Civic Intelligence

Julie and Roger Baskes Charitable Trust

EIN 36-3440025 • Chicago, IL

980 North Michigan AvenueChicago, IL 60611
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

0.0%

Faster revenue growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$3,722

Up $1 (+0.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$3,722

Up $1 (+0.0%) from 2022

Revenue

Flat

$1

Flat from 2022

Expenses

Down

$0

Down $4,786 (-100%) from 2022

Net Income

Up

$1

Up $4,786 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $5,930,176Liabilities 2012: $0Net Assets 2012: $5,930,1762012Assets 2014: $4,465,887Liabilities 2014: $0Net Assets 2014: $4,465,8872014Assets 2015: $3,981,806Liabilities 2015: $0Net Assets 2015: $3,981,8062015Assets 2020: $33,626Liabilities 2020: $0Net Assets 2020: $33,6262020Assets 2021: $7,724Liabilities 2021: $0Net Assets 2021: $7,7242021Assets 2022: $3,721Liabilities 2022: $0Net Assets 2022: $3,7212022Assets 2023: $3,722Liabilities 2023: $0Net Assets 2023: $3,7222023

Highlighted filing

2023

Assets$3,722
Liabilities$0
Net Assets$3,722

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2012: $1,184,9422012Revenue 2014: $127,478Expenses 2014: $942,004Net Income 2014: -$814,5262014Revenue 2015: $119,930Expenses 2015: $600,848Net Income 2015: -$480,9182015Revenue 2020: $25Expenses 2020: $14,407Net Income 2020: -$14,3822020Revenue 2021: $8Expenses 2021: $25,910Net Income 2021: -$25,9022021Revenue 2022: $1Expenses 2022: $4,786Net Income 2022: -$4,7852022Revenue 2023: $1Expenses 2023: $0Net Income 2023: $12023

Highlighted filing

2023

Revenue$1
Expenses$0
Net Income$1

Filings

Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Aug 11, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger S BaskesTrustee-$0--
Julie BaskesTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Julie and Roger Baskes Charitable Trust
EIN
36-3440025
Phone
3126423737
Address
980 North Michigan Avenue, Chicago, IL 60611

Signing Officer

Name
Roger S Baskes
Title
Trustee
Signed
2015-08-11
Discuss with paid preparer
Yes

Preparer

Firm
ZB Associates
Address
980 North Michigan Ave 1380, Chicago, IL 60611-4501
Preparer
Warren A Scaman
Phone
3126423737
Raw XML Appendix282 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
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02396964
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01879
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11284
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Taxes
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Prior Year Federal Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Illinois Charity Bureau
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt040000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt119915
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Accounting, Tax & Custody Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management GS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt020000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt119915
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roger S Baskes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Julie and Roger Baskes Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0363440025
ReturnHeader/Filer/PhoneNum03126423737
ReturnHeader/Filer/USAddress/AddressLine1Txt0980 North Michigan Avenue
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZB Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0980 North Michigan Ave 1380
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606114501
ReturnHeader/PreparerPersonGrp/PhoneNum03126423737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Warren A Scaman
ReturnHeader/ReturnTs02015-08-11T08:19:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

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