Civic Intelligence

Chess Lupton Trust

990PF • Fiscal year 2011 • EIN 37-6127169

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

130 N Water Street62523
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.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

79th percentile

$13,102

Higher top officer pay than 79% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,162,732

No earlier filing loaded for comparison.

Net Assets

$1,162,732

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$183,139

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,162,732Liabilities 2011: $0Net Assets 2011: $1,162,7322011Assets 2012: $1,181,089Liabilities 2012: $02012Assets 2013: $1,070,241Liabilities 2013: $1Net Assets 2013: $1,070,2412013Assets 2014: $1,111,103Liabilities 2014: $1Net Assets 2014: $1,111,1032014Assets 2015: $878,378Liabilities 2015: $02015Assets 2016: $771,293Liabilities 2016: $0Net Assets 2016: $771,2932016Assets 2017: $2,068,938Liabilities 2017: $0Net Assets 2017: $2,068,9382017Assets 2018: $1,721,225Liabilities 2018: $0Net Assets 2018: $1,721,2252018Assets 2019: $1,709,994Liabilities 2019: $1Net Assets 2019: $1,709,9942019Assets 2020: $1,620,702Liabilities 2020: $1Net Assets 2020: $1,620,7022020Assets 2021: $1,647,797Liabilities 2021: $1Net Assets 2021: $1,647,7972021Assets 2022: $1,547,376Liabilities 2022: $1Net Assets 2022: $1,547,3762022Assets 2023: $1,463,260Liabilities 2023: $1Net Assets 2023: $1,463,2602023Assets 2024: $1,531,844Liabilities 2024: $0Net Assets 2024: $1,531,8442024

Highlighted filing

2011

Assets$1,162,732
Liabilities$0
Net Assets$1,162,732

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $183,1392011Revenue 2012: $118,807Expenses 2012: $100,450Net Income 2012: $18,3572012Revenue 2013: $193,147Expenses 2013: $303,995Net Income 2013: -$110,8482013Revenue 2014: $203,567Expenses 2014: $162,705Net Income 2014: $40,8622014Revenue 2015: $118,503Expenses 2015: $351,228Net Income 2015: -$232,7252015Revenue 2016: $124,956Expenses 2016: $231,460Net Income 2016: -$106,5042016Revenue 2017: $1,285,397Expenses 2017: $218,859Net Income 2017: $1,066,5382017Revenue 2018: $105,737Expenses 2018: $457,505Net Income 2018: -$351,7682018Revenue 2019: $99,154Expenses 2019: $111,153Net Income 2019: -$11,9992019Revenue 2020: $93,069Expenses 2020: $182,961Net Income 2020: -$89,8922020Revenue 2021: $154,440Expenses 2021: $127,267Net Income 2021: $27,1732021Revenue 2022: $125,110Expenses 2022: $226,165Net Income 2022: -$101,0552022Revenue 2023: $140,821Expenses 2023: $224,902Net Income 2023: -$84,0812023Revenue 2024: $344,969Expenses 2024: $289,966Net Income 2024: $55,0032024

Highlighted filing

2011

Revenue-
Expenses$183,139
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$13,102-$13,102
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST MARY'S HOSPITALOPERATIONSN/ADECATUR, IL, US$63,789
Paid GrantDECATUR MEMORIAL HOSPITALOPERATIONSN/ADECATUR, IL, US$63,788
Filing and Contact Details

Filer

EIN
37-6127169
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AFLAC INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ADOBE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ACADIAN EMERGING MARKET
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BECTON DICKINSON & CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CHEVRON
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37ISHARES - TELECOM
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis87438
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis881616
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis92498
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-09-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42008-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62001-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-03-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82008-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92009-02-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102008-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112008-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122004-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132011-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142008-10-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152008-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162008-01-23

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.34$0.29$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.14$0.22$0.08
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.55$0.00$1.55$0.13$0.23$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.15$0.13$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.09$0.18$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.11$0.46$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$1.29$0.22$1.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.12$0.23$0.11
2015Summary only. Only limited summary data is available for this year.$0.88$0.00$0.12$0.35$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.20$0.16$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.19$0.30$0.11
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.12$0.10$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.18