Civic Intelligence

Robert E Lee Testamentary Tr XXXXX2001

990PF • Fiscal year 2018 • EIN 39-6642632

Mar 01, 2017 to Feb 28, 2018 • Filed on Jun 21, 2018

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$2,748

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.6%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$185,985

Down $6,067 (-3.2%) from 2016

Net Assets

$185,985

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Up

$13,616

Up $3,834 (+39%) from 2016

Expenses

Down

$11,265

Down $1,580 (-12%) from 2016

Net Income

Up

$2,351

Up $5,414 (+177%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2011: $207,127Liabilities 2011: $0Net Assets 2011: $207,1272011Assets 2012: $204,199Liabilities 2012: $0Net Assets 2012: $204,1992012Assets 2013: $195,563Liabilities 2013: $02013Assets 2014: $194,141Liabilities 2014: $02014Assets 2015: $195,115Liabilities 2015: $02015Assets 2016: $192,052Liabilities 2016: $02016Assets 2018: $185,985Liabilities 2018: $0Net Assets 2018: $185,9852018Assets 2020: $185,015Liabilities 2020: $1Net Assets 2020: $185,0152020Assets 2021: $189,187Liabilities 2021: $1Net Assets 2021: $189,1872021Assets 2022: $200,880Liabilities 2022: $0Net Assets 2022: $200,8802022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$185,985
Liabilities$0
Net Assets$185,985
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $11,9272011Expenses 2012: $12,8922012Revenue 2013: $3,239Expenses 2013: $11,876Net Income 2013: -$8,6372013Revenue 2014: $11,051Expenses 2014: $12,471Net Income 2014: -$1,4202014Revenue 2015: $13,890Expenses 2015: $12,916Net Income 2015: $9742015Revenue 2016: $9,782Expenses 2016: $12,845Net Income 2016: -$3,0632016Revenue 2018: $13,616Expenses 2018: $11,265Net Income 2018: $2,3512018Revenue 2020: $8,351Expenses 2020: $9,959Net Income 2020: -$1,6082020Revenue 2021: $14,073Expenses 2021: $9,901Net Income 2021: $4,1722021Revenue 2022: $21,963Expenses 2022: $10,271Net Income 2022: $11,6922022Revenue 2023: -$412Expenses 2023: $200,466Net Income 2023: -$200,8782023

Highlighted filing

2018

Revenue$13,616
Expenses$11,265
Net Income$2,351
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Jun 21, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,748-$2,748
Filing and Contact Details

Filer

Filer Name
Robert E Lee Testamentary Tr Xxxxx2001
EIN
39-6642632
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
Raw XML Appendix307 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/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01099
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08478
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09634
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/QualifyingDistributionsAmt09577
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08535
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08478
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0178958
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A761 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0173672
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0188523
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/Amt133
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY G LLANES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E LEE TESTAMENTARY TR XXXXX2001
ReturnHeader/Filer/BusinessNameControlTxt0LEE
ReturnHeader/Filer/EIN0396642632
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/AtSubmissionCreationDeviceId016D3054B4B0C87838547E1C68ABE3B03809BBB41
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025314087CD91D75FCC31FE4471D60E2E354BAD1D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.0.140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0127 PUBLIC SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum03124869652
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02018-07-11T15:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,985
Liabilities
$0
Net assets
$185,985
Revenue
$13,616
Expenses
$11,265
Net income
$2,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$2.00$2.01
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.22$0.10$0.12
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.89$0.00$1.89$0.14$0.10$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.08$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.14$0.11$0.02
2016Summary only. Only limited summary data is available for this year.$1.92$0.00$0.10$0.13$0.03
2015Summary only. Only limited summary data is available for this year.$1.95$0.00$0.14$0.13$0.01
2014Summary only. Only limited summary data is available for this year.$1.94$0.00$0.11$0.12$0.01
2013Summary only. Only limited summary data is available for this year.$1.96$0.00$0.03$0.12$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits