Civic Intelligence

Sourlis Irrevocable Charitable Trust C/O Terrance M Quinn Peoples Bank

990PF • Fiscal year 2015 • EIN 26-6158755

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

Organization Profile
9204 Columbia AvenueMunster, IN 46321-3517

(219) 853-7080

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

99th percentile

124%

Higher net margin than 99% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,683,467

Down $581,858 (-26%) from 2014

Net Assets

Down

$1,683,467

Down $581,858 (-26%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

-$482,518

Up $42,844 (+8.2%) from 2014

Expenses

Down

$114,583

Down $71,023 (-38%) from 2014

Net Income

Up

-$597,101

Up $113,867 (+16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,861,926Liabilities 2010: $0Net Assets 2010: $4,861,9262010Assets 2011: $4,066,293Liabilities 2011: $0Net Assets 2011: $4,066,2932011Assets 2012: $2,848,652Liabilities 2012: $0Net Assets 2012: $2,848,6522012Assets 2013: $2,976,293Liabilities 2013: $0Net Assets 2013: $2,976,2932013Assets 2014: $2,265,325Liabilities 2014: $0Net Assets 2014: $2,265,3252014Assets 2015: $1,683,467Liabilities 2015: $0Net Assets 2015: $1,683,4672015Assets 2016: $2,188,168Liabilities 2016: $0Net Assets 2016: $2,188,1682016Assets 2018: $3,707,656Liabilities 2018: $0Net Assets 2018: $3,707,6562018Assets 2019: $3,701,451Liabilities 2019: $0Net Assets 2019: $3,701,4512019Assets 2020: $4,865,162Liabilities 2020: $0Net Assets 2020: $4,865,1622020Assets 2021: $11,676,639Liabilities 2021: $0Net Assets 2021: $11,676,6392021Assets 2022: $4,258,723Liabilities 2022: $0Net Assets 2022: $4,258,7232022Assets 2023: $4,146,042Liabilities 2023: $0Net Assets 2023: $4,146,0422023Assets 2024: $3,974,918Liabilities 2024: $0Net Assets 2024: $3,974,9182024

Highlighted filing

2015

Assets$1,683,467
Liabilities$0
Net Assets$1,683,467
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $268,1542010Expenses 2011: $208,9762011Expenses 2012: $142,1962012Revenue 2013: $322,988Expenses 2013: $195,347Net Income 2013: $127,6412013Revenue 2014: -$525,362Expenses 2014: $185,606Net Income 2014: -$710,9682014Revenue 2015: -$482,518Expenses 2015: $114,583Net Income 2015: -$597,1012015Revenue 2016: $626,767Expenses 2016: $122,066Net Income 2016: $504,7012016Revenue 2018: $1,264,224Expenses 2018: $195,260Net Income 2018: $1,068,9642018Revenue 2019: $283,500Expenses 2019: $289,705Net Income 2019: -$6,2052019Revenue 2020: $1,510,809Expenses 2020: $347,098Net Income 2020: $1,163,7112020Revenue 2021: $7,417,987Expenses 2021: $654,996Net Income 2021: $6,762,9912021Revenue 2022: -$6,920,923Expenses 2022: $324,978Net Income 2022: -$7,245,9012022Revenue 2023: $122,222Expenses 2023: $235,047Net Income 2023: -$112,8252023Revenue 2024: $266,203Expenses 2024: $483,515Net Income 2024: -$217,3122024

Highlighted filing

2015

Revenue-$482,518
Expenses$114,583
Net Income-$597,101
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEOPLES BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sourlis Irrevocable Charitable Trust
EIN
26-6158755
Phone
2198537080
Address
9204 Columbia Avenue, Munster, IN 46321-3517

Signing Officer

Name
Terrance Quinn
Title
trustee
Phone
2198537080
Signed
2016-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Swartz Retson & Co PC
Address
235 E 86th Avenue, Merrillville, IN 46410
Preparer
Tamara L Lynch
Phone
2197693616
Raw XML Appendix293 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146384
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103539
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0100301
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047416
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt085685
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03238
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035031
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103539
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03238
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096512
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093274
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015243
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE IN FAIR MARKET VALUE OF DONATED STOCK OVER COST OF DONATED STOCK
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRANCE QUINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02198537080
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sourlis Irrevocable Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Terrance M Quinn Peoples Bank
ReturnHeader/Filer/BusinessNameControlTxt0SOUR
ReturnHeader/Filer/EIN0266158755
ReturnHeader/Filer/PhoneNum02198537080
ReturnHeader/Filer/USAddress/AddressLine1Txt09204 Columbia Avenue
ReturnHeader/Filer/USAddress/CityNm0Munster
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0463213517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351509921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Swartz Retson & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 E 86th Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Merrillville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046410
ReturnHeader/PreparerPersonGrp/PhoneNum02197693616
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tamara L Lynch
ReturnHeader/ReturnTs02016-05-12T08:35:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,683,467
Liabilities
$0
Net assets
$1,683,467
Revenue
-$482,518
Expenses
$114,583
Net income
-$597,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.27$0.48$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.12$0.24$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$6.92$0.32$7.25
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$7.42$0.65$6.76
2020Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$1.51$0.35$1.16
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.28$0.29$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$1.26$0.20$1.07
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.63$0.12$0.50
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.48$0.11$0.60
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.53$0.19$0.71
2013Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.32$0.20$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.14
2011Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.21
2010Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.27