Civic Intelligence

Web Maddox Trust

990PF • Fiscal year 2020 • EIN 75-6347669

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 29, 2020

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

12th percentile

-58%

Higher net margin than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$63,131

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-2.4%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-7.2%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,433,556

Down $111,300 (-2.4%) from 2019

Net Assets

Down

$4,433,556

Down $111,300 (-2.4%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin12th percentile

Revenue

Down

$192,188

Down $14,947 (-7.2%) from 2019

Expenses

Up

$303,270

Up $12,294 (+4.2%) from 2019

Net Income

Down

-$111,082

Down $27,241 (-32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,742,912Liabilities 2011: $0Net Assets 2011: $3,742,9122011Assets 2012: $3,740,145Liabilities 2012: $0Net Assets 2012: $3,740,1452012Assets 2013: $3,781,406Liabilities 2013: $02013Assets 2014: $3,906,900Liabilities 2014: $02014Assets 2015: $3,992,196Liabilities 2015: $02015Assets 2016: $3,841,547Liabilities 2016: $02016Assets 2018: $4,628,802Liabilities 2018: $0Net Assets 2018: $4,628,8022018Assets 2019: $4,544,856Liabilities 2019: $1Net Assets 2019: $4,544,8562019Assets 2020: $4,433,556Liabilities 2020: $1Net Assets 2020: $4,433,5562020Assets 2021: $4,674,383Liabilities 2021: $1Net Assets 2021: $4,674,3832021Assets 2022: $4,801,818Liabilities 2022: $1Net Assets 2022: $4,801,8182022Assets 2023: $4,827,390Liabilities 2023: $1Net Assets 2023: $4,827,3902023Assets 2024: $5,314,155Liabilities 2024: $0Net Assets 2024: $5,314,1552024Assets 2025: $4,780,702Liabilities 2025: $0Net Assets 2025: $4,780,7022025

Highlighted filing

2020

Assets$4,433,556
Liabilities$1
Net Assets$4,433,556
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $269,6732011Expenses 2012: $280,9672012Revenue 2013: $321,614Expenses 2013: $280,478Net Income 2013: $41,1362013Revenue 2014: $398,624Expenses 2014: $280,766Net Income 2014: $117,8582014Revenue 2015: $399,145Expenses 2015: $311,803Net Income 2015: $87,3422015Revenue 2016: $159,086Expenses 2016: $323,506Net Income 2016: -$164,4202016Revenue 2018: $1,057,832Expenses 2018: $241,678Net Income 2018: $816,1542018Revenue 2019: $207,135Expenses 2019: $290,976Net Income 2019: -$83,8412019Revenue 2020: $192,188Expenses 2020: $303,270Net Income 2020: -$111,0822020Revenue 2021: $552,499Expenses 2021: $311,665Net Income 2021: $240,8342021Revenue 2022: $455,973Expenses 2022: $328,301Net Income 2022: $127,6722022Revenue 2023: $383,054Expenses 2023: $357,494Net Income 2023: $25,5602023Revenue 2024: $241,544Expenses 2024: $308,701Net Income 2024: -$67,1572024Revenue 2025: $321,311Expenses 2025: $300,823Net Income 2025: $20,4882025

Highlighted filing

2020

Revenue$192,188
Expenses$303,270
Net Income-$111,082
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$63,131-$63,131
Filing and Contact Details

Filer

Filer Name
Web Maddox Trust Xxxxx0008
EIN
75-6347669
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2020-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82285512109 ELECTRONIC ARTS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86988498101 YUM] BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm874.609E+107 INVESCO QQQ TR UNIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8811135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8946434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9064110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9175886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9279466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9392189F106 VANECK GOLD MINERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9492206C664 VANGUARD RUSSELL 200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95G5494J103 LINDE PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9800287Y109 ABBVIE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104580135101 MCDONALD'S CORP
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0118832
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt028937
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0192188
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0192188
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt044419
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021907
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt041224
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt063131
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0223865
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0223865
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0118572
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0118832
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-111082
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01635400
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt044419
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0139068
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05785
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05785
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt028937
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt028937
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02632
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03219
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0245772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt052860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0303270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0191928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0192188
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021907
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt052860
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079405
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-01-29

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Filings

Displayed year

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

Open filing
Assets
$4,433,556
Liabilities
$1
Net assets
$4,433,556
Revenue
$192,188
Expenses
$303,270
Net income
-$111,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.32$0.30$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.24$0.31$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.38$0.36$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.46$0.33$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.55$0.31$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.19$0.30$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.21$0.29$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.06$0.24$0.82
2016Summary only. Only limited summary data is available for this year.$3.84$0.00$0.16$0.32$0.16
2015Summary only. Only limited summary data is available for this year.$3.99$0.00$0.40$0.31$0.09
2014Summary only. Only limited summary data is available for this year.$3.91$0.00$0.40$0.28$0.12
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$0.32$0.28$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.27