Civic Intelligence

George E Ely Unitrust XXXXX9003

990PF • Fiscal year 2023 • EIN 74-6183496

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 15, 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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

17th percentile

-33%

Higher net margin than 17% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$83,401

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

62%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$6,758,337

Flat from 2023

Net Assets

$6,758,337

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin17th percentile

Revenue

Flat

$374,153

Flat from 2023

Expenses

Flat

$497,572

Flat from 2023

Net Income

Flat

-$123,419

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,506,778Liabilities 2011: $02011Assets 2012: $7,220,529Liabilities 2012: $02012Assets 2013: $7,493,471Liabilities 2013: $02013Assets 2014: $7,604,835Liabilities 2014: $02014Assets 2015: $7,411,361Liabilities 2015: $02015Assets 2018: $7,394,995Liabilities 2018: $0Net Assets 2018: $7,394,9952018Assets 2019: $7,517,158Liabilities 2019: $12019Assets 2020: $7,428,814Liabilities 2020: $0Net Assets 2020: $7,428,8142020Assets 2021: $7,260,270Liabilities 2021: $0Net Assets 2021: $7,260,2702021Assets 2022: $6,883,684Liabilities 2022: $0Net Assets 2022: $6,883,6842022Assets 2023: $6,758,337Liabilities 2023: $0Net Assets 2023: $6,758,3372023Assets 2023: $6,758,337Liabilities 2023: $12023

Highlighted filing

2023

Assets$6,758,337
Liabilities$0
Net Assets$6,758,337
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $490,475Expenses 2011: $470,164Net Income 2011: $20,3112011Revenue 2012: $166,295Expenses 2012: $439,271Net Income 2012: -$272,9762012Revenue 2013: $723,836Expenses 2013: $451,825Net Income 2013: $272,0112013Revenue 2014: $633,405Expenses 2014: $521,573Net Income 2014: $111,8322014Revenue 2015: $293,357Expenses 2015: $490,507Net Income 2015: -$197,1502015Revenue 2018: $517,816Expenses 2018: $524,917Net Income 2018: -$7,1012018Revenue 2019: $611,672Expenses 2019: $488,997Net Income 2019: $122,6752019Revenue 2020: $477,636Expenses 2020: $565,717Net Income 2020: -$88,0812020Revenue 2021: $603,817Expenses 2021: $771,442Net Income 2021: -$167,6252021Revenue 2022: $230,570Expenses 2022: $608,576Net Income 2022: -$378,0062022Revenue 2023: $374,153Expenses 2023: $497,572Net Income 2023: -$123,4192023Revenue 2023: $374,153Expenses 2023: $497,572Net Income 2023: -$123,4192023

Highlighted filing

2023

Revenue$374,153
Expenses$497,572
Net Income-$123,419
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$83,401-$83,401
Filing and Contact Details

Filer

Filer Name
George E Ely Unitrust Xxxxx9003
EIN
74-6183496
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2024-03-15
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53126650100 CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54244199105 DEERE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58744573106 PUBLIC SERVICE ENTER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6189832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6291324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6392276F100 VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6503073E105 CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66031162100 AMGEN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6926875P101 EOG RESOURCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7474340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7575513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76808513105 SCHWAB (CHARLES) COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8000287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8100751Y106 ADVANCE AUTO PARTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82125523100 THE CIGNA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83219350105 CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8446641Q191 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8546641Q217 JPMORGAN BETABUILDER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8746641Q233 JPMORGAN BETABUILDER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89G7997R103 SEAGATE TECHNOLOGY H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9025746U109 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9130231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9383002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9483002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97071813109 BAXTER INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98427866108 HERSHEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9949177J102 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100548661107 LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10289417E109 TRAVELERS COS INC/TH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103907818108 UNION PACIFIC CORP
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132009-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172009-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182009-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-05-01

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Filings

Displayed year

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

Open filing
Assets
$6,758,337
Liabilities
$0
Net assets
$6,758,337
Revenue
$374,153
Expenses
$497,572
Net income
-$123,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.37$0.50$0.12
2023Summary only. Only limited summary data is available for this year.$6.76$0.00$0.37$0.50$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.23$0.61$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.00$7.26$0.60$0.77$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.43$0.00$7.43$0.48$0.57$0.09
2019Summary only. Only limited summary data is available for this year.$7.52$0.00$0.61$0.49$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.00$7.39$0.52$0.52$0.01
2015Summary only. Only limited summary data is available for this year.$7.41$0.00$0.29$0.49$0.20
2014Summary only. Only limited summary data is available for this year.$7.60$0.00$0.63$0.52$0.11
2013Summary only. Only limited summary data is available for this year.$7.49$0.00$0.72$0.45$0.27
2012Summary only. Only limited summary data is available for this year.$7.22$0.00$0.17$0.44$0.27
2011Summary only. Only limited summary data is available for this year.$7.51$0.00$0.49$0.47$0.02