Civic Intelligence

Florence E Kasel Testamentary Trust

990PF • Fiscal year 2021 • EIN 39-6220043

Jun 01, 2020 to May 31, 2021 • Filed on Sep 08, 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,050

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

2.4%

Faster asset growth than 47% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

79%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$167,278

Up $3,850 (+2.4%) from 2020

Net Assets

Up

$167,278

Up $3,850 (+2.4%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin74th percentile

Revenue

Up

$12,675

Up $5,611 (+79%) from 2020

Expenses

Down

$8,826

Down $111 (-1.2%) from 2020

Net Income

Up

$3,849

Up $5,722 (+305%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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: $0Net 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

2021

Assets$167,278
Liabilities$0
Net Assets$167,278
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$12,675
Expenses$8,826
Net Income$3,849
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK NATrustee-$1,050-$1,050
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
2021-09-08
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 Appendix289 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/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/QualifyingDistributionsAmt08690
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08101
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07665
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0161786
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A753 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0165311
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0198108
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/Amt121
TaxesSchedule/TaxesDetail/Amt210
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/NetInvestmentIncomeAmt121
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-08
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/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/PreparationDt02021-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02021-10-06T13:00:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,278
Liabilities
$0
Net assets
$167,278
Revenue
$12,675
Expenses
$8,826
Net income
$3,849
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