Civic Intelligence

Imb Charitable Trust II

990PF • Fiscal year 2018 • EIN 47-6835591

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 31, 2019

Organization Profile
1020 Milwaukee AveDeerfield, IL 60015

(847) 808-1190

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-88%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$20,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

26th percentile

-4.0%

Faster asset growth than 26% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-6.8%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,903,894

Down $203,304 (-4.0%) from 2017

Net Assets

Down

$4,903,894

Down $203,304 (-4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Down

$229,829

Down $16,837 (-6.8%) from 2017

Expenses

Up

$433,133

Up $38,626 (+9.8%) from 2017

Net Income

Down

-$203,304

Down $55,463 (-38%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $5,410,001Liabilities 2015: $02015Assets 2017: $5,107,198Liabilities 2017: $0Net Assets 2017: $5,107,1982017Assets 2018: $4,903,894Liabilities 2018: $0Net Assets 2018: $4,903,8942018Assets 2019: $4,796,947Liabilities 2019: $0Net Assets 2019: $4,796,9472019Assets 2020: $4,690,133Liabilities 2020: $0Net Assets 2020: $4,690,1332020Assets 2021: $4,538,809Liabilities 2021: $0Net Assets 2021: $4,538,8092021Assets 2022: $4,362,165Liabilities 2022: $0Net Assets 2022: $4,362,1652022Assets 2023: $4,200,446Liabilities 2023: $0Net Assets 2023: $4,200,4462023Assets 2024: $3,860,741Liabilities 2024: $0Net Assets 2024: $3,860,7412024

Highlighted filing

2018

Assets$4,903,894
Liabilities$0
Net Assets$4,903,894
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $5,410,001Expenses 2015: $0Net Income 2015: $5,410,0012015Revenue 2017: $246,666Expenses 2017: $394,507Net Income 2017: -$147,8412017Revenue 2018: $229,829Expenses 2018: $433,133Net Income 2018: -$203,3042018Revenue 2019: $334,906Expenses 2019: $441,853Net Income 2019: -$106,9472019Revenue 2020: $324,747Expenses 2020: $431,561Net Income 2020: -$106,8142020Revenue 2021: $282,099Expenses 2021: $433,423Net Income 2021: -$151,3242021Revenue 2022: $286,615Expenses 2022: $463,259Net Income 2022: -$176,6442022Revenue 2023: $253,238Expenses 2023: $414,957Net Income 2023: -$161,7192023Revenue 2024: $52,737Expenses 2024: $392,442Net Income 2024: -$339,7052024

Highlighted filing

2018

Revenue$229,829
Expenses$433,133
Net Income-$203,304
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 31, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A PRITIKINCo-TrusteePT$20,000-$20,000
BENJAMIN D HOLLANDCo-TrusteePT$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Imb Charitable Trust Ii
EIN
47-6835591
Phone
8478081190
Address
1020 MILWAUKEE AVE, DEERFIELD, IL 60015

Signing Officer

Name
Benjamin D Holland
Title
CO-Trustee
Signed
2019-08-31
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 Appendix268 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 II 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 Trust's commitment to exempt purposes, including any charitable, scientific, literary, artistic or educational purpose.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0154153
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt075515
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0161
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0229829
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0229829
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt027853
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt075515
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0306672
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0306672
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0154153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0154153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0154153
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-203304
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0341706
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075515
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0103368
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt04001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt082179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt082179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt082179
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0281
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0281
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0154314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0126461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0306672
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0126461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0433133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0229829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0229829
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0126461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0126461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0126461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0266191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt075515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt075515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0341706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0OPPENHEIMER & CO-PUBLICLY TRADED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075515
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-203304
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04903894
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05107198
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04903894
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0312775
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0312775
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0312775
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0313809
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01034
IRS990PF/DistributableAmountGrp/TotalTaxAmt01034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt05541834
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0158267
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0117675
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0117675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04948931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04786219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05424159
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05107198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04903894
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05541834
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05107198
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04903894
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05107198
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04903894
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt05107198
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04903894
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06371753
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt097474
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06274279
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt095576
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0313809
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06276177
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06371753
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY A PRITIKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BENJAMIN D HOLLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01308 WHITNEY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11456 N WEILAND ST P2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO GROVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060089
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160610
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0252032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0253066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0229321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0189246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0244239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06276177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06166044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05686275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04884780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0306672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.120472
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0305638
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0306672
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01034
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0306672
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01020 MILWAUKEE AVE STE 145
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEERFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060015
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JEFFREY A PRITIKIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08478081190
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0306672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE CHARITABLE GOAL OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION METROPOLITAN CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt030 SOUTH WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0306672
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0306672
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0312775
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0306672
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0312775
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0306672
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03961
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03961
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03961
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt082179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt082179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT\MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt082179
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0266
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt115
TaxesSchedule/TaxesDetail/Amt0266
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU FUND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0266
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN D HOLLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IMB CHARITABLE TRUST II
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO JEFFREY A PRITIKIN & ASSOCIATES LLC
ReturnHeader/Filer/BusinessNameControlTxt0IMBC
ReturnHeader/Filer/EIN0476835591
ReturnHeader/Filer/PhoneNum08478081190
ReturnHeader/Filer/USAddress/AddressLine1Txt01020 MILWAUKEE AVE
ReturnHeader/Filer/USAddress/CityNm0DEERFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060015
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363457432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY A PRITIKIN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 MILWAUKEE AVENUE SUITE 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08478081190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A PRITIKIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-31T13:41:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,903,894
Liabilities
$0
Net assets
$4,903,894
Revenue
$229,829
Expenses
$433,133
Net income
-$203,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.05$0.39$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.25$0.41$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.29$0.46$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.28$0.43$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.32$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.33$0.44$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.23$0.43$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.25$0.39$0.15
2015Summary only. Only limited summary data is available for this year.$5.41$0.00$5.41$0.00$5.41