Civic Intelligence

Lona Atkinson Charitable Trust XXXXX0000

990PF • Fiscal year 2016 • EIN 86-6214733

Apr 01, 2015 to Mar 31, 2016

Chicago, IL
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-57%

Higher net margin than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$275,281

Down $6,719 (-2.4%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$11,692

Down $8,900 (-43%) from 2015

Expenses

Up

$18,411

Up $34 (+0.2%) from 2015

Net Income

Down

-$6,719

Down $8,934 (-403%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $282,130Liabilities 2011: $0Net Assets 2011: $282,1302011Assets 2012: $289,948Liabilities 2012: $0Net Assets 2012: $289,9482012Assets 2013: $281,412Liabilities 2013: $02013Assets 2014: $279,785Liabilities 2014: $02014Assets 2015: $282,000Liabilities 2015: $02015Assets 2016: $275,281Liabilities 2016: $02016Assets 2018: $270,781Liabilities 2018: $0Net Assets 2018: $270,7812018Assets 2019: $264,611Liabilities 2019: $0Net Assets 2019: $264,6112019Assets 2020: $262,276Liabilities 2020: $0Net Assets 2020: $262,2762020Assets 2021: $262,504Liabilities 2021: $0Net Assets 2021: $262,5042021Assets 2022: $260,226Liabilities 2022: $0Net Assets 2022: $260,2262022Assets 2023: $254,591Liabilities 2023: $0Net Assets 2023: $254,5912023Assets 2024: $239,422Liabilities 2024: $0Net Assets 2024: $239,4222024Assets 2025: $239,055Liabilities 2025: $0Net Assets 2025: $239,0552025

Highlighted filing

2016

Assets$275,281
Liabilities$0
Net Assets-

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $32,4562011Expenses 2012: $8,9952012Revenue 2013: $9,094Expenses 2013: $17,632Net Income 2013: -$8,5382013Revenue 2014: $17,345Expenses 2014: $17,778Net Income 2014: -$4332014Revenue 2015: $20,592Expenses 2015: $18,377Net Income 2015: $2,2152015Revenue 2016: $11,692Expenses 2016: $18,411Net Income 2016: -$6,7192016Revenue 2018: $22,099Expenses 2018: $16,803Net Income 2018: $5,2962018Revenue 2019: $13,268Expenses 2019: $19,434Net Income 2019: -$6,1662019Revenue 2020: $16,953Expenses 2020: $19,280Net Income 2020: -$2,3272020Revenue 2021: $19,955Expenses 2021: $19,686Net Income 2021: $2692021Revenue 2022: $18,262Expenses 2022: $20,510Net Income 2022: -$2,2482022Revenue 2023: $15,455Expenses 2023: $21,091Net Income 2023: -$5,6362023Revenue 2024: $4,066Expenses 2024: $18,891Net Income 2024: -$14,8252024Revenue 2025: $19,070Expenses 2025: $19,440Net Income 2025: -$3702025

Highlighted filing

2016

Revenue$11,692
Expenses$18,411
Net Income-$6,719
Filing Detail Status

This 2016 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.19$0.19$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.04$0.19$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.15$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18$0.21$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.20$0.20$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.17$0.19$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.13$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.22$0.17$0.05
2016Summary only. Only limited summary data is available for this year.$2.75$0.00$0.12$0.18$0.07
2015Summary only. Only limited summary data is available for this year.$2.82$0.00$0.21$0.18$0.02
2014Summary only. Only limited summary data is available for this year.$2.80$0.00$0.17$0.18$0.00
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$0.09$0.18$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.32