Civic Intelligence

Howethomastw-Studer Et Al XXXXX8008

990PF • Fiscal year 2021 • EIN 61-6019158

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

53%

Higher net margin than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,324

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

5.1%

Faster asset growth than 52% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

52%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$303,980

Up $14,643 (+5.1%) from 2020

Net Assets

Up

$303,980

Up $14,643 (+5.1%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$29,716

Up $10,147 (+52%) from 2020

Expenses

Up

$14,016

Up $113 (+0.8%) from 2020

Net Income

Up

$15,700

Up $10,034 (+177%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2018: $287,678Liabilities 2018: $02018Assets 2019: $283,031Liabilities 2019: $1Net Assets 2019: $283,0312019Assets 2020: $289,337Liabilities 2020: $1Net Assets 2020: $289,3372020Assets 2021: $303,980Liabilities 2021: $1Net Assets 2021: $303,9802021Assets 2022: $306,002Liabilities 2022: $1Net Assets 2022: $306,0022022Assets 2023: $306,206Liabilities 2023: $1Net Assets 2023: $306,2062023Assets 2024: $288,131Liabilities 2024: $0Net Assets 2024: $288,1312024

Highlighted filing

2021

Assets$303,980
Liabilities$1
Net Assets$303,980
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

$40K$20K$0-$20K-$40KRevenue 2018: $15,190Expenses 2018: $12,185Net Income 2018: $3,0052018Revenue 2019: $10,442Expenses 2019: $14,755Net Income 2019: -$4,3132019Revenue 2020: $19,569Expenses 2020: $13,903Net Income 2020: $5,6662020Revenue 2021: $29,716Expenses 2021: $14,016Net Income 2021: $15,7002021Revenue 2022: $16,300Expenses 2022: $15,368Net Income 2022: $9322022Revenue 2023: $15,933Expenses 2023: $13,648Net Income 2023: $2,2852023Revenue 2024: -$4,808Expenses 2024: $16,850Net Income 2024: -$21,6582024

Highlighted filing

2021

Revenue$29,716
Expenses$14,016
Net Income$15,700
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK N ATrustee-$2,324-$2,324
Filing and Contact Details

Filer

Filer Name
Howethomastw-studer Et Al Xxxxx8008
EIN
61-6019158
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2022-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Raw XML Appendix287 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0426
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012501
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011170
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A753 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0299441
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0309001
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02672
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 TRANSACTION POSTED IN 2022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01615
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 TRANSACTIONS POSTED IN 2021
TaxesSchedule/TaxesDetail/Amt0165
TaxesSchedule/TaxesDetail/Amt1268
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/Amt314
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt275
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt314
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWETHOMASTW-STUDER ET AL XXXXX8008
ReturnHeader/Filer/BusinessNameControlTxt0HOWE
ReturnHeader/Filer/EIN0616019158
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02022-04-25T07:00:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$303,980
Liabilities
$1
Net assets
$303,980
Revenue
$29,716
Expenses
$14,016
Net income
$15,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.05$0.17$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.16$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.30$0.14$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.20$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.10$0.15$0.04
2018Summary only. Only limited summary data is available for this year.$2.88$0.00$0.15$0.12$0.03