Civic Intelligence

Wade Mcneill Exempt Unitrust

990PF • Fiscal year 2023 • EIN 76-6131644

Dec 23, 2023 to Dec 31, 2023 • Filed on Nov 14, 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

12th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

$20,934,656

No earlier filing loaded for comparison.

Net Assets

$20,934,656

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin99th percentile

Revenue

$53,523,442

No earlier filing loaded for comparison.

Expenses

$28,383

No earlier filing loaded for comparison.

Net Income

$53,495,059

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2023: $20,934,656Liabilities 2023: $0Net Assets 2023: $20,934,6562023Assets 2024: $21,800,927Liabilities 2024: $0Net Assets 2024: $21,800,9272024

Highlighted filing

2023

Assets$20,934,656
Liabilities$0
Net Assets$20,934,656
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0Revenue 2023: $53,523,442Expenses 2023: $28,383Net Income 2023: $53,495,0592023Revenue 2024: $1,445,207Expenses 2024: $480,561Net Income 2024: $964,6462024

Highlighted filing

2023

Revenue$53,523,442
Expenses$28,383
Net Income$53,495,059
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 23, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK N ATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wade Mcneill Exempt Unitrust
EIN
76-6131644
In Care Of
% JPMORGAN CHASE BANK NA
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Susan Busiel
Title
Vice Presisdent
Phone
8004962583
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Phone
7327679100
Raw XML Appendix313 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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IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt053460998
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt053024719
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0VARIOUS ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05756026
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt035418978
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1266150
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021011
OtherDecreasesSchedule/OtherDecreasesDetail/Amt127
OtherDecreasesSchedule/OtherDecreasesDetail/Amt250354
OtherDecreasesSchedule/OtherDecreasesDetail/Amt332489011
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTIONS POSTED IN 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2PARTNERSHIP INCOME ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3BOOK TO FMV ADJ
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt050354
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt050354
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WADE MCNEIL EXEMPT UNITRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHICAGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd060603
TaxesSchedule/TaxesDetail/Amt0213
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0213
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BUSIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESISDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WADE MCNEILL EXEMPT UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt0MCNE
ReturnHeader/Filer/EIN0766131644
ReturnHeader/Filer/InCareOfNm0% JPMORGAN CHASE BANK NA
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-14
ReturnHeader/ReturnTs02024-11-14T13:05:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-23
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,934,656
Liabilities
$0
Net assets
$20,934,656
Revenue
$53,523,442
Expenses
$28,383
Net income
$53,495,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.45$0.48$0.96
2023Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$53.5$0.03$53.5