Civic Intelligence

Julie and Michael Shields Foundation

990PF • Fiscal year 2019 • EIN 30-0399932

Jan 01, 2019 to Dec 31, 2019 • Filed on May 05, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$2,053

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

4.4%

Faster asset growth than 57% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

70%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$431,196

Up $18,032 (+4.4%) from 2018

Net Assets

Up

$431,196

Up $18,032 (+4.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Up

$53,680

Up $22,153 (+70%) from 2018

Expenses

Up

$35,136

Up $4,315 (+14%) from 2018

Net Income

Up

$18,544

Up $17,838 (+2527%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$431,196
Liabilities$0
Net Assets$431,196
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$53,680
Expenses$35,136
Net Income$18,544
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS BANKTrustee-$2,053-$2,053
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
2020-05-05
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 Appendix324 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DULIN WARD & DEWALD
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt417943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt614685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt730649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt816212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt015632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt525560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7102120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt818905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN FIN TR INC COMP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APOLLO GLOBAL MGMT INC CLA A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3KINDER MORGAN INC DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MICRON TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MORGAN STANLEY COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PORTOLA PHARAMACEUTICALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7STEEL DYNAMICS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SYNCHRONY FINL COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0181478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt161959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE INVESTMENT TRUSTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EXCHANGE-TRADED PRODUCTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0192298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt178361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt014005
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt039675
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053680
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053680
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt039675
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02053
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028052
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028052
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014005
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014005
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018544
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0101160
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039675
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049649
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04031
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt029052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04031
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt410020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt57151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt517186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt517186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt316017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AIG FLEXIBLE CREDIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MFS INTERNATIONAL DI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2STEEL DYNAMICS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STORE CAP CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4STORE CAP CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5STEEL DYNAMICS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039675
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018544
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0512
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0431708
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0413164
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0431196
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025037
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025037
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025037
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025533
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0496
IRS990PF/DistributableAmountGrp/TotalTaxAmt0496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0579
IRS990PF/FMVAssetsEOYAmt0544864
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05613
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt028649
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt028649
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0127275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0159110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0245556
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0413164
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0431196
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0280276
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0243437
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0270659
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0413164
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0431196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0544864
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0413164
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0431196
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0413164
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0431196
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0518435
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07670
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0510765
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07777
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025533
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0510658
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0518435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIRST MERCHANTS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0855 WEBSER STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT WAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046802
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt022278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt022774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt023250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt024612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.026629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0510658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0570620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0535147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0456271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0382019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0367971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt029052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.218129
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt028556
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt029052
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0496
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt029052
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/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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0855 WEBSTER STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT WAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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/Amt021039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt02019 ANNUAL DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12019 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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146816
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028052
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/AppliedToCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028052
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025037
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029052
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024037
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028052
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0512
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WATERCUTTER FINANCIAL INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04031
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST MERCHANTS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02604694868
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
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/IPDt02020-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:24:10
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/PreparationDt02020-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WESTERHAUSEN CPA
ReturnHeader/ReturnTs02020-05-08T14:24:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$431,196
Liabilities
$0
Net assets
$431,196
Revenue
$53,680
Expenses
$35,136
Net income
$18,544
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