Civic Intelligence

Gerald Bertram Webb MD Facp Trust XXXXX2000

990PF • Fiscal year 2019 • EIN 84-6222938

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 24, 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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$2,242

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$390,705

Down $2,279 (-0.6%) from 2018

Net Assets

Down

$390,705

Down $2,279 (-0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

Down

$17,475

Down $8,351 (-32%) from 2018

Expenses

Down

$19,348

Down $3,365 (-15%) from 2018

Net Income

Down

-$1,873

Down $4,986 (-160%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2010: $427,355Liabilities 2010: $0Net Assets 2010: $427,3552010Assets 2011: $415,484Liabilities 2011: $02011Assets 2012: $395,773Liabilities 2012: $02012Assets 2013: $401,639Liabilities 2013: $02013Assets 2014: $405,247Liabilities 2014: $02014Assets 2015: $399,551Liabilities 2015: $02015Assets 2018: $392,984Liabilities 2018: $0Net Assets 2018: $392,9842018Assets 2019: $390,705Liabilities 2019: $0Net Assets 2019: $390,7052019Assets 2020: $401,197Liabilities 2020: $0Net Assets 2020: $401,1972020Assets 2021: $425,963Liabilities 2021: $0Net Assets 2021: $425,9632021Assets 2022: $432,876Liabilities 2022: $0Net Assets 2022: $432,8762022Assets 2023: $434,566Liabilities 2023: $0Net Assets 2023: $434,5662023Assets 2024: $441,883Liabilities 2024: $0Net Assets 2024: $441,8832024

Highlighted filing

2019

Assets$390,705
Liabilities$0
Net Assets$390,705
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $22,0032010Revenue 2011: $18,767Expenses 2011: $30,638Net Income 2011: -$11,8712011Revenue 2012: $5,366Expenses 2012: $25,077Net Income 2012: -$19,7112012Revenue 2013: $21,005Expenses 2013: $15,139Net Income 2013: $5,8662013Revenue 2014: $28,086Expenses 2014: $26,570Net Income 2014: $1,5162014Revenue 2015: $19,043Expenses 2015: $24,739Net Income 2015: -$5,6962015Revenue 2018: $25,826Expenses 2018: $22,713Net Income 2018: $3,1132018Revenue 2019: $17,475Expenses 2019: $19,348Net Income 2019: -$1,8732019Revenue 2020: $30,093Expenses 2020: $20,488Net Income 2020: $9,6052020Revenue 2021: $47,338Expenses 2021: $21,073Net Income 2021: $26,2652021Revenue 2022: $28,564Expenses 2022: $23,456Net Income 2022: $5,1082022Revenue 2023: $25,759Expenses 2023: $20,710Net Income 2023: $5,0492023Revenue 2024: $25,281Expenses 2024: $23,528Net Income 2024: $1,7532024

Highlighted filing

2019

Revenue$17,475
Expenses$19,348
Net Income-$1,873
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 24, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,242-$2,242
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWEBB-WARING CENTERCU FOUNDATIONGENERALPCAURORA, CO, US$17,032
Filing and Contact Details

Filer

Filer Name
Gerald Bertram Webb Md Facp Trust Xxxxx2000
EIN
84-6222938
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2020-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML Appendix322 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/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012800 E 19TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AURORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080045
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017032
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt02204
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017032
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019236
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017627
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017032
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0388958
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A761 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0378226
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0412307
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03487
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02019 TRANSACTION POSTED IN 2020
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt053
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03082
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02018 TRANSACTION POSTED IN 2019
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/Amt151
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt023
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt151
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALD BERTRAM WEBB MD FACP TRUST XXXXX2000
ReturnHeader/Filer/BusinessNameControlTxt0WEBB
ReturnHeader/Filer/EIN0846222938
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07FC38F427D2E80BC9A65A9EE39DA5447EA27DA92
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DFA80785EC100CEE7A6D5647E945A9780BA6EE90
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.125.231.90
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/PreparationDt02020-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02020-06-10T13:07:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,705
Liabilities
$0
Net assets
$390,705
Revenue
$17,475
Expenses
$19,348
Net income
-$1,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.25$0.24$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.00$4.35$0.26$0.21$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.29$0.23$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.47$0.21$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.30$0.20$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.17$0.19$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$0.26$0.23$0.03
2015Summary only. Only limited summary data is available for this year.$4.00$0.00$0.19$0.25$0.06
2014Summary only. Only limited summary data is available for this year.$4.05$0.00$0.28$0.27$0.02
2013Summary only. Only limited summary data is available for this year.$4.02$0.00$0.21$0.15$0.06
2012Summary only. Only limited summary data is available for this year.$3.96$0.00$0.05$0.25$0.20
2011Summary only. Only limited summary data is available for this year.$4.15$0.00$0.19$0.31$0.12
2010Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.22