Civic Intelligence

Imb Charitable Trust II

990PF • Fiscal year 2024 • EIN 47-6835591

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-644%

Higher net margin than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$28,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 53.1% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

14th percentile

-8.1%

Faster asset growth than 14% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$3,860,741

Down $339,705 (-8.1%) from 2023

Net Assets

Down

$3,860,741

Down $339,705 (-8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$52,737

Down $200,501 (-79%) from 2023

Expenses

Down

$392,442

Down $22,515 (-5.4%) from 2023

Net Income

Down

-$339,705

Down $177,986 (-110%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2024

Assets$3,860,741
Liabilities$0
Net Assets$3,860,741
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$52,737
Expenses$392,442
Net Income-$339,705
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
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
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
2025-11-11
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 Appendix242 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
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-123508
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-339705
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03860741
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04200446
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03860741
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0286687
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0286687
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0287304
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0617
IRS990PF/DistributableAmountGrp/TotalTaxAmt0617
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02500
IRS990PF/FMVAssetsEOYAmt05731650
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0118940
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05833588
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt057099
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05776489
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt087504
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0287304
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05746084
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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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/AddressLine1Txt11949 N BURLING ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO GROVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
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IRS990PF/Organization501c3ExemptPFInd0X
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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/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08478081190
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt064075
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02094
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1115
TaxesSchedule/TaxesDetail/Amt02094
TaxesSchedule/TaxesDetail/Amt1115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU FUND
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1115
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN D HOLLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
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 145
ReturnHeader/Filer/USAddress/CityNm0DEERFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363457432
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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/ReturnTs02025-11-11T14:59:09-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,860,741
Liabilities
$0
Net assets
$3,860,741
Revenue
$52,737
Expenses
$392,442
Net income
-$339,705
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