Civic Intelligence

Imb Charitable Trust

990PF • Fiscal year 2021 • EIN 47-6832122

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 19, 2022

Organization Profile
1020 Milwaukee Ave 145Deerfield, IL 60015

(847) 808-1190

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

7th percentile

-55%

Higher net margin than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$52,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

17th percentile

-3.0%

Faster asset growth than 17% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

22%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,682,504

Down $146,078 (-3.0%) from 2020

Net Assets

Down

$4,682,504

Down $146,078 (-3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin7th percentile

Revenue

Up

$264,384

Up $46,862 (+22%) from 2020

Expenses

Down

$410,462

Down $486 (-0.1%) from 2020

Net Income

Up

-$146,078

Up $47,348 (+24%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $5,334,925Liabilities 2015: $193,3302015Assets 2017: $6,303,432Liabilities 2017: $0Net Assets 2017: $6,303,4322017Assets 2018: $5,143,857Liabilities 2018: $0Net Assets 2018: $5,143,8572018Assets 2019: $5,022,008Liabilities 2019: $0Net Assets 2019: $5,022,0082019Assets 2020: $4,828,582Liabilities 2020: $0Net Assets 2020: $4,828,5822020Assets 2021: $4,682,504Liabilities 2021: $0Net Assets 2021: $4,682,5042021Assets 2022: $4,500,457Liabilities 2022: $0Net Assets 2022: $4,500,4572022Assets 2023: $4,327,581Liabilities 2023: $0Net Assets 2023: $4,327,5812023Assets 2024: $3,932,689Liabilities 2024: $0Net Assets 2024: $3,932,6892024

Highlighted filing

2021

Assets$4,682,504
Liabilities$0
Net Assets$4,682,504
Open 2021 Filing

Operations Trend

Revenue Growth57th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $5,340,708Expenses 2015: $5,783Net Income 2015: $5,334,9252015Revenue 2017: $217,523Expenses 2017: $361,567Net Income 2017: -$144,0442017Revenue 2018: $178,620Expenses 2018: $411,783Net Income 2018: -$233,1632018Revenue 2019: $297,314Expenses 2019: $419,163Net Income 2019: -$121,8492019Revenue 2020: $217,522Expenses 2020: $410,948Net Income 2020: -$193,4262020Revenue 2021: $264,384Expenses 2021: $410,462Net Income 2021: -$146,0782021Revenue 2022: $261,140Expenses 2022: $443,187Net Income 2022: -$182,0472022Revenue 2023: $223,123Expenses 2023: $395,999Net Income 2023: -$172,8762023Revenue 2024: -$9,579Expenses 2024: $385,313Net Income 2024: -$394,8922024

Highlighted filing

2021

Revenue$264,384
Expenses$410,462
Net Income-$146,078
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 19, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A PRITIKINCo-TrusteePT$52,000-$52,000
BENJAMIN D HOLLANDCo-TrusteePT$52,000-$52,000
Filing and Contact Details

Filer

Filer Name
Imb Charitable Trust
EIN
47-6832122
Phone
8478081190
Address
1020 MILWAUKEE AVE 145, DEERFIELD, IL 60015

Signing Officer

Name
Benjamin D Holland
Title
CO-Trustee
Signed
2022-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey a Pritikin & Associates LLC
Address
1020 MILWAUKEE AVENUE SUITE 145, DEERFIELD, IL 60015
Preparer
Jeffrey a Pritikin
Phone
8478081190
Raw XML Appendix259 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The IMB Charitable Trust will distribute no less than the minimum amount required to avoid an excise tax under Section 4942 of the Code to organizations that are qualified under Section 501(c)(3) of the Code and classified as public charities under Section 509(a)(1), (2) or (3) of the Code, for any activities or programs which will further the Charitable Trusts commitment to exempt purposes, including any charitable, scientific, literary, artistic or educational purpose.
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0115245
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0136613
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt012511
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt012511
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0251873
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0264384
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0136613
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0283585
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0115245
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-146078
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0285965
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0136613
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0124996
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt03182
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt012511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt070317
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt070317
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01378
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01378
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0115260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0126877
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0149352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0132802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0132802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0282154
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0136613
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-146078
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04682504
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04828582
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04682504
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0319217
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0319217
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0319217
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0320954
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01737
IRS990PF/DistributableAmountGrp/TotalTaxAmt01737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0263
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt06493102
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0155151
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04828582
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06516829
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0128942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06387887
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt097752
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0320954
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06419077
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt052000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt152000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY A PRITIKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BENJAMIN D HOLLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11949 N BURLING ST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0283585
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08478081190
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CHICAGO COMMUNITY TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DEERFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060015
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0283585
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03182
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03182
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012511
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt070317
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070317
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT\MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt070317
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01363
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt115
TaxesSchedule/TaxesDetail/Amt01363
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU FOUNDATION
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01363
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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Filings

Displayed year

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

Open filing
Assets
$4,682,504
Liabilities
$0
Net assets
$4,682,504
Revenue
$264,384
Expenses
$410,462
Net income
-$146,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.01$0.39$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.22$0.40$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.26$0.44$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.26$0.41$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.22$0.41$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.30$0.42$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.18$0.41$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.22$0.36$0.14
2015Summary only. Only limited summary data is available for this year.$5.33$0.19$5.34$0.01$5.33
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