Civic Intelligence

George M & Marian K Nahlen Charitable Remainder Unitrust U/A

EIN 16-1687567 • St Petersburg, FL

1000 16th Street NorthSt Petersburg, FL 33705
Siviq Scores

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

Liabilities / Assets

66th percentile

0.11x

Higher debt load relative to assets than 66% of similar nonprofits.

$1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.86x

Higher debt load relative to revenue than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2018

Net Margin

21st percentile

-14%

Higher net margin than 21% of similar nonprofits.

$1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$15,443

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2018

Asset Growth

24th percentile

-3.9%

Faster asset growth than 24% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

45%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,034,249

Down $42,090 (-3.9%) from 2017

Liabilities

Down

$114,015

Down $22,275 (-16%) from 2017

Net Assets

Down

$920,234

Down $19,815 (-2.1%) from 2017

Revenue

Up

$131,846

Up $40,870 (+45%) from 2017

Expenses

Down

$150,659

Down $23,641 (-14%) from 2017

Net Income

Up

-$18,813

Up $64,511 (+77%) from 2017

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,741,834Liabilities 2011: $187,400Net Assets 2011: $1,554,4342011Assets 2012: $1,669,799Liabilities 2012: $178,275Net Assets 2012: $1,491,5242012Assets 2013: $1,551,205Liabilities 2013: $178,270Net Assets 2013: $1,372,9352013Assets 2014: $1,405,706Liabilities 2014: $167,457Net Assets 2014: $1,238,2492014Assets 2015: $1,281,102Liabilities 2015: $146,990Net Assets 2015: $1,134,1122015Assets 2016: $1,157,657Liabilities 2016: $136,767Net Assets 2016: $1,020,8902016Assets 2017: $1,076,339Liabilities 2017: $136,290Net Assets 2017: $940,0492017Assets 2018: $1,034,249Liabilities 2018: $114,015Net Assets 2018: $920,2342018

Highlighted filing

2018

Assets$1,034,249
Liabilities$114,015
Net Assets$920,234

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $261,7602011Expenses 2012: $241,3392012Revenue 2013: $111,634Expenses 2013: $228,414Net Income 2013: -$116,7802013Revenue 2014: $81,742Expenses 2014: $226,307Net Income 2014: -$144,5652014Revenue 2015: $89,495Expenses 2015: $191,761Net Income 2015: -$102,2662015Revenue 2016: $67,154Expenses 2016: $186,689Net Income 2016: -$119,5352016Revenue 2017: $90,976Expenses 2017: $174,300Net Income 2017: -$83,3242017Revenue 2018: $131,846Expenses 2018: $150,659Net Income 2018: -$18,8132018

Highlighted filing

2018

Revenue$131,846
Expenses$150,659
Net Income-$18,813

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FISHER WILSEY PATrustee-$15,443-$15,443
Filing and Contact Details

Filer

Filer Name
George M & Marian K Nahlen
EIN
16-1687567
Phone
7278981181
Address
1000 16TH STREET NORTH, ST PETERSBURG, FL 33705

Signing Officer

Name
Fisher Wilsey Pa
Title
Trustee
Phone
7278981181
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Fisher & Wilsey Pa
Address
1000 16TH ST N, SAINT PETERSBURG, FL 33705
Preparer
Steven M Wilsey
Phone
7278981181
Raw XML Appendix384 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01000 16TH STREET NORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PETERSBURG
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033705
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEVEN M WILSEY TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07278981181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt222803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt322803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt422803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0REMAINDER BEQUEST FROM TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1REMAINDER BEQUEST FROM TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2REMAINDER BEQUEST FROM TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3REMAINDER BEQUEST FROM TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4REMAINDER BEQUEST FROM TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN LUNG ASSOC OF FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE HOSPICE FND FL SUNCOA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BAYFRONT HEALTH FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALL CHILDRENS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09900 DR MLK ST NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18950 DR MLK ST NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 EAST BAY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3701 SIXTH STREET SO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 3142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ST PETERSBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433731
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0114115
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/AppliedToCurrentYearAmt057582
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt092035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0101482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt096595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0121629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0108267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0108267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0486449
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt074708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt092035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0101482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt096595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0121629
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132290
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt074708
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0594716
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0520008
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01458
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAID
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0456
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX TIMING DIFFERENCES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0136290
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0REQUIRED DISTRIBUTIONS TO CHARITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0114015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018871
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS FINANCIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09436
TaxesSchedule/TaxesDetail/Amt0190
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0190
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FISHER WILSEY PA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07278981181
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE M & MARIAN K NAHLEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE REMAINDER UNITRUST U/A
ReturnHeader/Filer/BusinessNameControlTxt0NAHL
ReturnHeader/Filer/EIN0161687567
ReturnHeader/Filer/PhoneNum07278981181
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 16TH STREET NORTH
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033705
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C3E7215348445F375F2B8CDF841B470BACE7E42
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A9724F3D0B45EF24CAD9D99C4B265D4D50788DDD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.79.160.230
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:59:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650374215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISHER & WILSEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 16TH ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033705
ReturnHeader/PreparerPersonGrp/PhoneNum07278981181
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M WILSEY
ReturnHeader/ReturnTs02019-11-15T16:59:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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