Civic Intelligence

Eva M Bartzen Charitable Trust

990PF • Fiscal year 2014 • EIN 39-6534081

Jul 01, 2013 to Jun 30, 2014

Chicago, IL
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

55th percentile

2.7%

Faster asset growth than 55% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$675,665

Up $17,492 (+2.7%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$54,278

Up $16,391 (+43%) from 2013

Expenses

Down

$44,360

Down $23,032 (-34%) from 2013

Net Income

Up

$9,918

Up $39,423 (+134%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $689,209Liabilities 2011: $0Net Assets 2011: $689,2092011Assets 2012: $663,091Liabilities 2012: $02012Assets 2013: $658,173Liabilities 2013: $02013Assets 2014: $675,665Liabilities 2014: $02014Assets 2015: $674,518Liabilities 2015: $02015Assets 2016: $645,283Liabilities 2016: $02016Assets 2018: $635,042Liabilities 2018: $0Net Assets 2018: $635,0422018Assets 2019: $640,516Liabilities 2019: $0Net Assets 2019: $640,5162019Assets 2020: $639,405Liabilities 2020: $1Net Assets 2020: $639,4052020Assets 2021: $635,952Liabilities 2021: $1Net Assets 2021: $635,9522021Assets 2022: $615,824Liabilities 2022: $1Net Assets 2022: $615,8242022Assets 2023: $612,970Liabilities 2023: $1Net Assets 2023: $612,9702023Assets 2024: $583,255Liabilities 2024: $1Net Assets 2024: $583,2552024Assets 2025: $576,260Liabilities 2025: $0Net Assets 2025: $576,2602025

Highlighted filing

2014

Assets$675,665
Liabilities$0
Net Assets-

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $44,6282011Revenue 2012: $19,076Expenses 2012: $45,246Net Income 2012: -$26,1702012Revenue 2013: $37,887Expenses 2013: $67,392Net Income 2013: -$29,5052013Revenue 2014: $54,278Expenses 2014: $44,360Net Income 2014: $9,9182014Revenue 2015: $55,618Expenses 2015: $56,758Net Income 2015: -$1,1402015Revenue 2016: $17,412Expenses 2016: $46,648Net Income 2016: -$29,2362016Revenue 2018: $44,642Expenses 2018: $44,217Net Income 2018: $4252018Revenue 2019: $56,251Expenses 2019: $50,771Net Income 2019: $5,4802019Revenue 2020: $47,395Expenses 2020: $48,506Net Income 2020: -$1,1112020Revenue 2021: $47,040Expenses 2021: $50,492Net Income 2021: -$3,4522021Revenue 2022: $34,290Expenses 2022: $54,420Net Income 2022: -$20,1302022Revenue 2023: $53,433Expenses 2023: $56,288Net Income 2023: -$2,8552023Revenue 2024: $23,159Expenses 2024: $51,848Net Income 2024: -$28,6892024Revenue 2025: $47,072Expenses 2025: $54,556Net Income 2025: -$7,4842025

Highlighted filing

2014

Revenue$54,278
Expenses$44,360
Net Income$9,918
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.47$0.55$0.07
2024Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.23$0.52$0.29
2023Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.53$0.56$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.34$0.54$0.20
2021Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.47$0.50$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.47$0.49$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.56$0.51$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.45$0.44$0.00
2016Summary only. Only limited summary data is available for this year.$6.45$0.00$0.17$0.47$0.29
2015Summary only. Only limited summary data is available for this year.$6.75$0.00$0.56$0.57$0.01
2014Summary only. Only limited summary data is available for this year.$6.76$0.00$0.54$0.44$0.10
2013Summary only. Only limited summary data is available for this year.$6.58$0.00$0.38$0.67$0.30
2012Summary only. Only limited summary data is available for this year.$6.63$0.00$0.19$0.45$0.26
2011Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.45