Civic Intelligence

Julie and Michael Shields Foundation

990PF • Fiscal year 2018 • EIN 30-0399932

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 10, 2019

Organization Profile
855 Webster Street Suite 200Fort Wayne, IN 46802

(260) 469-4868

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.2%

Higher net margin than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$2,875

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$413,164

Up $950 (+0.2%) from 2017

Net Assets

Up

$413,164

Up $950 (+0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin49th percentile

Revenue

Down

$31,527

Down $13,449 (-30%) from 2017

Expenses

Up

$30,821

Up $4,869 (+19%) from 2017

Net Income

Down

$706

Down $18,318 (-96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2011: $215,585Liabilities 2011: $0Net Assets 2011: $215,5852011Assets 2017: $412,214Liabilities 2017: $0Net Assets 2017: $412,2142017Assets 2018: $413,164Liabilities 2018: $0Net Assets 2018: $413,1642018Assets 2019: $431,196Liabilities 2019: $0Net Assets 2019: $431,1962019Assets 2020: $453,127Liabilities 2020: $0Net Assets 2020: $453,1272020Assets 2021: $462,013Liabilities 2021: $0Net Assets 2021: $462,0132021Assets 2022: $460,696Liabilities 2022: $0Net Assets 2022: $460,6962022Assets 2023: $474,094Liabilities 2023: $0Net Assets 2023: $474,0942023Assets 2024: $478,083Liabilities 2024: $0Net Assets 2024: $478,0832024

Highlighted filing

2018

Assets$413,164
Liabilities$0
Net Assets$413,164
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$60K$40K$20K$0Expenses 2011: $28,0402011Revenue 2017: $44,976Expenses 2017: $25,952Net Income 2017: $19,0242017Revenue 2018: $31,527Expenses 2018: $30,821Net Income 2018: $7062018Revenue 2019: $53,680Expenses 2019: $35,136Net Income 2019: $18,5442019Revenue 2020: $53,937Expenses 2020: $30,773Net Income 2020: $23,1642020Revenue 2021: $43,202Expenses 2021: $31,951Net Income 2021: $11,2512021Revenue 2022: $40,186Expenses 2022: $39,786Net Income 2022: $4002022Revenue 2023: $59,790Expenses 2023: $45,020Net Income 2023: $14,7702023Revenue 2024: $47,166Expenses 2024: $42,167Net Income 2024: $4,9992024

Highlighted filing

2018

Revenue$31,527
Expenses$30,821
Net Income$706
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS BANKTrustee-$2,875-$2,875
Filing and Contact Details

Filer

Filer Name
Julie and Michael Shields
EIN
30-0399932
Phone
2604694868
Address
855 WEBSTER STREET SUITE 200, FORT WAYNE, IN 46802

Signing Officer

Name
First Merchants Bank
Title
Trustee
Phone
2604694868
Signed
2019-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Dulin Ward & Dewald Inc
Address
9921 DUPONT CIRCLE DR W 300, FORT WAYNE, IN 46825-1610
Preparer
Mark S Westerhausen CPA
Phone
2604232414
Raw XML Appendix330 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/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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT WAYNE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046802
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST MERCHANTS PRIVATE WEALTH ADV
IRS990PF/StatementsRegardingActyGrp/PhoneNum02604694868
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt02018 ANNUAL DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12018 ANNUAL DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BISHOP DEWNGER HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BISHOP LUERS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01300 E WASHINGTON CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1333 E PAULDING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT WAYNE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146816
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023250
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/AppliedToYear1Amt023250
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028052
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028052
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023250
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0229
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD AJE TO ADJUST RECEIVABLES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0245
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1228
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD AJE TO ADJUST COST BASIS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04696
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WATERCUTTER FINANCIAL INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04696
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST MERCHANTS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02604694868
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIE AND MICHAEL SHIELDS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0300399932
ReturnHeader/Filer/PhoneNum02604694868
ReturnHeader/Filer/USAddress/AddressLine1Txt0855 WEBSTER STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08C8EAA323C6FB7A55B60ABE385C15DC04A35629F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C8EAA323C6FB7A55B60ABE385C15DC04A35629F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.232.104.229
ReturnHeader/FilingSecurityInformation/IPDt02019-06-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:28:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351344820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DULIN WARD & DEWALD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09921 DUPONT CIRCLE DR W 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0468251610
ReturnHeader/PreparerPersonGrp/PhoneNum02604232414
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WESTERHAUSEN CPA
ReturnHeader/ReturnTs02019-06-12T08:28:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$413,164
Liabilities
$0
Net assets
$413,164
Revenue
$31,527
Expenses
$30,821
Net income
$706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.47$0.42$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.60$0.45$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.40$0.40$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.43$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.54$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.54$0.35$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.32$0.31$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.45$0.26$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.28