Civic Intelligence

Julie and Roger Baskes Charitable Trust

990PF • Fiscal year 2013 • EIN 36-3440025

May 01, 2012 to Apr 30, 2013 • Filed on Nov 15, 2013

Organization Profile
980 North Michigan Avenue60611
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

8th percentile

-11%

Faster asset growth than 8% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$5,283,114

Down $647,062 (-11%) from 2012

Net Assets

Down

$5,283,114

Down $647,062 (-11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$736,762

Down $448,180 (-38%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $5,930,176Liabilities 2012: $0Net Assets 2012: $5,930,1762012Assets 2013: $5,283,114Liabilities 2013: $0Net Assets 2013: $5,283,1142013Assets 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

2013

Assets$5,283,114
Liabilities$0
Net Assets$5,283,114
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2012: $1,184,9422012Expenses 2013: $736,7622013Revenue 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

2013

Revenue-
Expenses$736,762
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Nov 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie BaskesTrustee-$0--
Roger S BaskesTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Unrestricted Cash Donation to 501 C 3 Organizations.501 C3various, IL, US$672,561
Filing and Contact Details

Filer

EIN
36-3440025
Raw XML Appendix280 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-12-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02,550000 Bond Maturities GS
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02070
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02070
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0470
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01600
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY05451982
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05746140
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances094822
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities05651318
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable086192
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0282997
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets05659948
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05746140
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Julie Baskes
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Roger S Baskes
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10980 NMichigan AveSuite 1380
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11980 NMichigan AveSuite 1380
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.18187
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Roger S Baskes
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03126423737
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10980 NMichigan AveSuite 1380
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Chicago
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0672561
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Unrestricted Cash Donation to 501 C 3 Organizations.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0See Statement attached
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0Unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0various
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IRS990PF/UndistributedIncome/ExcessFromYear20311239
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IRS990PF/UndistributedIncome/QualifyingDistributions0736762
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0455835
IRS990PF/UndistributedIncome/TotalCorpus01688599
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01232764
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount022347
OtherDecreasesSchedule/OtherDecreases/Description0Federal Taxes
OtherExpensesSchedule/OtherExpenses/Description0Illinois Charity Bureau
OtherExpensesSchedule/OtherExpenses/Description1Bank Fees
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OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount112250
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OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Management GS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1Appraisals
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2Accounting, Tax & Custody Fees
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OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0363440025
ReturnHeader/Filer/Name/BusinessNameLine10Julie and Roger Baskes Charitable Trust
ReturnHeader/Filer/NameControl0JULI
ReturnHeader/Filer/Phone03126423737
ReturnHeader/Filer/USAddress/AddressLine10980 North Michigan Avenue
ReturnHeader/Filer/USAddress/City0Chicago
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060611
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0Roger S Baskes
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ZB Associates
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10980 North Michigan Ave 1380
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Chicago
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0606114501
ReturnHeader/Preparer/Name0Warren A Scaman
ReturnHeader/Preparer/Phone03126420897
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-05-01
ReturnHeader/TaxPeriodEndDate02013-04-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T07:24:36-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,283,114
Liabilities
$0
Net assets
$5,283,114
Revenue
-
Expenses
$736,762
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.00$0.03$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.12$0.60$0.48
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.13$0.94$0.81
2013Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.74
2012Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$1.18