Civic Intelligence

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

990PF • Fiscal year 2013 • EIN 16-1687567

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

1000 16th Street North33705

(727) 898-1181

Siviq Scores

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

Liabilities / Assets

60th percentile

0.11x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

90th percentile

1.60x

Higher debt load relative to revenue than 90% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$21,252

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

14th percentile

-7.1%

Faster asset growth than 14% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$1,551,205

Down $118,594 (-7.1%) from 2012

Net Assets

Down

$1,372,935

Down $118,589 (-8.0%) from 2012

Liabilities

Down

$178,270

Down $5 (-0.0%) from 2012

Revenue

$111,634

No earlier filing loaded for comparison.

Expenses

Down

$228,414

Down $12,925 (-5.4%) from 2012

Net Income

-$116,780

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$1,551,205
Liabilities$178,270
Net Assets$1,372,935

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$111,634
Expenses$228,414
Net Income-$116,780
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FISHER WILSEY PATrustee-$21,252-$21,252
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN HEART ASSOCIATIOREMAINDER BEQUEST FROM TRUST501(C)(3)ST PETERSBURG, FL, US$35,655
Paid GrantAMERICAN LUNG ASSOC OF FLREMAINDER BEQUEST FROM TRUST501(C)(3)ST PETERSBURG, FL, US$35,655
Paid GrantTHE HOSPICE FND FL SUNCOAREMAINDER BEQUEST FROM TRUST501(C)(3)LARGO, FL, US$35,655
Paid GrantBAYFRONT HEALTH FOUNDATIOREMAINDER BEQUEST FROM TRUST501(C)(3)ST PETERSBURG, FL, US$35,655
Paid GrantALL CHILDRENS HOSPITALREMAINDER BEQUEST FROM TRUST501(C)(3)ST PETERSBURG, FL, US$35,655
Filing and Contact Details

Filer

EIN
16-1687567
Phone
7278981181

Signing Officer

Name
Steven M Wilsey
Title
Trustee
Phone
7278981181
Signed
2014-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Steven M Wilsey
Phone
7278981181
Raw XML Appendix385 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/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.631190
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0190420
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0190420
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0190420
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN M WILSEY TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101000 16TH STREET NORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0ST PETERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode033705
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/PhoneNum07278981181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt335655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt435655
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/BusinessNameLine10AMERICAN HEART ASSOCIATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11AMERICAN LUNG ASSOC OF FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12THE HOSPICE FND FL SUNCOA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13BAYFRONT HEALTH FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14ALL 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/AddressLine109900 DR MLK ST NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine118950 DR MLK ST NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12300 EAST BAY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13701 SIXTH STREET SO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14PO BOX 3142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode033716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode133702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode233770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode333701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode433731
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0178275
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/AppliedToCurrentYearAmt082153
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0130085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0141424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0139097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0149620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0217975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0217975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0668493
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0108267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0130085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0141424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0139097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0149620
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0190420
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0108267
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0886468
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0778201
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01809
OtherDecreasesSchedule/OtherDecreasesDetail/Description0BOOK TO TAX TIMING DIFFERENCES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0178275
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0REQUIRED DISTRIBUTIONS TO CHARITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0178270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS FINANCIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025599
TaxesSchedule/TaxesDetail/Amt0249
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0249
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN M WILSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07278981181
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10GEORGE M & MARIAN K NAHLEN
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE REMAINDER UNITRUST U/A
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0161687567
ReturnHeader/Filer/PhoneNum07278981181
ReturnHeader/Filer/USAddress/AddressLine101000 16TH STREET NORTH
ReturnHeader/Filer/USAddress/City0ST PETERSBURG
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FISHER & WILSEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101000 16TH ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033705
ReturnHeader/PreparerPersonGrp/PhoneNum07278981181
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M WILSEY
ReturnHeader/ReturnTs02014-05-13T13:45:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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