Civic Intelligence

Robert Allerton Tr Dr Chislett Mem Fund

990PF • Fiscal year 2017 • EIN 36-6013064

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,275

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$455,441

Up $11,661 (+2.6%) from 2011

Net Assets

Up

$455,441

Up $11,661 (+2.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

$36,921

No earlier filing loaded for comparison.

Expenses

Up

$24,342

Up $17,831 (+274%) from 2011

Net Income

$12,579

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.

$800K$600K$400K$200K$0Assets 2010: $431,359Liabilities 2010: $0Net Assets 2010: $431,3592010Assets 2011: $443,780Liabilities 2011: $0Net Assets 2011: $443,7802011Assets 2017: $455,441Liabilities 2017: $0Net Assets 2017: $455,4412017Assets 2018: $459,198Liabilities 2018: $0Net Assets 2018: $459,1982018Assets 2019: $457,664Liabilities 2019: $0Net Assets 2019: $457,6642019Assets 2020: $469,082Liabilities 2020: $0Net Assets 2020: $469,0822020Assets 2021: $487,852Liabilities 2021: $0Net Assets 2021: $487,8522021Assets 2022: $478,959Liabilities 2022: $0Net Assets 2022: $478,9592022Assets 2023: $481,881Liabilities 2023: $0Net Assets 2023: $481,8812023Assets 2024: $608,838Liabilities 2024: $0Net Assets 2024: $608,8382024

Highlighted filing

2017

Assets$455,441
Liabilities$0
Net Assets$455,441
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $6,1542010Expenses 2011: $6,5112011Revenue 2017: $36,921Expenses 2017: $24,342Net Income 2017: $12,5792017Revenue 2018: $29,984Expenses 2018: $26,461Net Income 2018: $3,5232018Revenue 2019: $26,355Expenses 2019: $27,904Net Income 2019: -$1,5492019Revenue 2020: $36,665Expenses 2020: $25,725Net Income 2020: $10,9402020Revenue 2021: $46,400Expenses 2021: $26,685Net Income 2021: $19,7152021Revenue 2022: $20,688Expenses 2022: $30,931Net Income 2022: -$10,2432022Revenue 2023: $33,280Expenses 2023: $27,627Net Income 2023: $5,6532023Revenue 2024: $153,255Expenses 2024: $31,731Net Income 2024: $121,5242024

Highlighted filing

2017

Revenue$36,921
Expenses$24,342
Net Income$12,579
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,275-$2,275
Filing and Contact Details

Filer

Filer Name
Robert Allerton Tr Dr Chislett Mem Fund
EIN
36-6013064
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
Raw XML Appendix324 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021938
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/AppliedToCurrentYearAmt0925
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021938
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024494
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022863
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023569
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021938
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0440003
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A795 JPMORGAN ACCESS GROW
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0424855
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0496337
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DEFERRED INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-794
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt185
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY G LLANES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT ALLERTON TR DR CHISLETT MEM FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0366013064
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId016D3054B4B0C87838547E1C68ABE3B03809BBB41
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025314087CD91D75FCC31FE4471D60E2E354BAD1D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.88.140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0127 PUBLIC SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum03124869652
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02018-05-09T15:01:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,441
Liabilities
$0
Net assets
$455,441
Revenue
$36,921
Expenses
$24,342
Net income
$12,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$1.53$0.32$1.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.33$0.28$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.21$0.31$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.00$4.88$0.46$0.27$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.00$4.69$0.37$0.26$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.26$0.28$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$0.30$0.26$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.37$0.24$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.00$4.44$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.00$4.31$0.06