Civic Intelligence

Dhb Charitable Remainder Trust

990PF • Fiscal year 2019 • EIN 36-3285238

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-93%

Higher net margin than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.4%

Faster asset growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$212,245

Down $12,013 (-5.4%) from 2018

Net Assets

Down

$212,245

Down $12,013 (-5.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$12,887

Up $2,327 (+22%) from 2018

Expenses

Up

$24,900

Up $1,341 (+5.7%) from 2018

Net Income

Up

-$12,013

Up $986 (+7.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2019

Assets$212,245
Liabilities$0
Net Assets$212,245
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

2019

Revenue$12,887
Expenses$24,900
Net Income-$12,013
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-09-15
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 Appendix258 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021347
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020391
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04247
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04247
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04247
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1115
TaxesSchedule/TaxesDetail/Amt0120
TaxesSchedule/TaxesDetail/Amt1115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU FUND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0120
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1115
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY A PRITIKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
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/ReturnTs02020-09-15T13:24:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,245
Liabilities
$0
Net assets
$212,245
Revenue
$12,887
Expenses
$24,900
Net income
-$12,013
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