34,313Net Income 2023: -$7,9192023Revenue 2024: $37,651Expenses 2024: $34,086Net Income 2024: $3,5652024

Highlighted filing

2016

Revenue$10,229
Expenses$22,060
Net Income-$11,831
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A PRITIKINTrustee-$0--
RICHARD J HOLLANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dhb Charitable Remainder Trust
EIN
36-3285238
Phone
8478081190
Address
1020 MILWAUKEE AVE, DEERFIELD, IL 60015

Signing Officer

Name
Jeffrey a Pritikin
Title
Trustee
Signed
2017-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey a Pritikin & Associates LLC
Address
1020 MILWAUKEE AVENUE SUITE 145, DEERFIELD, IL 60015
Preparer
Jeffrey a Pritikin
Phone
8478081190
Raw XML Appendix242 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE NON-CHARITABLE BENEFICIARY DIED ON NOVEMBER 20, 2014.THE TRUST CONTINUEDWINDING UP ITS AFFAIRS. AFTER THIS WINDING UP PERIOD THE TRUST WILL CONTINUE AS A SECTION 4797(a)(1).THE GRANTOR CREATED A CHARITABLE REMAINDER TRUST TO PROVIDE FOR THE BENEFIT OFHIMSELF AND TO PROVIDE GENERALLY FOR TTHE BENEFIT OF ORGANIZATIONS ORGANIZED ANDOPERATED FOR CHARITABLE, SCIENTIFIC, LITERARY, ARTISTIC OR EDUCATIONAL PURPOSES.UPON THE DEATH OF THE DONOR AND SETTLEMENT IN LITIGATION THE CHARITABLE REMAINDERANNUITY TRUST(CRAT)WILL BE FILED AS A SECTION 4797(a)(1)NON-EXEMPT CHARITABLE TRUSTPURSUANT TO THE TRUST DOCUMENT.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04876
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017797
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017928
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0131
IRS990PF/DistributableAmountGrp/TotalTaxAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0131
IRS990PF/FMVAssetsEOYAmt0366781
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt080178
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt066592
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt066592
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0172035
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0150
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0252516
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt084749
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0279268
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05460
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017928
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0358557
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY A PRITIKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD J HOLLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01308 WHITNEY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1175 N HARBOR DRIVE 5206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO GROVE
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017807
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08478081190
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03651
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03651
TaxesSchedule/TaxesDetail/Amt0483
TaxesSchedule/TaxesDetail/Amt13
TaxesSchedule/TaxesDetail/Amt2115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ILLINOIS CHARITY BUREAU FUND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0483
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2115
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY A PRITIKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DHB CHARITABLE REMAINDER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO JEFFREY A PRITIKIN & ASSOCIATES LLC
ReturnHeader/Filer/BusinessNameControlTxt0DHBC
ReturnHeader/Filer/EIN0363285238
ReturnHeader/Filer/PhoneNum08478081190
ReturnHeader/Filer/USAddress/AddressLine1Txt01020 MILWAUKEE AVE
ReturnHeader/Filer/USAddress/CityNm0DEERFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060015
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363457432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY A PRITIKIN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 MILWAUKEE AVENUE SUITE 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08478081190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A PRITIKIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-23T10:41:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,685
Liabilities
$0
Net assets
$240,685
Revenue
$10,229
Expenses
$22,060
Net income
-$11,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.38$0.34$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.26$0.34$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.37$0.35$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.25$0.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.19$0.26$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.13$0.25$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.11$0.24$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.19$0.22$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.10$0.22$0.12