Civic Intelligence

Francis Alger & Charles Burrall Pike Tr 2620069500 R63816004

EIN 36-6015957

Jpmorgan Chase Banknapo Box 303853201
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$59,905

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

10%

Faster revenue growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,798,194

Up $222,241 (+4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$4,798,194

Up $222,241 (+4.9%) from 2020

Operations
Liabilities / Revenue33rd percentileNet Margin60th percentile

Revenue

Up

$534,710

Up $63,092 (+13%) from 2020

Expenses

Up

$313,411

Up $19,941 (+6.8%) from 2020

Net Income

Up

$221,299

Up $43,151 (+24%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,079,242Liabilities 2010: $0Net Assets 2010: $4,079,2422010Assets 2011: $4,268,664Liabilities 2011: $0Net Assets 2011: $4,268,6642011Assets 2017: $4,451,344Liabilities 2017: $0Net Assets 2017: $4,451,3442017Assets 2019: $4,397,214Liabilities 2019: $0Net Assets 2019: $4,397,2142019Assets 2020: $4,575,953Liabilities 2020: $0Net Assets 2020: $4,575,9532020Assets 2021: $4,798,194Liabilities 2021: $0Net Assets 2021: $4,798,1942021

Highlighted filing

2021

Assets$4,798,194
Liabilities$0
Net Assets$4,798,194
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $130,2052010Expenses 2011: $104,4252011Revenue 2017: $348,455Expenses 2017: $267,119Net Income 2017: $81,3362017Revenue 2019: $243,282Expenses 2019: $291,921Net Income 2019: -$48,6392019Revenue 2020: $471,618Expenses 2020: $293,470Net Income 2020: $178,1482020Revenue 2021: $534,710Expenses 2021: $313,411Net Income 2021: $221,2992021

Highlighted filing

2021

Revenue$534,710
Expenses$313,411
Net Income$221,299
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,798,194
Liabilities
$0
Net assets
$4,798,194
Revenue
$534,710
Expenses
$313,411
Net income
$221,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.00$4.80$0.53$0.31$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.47$0.29$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.00$4.40$0.24$0.29$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.35$0.27$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.00$4.27$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.00$4.08$0.13
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2011 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Gross Receipts
$3,526,075
Filing and Contact Details

