Civic Intelligence

Lloyd & Roxie Anderson Charitable Trust

990PF • Fiscal year 2018 • EIN 73-6254994

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 11, 2019

Organization Profile
111 West Monroe Street Tax Div 12WChicago, IL 60603

(312) 461-5154

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$21,296

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

2.7%

Faster asset growth than 58% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

54th percentile

5.2%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,922,605

Up $226,518 (+8.4%) from 2015

Net Assets

$2,922,605

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin80th percentile

Revenue

Up

$402,474

Up $57,029 (+17%) from 2015

Expenses

Up

$290,739

Up $136,054 (+88%) from 2015

Net Income

Down

$111,735

Down $79,025 (-41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,641,107Liabilities 2010: $0Net Assets 2010: $1,641,1072010Assets 2011: $1,841,989Liabilities 2011: $0Net Assets 2011: $1,841,9892011Assets 2012: $1,807,031Liabilities 2012: $12012Assets 2013: $1,949,300Liabilities 2013: $02013Assets 2014: $2,505,454Liabilities 2014: $02014Assets 2015: $2,696,087Liabilities 2015: $02015Assets 2018: $2,922,605Liabilities 2018: $0Net Assets 2018: $2,922,6052018Assets 2019: $2,912,742Liabilities 2019: $0Net Assets 2019: $2,912,7422019Assets 2020: $2,999,987Liabilities 2020: $0Net Assets 2020: $2,999,9872020Assets 2021: $3,052,857Liabilities 2021: $0Net Assets 2021: $3,052,8572021Assets 2022: $5,653,516Liabilities 2022: $0Net Assets 2022: $5,653,5162022Assets 2023: $3,738,693Liabilities 2023: $0Net Assets 2023: $3,738,6932023Assets 2024: $3,375,575Liabilities 2024: $0Net Assets 2024: $3,375,5752024

Highlighted filing

2018

Assets$2,922,605
Liabilities$0
Net Assets$2,922,605
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $88,1632010Expenses 2011: $105,1382011Revenue 2012: $82,210Expenses 2012: $117,033Net Income 2012: -$34,8232012Revenue 2013: $334,261Expenses 2013: $102,318Net Income 2013: $231,9432013Revenue 2014: $689,480Expenses 2014: $132,572Net Income 2014: $556,9082014Revenue 2015: $345,445Expenses 2015: $154,685Net Income 2015: $190,7602015Revenue 2018: $402,474Expenses 2018: $290,739Net Income 2018: $111,7352018Revenue 2019: $304,589Expenses 2019: $313,725Net Income 2019: -$9,1362019Revenue 2020: $400,630Expenses 2020: $319,573Net Income 2020: $81,0572020Revenue 2021: $553,138Expenses 2021: $287,685Net Income 2021: $265,4532021Revenue 2022: $3,231,857Expenses 2022: $724,437Net Income 2022: $2,507,4202022Revenue 2023: $1,121,896Expenses 2023: $3,098,853Net Income 2023: -$1,976,9572023Revenue 2024: $761,269Expenses 2024: $1,146,170Net Income 2024: -$384,9012024

Highlighted filing

2018

Revenue$402,474
Expenses$290,739
Net Income$111,735
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 11, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$21,296-$21,296
Filing and Contact Details

Filer

Filer Name
Anderson Lloyd & Roxie Char Test Tr
EIN
73-6254994
Phone
3124615154
Address
111 WEST MONROE STREET TAX DIV 12W, CHICAGO, IL 60603

Signing Officer

Name
Hector Ahumada
Title
Trustee
Phone
3124615154
Signed
2019-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Kelly Kowalczyk
Phone
3128792000
Raw XML Appendix338 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/GrantOrContributionPurposeTxt1CHURCH EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHURCH EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST BAPTIST CHURCH OF EL RENO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNION CITY UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FIRST BAPTIST CHURCH OF UNION CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0401 S BICKFORD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1BOX 105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2120 E DIVISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EL RENO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1UNION CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2UNION CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1730900105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd273090
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0264276
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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/AppliedToCurrentYearAmt0177304
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0177304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt087660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0185600
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt097940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt087660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0275244
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt097940
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0185600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt087660
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0292
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO BOOK VALUE-ROC
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MINERAL DEED DTD 11/20/02
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0241186
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0240267
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14075
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0445
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING OF INCOME
TaxesSchedule/TaxesDetail/Amt02948
TaxesSchedule/TaxesDetail/Amt11579
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11579
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HECTOR AHUMADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03124615154
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDERSON LLOYD & ROXIE CHAR TEST TR
ReturnHeader/Filer/BusinessNameControlTxt0ANDE
ReturnHeader/Filer/EIN0736254994
ReturnHeader/Filer/PhoneNum03124615154
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 WEST MONROE STREET TAX DIV 12W
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0729E18674940984E3CC5E2315E8D7BD6753FADA9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0303D005D71A4E4860EFEC5BAABAC6EA3C80F48A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.213.166.41
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/PreparationDt02019-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY KOWALCZYK
ReturnHeader/ReturnTs02019-04-23T11:00:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,922,605
Liabilities
$0
Net assets
$2,922,605
Revenue
$402,474
Expenses
$290,739
Net income
$111,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.76$1.15$0.38
2023Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$1.12$3.10$1.98
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$3.23$0.72$2.51
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.55$0.29$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.40$0.32$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.30$0.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.40$0.29$0.11
2015Summary only. Only limited summary data is available for this year.$2.70$0.00$0.35$0.15$0.19
2014Summary only. Only limited summary data is available for this year.$2.51$0.00$0.69$0.13$0.56
2013Summary only. Only limited summary data is available for this year.$1.95$0.00$0.33$0.10$0.23
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.08$0.12$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09