Civic Intelligence

Imb Charitable Trust II

990PF • Fiscal year 2022 • EIN 47-6835591

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 24, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

11th percentile

-62%

Higher net margin than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$28,000

Higher top officer pay than 55% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.9%

Faster asset growth than 35% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

1.6%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,362,165

Down $176,644 (-3.9%) from 2021

Net Assets

Down

$4,362,165

Down $176,644 (-3.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Up

$286,615

Up $4,516 (+1.6%) from 2021

Expenses

Up

$463,259

Up $29,836 (+6.9%) from 2021

Net Income

Down

-$176,644

Down $25,320 (-17%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$4,362,165
Liabilities$0
Net Assets$4,362,165
Open 2022 Filing

Operations Trend

Revenue Growth47th 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

2022

Revenue$286,615
Expenses$463,259
Net Income-$176,644
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A PRITIKINCo-TrusteePT$28,000-$28,000
BENJAMIN D HOLLANDCo-TrusteePT$28,000-$28,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH FEDERATION METROPOLITAN CHICAGOTO FURTHER THE CHARITABLE GOAL OF THE ORGANIZATIONEOFCHICAGO, IL, US$326,846
Filing and Contact Details

Filer

Filer Name
Imb Charitable Trust Ii
EIN
47-6835591
Phone
8478081190
Address
1020 MILWAUKEE AVE 145, DEERFIELD, IL 60015

Signing Officer

Name
Benjamin D Holland
Title
CO-Trustee
Signed
2023-08-24
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 Appendix256 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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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt086847
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY A PRITIKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BENJAMIN D HOLLAND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-Trustee
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt074821
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt115
TaxesSchedule/TaxesDetail/Amt01822
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TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU FUND
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,362,165
Liabilities
$0
Net assets
$4,362,165
Revenue
$286,615
Expenses
$463,259
Net income
-$176,644
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