Civic Intelligence

Elgin Mahle Scholarship Trust Fund

990PF • Fiscal year 2017 • EIN 37-6144502

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 22, 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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$10,449

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

95th percentile

86%

Faster asset growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

97th percentile

383%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$977,139

Up $694,538 (+246%) from 2015

Net Assets

$977,139

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin97th percentile

Revenue

Up

$917,296

Up $877,939 (+2231%) from 2015

Expenses

Up

$131,150

Up $57,334 (+78%) from 2015

Net Income

Up

$786,146

Up $820,605 (+2381%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$1.0M$500K$0Assets 2010: $224,445Liabilities 2010: $0Net Assets 2010: $224,4452010Assets 2011: $220,133Liabilities 2011: $02011Assets 2012: $238,752Liabilities 2012: $02012Assets 2013: $255,924Liabilities 2013: $02013Assets 2014: $262,844Liabilities 2014: $02014Assets 2015: $282,601Liabilities 2015: $02015Assets 2017: $977,139Liabilities 2017: $0Net Assets 2017: $977,1392017Assets 2018: $947,457Liabilities 2018: $0Net Assets 2018: $947,4572018Assets 2019: $936,277Liabilities 2019: $1Net Assets 2019: $936,2772019Assets 2020: $925,654Liabilities 2020: $1Net Assets 2020: $925,6542020Assets 2021: $942,818Liabilities 2021: $1Net Assets 2021: $942,8182021Assets 2022: $892,126Liabilities 2022: $1Net Assets 2022: $892,1262022Assets 2023: $881,920Liabilities 2023: $1Net Assets 2023: $881,9202023Assets 2024: $884,447Liabilities 2024: $0Net Assets 2024: $884,4472024

Highlighted filing

2017

Assets$977,139
Liabilities$0
Net Assets$977,139
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $25,7072010Revenue 2011: $32,097Expenses 2011: $36,409Net Income 2011: -$4,3122011Revenue 2012: $39,711Expenses 2012: $22,090Net Income 2012: $17,6212012Revenue 2013: $40,296Expenses 2013: $24,121Net Income 2013: $16,1752013Revenue 2014: $40,699Expenses 2014: $33,775Net Income 2014: $6,9242014Revenue 2015: $39,357Expenses 2015: $73,816Net Income 2015: -$34,4592015Revenue 2017: $917,296Expenses 2017: $131,150Net Income 2017: $786,1462017Revenue 2018: $65,418Expenses 2018: $94,780Net Income 2018: -$29,3622018Revenue 2019: $50,429Expenses 2019: $62,119Net Income 2019: -$11,6902019Revenue 2020: $51,552Expenses 2020: $62,009Net Income 2020: -$10,4572020Revenue 2021: $82,677Expenses 2021: $65,594Net Income 2021: $17,0832021Revenue 2022: $17,641Expenses 2022: $68,175Net Income 2022: -$50,5342022Revenue 2023: $50,737Expenses 2023: $60,893Net Income 2023: -$10,1562023Revenue 2024: $68,182Expenses 2024: $61,474Net Income 2024: $6,7082024

Highlighted filing

2017

Revenue$917,296
Expenses$131,150
Net Income$786,146
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 22, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$10,449-$10,449
Filing and Contact Details

Filer

Filer Name
Mahle Elgin Scholarship Trust Fund Xxxxx1008
EIN
37-6144502
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-08-22
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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0664000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1388500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt711169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt821339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1416753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt158586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt164725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt175646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt185262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100. STARK CO FARM 117 ACRES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100. FRAC., PORTION OF N 1/2 OF NE 1/4 OF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2754.588 JOHN HANCOCK INCOME FD-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31082.093 LORD ABBETT INVT TR LT DU USGVSP Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44342.019 JPMORGAN CORE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52102.801 VANGUARD FXD INCM INTER-TERM FD ADM*
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6956.403 ISHARES RUSSELL MIDCAP INDEX FD CL K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71062.702 BROWN ADV JAPAN ALPHA OPP-IS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81912.088 ISHARES RUSSELL MIDCAP INDEX FD CL K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9940.471 JANUS HIGH-YIELD FD-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101084.848 LORD ABBETT INVT TR LT DU USGVSP Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11751.852 JOHN HANCOCKINC FD - R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121105.799 JANUS HIGH-YIELD FD-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13263.374 CAUSEWAY INTERNATIONAL VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1464. ISHARES TRUST S&P 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15384.67 JPM GLBL RES ENH INDEX FD - SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16298.863 LOOMIS SAYLES GROWTH-N2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17129.529 OPPENHEIMER INTL GROWTH FD-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18463.615 T ROWE PR OVERSEAS STOCK-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0893723
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0786146
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt017632
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0977143
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0173365
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0977139
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061043
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt043411
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061043
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052136
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt017632
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08725
IRS990PF/DistributableAmountGrp/TotalTaxAmt08725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08728
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt038000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt029611
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt020883
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038336
IRS990PF/FMVAssetsEOYAmt01071905
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0173365
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0977139
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09704
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0293304
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0294561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0528510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0620762
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0171447
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0101352
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0102609
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01916
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt044269
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt044269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0173365
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0977139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01071905
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0173365
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0977139
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0173365
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0977139
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01058601
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt056401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01002200
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015879
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt052136
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01042722
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01058601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010449
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt035629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt044354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt081133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt028453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt011223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.034169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.020194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.028614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.025048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01042722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01414666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01636857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01408953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0468928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0448065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt085823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.170846
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt077098
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt085823
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt08725
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt085823
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$977,139
Liabilities
$0
Net assets
$977,139
Revenue
$917,296
Expenses
$131,150
Net income
$786,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.00$8.84$0.68$0.61$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.51$0.61$0.10
2022Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.18$0.68$0.51
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.43$0.00$9.43$0.83$0.66$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$0.00$9.26$0.52$0.62$0.10
2019Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.50$0.62$0.12
2018Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$0.65$0.95$0.29
2017Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$9.17$1.31$7.86
2015Summary only. Only limited summary data is available for this year.$2.83$0.00$0.39$0.74$0.34
2014Summary only. Only limited summary data is available for this year.$2.63$0.00$0.41$0.34$0.07
2013Summary only. Only limited summary data is available for this year.$2.56$0.00$0.40$0.24$0.16
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$0.40$0.22$0.18
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$0.32$0.36$0.04
2010Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.26