Civic Intelligence

Florence E Kasel Testamentary Trust

990PF • Fiscal year 2020 • EIN 39-6220043

Jun 01, 2019 to May 31, 2020 • Filed on Jul 21, 2020

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

21st percentile

-27%

Higher net margin than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$986

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-36%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$163,428

Down $1,873 (-1.1%) from 2019

Net Assets

Down

$163,428

Down $1,873 (-1.1%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin21st percentile

Revenue

Down

$7,064

Down $3,971 (-36%) from 2019

Expenses

Down

$8,937

Down $782 (-8.0%) from 2019

Net Income

Down

-$1,873

Down $3,189 (-242%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $183,688Liabilities 2011: $0Net Assets 2011: $183,6882011Assets 2012: $181,340Liabilities 2012: $12012Assets 2013: $172,922Liabilities 2013: $02013Assets 2014: $172,328Liabilities 2014: $02014Assets 2015: $172,298Liabilities 2015: $02015Assets 2016: $169,703Liabilities 2016: $02016Assets 2018: $163,985Liabilities 2018: $0Net Assets 2018: $163,9852018Assets 2019: $165,301Liabilities 2019: $0Net Assets 2019: $165,3012019Assets 2020: $163,428Liabilities 2020: $1Net Assets 2020: $163,4282020Assets 2021: $167,278Liabilities 2021: $1Net Assets 2021: $167,2782021Assets 2022: $176,838Liabilities 2022: $1Net Assets 2022: $176,8382022Assets 2023: $178,373Liabilities 2023: $1Net Assets 2023: $178,3732023Assets 2024: $188,538Liabilities 2024: $1Net Assets 2024: $188,5382024Assets 2025: $184,697Liabilities 2025: $0Net Assets 2025: $184,6972025

Highlighted filing

2020

Assets$163,428
Liabilities$1
Net Assets$163,428
Open 2020 Filing

Operations Trend

Revenue Growth31st percentile

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

$20K$10K$0-$10KExpenses 2011: $8,6362011Revenue 2012: $8,461Expenses 2012: $10,809Net Income 2012: -$2,3482012Revenue 2013: $3,074Expenses 2013: $11,492Net Income 2013: -$8,4182013Revenue 2014: $10,772Expenses 2014: $11,368Net Income 2014: -$5962014Revenue 2015: $11,623Expenses 2015: $11,653Net Income 2015: -$302015Revenue 2016: $8,802Expenses 2016: $11,396Net Income 2016: -$2,5942016Revenue 2018: $11,858Expenses 2018: $10,201Net Income 2018: $1,6572018Revenue 2019: $11,035Expenses 2019: $9,719Net Income 2019: $1,3162019Revenue 2020: $7,064Expenses 2020: $8,937Net Income 2020: -$1,8732020Revenue 2021: $12,675Expenses 2021: $8,826Net Income 2021: $3,8492021Revenue 2022: $19,060Expenses 2022: $9,499Net Income 2022: $9,5612022Revenue 2023: $11,504Expenses 2023: $9,970Net Income 2023: $1,5342023Revenue 2024: $18,801Expenses 2024: $8,632Net Income 2024: $10,1692024Revenue 2025: $7,934Expenses 2025: $11,779Net Income 2025: -$3,8452025

Highlighted filing

2020

Revenue$7,064
Expenses$8,937
Net Income-$1,873
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 21, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK NATrustee-$986-$986
Filing and Contact Details

Filer

Filer Name
Florence E Kasel Testamentary Trust Xxxxx9001
EIN
39-6220043
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2020-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML Appendix323 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07822
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0961
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07822
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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/QualifyingDistributionsAmt08783
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07665
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07822
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0163544
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A761 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc148121A753 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1161786
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1169844
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt19
TaxesSchedule/TaxesDetail/Amt220
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - INCOME
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/NetInvestmentIncomeAmt19
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt220
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE E KASEL TESTAMENTARY TRUST XXXXX9001
ReturnHeader/Filer/BusinessNameControlTxt0KASE
ReturnHeader/Filer/EIN0396220043
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08E0DDEB1C89A908E5EB0203E89DFBC42B28B1EEF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086619A6D200AA24F21502D7FB831701246FE7C20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.52.13.133
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/PreparationDt02020-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02020-09-08T07:00:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$163,428
Liabilities
$1
Net assets
$163,428
Revenue
$7,064
Expenses
$8,937
Net income
-$1,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.08$0.12$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.19$0.09$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.19$0.09$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.13$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.12$0.10$0.02
2016Summary only. Only limited summary data is available for this year.$1.70$0.00$0.09$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.12$0.12$0.00
2014Summary only. Only limited summary data is available for this year.$1.72$0.00$0.11$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$0.03$0.11$0.08
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.08$0.11$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09