Civic Intelligence

Gerald Bertram Webb MD Facp Trust XXXXX2000

990PF • Fiscal year 2020 • EIN 84-6222938

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 28, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,316

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

2.7%

Faster asset growth than 53% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

72%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$401,197

Up $10,492 (+2.7%) from 2019

Net Assets

Up

$401,197

Up $10,492 (+2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Up

$30,093

Up $12,618 (+72%) from 2019

Expenses

Up

$20,488

Up $1,140 (+5.9%) from 2019

Net Income

Up

$9,605

Up $11,478 (+613%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2020

Assets$401,197
Liabilities$0
Net Assets$401,197
Open 2020 Filing

Operations Trend

Revenue Growth91st 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

2020

Revenue$30,093
Expenses$20,488
Net Income$9,605
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 28, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,316-$2,316
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
2021-03-28
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 Appendix312 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02238
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017627
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020121
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/QualifyingDistributionsAmt019865
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017883
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017627
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0378226
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A761 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc148121A753 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1396727
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1443494
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02598
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 TRANSACTIONS POSTED IN 2021
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03487
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02019 TRANSACTIONS POSTED IN 2020
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/Amt1348
TaxesSchedule/TaxesDetail/Amt258
TaxesSchedule/TaxesDetail/Amt329
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt258
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt329
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-28
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/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/PreparationDt02021-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02021-04-27T09:00:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$401,197
Liabilities
$0
Net assets
$401,197
Revenue
$30,093
Expenses
$20,488
Net income
$9,605
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
2020Detailed filing. Detailed filing data is available for this year.$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