Civic Intelligence

Robert E Lee Testamentary Tr XXXXX2001

990PF • Fiscal year 2022 • EIN 39-6642632

Mar 01, 2021 to Feb 28, 2022 • Filed on Jun 09, 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$1,269

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

62nd percentile

6.2%

Faster asset growth than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

56%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$200,880

Up $11,693 (+6.2%) from 2021

Net Assets

Up

$200,880

Up $11,693 (+6.2%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$21,963

Up $7,890 (+56%) from 2021

Expenses

Up

$10,271

Up $370 (+3.7%) from 2021

Net Income

Up

$11,692

Up $7,520 (+180%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2022

Assets$200,880
Liabilities$0
Net Assets$200,880
Open 2022 Filing

Operations Trend

Revenue Growth77th 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

2022

Revenue$21,963
Expenses$10,271
Net Income$11,692
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Jun 9, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,269-$1,269
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
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2022-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Raw XML Appendix297 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/QualifyingDistributionsAmt09958
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09677
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08714
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0189055
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A753 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0195585
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0211796
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt1196
TaxesSchedule/TaxesDetail/Amt256
TaxesSchedule/TaxesDetail/Amt310
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt256
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt310
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-09
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/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02022-07-11T10:00:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,880
Liabilities
$0
Net assets
$200,880
Revenue
$21,963
Expenses
$10,271
Net income
$11,692
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. 2022 filings • <$500k nonprofits