Civic Intelligence

Bacca Foundation

990PF • Fiscal year 2020 • EIN 38-6981808

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
10 S Dearborn St 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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1298%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$32,519,788

Up $7,319,206 (+29%) from 2019

Net Assets

Up

$32,519,788

Up $7,319,206 (+29%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Up

$13,073,951

Up $12,138,783 (+1298%) from 2019

Expenses

Up

$444,022

Up $350,367 (+374%) from 2019

Net Income

Up

$12,629,929

Up $11,788,416 (+1401%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$40M$30M$20M$10M$0Assets 2012: $21,789,639Liabilities 2012: $02012Assets 2013: $21,512,113Liabilities 2013: $02013Assets 2014: $21,710,794Liabilities 2014: $02014Assets 2015: $21,086,626Liabilities 2015: $02015Assets 2016: $21,748,669Liabilities 2016: $0Net Assets 2016: $21,748,6692016Assets 2018: $24,373,181Liabilities 2018: $0Net Assets 2018: $24,373,1812018Assets 2019: $25,200,582Liabilities 2019: $1Net Assets 2019: $25,200,5822019Assets 2020: $32,519,788Liabilities 2020: $1Net Assets 2020: $32,519,7882020Assets 2021: $34,691,938Liabilities 2021: $1Net Assets 2021: $34,691,9382021Assets 2022: $33,624,423Liabilities 2022: $1Net Assets 2022: $33,624,4232022Assets 2023: $33,290,504Liabilities 2023: $12023Assets 2024: $36,271,947Liabilities 2024: $0Net Assets 2024: $36,271,9472024

Highlighted filing

2020

Assets$32,519,788
Liabilities$1
Net Assets$32,519,788
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2012: $35,858,508Expenses 2012: $3,082,581Net Income 2012: $32,775,9272012Revenue 2013: $3,953,789Expenses 2013: $4,171,158Net Income 2013: -$217,3692013Revenue 2014: $1,499,366Expenses 2014: $1,300,702Net Income 2014: $198,6642014Revenue 2015: $3,223,695Expenses 2015: $3,847,863Net Income 2015: -$624,1682015Revenue 2016: $818,133Expenses 2016: $156,090Net Income 2016: $662,0432016Revenue 2018: $1,320,925Expenses 2018: $91,172Net Income 2018: $1,229,7532018Revenue 2019: $935,168Expenses 2019: $93,655Net Income 2019: $841,5132019Revenue 2020: $13,073,951Expenses 2020: $444,022Net Income 2020: $12,629,9292020Revenue 2021: $3,596,922Expenses 2021: $1,424,772Net Income 2021: $2,172,1502021Revenue 2022: $1,434,103Expenses 2022: $2,501,618Net Income 2022: -$1,067,5152022Revenue 2023: $260,790Expenses 2023: $594,709Net Income 2023: -$333,9192023Revenue 2024: $4,721,396Expenses 2024: $1,739,953Net Income 2024: $2,981,4432024

Highlighted filing

2020

Revenue$13,073,951
Expenses$444,022
Net Income$12,629,929
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN TRUST COMPANY OF DELAWARESpecial Holdings & Admin T-$0--
BRETT M BERRYTrustee-$0--
WINSTON B BERRYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bacca Foundation
EIN
38-6981808
Phone
8004962583
Address
10 S DEARBORN ST IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Jp Morgan Trust Co of Delaware
Title
Special Holdings & Admin Ttee
Phone
8004962583
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Leslie Anderson CPA Pc
Address
1101 NORWALK STREET, GREENSBORO, NC 27407
Preparer
Leslie L Anderson
Phone
3364822444
Raw XML Appendix343 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt09452
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES - TAX PREPERATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09452
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JP MORGAN BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt09973282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt010376680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt015717940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt021561476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP MORGAN EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03730352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JP MORGAN ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04031255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012629929
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0250
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07049552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt010804
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0107035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011087545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06141778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1375979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06141778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1375979
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012629929
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037830511
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032519788
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01519888
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01519888
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01519888
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01617877
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt097989
IRS990PF/DistributableAmountGrp/TotalTaxAmt097989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt027509
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/FMVAssetsEOYAmt039067625
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt025200582
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JP MORGAN TRUST COMPANY OF DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRETT M BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WINSTON B BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SPECIAL HOLDINGS & ADMIN T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1740 JUNIPER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2740 JUNIPER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0606032300
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JP MORGAN TRUST COMPANY OF DELAWARE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08004962583
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRETT M BERRY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1WINSTON B BERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0336987
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT EDUCATIONAL OPPORTUNITIES & ADVANCEMENT FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE AMERICAN SCHOOL IN LONDON FOUNDATION (UK) LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0ONE WAVERLY PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0UK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0NW8 ONP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0336987
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0357493
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01519888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01162395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01183165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01162395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020770
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0357493
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020770
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01183165
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BRETT M BERRY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0740 JUNIPER AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOULDER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080304
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05957870
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05957870
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0119,500 SHARES OF PELOTON INTERACTIVE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-06-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0250
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05310723
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FAIR MARKET VALUE > COST FOR CONTRIBUTION OF PELOTON INTERACTIVE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021608
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt141522
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010804
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010804
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt141522
TaxesSchedule/TaxesDetail/Amt020000
TaxesSchedule/TaxesDetail/Amt114203
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114203
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JP MORGAN TRUST CO OF DELAWARE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SPECIAL HOLDINGS & ADMIN TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BACCA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JP MORGAN TRUST COMPANY OF DE
ReturnHeader/Filer/BusinessNameControlTxt0BACC
ReturnHeader/Filer/EIN0386981808
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN ST IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204831046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LESLIE ANDERSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 NORWALK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027407
ReturnHeader/PreparerPersonGrp/PhoneNum03364822444
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE L ANDERSON
ReturnHeader/ReturnTs02021-05-06T08:22:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORGAN TRUST CO OF D
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$32,519,788
Liabilities
$1
Net assets
$32,519,788
Revenue
$13,073,951
Expenses
$444,022
Net income
$12,629,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$4.72$1.74$2.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$0.00$0.26$0.59$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$0.00$33.6$1.43$2.50$1.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.00$34.7$3.60$1.42$2.17
2020Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$13.1$0.44$12.6
2019Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$0.94$0.09$0.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$0.00$24.4$1.32$0.09$1.23
2016Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.82$0.16$0.66
2015Summary only. Only limited summary data is available for this year.$21.1$0.00$3.22$3.85$0.62
2014Summary only. Only limited summary data is available for this year.$21.7$0.00$1.50$1.30$0.20
2013Summary only. Only limited summary data is available for this year.$21.5$0.00$3.95$4.17$0.22
2012Summary only. Only limited summary data is available for this year.$21.8$0.00$35.9$3.08$32.8
Peer Organizations

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