Filer

EIN
36-6015957
Raw XML Appendix277 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0SUPPORTS THE CHICAGO HISTORICAL SOCIETY. FUNDS ARE INTEGRAL TO THE OPERATION OF THE MUSEUM AND LIBRARY.
IRS990/AddressPrincipalOfficerUS/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/AmountOfTaxExemptInterest04
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY04079242
IRS990/CapStckTrstPrinCurrentFunds/EOY04268664
IRS990/CashNonInterestBearing/BOY0915
IRS990/CashNonInterestBearing/EOY04
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral049219
IRS990/CompCurrentOfficersDirectors/Total049219
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0CHICAGO HISTORICAL SOCIETYNORTH AVENUE & CLARK STREETCHICAGO, IL 60614
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense054011
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FiledLieu104101
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0208137
IRS990/Gaming00
IRS990/Grants054011
IRS990/GrantsAndSimilarAmntsCY054011
IRS990/GrantsAndSimilarAmntsPriorYear086271
IRS990/GrantsToDomesticOrgs/ProgramServices054011
IRS990/GrantsToDomesticOrgs/Total054011
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities03441015
IRS990/GrossReceipts03526075
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear0293197
IRS990/InvestmentIncome/ExclusionAmount085060
IRS990/InvestmentIncomePriorYear0221037
IRS990/InvestmentIncome/TotalRevenueColumn085060
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY03953699
IRS990/InvestmentsPubTradedSecurities/EOY03914579
IRS990/LessCostOthBasisSalesExpenses/Securities03232878
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0OPERATION FUNDING AND LIBRARY FUNDING FOR THE CHICAGO HISTORICAL SOCIETY
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY04079242
IRS990/NetAssetsOrFundBalancesEOY04268664
IRS990/NetGainOrLossInvestments/ExclusionAmount0208137
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0208137
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization4947a10X
IRS990/OtherExpensePriorYear02122
IRS990/OtherExpensesCurrentYear01195
IRS990/OtherExpenses/Description0FOREIGN INCOME TAX WITH
IRS990/OtherExpenses/Description1IL ATTORNEY GENERAL FIL
IRS990/OtherExpenses/Description2ADR FEE
IRS990/OtherExpenses/ManagementAndGeneral01179
IRS990/OtherExpenses/ManagementAndGeneral115
IRS990/OtherExpenses/ManagementAndGeneral21
IRS990/OtherExpenses/Total01179
IRS990/OtherExpenses/Total115
IRS990/OtherExpenses/Total21
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear011864
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0650
IRS990/ReconcilationRevenueExpenses0188772
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY0188772
IRS990/RevenuesLessExpensesPriorYear0102696
IRS990/SalariesEtcCurrentYear049219
IRS990/SalariesEtcPriorYear041812
IRS990/SavingsAndTempCashInvestments/BOY0124628
IRS990/SavingsAndTempCashInvestments/EOY0354081
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts054011
IRS990ScheduleA/SupportedOrgInformation/Amount054011
IRS990ScheduleA/SupportedOrgInformation/EIN0362167004
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10CHICAGO HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization07
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK,NA HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP, NCAA. ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THE TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10NORTH AVENUE CLARK ST
IRS990ScheduleI/RecipientTable/AddressUS/City0CHICAGO
IRS990ScheduleI/RecipientTable/AddressUS/State0IL
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode060614
IRS990ScheduleI/RecipientTable/AmountOfCashGrant054011
IRS990ScheduleI/RecipientTable/EINOfRecipient0362167004
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0OPERATIONS AND THE MUSEUM LIBRARY
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10CHICAGO HISTORICAL SOCIETY
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO THE IRS FORM 990 BEING FILED. SALES OF SECURITIES LONG TERM CAPITAL GAIN DIVIDENDS CLASS ACTIONS PROCEEDS
IRS990ScheduleO/GeneralExplanation/Explanation1AS TRUSTEE, JPMORGAN CHASE BANK,NA MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE GOVERNING DOCUMENNTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO THE ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK,NA DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK,NA STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation2JPMORGAN CHASE BANK, NA - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation3NONDIVIDEND DISTRIBUTIONS/RETURN OF CAPITAL 649. ADJUSTMENTS TO CARRYING VALUE/BASIS MUTUAL FUND POSTING/FACTORING ADJUSTMENT 1. TOTAL TO FORM 990, PART XI, LINE 5: 650.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0IL
IRS990/StatesWhereCopyOfReturnIsFiled0IL
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10513 CENTRAL AVE F 01
IRS990/TheBooksAreInCareOf/AddressUS/City0HIGHLAND PARK
IRS990/TheBooksAreInCareOf/AddressUS/State0IL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode060035
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber08472666023
IRS990/TotalAssets/BOY04079242
IRS990/TotalAssetsBOY04079242
IRS990/TotalAssets/EOY04268664
IRS990/TotalAssetsEOY04268664
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0104425
IRS990/TotalExpensesPriorYear0130205
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral050414
IRS990/TotalFunctionalExpenses/ProgramServices054011
IRS990/TotalFunctionalExpenses/Total0104425
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY04079242
IRS990/TotalLiabNetAssetsFundBalances/EOY04268664
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY04079242
IRS990/TotalNetAssetsFundBalances/EOY04268664
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense054011
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0293197
IRS990/TotalRevenue/ExclusionAmount0293197
IRS990/TotalRevenuePriorYear0232901
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0293197
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01948
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0366015957
ReturnHeader/Filer/Name/BusinessNameLine10FRANCIS ALGER & CHARLES BURRALL PIKE TR R63816004
ReturnHeader/Filer/NameControl0PIKE
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-25T14:31:15-05:00

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