Civic Intelligence

Edward R Valintis Charitable Trust

990PF • Fiscal year 2021 • EIN 45-2425137

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 18, 2022

Organization Profile
10s526 Glenn DriveBurr Ridge, IL 60527

(630) 548-9600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

31st percentile

-3.6%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

84th percentile

$7,200

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

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

Asset Growth

39th percentile

-0.7%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

69th percentile

35%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$394,968

Down $2,636 (-0.7%) from 2020

Net Assets

Down

$394,968

Down $2,636 (-0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Up

$73,728

Up $18,941 (+35%) from 2020

Expenses

Up

$76,364

Up $13,806 (+22%) from 2020

Net Income

Up

-$2,636

Up $5,135 (+66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2011: $653,377Liabilities 2011: $02011Assets 2012: $645,584Liabilities 2012: $02012Assets 2013: $626,173Liabilities 2013: $02013Assets 2014: $596,162Liabilities 2014: $02014Assets 2015: $543,337Liabilities 2015: $02015Assets 2019: $405,371Liabilities 2019: $02019Assets 2020: $397,604Liabilities 2020: $0Net Assets 2020: $397,6042020Assets 2021: $394,968Liabilities 2021: $0Net Assets 2021: $394,9682021Assets 2023: $359,767Liabilities 2023: $0Net Assets 2023: $359,7672023Assets 2024: $293,449Liabilities 2024: $0Net Assets 2024: $293,4492024

Highlighted filing

2021

Assets$394,968
Liabilities$0
Net Assets$394,968
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: -$5,190Expenses 2011: $7,035Net Income 2011: -$12,2252011Revenue 2012: $10,845Expenses 2012: $18,638Net Income 2012: -$7,7932012Revenue 2013: $13,664Expenses 2013: $33,626Net Income 2013: -$19,9622013Revenue 2014: $12,690Expenses 2014: $41,436Net Income 2014: -$28,7462014Revenue 2015: $16,449Expenses 2015: $68,045Net Income 2015: -$51,5962015Revenue 2019: $23,562Expenses 2019: $57,659Net Income 2019: -$34,0972019Revenue 2020: $54,787Expenses 2020: $62,558Net Income 2020: -$7,7712020Revenue 2021: $73,728Expenses 2021: $76,364Net Income 2021: -$2,6362021Revenue 2023: $44,553Expenses 2023: $69,730Net Income 2023: -$25,1772023Revenue 2024: $23,415Expenses 2024: $89,733Net Income 2024: -$66,3182024

Highlighted filing

2021

Revenue$73,728
Expenses$76,364
Net Income-$2,636
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 18, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA VALINTISTrusteePT$7,200-$7,200
Filing and Contact Details

Filer

Filer Name
Edward R Valintis Charitable Trust
EIN
45-2425137
Phone
6305489600
Address
10S526 GLENN DRIVE, BURR RIDGE, IL 60527

Signing Officer

Name
Patricia Valintis
Title
Trustee
Signed
2022-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Susan S Lewis Ltd
Address
1064 104th St, Naperville, IL 60564
Preparer
Susan S Lewis
Phone
6305489600
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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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ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$394,968
Liabilities
$0
Net assets
$394,968
Revenue
$73,728
Expenses
$76,364
Net income
-$2,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.23$0.90$0.66
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.45$0.70$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.74$0.76$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.55$0.63$0.08
2019Summary only. Only limited summary data is available for this year.$4.05$0.00$0.24$0.58$0.34
2015Summary only. Only limited summary data is available for this year.$5.43$0.00$0.16$0.68$0.52
2014Summary only. Only limited summary data is available for this year.$5.96$0.00$0.13$0.41$0.29
2013Summary only. Only limited summary data is available for this year.$6.26$0.00$0.14$0.34$0.20
2012Summary only. Only limited summary data is available for this year.$6.46$0.00$0.11$0.19$0.08
2011Summary only. Only limited summary data is available for this year.$6.53$0.00$0.05$0.07$0.12