Civic Intelligence

Murphy Surgery & Educational Research Trust

990PF • Fiscal year 2019 • EIN 36-6779202

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 04, 2020

Organization Profile
CO JANE MURPHY 2500 INDIGO LN RoomGlenview, IL 60026

(847) 793-9100

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-3090%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

5th percentile

-75%

Faster asset growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$70,183

Down $210,049 (-75%) from 2018

Net Assets

Down

$70,183

Down $210,049 (-75%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$6,507

Up $1,631 (+33%) from 2018

Expenses

Up

$207,546

Up $204,594 (+6931%) from 2018

Net Income

Down

-$201,039

Down $202,963 (-10549%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$300K$200K$100K$0Assets 2016: $271,487Liabilities 2016: $0Net Assets 2016: $271,4872016Assets 2017: $278,307Liabilities 2017: $0Net Assets 2017: $278,3072017Assets 2018: $280,232Liabilities 2018: $0Net Assets 2018: $280,2322018Assets 2019: $70,183Liabilities 2019: $0Net Assets 2019: $70,1832019Assets 2020: $63,253Liabilities 2020: $0Net Assets 2020: $63,2532020Assets 2021: $61,015Liabilities 2021: $0Net Assets 2021: $61,0152021Assets 2022: $59,413Liabilities 2022: $0Net Assets 2022: $59,4132022Assets 2023: $55,620Liabilities 2023: $0Net Assets 2023: $55,6202023Assets 2024: $48,621Liabilities 2024: $0Net Assets 2024: $48,6212024

Highlighted filing

2019

Assets$70,183
Liabilities$0
Net Assets$70,183
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$400K$200K$0-$200K-$400KRevenue 2016: $2,102Expenses 2016: $1,693Net Income 2016: $4092016Revenue 2017: $3,980Expenses 2017: $1,726Net Income 2017: $2,2542017Revenue 2018: $4,876Expenses 2018: $2,952Net Income 2018: $1,9242018Revenue 2019: $6,507Expenses 2019: $207,546Net Income 2019: -$201,0392019Revenue 2020: $1,015Expenses 2020: $7,945Net Income 2020: -$6,9302020Revenue 2021: $5,545Expenses 2021: $7,783Net Income 2021: -$2,2382021Revenue 2022: $2,047Expenses 2022: $3,649Net Income 2022: -$1,6022022Revenue 2023: $4,725Expenses 2023: $8,518Net Income 2023: -$3,7932023Revenue 2024: $2,684Expenses 2024: $8,264Net Income 2024: -$5,5802024

Highlighted filing

2019

Revenue$6,507
Expenses$207,546
Net Income-$201,039
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 4, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE MURPHYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Murphy Surgery & Educational Research Trust
EIN
36-6779202
Phone
8477939100
Address
CO JANE MURPHY 2500 INDIGO LN Room, Glenview, IL 60026

Signing Officer

Name
Jane Murphy
Title
Trustee
Signed
2020-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Law Offices of Gary R Waitzman LLC
Address
250 PARKWAY DRIVE SUITE 130, LINCOLNSHIRE, IL 60069
Preparer
Gary R Waitzman
Phone
8477939100
Raw XML Appendix339 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DFA FIVE-YEAR GLOBAL FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DFA INTERNATIONAL SMALL CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DFA INTERNATIONAL VALUE FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DFA ONE-YEAR FIXED INCOME FUND INSTL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DFA SHORT-TERM GOVERNMENT FUND INSTL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DFA US LARGE CAP VALYE FUND III
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0250 PARKWAY DRIVE SUITE 130
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLNSHIRE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060069
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GARY R WAITZMAN CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08477939100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MIDWEST MUSEUEM OF NATURAL HISTORY 425 W STATE STREET SYCAMORE, IL 60178
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0BOULDER CREST RETREAT FOUDATION 18370 BLUEMONT VILLAGE LANE BLUEMONT, VA 20135
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0194940
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt010000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A FORMAL APPLICATION SHOULD BE FILLED OUT AND SUBMITTED. APPLICATIONS CAN BE RECEIVED BY CONTACTING FOUDATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0JANEZMURPHYGMAIL.COM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JANE MURPHY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08478581333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02500 INDIGO LN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GLENVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060026
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE AWARD APPLIES NURSING SCHOOLS ONLY, IF THE RECIPIENT DOES NOT ATTEND ST FRANCIS SCHOOL OF NURSING, THE RECIPIENT MUST SIGN AN AGREEMENT TO WORK AT ST. FRANCIS HOSPITAL FOR 1 YEAR UPON GRADUATION FROM NURSING SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0194490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CARE FOR PTSD VETERAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MIDWEST MUSEUEM OF NATURAL HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOULDER CREST RETREAT FOUDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0425 W STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118370 BLUEMONT VILLAGE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SYCAMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BLUEMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120135
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0204490
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/AppliedToCurrentYearAmt03796
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09188
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02239
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02239
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073783
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt073783
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0204490
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt073783
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076022
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02239
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09188
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0194940
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DONATION OF HUNTING TROPHY COLLECTION
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKET VALUE ACCUMULATED LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01707
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/Amt233
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FORIEGN TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt233
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MURPHY SURGERY & EDUCATIONAL RESEARCH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MURP
ReturnHeader/Filer/EIN0366779202
ReturnHeader/Filer/PhoneNum08477939100
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO JANE MURPHY 2500 INDIGO LN Room
ReturnHeader/Filer/USAddress/CityNm0Glenview
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060026
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId043B5CAFDAC11E8FE3EAD50880359AA91F75DB6C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId043B5CAFDAC11E8FE3EAD50880359AA91F75DB6C8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.196.218.53
ReturnHeader/FilingSecurityInformation/IPDt02020-06-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:58:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAW OFFICES OF GARY R WAITZMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 PARKWAY DRIVE SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLNSHIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060069
ReturnHeader/PreparerPersonGrp/PhoneNum08477939100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary R Waitzman
ReturnHeader/ReturnTs02020-06-04T11:33:43-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,183
Liabilities
$0
Net assets
$70,183
Revenue
$6,507
Expenses
$207,546
Net income
-$201,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.03$0.08$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.02$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.01$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.07$2.08$2.01
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.05$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.04$0.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.02$0.02$0.00