Civic Intelligence

Pamphile & Mabyn Donaldson Charit Trust 3601248502

990PF • Fiscal year 2020 • EIN 72-6123270

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 08, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

79th percentile

30%

Higher net margin than 79% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$3,145

Higher top officer pay than 57% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

48th percentile

2.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$512,492

Up $12,315 (+2.5%) from 2019

Net Assets

$512,492

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin79th percentile

Revenue

Up

$40,133

Up $12,419 (+45%) from 2019

Expenses

Down

$28,274

Down $3,539 (-11%) from 2019

Net Income

Up

$11,859

Up $15,958 (+389%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$800K$600K$400K$200K$0Assets 2011: $515,719Liabilities 2011: $0Net Assets 2011: $515,7192011Assets 2012: $502,124Liabilities 2012: $02012Assets 2013: $509,756Liabilities 2013: $02013Assets 2014: $519,081Liabilities 2014: $02014Assets 2015: $508,727Liabilities 2015: $02015Assets 2019: $500,177Liabilities 2019: $02019Assets 2020: $512,492Liabilities 2020: $0Net Assets 2020: $512,4922020Assets 2021: $530,772Liabilities 2021: $12021Assets 2022: $525,685Liabilities 2022: $0Net Assets 2022: $525,6852022Assets 2023: $527,380Liabilities 2023: $12023Assets 2024: $668,162Liabilities 2024: $0Net Assets 2024: $668,1622024

Highlighted filing

2020

Assets$512,492
Liabilities$0
Net Assets$512,492
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $20,8352011Revenue 2012: $4,494Expenses 2012: $19,847Net Income 2012: -$15,3532012Revenue 2013: $31,985Expenses 2013: $24,353Net Income 2013: $7,6322013Revenue 2014: $40,670Expenses 2014: $31,345Net Income 2014: $9,3252014Revenue 2015: $22,146Expenses 2015: $32,500Net Income 2015: -$10,3542015Revenue 2019: $27,714Expenses 2019: $31,813Net Income 2019: -$4,0992019Revenue 2020: $40,133Expenses 2020: $28,274Net Income 2020: $11,8592020Revenue 2021: $51,709Expenses 2021: $32,445Net Income 2021: $19,2642021Revenue 2022: $27,605Expenses 2022: $34,200Net Income 2022: -$6,5952022Revenue 2023: $35,022Expenses 2023: $30,120Net Income 2023: $4,9022023Revenue 2024: $169,153Expenses 2024: $34,488Net Income 2024: $134,6652024

Highlighted filing

2020

Revenue$40,133
Expenses$28,274
Net Income$11,859
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK N ATrustee-$3,145-$3,145
Filing and Contact Details

Filer

Filer Name
Pamphile & Mabyn Donaldson Charit Tr
EIN
72-6123270
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2021-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML Appendix308 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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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/QualifyingDistributionsAmt027452
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024802
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024418
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0482853
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A795 JPM ACCESS GROWTH FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc148121A787 JPM ACCESS GROWTH FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1506212
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1621777
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03532
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 TRANSACTION POSTED IN 2021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0976
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03988
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02019 TRANSACTION POSTED IN 2020
TaxesSchedule/TaxesDetail/Amt0270
TaxesSchedule/TaxesDetail/Amt1272
TaxesSchedule/TaxesDetail/Amt2139
TaxesSchedule/TaxesDetail/Amt330
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/NetInvestmentIncomeAmt2139
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt330
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAMPHILE & MABYN DONALDSON CHARIT TR
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0726123270
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/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02021-04-29T16:00:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,492
Liabilities
$0
Net assets
$512,492
Revenue
$40,133
Expenses
$28,274
Net income
$11,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$1.69$0.34$1.35
2023Summary only. Only limited summary data is available for this year.$5.27$0.00$0.35$0.30$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$0.28$0.34$0.07
2021Summary only. Only limited summary data is available for this year.$5.31$0.00$0.52$0.32$0.19
2020Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.40$0.28$0.12
2019Summary only. Only limited summary data is available for this year.$5.00$0.00$0.28$0.32$0.04
2015Summary only. Only limited summary data is available for this year.$5.09$0.00$0.22$0.33$0.10
2014Summary only. Only limited summary data is available for this year.$5.19$0.00$0.41$0.31$0.09
2013Summary only. Only limited summary data is available for this year.$5.10$0.00$0.32$0.24$0.08
2012Summary only. Only limited summary data is available for this year.$5.02$0.00$0.04$0.20$0.15
2011Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.21