Civic Intelligence

Leslie & Loretta Copeland Foundation Tr 2600051400

990PF • Fiscal year 2017 • EIN 36-7278445

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 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

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$61,714

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$9,371,946

Up $1,387,683 (+17%) from 2011

Net Assets

Up

$9,371,946

Up $1,387,683 (+17%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

$2,179,857

No earlier filing loaded for comparison.

Expenses

Down

$478,202

Down $4,436 (-0.9%) from 2011

Net Income

$1,701,655

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.

$10M$5.0M$0Assets 2010: $7,889,857Liabilities 2010: $0Net Assets 2010: $7,889,8572010Assets 2011: $7,984,263Liabilities 2011: $0Net Assets 2011: $7,984,2632011Assets 2017: $9,371,946Liabilities 2017: $0Net Assets 2017: $9,371,9462017Assets 2018: $9,107,233Liabilities 2018: $0Net Assets 2018: $9,107,2332018Assets 2019: $9,212,006Liabilities 2019: $0Net Assets 2019: $9,212,0062019Assets 2020: $9,404,373Liabilities 2020: $0Net Assets 2020: $9,404,3732020Assets 2021: $9,768,044Liabilities 2021: $0Net Assets 2021: $9,768,0442021Assets 2022: $9,276,767Liabilities 2022: $0Net Assets 2022: $9,276,7672022Assets 2023: $9,131,797Liabilities 2023: $0Net Assets 2023: $9,131,7972023Assets 2024: $9,104,785Liabilities 2024: $0Net Assets 2024: $9,104,7852024

Highlighted filing

2017

Assets$9,371,946
Liabilities$0
Net Assets$9,371,946
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $434,2912010Expenses 2011: $482,6382011Revenue 2017: $2,179,857Expenses 2017: $478,202Net Income 2017: $1,701,6552017Revenue 2018: $501,971Expenses 2018: $766,664Net Income 2018: -$264,6932018Revenue 2019: $776,211Expenses 2019: $671,112Net Income 2019: $105,0992019Revenue 2020: $836,236Expenses 2020: $648,364Net Income 2020: $187,8722020Revenue 2021: $1,017,284Expenses 2021: $656,082Net Income 2021: $361,2022021Revenue 2022: $259,719Expenses 2022: $751,631Net Income 2022: -$491,9122022Revenue 2023: $562,072Expenses 2023: $751,009Net Income 2023: -$188,9372023Revenue 2024: $684,526Expenses 2024: $723,571Net Income 2024: -$39,0452024

Highlighted filing

2017

Revenue$2,179,857
Expenses$478,202
Net Income$1,701,655
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$61,714-$61,714
Filing and Contact Details

Filer

Filer Name
Leslie and Loretta Copeland Foundation Tr
EIN
36-7278445
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-05-03
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/StockNm7422160K105 COSTCO WHOLESALE COR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7626875P101 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7726884L109 EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7830303M102 FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7931620M106 FIDELITY NATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8037045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8138141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8246637K513 JPM GLBL RES ENH IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm834812A2389 JPM US LARGE CAP COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8455273E822 MFS INTL VALUE-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8557636Q104 MASTERCARD INC-CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8658933Y105 MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8759156R108 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8860871R209 MOLSON COORS BREWING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9065339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9165473P105 NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9267103H107 O'REILLY AUTOMOTIVE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9589353D107 TRANSCANADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9690130A101 TWENTY-FIRST CENTURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9791324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9892532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9992826C839 VISA INC-CLASS A SHA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104G0177J108 ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108Y09827109 BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10900171C403 AMG MG PICTET INTL-Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112026874784 AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113032511107 ANADARKO PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11605528X604 BBH CORE SELECT FD-N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118064058100 BANK OF NEW YORK MEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120125509109 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12225278X109 DIAMONDBACK ENERGY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123256746108 DOLLAR TREE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14098956P102 ZIMMER HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142G47791101 INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143G6095L109 APTIV PLC
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Filings

Displayed year

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

Open filing
Assets
$9,371,946
Liabilities
$0
Net assets
$9,371,946
Revenue
$2,179,857
Expenses
$478,202
Net income
$1,701,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.68$0.72$0.04
2023Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.56$0.75$0.19
2022Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.26$0.75$0.49
2021Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$1.02$0.66$0.36
2020Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.84$0.65$0.19
2019Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.78$0.67$0.11
2018Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.50$0.77$0.26
2017Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$2.18$0.48$1.70
2011Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.48
2010Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.43