Civic Intelligence

Edwin E Perkins Foundation XXXXX0003

990PF • Fiscal year 2018 • EIN 36-6090223

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$31,106

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,234,123

Down $40,382 (-1.2%) from 2012

Net Assets

Down

$3,234,123

Down $40,382 (-1.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin78th percentile

Revenue

$259,686

No earlier filing loaded for comparison.

Expenses

Up

$194,346

Up $9,319 (+5.0%) from 2012

Net Income

$65,340

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,261,185Liabilities 2011: $0Net Assets 2011: $3,261,1852011Assets 2012: $3,274,505Liabilities 2012: $0Net Assets 2012: $3,274,5052012Assets 2018: $3,234,123Liabilities 2018: $0Net Assets 2018: $3,234,1232018Assets 2019: $3,250,538Liabilities 2019: $0Net Assets 2019: $3,250,5382019Assets 2020: $3,403,153Liabilities 2020: $0Net Assets 2020: $3,403,1532020Assets 2021: $3,408,640Liabilities 2021: $0Net Assets 2021: $3,408,6402021Assets 2022: $3,513,779Liabilities 2022: $0Net Assets 2022: $3,513,7792022Assets 2023: $3,477,272Liabilities 2023: $0Net Assets 2023: $3,477,2722023Assets 2024: $3,345,371Liabilities 2024: $0Net Assets 2024: $3,345,3712024Assets 2025: $3,301,136Liabilities 2025: $0Net Assets 2025: $3,301,1362025

Highlighted filing

2018

Assets$3,234,123
Liabilities$0
Net Assets$3,234,123
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $156,9432011Expenses 2012: $185,0272012Revenue 2018: $259,686Expenses 2018: $194,346Net Income 2018: $65,3402018Revenue 2019: $213,464Expenses 2019: $197,026Net Income 2019: $16,4382019Revenue 2020: $371,654Expenses 2020: $219,019Net Income 2020: $152,6352020Revenue 2021: $229,005Expenses 2021: $223,510Net Income 2021: $5,4952021Revenue 2022: $388,792Expenses 2022: $288,637Net Income 2022: $100,1552022Revenue 2023: $213,972Expenses 2023: $250,474Net Income 2023: -$36,5022023Revenue 2024: $121,203Expenses 2024: $248,416Net Income 2024: -$127,2132024Revenue 2025: $218,909Expenses 2025: $263,142Net Income 2025: -$44,2332025

Highlighted filing

2018

Revenue$259,686
Expenses$194,346
Net Income$65,340
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
May 31, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$31,106-$31,106
THOMAS J ONEILTrustee-$6,000-$6,000
CATHERINE S WILLIFORDTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Edwin E Perkins Foundation Xxxxx0003
EIN
36-6090223
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62949746101 WELLS FARGO & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7622160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7725470M109 DISH NETWORK CORP-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7826875P101 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7926884L109 EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8030303M102 FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8131620M106 FIDELITY NATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8237045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8338141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8445866F104 INTERCONTINENTAL EXC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm864812A1142 JPM US EQ FD - L FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm874812C0530 JPM LARGE CAP GRWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8855273E822 MFS INTL VALUE-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8957636Q104 MASTERCARD INC-CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9058933Y105 MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9159156R108 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9260871R209 MOLSON COORS BREWING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9365339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9465473P105 NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9567103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9678462F103 SPDR S&P 500 ETF TRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9778486Q101 SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9889353D107 TRANSCANADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9990130A101 TWENTY-FIRST CENTURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10091324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10192532F100 VERTEX PHARMACEUTICA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10496208T104 WEX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107G0177J108 ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111Y09827109 BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114026874784 AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115032511107 ANADARKO PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11804314H402 ARTISAN INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120064058100 BANK OF NEW YORK MEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122125509109 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12314040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12525278X109 DIAMONDBACK ENERGY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12726078J100 DOWDUPONT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138701094104 PARKER HANNIFIN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14398956P102 ZIMMER HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145G6095L109 APTIV PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt248616
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt447760
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt676417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt753404
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Filings

Displayed year

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

Open filing
Assets
$3,234,123
Liabilities
$0
Net assets
$3,234,123
Revenue
$259,686
Expenses
$194,346
Net income
$65,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.22$0.26$0.04
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.12$0.25$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.21$0.25$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.39$0.29$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.23$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.37$0.22$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.21$0.20$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.26$0.19$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.16