Civic Intelligence

Wilson B Pettibone Trust

990PF • Fiscal year 2018 • EIN 43-6022939

Apr 01, 2017 to Mar 31, 2018 • Filed on Jul 31, 2018

Organization Profile
135 S Lasalle St Il4-135-14-19Chicago, IL 60603

(866) 752-2127

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

4th percentile

-174%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

81st percentile

$4,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 102.0% of source-year revenue.

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

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$154,549

Down $6,827 (-4.2%) from 2017

Net Assets

Down

$154,549

Down $6,827 (-4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$3,923

Up $577 (+17%) from 2017

Expenses

Down

$10,750

Down $314 (-2.8%) from 2017

Net Income

Up

-$6,827

Up $891 (+12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2012: $209,788Liabilities 2012: $02012Assets 2013: $209,943Liabilities 2013: $02013Assets 2014: $184,572Liabilities 2014: $02014Assets 2015: $176,680Liabilities 2015: $0Net Assets 2015: $176,6802015Assets 2016: $169,294Liabilities 2016: $0Net Assets 2016: $169,2942016Assets 2017: $161,376Liabilities 2017: $0Net Assets 2017: $161,3762017Assets 2018: $154,549Liabilities 2018: $0Net Assets 2018: $154,5492018Assets 2019: $147,977Liabilities 2019: $0Net Assets 2019: $147,9772019Assets 2020: $141,753Liabilities 2020: $0Net Assets 2020: $141,7532020Assets 2021: $135,053Liabilities 2021: $0Net Assets 2021: $135,0532021Assets 2022: $127,716Liabilities 2022: $0Net Assets 2022: $127,7162022Assets 2023: $120,763Liabilities 2023: $0Net Assets 2023: $120,7632023Assets 2024: $117,018Liabilities 2024: $0Net Assets 2024: $117,0182024Assets 2025: $113,911Liabilities 2025: $0Net Assets 2025: $113,9112025

Highlighted filing

2018

Assets$154,549
Liabilities$0
Net Assets$154,549
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$40K$20K$0-$20K-$40KRevenue 2012: $5,011Expenses 2012: $12,793Net Income 2012: -$7,7822012Revenue 2013: $5,253Expenses 2013: $5,098Net Income 2013: $1552013Revenue 2014: $2,800Expenses 2014: $28,171Net Income 2014: -$25,3712014Revenue 2015: $4,280Expenses 2015: $12,154Net Income 2015: -$7,8742015Revenue 2016: $4,870Expenses 2016: $12,172Net Income 2016: -$7,3022016Revenue 2017: $3,346Expenses 2017: $11,064Net Income 2017: -$7,7182017Revenue 2018: $3,923Expenses 2018: $10,750Net Income 2018: -$6,8272018Revenue 2019: $3,899Expenses 2019: $10,471Net Income 2019: -$6,5722019Revenue 2020: $4,112Expenses 2020: $10,336Net Income 2020: -$6,2242020Revenue 2021: $3,608Expenses 2021: $10,309Net Income 2021: -$6,7012021Revenue 2022: $2,712Expenses 2022: $10,048Net Income 2022: -$7,3362022Revenue 2023: $2,396Expenses 2023: $9,348Net Income 2023: -$6,9522023Revenue 2024: $3,090Expenses 2024: $6,835Net Income 2024: -$3,7452024Revenue 2025: $3,530Expenses 2025: $6,637Net Income 2025: -$3,1072025

Highlighted filing

2018

Revenue$3,923
Expenses$10,750
Net Income-$6,827
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jul 31, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$4,000-$4,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY COUNCIL OF HANNIBALPARKS & RECREATIONPCHANNIBAL, MO, US$5,500
Filing and Contact Details

Filer

Filer Name
Wilson B Pettibone Trust
EIN
43-6022939
Phone
8667522127
Address
135 S LASALLE ST IL4-135-14-19, CHICAGO, IL 60603

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8667522127
Signed
2018-07-31
Raw XML Appendix301 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0134063
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287226 ISHARES CORE US AGGR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm178464A417 SPDR BLOOMBERG BARCL
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6827
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04933
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-98
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0843
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HANNIBAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07523
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01594
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03519
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01594
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01036
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0812
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt077
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03442
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08667522127
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON B PETTIBONE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PETT
ReturnHeader/Filer/EIN0436022939
ReturnHeader/Filer/PhoneNum08667522127
ReturnHeader/Filer/USAddress/AddressLine1Txt0135 S LASALLE ST IL4-135-14-19
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId006CECE7538522CDCD5E7812511784E93E84213BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003AE19804A94897F1037B28E8579F46D1C057AE3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.192.10
ReturnHeader/ReturnTs02018-07-31T13:00:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
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
$154,549
Liabilities
$0
Net assets
$154,549
Revenue
$3,923
Expenses
$10,750
Net income
-$6,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.07$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.03$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.04$0.10$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.11$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.03$0.11$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.04$0.12$0.08
2014Summary only. Only limited summary data is available for this year.$1.85$0.00$0.03$0.28$0.25
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$0.05$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.05$0.13$0.08