Civic Intelligence

Howethomastw-Studer Et Al XXXXX8008

990PF • Fiscal year 2023 • EIN 61-6019158

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$2,025

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

0.1%

Faster asset growth than 51% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

-2.3%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$306,206

Up $204 (+0.1%) from 2022

Net Assets

Up

$306,206

Up $204 (+0.1%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin68th percentile

Revenue

Down

$15,933

Down $367 (-2.3%) from 2022

Expenses

Down

$13,648

Down $1,720 (-11%) from 2022

Net Income

Up

$2,285

Up $1,353 (+145%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2023

Assets$306,206
Liabilities$1
Net Assets$306,206
Open 2023 Filing

Operations Trend

Revenue Growth41st 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

2023

Revenue$15,933
Expenses$13,648
Net Income$2,285
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,025-$2,025
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
2024-04-01
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06620
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02285
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt092
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013372
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09313
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03664
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01583
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0309870
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0306002
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0306206
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013164
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013164
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013164
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013382
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0218
IRS990PF/DistributableAmountGrp/TotalTaxAmt0218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0224
IRS990PF/FMVAssetsEOYAmt0277162
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0298504
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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0271709
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09351
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0262358
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04076
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013382
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0267633
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0271709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02025
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IRS990PF/Organization4947a1TrtdPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt013372
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt013372
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08004962583
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013372
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011323
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011531
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03646
OtherDecreasesSchedule/OtherDecreasesDetail/Amt118
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTIONS POSTED IN 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1RETURN OF CAPITAL ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01582
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 TRANSACTIONS POSTED IN 2023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt119
TaxesSchedule/TaxesDetail/Amt238
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt238
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
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ReturnHeader/Filer/BusinessNameControlTxt0HOWE
ReturnHeader/Filer/EIN0616019158
ReturnHeader/Filer/PhoneNum08004962583
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ReturnHeader/Filer/USAddress/CityNm0CHICAGO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02024-04-22T12:01:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,206
Liabilities
$1
Net assets
$306,206
Revenue
$15,933
Expenses
$13,648
Net income
$2,285
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