Civic Intelligence

Robert Allerton Tr Dr Chislett Mem Fund

990PF • Fiscal year 2018 • EIN 36-6013064

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$2,369

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

0.8%

Faster asset growth than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$459,198

Up $3,757 (+0.8%) from 2017

Net Assets

Up

$459,198

Up $3,757 (+0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin66th percentile

Revenue

Down

$29,984

Down $6,937 (-19%) from 2017

Expenses

Up

$26,461

Up $2,119 (+8.7%) from 2017

Net Income

Down

$3,523

Down $9,056 (-72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2018

Assets$459,198
Liabilities$0
Net Assets$459,198
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

2018

Revenue$29,984
Expenses$26,461
Net Income$3,523
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,369-$2,369
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
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML Appendix321 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0963
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023569
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025708
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/QualifyingDistributionsAmt024532
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024745
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023569
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0424855
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A795 JPMORGAN ACCESS GROW
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0451147
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0455255
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03691
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02018 TRANSACTION POSTED IN 2019
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03925
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02017 TRANSACTION POSTED IN 2018
TaxesSchedule/TaxesDetail/Amt0280
TaxesSchedule/TaxesDetail/Amt1113
TaxesSchedule/TaxesDetail/Amt2115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1113
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2115
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY G LLANES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
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/AtSubmissionCreationDeviceId06D9BF00E8B4CF6EE6D75BD8691C875619BE17C6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057468FFDD26615149DB425C2A339B7DE974E07F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.168.85.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02019-05-06T13:01:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,198
Liabilities
$0
Net assets
$459,198
Revenue
$29,984
Expenses
$26,461
Net income
$3,523
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
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.30$0.26$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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