Civic Intelligence

Dhb Charitable Remainder Trust

990PF • Fiscal year 2020 • EIN 36-3285238

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 17, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

18th percentile

-38%

Higher net margin than 18% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.4%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

46%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$205,020

Down $7,225 (-3.4%) from 2019

Net Assets

Down

$205,020

Down $7,225 (-3.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin18th percentile

Revenue

Up

$18,863

Up $5,976 (+46%) from 2019

Expenses

Up

$26,088

Up $1,188 (+4.8%) from 2019

Net Income

Up

-$7,225

Up $4,788 (+40%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2020

Assets$205,020
Liabilities$0
Net Assets$205,020
Open 2020 Filing

Operations Trend

Revenue Growth87th 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

2020

Revenue$18,863
Expenses$26,088
Net Income-$7,225
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 17, 2021
Return Version
2020v4.0
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
2021-08-17
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 Appendix270 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/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt018863
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02524
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023546
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04439
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt07265
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt018863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt04741
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04741
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212803
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1553
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LAZARD ASSET MGMT-PUBLIICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LAZARD ASSET MGMT-PUBLIICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LAZARD ASSET MGMT-PUBLIICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-01-01
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7225
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0205020
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0212245
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0205020
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022392
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022392
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022588
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0196
IRS990PF/DistributableAmountGrp/TotalTaxAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0196
IRS990PF/FMVAssetsEOYAmt0513178
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt042649
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0169564
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0417238
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06880
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022588
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0451759
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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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
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IRS990PF/Organization4947a1TrtdPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021347
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060015
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IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08478081190
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH UNITED FUND METROPOLITAN CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt030 S WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021347
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021347
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022392
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021347
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022392
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021347
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04439
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt19
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2115
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TaxesSchedule/TaxesDetail/Amt19
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0168
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Filings

Displayed year

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

Open filing
Assets
$205,020
Liabilities
$0
Net assets
$205,020
Revenue
$18,863
Expenses
$26,088
Net income
-$7,225
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