Civic Intelligence

Edward R Valintis Charitable Trust

990PF • Fiscal year 2023 • EIN 45-2425137

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 02, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-57%

Higher net margin than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.6%

Faster asset growth than 39% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$359,767

Down $35,201 (-8.9%) from 2021

Net Assets

Down

$359,767

Down $35,201 (-8.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin13th percentile

Revenue

Down

$44,553

Down $29,175 (-40%) from 2021

Expenses

Down

$69,730

Down $6,634 (-8.7%) from 2021

Net Income

Down

-$25,177

Down $22,541 (-855%) from 2021

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

2023

Assets$359,767
Liabilities$0
Net Assets$359,767
Open 2023 Filing

Operations Trend

Revenue Growth23rd 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

2023

Revenue$44,553
Expenses$69,730
Net Income-$25,177
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 2, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA VALINTISTrusteePT$0--
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
2024-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Susan S Lewis Ltd
Address
1064 104th St, Naperville, IL 60564
Preparer
Susan S Lewis
Phone
6305489600
Raw XML Appendix257 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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ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA VALINTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD R VALINTIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0452425137
ReturnHeader/Filer/PhoneNum06305489600
ReturnHeader/Filer/USAddress/AddressLine1Txt010S526 GLENN DRIVE
ReturnHeader/Filer/USAddress/CityNm0BURR RIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060527
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363995950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan S Lewis Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01064 104th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naperville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060564
ReturnHeader/PreparerPersonGrp/PhoneNum06305489600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan S Lewis
ReturnHeader/ReturnTs02024-04-02T07:18:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALINTIS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,767
Liabilities
$0
Net assets
$359,767
Revenue
$44,553
Expenses
$69,730
Net income
-$25,177
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