Civic Intelligence

Michael a & Frances Halikias Charitable Trust

990PF • Fiscal year 2017 • EIN 36-7227832

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization Profile
2221 Camden CTOak Brook, IL 60523

(630) 560-8000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-354%

Higher net margin than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

83rd percentile

48%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,606,348

Down $2,039 (-0.1%) from 2015

Net Assets

Down

$1,606,348

Down $2,039 (-0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Up

$661

Up $361 (+120%) from 2015

Expenses

Up

$3,000

Up $3,000 from 2015

Net Income

Down

-$2,339

Down $2,639 (-880%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,608,387Liabilities 2015: $0Net Assets 2015: $1,608,3872015Assets 2017: $1,606,348Liabilities 2017: $0Net Assets 2017: $1,606,3482017Assets 2019: $1,595,682Liabilities 2019: $0Net Assets 2019: $1,595,6822019Assets 2020: $1,595,812Liabilities 2020: $0Net Assets 2020: $1,595,8122020Assets 2022: $1,595,399Liabilities 2022: $0Net Assets 2022: $1,595,3992022Assets 2023: $1,595,399Liabilities 2023: $0Net Assets 2023: $1,595,3992023Assets 2024: $1,595,399Liabilities 2024: $0Net Assets 2024: $1,595,3992024

Highlighted filing

2017

Assets$1,606,348
Liabilities$0
Net Assets$1,606,348
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2015: $300Expenses 2015: $0Net Income 2015: $3002015Revenue 2017: $661Expenses 2017: $3,000Net Income 2017: -$2,3392017Revenue 2019: $1,044Expenses 2019: $7,500Net Income 2019: -$6,4562019Revenue 2020: $1,130Expenses 2020: $1,000Net Income 2020: $1302020Revenue 2022: $1,240Expenses 2022: $2,027Net Income 2022: -$7872022Revenue 2023: $1,196Expenses 2023: $169Net Income 2023: $1,0272023Revenue 2024: $1,258Expenses 2024: $163Net Income 2024: $1,0952024

Highlighted filing

2017

Revenue$661
Expenses$3,000
Net Income-$2,339
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aristotle HalikiasTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Michael & Frances Halikias
EIN
36-7227832
Phone
6305608000
Address
2221 CAMDEN CT, Oak Brook, IL 60523

Signing Officer

Name
Aristotle Halikias
Title
Trustee
Signed
2017-11-10
Raw XML Appendix175 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034045
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01414
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032631
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0511
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01677
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033534
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03000
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0true
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST ANDREW THE APOSTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08 EAST 79TH STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0718
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0718
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0718
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Conservation Reserve
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Aristotle Halikias
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Michael & Frances Halikias
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0367227832
ReturnHeader/Filer/PhoneNum06305608000
ReturnHeader/Filer/USAddress/AddressLine1Txt02221 CAMDEN CT
ReturnHeader/Filer/USAddress/CityNm0Oak Brook
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060523
ReturnHeader/ReturnTs02017-11-10T11:00:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,606,348
Liabilities
$0
Net assets
$1,606,348
Revenue
$661
Expenses
$3,000
Net income
-$2,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.00$0.00$0.00