Civic Intelligence

Fenton E English Charitable Trust

990PF • Fiscal year 2020 • EIN 37-6121328

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$40,579

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

46th percentile

2.0%

Faster asset growth than 46% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-4.1%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,185,596

Up $43,382 (+2.0%) from 2019

Net Assets

Up

$2,185,596

Up $43,382 (+2.0%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin73rd percentile

Revenue

Down

$198,421

Down $8,389 (-4.1%) from 2019

Expenses

Down

$155,022

Down $2,162 (-1.4%) from 2019

Net Income

Down

$43,399

Down $6,227 (-13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,115,603Liabilities 2010: $0Net Assets 2010: $2,115,6032010Assets 2011: $2,124,483Liabilities 2011: $0Net Assets 2011: $2,124,4832011Assets 2012: $2,109,695Liabilities 2012: $02012Assets 2013: $2,170,464Liabilities 2013: $02013Assets 2014: $2,253,366Liabilities 2014: $02014Assets 2015: $2,169,754Liabilities 2015: $02015Assets 2018: $2,092,779Liabilities 2018: $0Net Assets 2018: $2,092,7792018Assets 2019: $2,142,214Liabilities 2019: $1Net Assets 2019: $2,142,2142019Assets 2020: $2,185,596Liabilities 2020: $1Net Assets 2020: $2,185,5962020Assets 2021: $2,307,524Liabilities 2021: $1Net Assets 2021: $2,307,5242021Assets 2022: $2,203,659Liabilities 2022: $1Net Assets 2022: $2,203,6592022Assets 2023: $2,190,760Liabilities 2023: $12023Assets 2024: $2,175,492Liabilities 2024: $0Net Assets 2024: $2,175,4922024

Highlighted filing

2020

Assets$2,185,596
Liabilities$1
Net Assets$2,185,596
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $155,6552010Expenses 2011: $132,8442011Revenue 2012: $113,214Expenses 2012: $133,809Net Income 2012: -$20,5952012Revenue 2013: $193,728Expenses 2013: $134,184Net Income 2013: $59,5442013Revenue 2014: $221,503Expenses 2014: $139,777Net Income 2014: $81,7262014Revenue 2015: $64,110Expenses 2015: $151,471Net Income 2015: -$87,3612015Revenue 2018: $164,441Expenses 2018: $166,443Net Income 2018: -$2,0022018Revenue 2019: $206,810Expenses 2019: $157,184Net Income 2019: $49,6262019Revenue 2020: $198,421Expenses 2020: $155,022Net Income 2020: $43,3992020Revenue 2021: $281,354Expenses 2021: $164,991Net Income 2021: $116,3632021Revenue 2022: $84,743Expenses 2022: $188,698Net Income 2022: -$103,9552022Revenue 2023: $150,473Expenses 2023: $165,643Net Income 2023: -$15,1702023Revenue 2024: $160,201Expenses 2024: $174,656Net Income 2024: -$14,4552024

Highlighted filing

2020

Revenue$198,421
Expenses$155,022
Net Income$43,399
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$40,579-$40,579
Filing and Contact Details

Filer

Filer Name
English Fenton Charitable Trust Xxxxx0001
EIN
37-6121328
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2021-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4194106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4296208T104 WEX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47032654105 ANALOG DEVICES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57718172109 PHILIP MORRIS INTERN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6846641Q712 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6956585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7064110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7170450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7279466L302 SALESFORCE.COM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7914019V606 AMER FNDS INTL VNTG-
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8126614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85N6596X109 NXP SEMICONDUCTORS N
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87031100100 AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8809857L108 BOOKING HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9046434G103 ISHARES CORE MSCI EM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98N07059210 ASML HOLDING NV-NY R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt050132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt327500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129446A710 EQUINOX IMP SYSTEM M
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt309250J734 BLACKROCK EVNT DRVN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt464128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt572201U638 PIMCO MRTG OPP & BND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt047732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt228382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt328177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt056176
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0141529
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0716
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0198421
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0198421
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0141529
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017662
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022917
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040579
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0109479
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0109479
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt056176
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt056176
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt043399
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01002447
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0141529
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0173460
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0716
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01328
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04964
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0127141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0155022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0197705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0198421
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017662
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045543
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372012-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-01-28

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,185,596
Liabilities
$1
Net assets
$2,185,596
Revenue
$198,421
Expenses
$155,022
Net income
$43,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.16$0.17$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$0.15$0.17$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.08$0.19$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.28$0.16$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.20$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.21$0.16$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.16$0.17$0.00
2015Summary only. Only limited summary data is available for this year.$2.17$0.00$0.06$0.15$0.09
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$0.22$0.14$0.08
2013Summary only. Only limited summary data is available for this year.$2.17$0.00$0.19$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$0.11$0.13$0.02
2011Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.16