Civic Intelligence

Pamphile & Mabyn Donaldson Charit Trust 3601248502

990PF • Fiscal year 2021 • EIN 72-6123270

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

77th percentile

37%

Higher net margin than 77% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$3,686

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

42nd percentile

3.6%

Faster asset growth than 42% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

29%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Flat

$530,772

Flat from 2021

Net Assets

$530,772

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin77th percentile

Revenue

Flat

$51,709

Flat from 2021

Expenses

Flat

$32,445

Flat from 2021

Net Income

Flat

$19,264

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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: $0Net Assets 2021: $530,7722021Assets 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

2021

Assets$530,772
Liabilities$0
Net Assets$530,772
Open 2021 Filing

Operations Trend

Revenue Growth61st 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 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

2021

Revenue$51,709
Expenses$32,445
Net Income$19,264
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK N ATrustee-$3,686-$3,686
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
2022-04-29
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 Appendix322 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST THOMAS MORE CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0C/O FATHER MICHAEL J ALELLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011441 GOODWOOD BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BATON ROUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0708156222
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024802
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03620
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024802
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
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/QualifyingDistributionsAmt028422
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028792
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024802
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A787 JPM ACCESS GROWTH FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0521348
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0696494
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04515
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 TRANSACTION POSTED IN 2022
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0272
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03532
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 TRANSACTION POSTED IN 2021
TaxesSchedule/TaxesDetail/Amt0163
TaxesSchedule/TaxesDetail/Amt13576
TaxesSchedule/TaxesDetail/Amt2218
TaxesSchedule/TaxesDetail/CategoryTxt0STATE INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0163
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2218
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
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/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02022-05-02T07:00:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$530,772
Liabilities
$0
Net assets
$530,772
Revenue
$51,709
Expenses
$32,445
Net income
$19,264
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
2021Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.52$0.32$0.19
2021Summary only. Only limited summary data is available for this year.$5.31$0.00$0.52$0.32$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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