Civic Intelligence

D C Everest Foundation

990PF • Fiscal year 2019 • EIN 39-6063922

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

Organization Profile
111 West Monroe Street Tax Div 12WChicago, IL 60603

(312) 461-5154

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$345

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$96,802

Up $619 (+0.6%) from 2018

Net Assets

Up

$96,802

Up $619 (+0.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin67th percentile

Revenue

Down

$5,011

Down $3,241 (-39%) from 2018

Expenses

Down

$4,396

Down $1,379 (-24%) from 2018

Net Income

Down

$615

Down $1,862 (-75%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$100K$50K$0Assets 2010: $92,532Liabilities 2010: $0Net Assets 2010: $92,5322010Assets 2011: $88,730Liabilities 2011: $0Net Assets 2011: $88,7302011Assets 2012: $87,124Liabilities 2012: $02012Assets 2013: $88,324Liabilities 2013: $02013Assets 2014: $87,797Liabilities 2014: $02014Assets 2015: $90,816Liabilities 2015: $02015Assets 2018: $96,183Liabilities 2018: $0Net Assets 2018: $96,1832018Assets 2019: $96,802Liabilities 2019: $1Net Assets 2019: $96,8022019Assets 2020: $95,666Liabilities 2020: $1Net Assets 2020: $95,6662020Assets 2021: $96,704Liabilities 2021: $1Net Assets 2021: $96,7042021Assets 2022: $91,958Liabilities 2022: $1Net Assets 2022: $91,9582022Assets 2023: $90,203Liabilities 2023: $1Net Assets 2023: $90,2032023Assets 2024: $87,721Liabilities 2024: $0Net Assets 2024: $87,7212024

Highlighted filing

2019

Assets$96,802
Liabilities$1
Net Assets$96,802
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $7,2672010Expenses 2011: $7,4682011Revenue 2012: $5,653Expenses 2012: $7,191Net Income 2012: -$1,5382012Revenue 2013: $9,062Expenses 2013: $7,864Net Income 2013: $1,1982013Revenue 2014: $7,244Expenses 2014: $7,773Net Income 2014: -$5292014Revenue 2015: $7,426Expenses 2015: $4,323Net Income 2015: $3,1032015Revenue 2018: $8,252Expenses 2018: $5,775Net Income 2018: $2,4772018Revenue 2019: $5,011Expenses 2019: $4,396Net Income 2019: $6152019Revenue 2020: $3,767Expenses 2020: $4,927Net Income 2020: -$1,1602020Revenue 2021: $6,167Expenses 2021: $5,139Net Income 2021: $1,0282021Revenue 2022: $5,547Expenses 2022: $10,216Net Income 2022: -$4,6692022Revenue 2023: $8,398Expenses 2023: $10,149Net Income 2023: -$1,7512023Revenue 2024: $6,505Expenses 2024: $8,948Net Income 2024: -$2,4432024

Highlighted filing

2019

Revenue$5,011
Expenses$4,396
Net Income$615
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BMO HARRIS BANK N ATrustee-$345-$345
Filing and Contact Details

Filer

Filer Name
David Everest Fdn
EIN
39-6063922
Phone
3124615154
Address
111 WEST MONROE STREET TAX DIV 12W, CHICAGO, IL 60603

Signing Officer

Name
Hector Ahumada
Title
Trustee
Phone
3124615154
Signed
2020-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Kelly Kowalczyk
Phone
3128792000
Raw XML Appendix351 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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04083
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04083
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0191
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01593
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0911
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0911
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6XXX-XX-XXXX GATEWAY FUND-Y
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7XXX-XX-XXXX HARBOR CAPITAL APPRE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc855273E848 MFS INTERNATIONAL GR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9XXX-XX-XXXX VANGUARD S/C VAL IND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10XXX-XX-XXXX VANGUARD INTERMEDIAT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11XXX-XX-XXXX VANGUARD FTSE ALL-WO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12XXX-XX-XXXX VANGUARD FTSE EMERGI
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13XXX-XX-XXXX VANGUARD 500 INDEX-A
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt113024
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt26000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt33031
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt413023
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt56989
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt64007
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt73000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt85065
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt91972
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt104961
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1112915
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt122041
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt135000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt144247
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07933
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt113312
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt26036
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt32918
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt419153
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt56997
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt64544
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt75537
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt87285
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt93748
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt105233
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1112631
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt122224
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1312035
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt143911
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMEING OF INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/Amt146
TaxesSchedule/TaxesDetail/Amt214
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt146
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt214
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HECTOR AHUMADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03124615154
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID EVEREST FDN
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0396063922
ReturnHeader/Filer/PhoneNum03124615154
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 WEST MONROE STREET TAX DIV 12W
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY KOWALCZYK
ReturnHeader/ReturnTs02020-05-04T19:00:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,802
Liabilities
$1
Net assets
$96,802
Revenue
$5,011
Expenses
$4,396
Net income
$615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$87.7$0.00$87.7$6.51$8.95$2.44
2023Detailed filing. Detailed filing data is available for this year.$90.2$0.00$90.2$8.40$10.1$1.75
2022Detailed filing. Detailed filing data is available for this year.$92.0$0.00$92.0$5.55$10.2$4.67
2021Detailed filing. Detailed filing data is available for this year.$96.7$0.00$96.7$6.17$5.14$1.03
2020Detailed filing. Detailed filing data is available for this year.$95.7$0.00$95.7$3.77$4.93$1.16
2019Detailed filing. Detailed filing data is available for this year.$96.8$0.00$96.8$5.01$4.40$0.62
2018Detailed filing. Detailed filing data is available for this year.$96.2$0.00$96.2$8.25$5.78$2.48
2015Summary only. Only limited summary data is available for this year.$90.8$0.00$7.43$4.32$3.10
2014Summary only. Only limited summary data is available for this year.$87.8$0.00$7.24$7.77$0.53
2013Summary only. Only limited summary data is available for this year.$88.3$0.00$9.06$7.86$1.20
2012Summary only. Only limited summary data is available for this year.$87.1$0.00$5.65$7.19$1.54
2011Detailed filing. Detailed filing data is available for this year.$88.7$0.00$88.7$7.47
2010Detailed filing. Detailed filing data is available for this year.$92.5$0.00$92.5$7.27