Civic Intelligence

Marian Craig Leers Charitable Trust

990PF • Fiscal year 2017 • EIN 22-6921390

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 02, 2018

Organization Profile
c/o Peter Shadek 310 Cumnor RoadKenilworth, IL 60043

(847) 830-3107

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

55th percentile

3.8%

Faster asset growth than 55% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

7.5%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$721,957

Up $26,685 (+3.8%) from 2016

Net Assets

Up

$721,957

Up $26,685 (+3.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin84th percentile

Revenue

Up

$67,210

Up $4,698 (+7.5%) from 2016

Expenses

Up

$45,467

Up $702 (+1.6%) from 2016

Net Income

Up

$21,743

Up $3,996 (+23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.0M$500K$0Assets 2011: $583,622Liabilities 2011: $02011Assets 2012: $586,329Liabilities 2012: $02012Assets 2013: $574,670Liabilities 2013: $0Net Assets 2013: $574,6702013Assets 2014: $623,558Liabilities 2014: $0Net Assets 2014: $623,5582014Assets 2015: $644,764Liabilities 2015: $0Net Assets 2015: $644,7642015Assets 2016: $695,272Liabilities 2016: $0Net Assets 2016: $695,2722016Assets 2017: $721,957Liabilities 2017: $0Net Assets 2017: $721,9572017Assets 2019: $771,826Liabilities 2019: $0Net Assets 2019: $771,8262019Assets 2020: $809,131Liabilities 2020: $12020Assets 2021: $856,056Liabilities 2021: $0Net Assets 2021: $856,0562021Assets 2022: $931,556Liabilities 2022: $0Net Assets 2022: $931,5562022Assets 2023: $888,778Liabilities 2023: $12023Assets 2024: $838,839Liabilities 2024: $0Net Assets 2024: $838,8392024

Highlighted filing

2017

Assets$721,957
Liabilities$0
Net Assets$721,957
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $27,778Expenses 2011: $34,046Net Income 2011: -$6,2682011Revenue 2012: $29,339Expenses 2012: $30,669Net Income 2012: -$1,3302012Revenue 2013: $20,447Expenses 2013: $31,813Net Income 2013: -$11,3662013Revenue 2014: $44,993Expenses 2014: $37,036Net Income 2014: $7,9572014Revenue 2015: $64,355Expenses 2015: $46,169Net Income 2015: $18,1862015Revenue 2016: $62,512Expenses 2016: $44,765Net Income 2016: $17,7472016Revenue 2017: $67,210Expenses 2017: $45,467Net Income 2017: $21,7432017Revenue 2019: $93,082Expenses 2019: $59,966Net Income 2019: $33,1162019Revenue 2020: $97,654Expenses 2020: $60,349Net Income 2020: $37,3052020Revenue 2021: $128,010Expenses 2021: $81,085Net Income 2021: $46,9252021Revenue 2022: $33,133Expenses 2022: $81,258Net Income 2022: -$48,1252022Revenue 2023: $39,799Expenses 2023: $80,012Net Income 2023: -$40,2132023Revenue 2024: $40,037Expenses 2024: $83,341Net Income 2024: -$43,3042024

Highlighted filing

2017

Revenue$67,210
Expenses$45,467
Net Income$21,743
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN H SHADEKCo-Trustee-$0--
KAREN S CARROLLCo-Trustee-$0--
PETER D SHADEKCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Marian Craig Leers Charitable Trust
EIN
22-6921390
Phone
8478303107
Address
c/o Peter Shadek 310 Cumnor Road, Kenilworth, IL 60043

Signing Officer

Name
Peter D Shadek
Title
Co-trustee
Phone
8478303107
Signed
2018-03-02
Raw XML Appendix334 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Common stocks and mutual funds at Fidelity
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt044069
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/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0KAREN S CARROLL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019 Tower Hill Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Kinnelon
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0074052171
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09734922139
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WARREN SHADEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt044069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c-3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044069
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/DistributableAsAdjustedAmt050477
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044069
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044069
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044069
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044069
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt044069
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050477
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WARREN H SHADEK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0221 Ridgely Court
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Pompton Plains
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd007444
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt045500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01000 SHARES OF MIDDLESEX WATER COMPANY COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-10-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0332
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Intuit ProSeries
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0332
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0332
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0314
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14612
OtherIncreasesSchedule/OtherIncreasesDetail/Amt27
OtherIncreasesSchedule/OtherIncreasesDetail/Amt39
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Distributed cap gain - Fidelity
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Realized cap gain - Fidelity
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2Distributed cap gain - Vanguard
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3Other cap gain
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0557
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1400
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2109
TaxesSchedule/TaxesDetail/Amt0557
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/Amt2109
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt1IRS (estimated)
TaxesSchedule/TaxesDetail/CategoryTxt2IRS (paid at filing)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0557
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1400
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2109
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER D SHADEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08478303107
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marian Craig Leers Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0226921390
ReturnHeader/Filer/PhoneNum08478303107
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Peter Shadek 310 Cumnor Road
ReturnHeader/Filer/USAddress/CityNm0Kenilworth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060043
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E324C6A8218E3F849AB0E38BD7369E9868E96232
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E324C6A8218E3F849AB0E38BD7369E9868E96232
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.193.240.90
ReturnHeader/FilingSecurityInformation/IPDt02018-04-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:56:45
ReturnHeader/ReturnTs02018-04-21T14:56:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$721,957
Liabilities
$0
Net assets
$721,957
Revenue
$67,210
Expenses
$45,467
Net income
$21,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.40$0.83$0.43
2023Summary only. Only limited summary data is available for this year.$8.89$0.00$0.40$0.80$0.40
2022Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$0.33$0.81$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.56$0.00$8.56$1.28$0.81$0.47
2020Summary only. Only limited summary data is available for this year.$8.09$0.00$0.98$0.60$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.72$0.00$7.72$0.93$0.60$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.67$0.45$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$0.63$0.45$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.64$0.46$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.45$0.37$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.20$0.32$0.11
2012Summary only. Only limited summary data is available for this year.$5.86$0.00$0.29$0.31$0.01
2011Summary only. Only limited summary data is available for this year.$5.84$0.00$0.28$0.34$0.06