Civic Intelligence

George E Ely Unitrust XXXXX9003

990PF • Fiscal year 2024 • EIN 74-6183496

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 10, 2025

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

70th percentile

21%

Higher net margin than 70% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$87,287

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

41st percentile

1.6%

Faster asset growth than 41% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

81%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,868,114

Up $109,777 (+1.6%) from 2023

Net Assets

$6,868,114

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin70th percentile

Revenue

Up

$678,695

Up $304,542 (+81%) from 2023

Expenses

Up

$539,245

Up $41,673 (+8.4%) from 2023

Net Income

Up

$139,450

Up $262,869 (+213%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st 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: $12023Assets 2024: $6,868,114Liabilities 2024: $0Net Assets 2024: $6,868,1142024

Highlighted filing

2024

Assets$6,868,114
Liabilities$0
Net Assets$6,868,114
Open 2024 Filing

Operations Trend

Revenue Growth84th 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 2024: $678,695Expenses 2024: $539,245Net Income 2024: $139,4502024

Highlighted filing

2024

Revenue$678,695
Expenses$539,245
Net Income$139,450
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 10, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$87,287-$87,287
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
2025-03-10
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/StockNm2609247X101 BLACKROCK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3158933Y105 MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3259156R108 METLIFE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3698389B100 XCEL ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38H1467J104 CHUBB LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41015271109 ALEXANDRIA REAL ESTA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44053484101 AVALONBAY COMMUNITIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45060505104 BANK OF AMERICA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50126650100 CVS HEALTH CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55744573106 PUBLIC SERVICE ENTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5889832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5991324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6092276F100 VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6203073E105 CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64086516101 BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6526875P101 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6974340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7075513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71808513105 SCHWAB (CHARLES) COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76125523100 THE CIGNA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77219350105 CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7846641Q191 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7946641Q217 JPMORGAN BETABUILDER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8146641Q233 JPMORGAN BETABUILDER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83G7997R103 SEAGATE TECHNOLOGY H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8425746U109 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8530231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8683002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8783002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89N6596X109 NXP SEMICONDUCTORS N
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91427866108 HERSHEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9249177J102 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93548661107 LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9589417E109 TRAVELERS COS INC/TH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9703990B101 ARES MANAGEMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98064058100 BANK OF NEW YORK MEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9909260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10009290D101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10138141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103988498101 YUM] BRANDS INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-04-27
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112010-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-03-20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202008-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222003-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-07-28

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,868,114
Liabilities
$0
Net assets
$6,868,114
Revenue
$678,695
Expenses
$539,245
Net income
$139,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.68$0.54$0.14
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