Civic Intelligence

Harriet Conroy Charitable Tr R79724002 / 0482050250

EIN 86-6123400 • Chicago, IL

10 S Dearborn Il1-0111Chicago, IL 60603
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$4,361

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

3.2%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

33%

Faster revenue growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$345,703

Down $265 (-0.1%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin78th percentile

Revenue

Down

$19,069

Down $3,666 (-16%) from 2022

Expenses

Down

$16,645

Down $2,186 (-12%) from 2022

Net Income

Down

$2,424

Down $1,480 (-38%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $346,440Liabilities 2010: $0Net Assets 2010: $346,4402010Assets 2011: $342,874Liabilities 2011: $02011Assets 2012: $328,138Liabilities 2012: $02012Assets 2013: $326,681Liabilities 2013: $02013Assets 2014: $329,037Liabilities 2014: $02014Assets 2015: $324,138Liabilities 2015: $02015Assets 2017: $315,588Liabilities 2017: $0Net Assets 2017: $315,5882017Assets 2018: $317,587Liabilities 2018: $0Net Assets 2018: $317,5872018Assets 2019: $313,859Liabilities 2019: $12019Assets 2020: $321,832Liabilities 2020: $0Net Assets 2020: $321,8322020Assets 2021: $340,631Liabilities 2021: $0Net Assets 2021: $340,6312021Assets 2022: $345,968Liabilities 2022: $0Net Assets 2022: $345,9682022Assets 2023: $345,703Liabilities 2023: $12023

Highlighted filing

2023

Assets$345,703
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KExpenses 2010: $14,5382010Revenue 2011: $16,224Expenses 2011: $19,790Net Income 2011: -$3,5662011Revenue 2012: $4,764Expenses 2012: $19,502Net Income 2012: -$14,7382012Revenue 2013: $18,217Expenses 2013: $19,673Net Income 2013: -$1,4562013Revenue 2014: $22,731Expenses 2014: $20,374Net Income 2014: $2,3572014Revenue 2015: $15,400Expenses 2015: $20,300Net Income 2015: -$4,9002015Revenue 2017: $22,566Expenses 2017: $24,379Net Income 2017: -$1,8132017Revenue 2018: $20,459Expenses 2018: $18,696Net Income 2018: $1,7632018Revenue 2019: $13,732Expenses 2019: $17,089Net Income 2019: -$3,3572019Revenue 2020: $23,492Expenses 2020: $16,289Net Income 2020: $7,2032020Revenue 2021: $36,908Expenses 2021: $16,900Net Income 2021: $20,0082021Revenue 2022: $22,735Expenses 2022: $18,831Net Income 2022: $3,9042022Revenue 2023: $19,069Expenses 2023: $16,645Net Income 2023: $2,4242023

Highlighted filing

2023

Revenue$19,069
Expenses$16,645
Net Income$2,424
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$345,703
Liabilities
$1
Net assets
-
Revenue
$19,069
Expenses
$16,645
Net income
$2,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.46$0.00$0.19$0.17$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.23$0.19$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.37$0.17$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.23$0.16$0.07
2019Summary only. Only limited summary data is available for this year.$3.14$0.00$0.14$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.20$0.19$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.23$0.24$0.02
2015Summary only. Only limited summary data is available for this year.$3.24$0.00$0.15$0.20$0.05
2014Summary only. Only limited summary data is available for this year.$3.29$0.00$0.23$0.20$0.02
2013Summary only. Only limited summary data is available for this year.$3.27$0.00$0.18$0.20$0.01
2012Summary only. Only limited summary data is available for this year.$3.28$0.00$0.05$0.20$0.15
2011Summary only. Only limited summary data is available for this year.$3.43$0.00$0.16$0.20$0.04
2010Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.15
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 25, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,839-$1,839
Filing and Contact Details

Filer

Filer Name
Harriett Conroy Charitable Tr Xxxxx4002
EIN
86-6123400
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2021-03-25
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 Appendix319 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.

Path#Value
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016133
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014333
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014198
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0310419
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc048121A761 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc148121A753 JPM ACCESS BALANCED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1318231
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1357299
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02093
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 TRANSACTION POSTED IN 2021
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02865
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02019 TRANSACTION POSTED IN 2020
TaxesSchedule/TaxesDetail/Amt0181
TaxesSchedule/TaxesDetail/Amt147
TaxesSchedule/TaxesDetail/Amt224
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt147
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt224
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIETT CONROY CHARITABLE TR XXXXX4002
ReturnHeader/Filer/BusinessNameControlTxt0CONR
ReturnHeader/Filer/EIN0866123400
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
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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/PreparationDt02021-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ZEHNDER
ReturnHeader/ReturnTs02021-04-27T09:00:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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