Civic Intelligence

Nelson Mead Fund

990PF • Fiscal year 2015 • EIN 31-6064591

Dec 01, 2014 to Nov 30, 2015 • Filed on Apr 06, 2016

Organization Profile
102 North Westgate AvenueJacksonville, IL 62650

(217) 243-4397

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

28th percentile

0.00x

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

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

Net Margin

4th percentile

-152%

Higher net margin than 4% 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.

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

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

Asset Growth

25th percentile

-4.2%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

4th percentile

-76%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,879,383

Down $213,827 (-4.2%) from 2014

Net Assets

Down

$4,879,383

Down $213,827 (-4.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin4th percentile

Revenue

Down

$140,651

Down $451,561 (-76%) from 2014

Expenses

Down

$354,357

Down $44,380 (-11%) from 2014

Net Income

Down

-$213,706

Down $407,181 (-210%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,461,660Liabilities 2010: $0Net Assets 2010: $5,461,6602010Assets 2011: $5,284,206Liabilities 2011: $0Net Assets 2011: $5,284,2062011Assets 2012: $5,023,513Liabilities 2012: $0Net Assets 2012: $5,023,5132012Assets 2013: $4,899,735Liabilities 2013: $0Net Assets 2013: $4,899,7352013Assets 2014: $5,093,210Liabilities 2014: $0Net Assets 2014: $5,093,2102014Assets 2015: $4,879,383Liabilities 2015: $0Net Assets 2015: $4,879,3832015Assets 2016: $4,920,686Liabilities 2016: $0Net Assets 2016: $4,920,6862016Assets 2017: $5,284,333Liabilities 2017: $0Net Assets 2017: $5,284,3332017Assets 2018: $5,344,468Liabilities 2018: $0Net Assets 2018: $5,344,4682018Assets 2019: $5,455,757Liabilities 2019: $0Net Assets 2019: $5,455,7572019Assets 2020: $5,450,452Liabilities 2020: $0Net Assets 2020: $5,450,4522020Assets 2021: $5,611,699Liabilities 2021: $0Net Assets 2021: $5,611,6992021Assets 2022: $5,465,297Liabilities 2022: $0Net Assets 2022: $5,465,2972022Assets 2023: $5,335,221Liabilities 2023: $4Net Assets 2023: $5,335,2172023Assets 2024: $5,649,574Liabilities 2024: $0Net Assets 2024: $5,649,5742024

Highlighted filing

2015

Assets$4,879,383
Liabilities$0
Net Assets$4,879,383
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $371,7462010Expenses 2011: $356,9502011Expenses 2012: $370,5092012Expenses 2013: $380,4902013Revenue 2014: $592,212Expenses 2014: $398,737Net Income 2014: $193,4752014Revenue 2015: $140,651Expenses 2015: $354,357Net Income 2015: -$213,7062015Revenue 2016: $379,261Expenses 2016: $337,958Net Income 2016: $41,3032016Revenue 2017: $748,372Expenses 2017: $384,725Net Income 2017: $363,6472017Revenue 2018: $499,285Expenses 2018: $439,150Net Income 2018: $60,1352018Revenue 2019: $541,176Expenses 2019: $429,887Net Income 2019: $111,2892019Revenue 2020: $469,748Expenses 2020: $475,053Net Income 2020: -$5,3052020Revenue 2021: $670,397Expenses 2021: $509,150Net Income 2021: $161,2472021Revenue 2022: $335,246Expenses 2022: $481,648Net Income 2022: -$146,4022022Revenue 2023: $378,295Expenses 2023: $508,375Net Income 2023: -$130,0802023Revenue 2024: $847,367Expenses 2024: $533,014Net Income 2024: $314,3532024

Highlighted filing

2015

Revenue$140,651
Expenses$354,357
Net Income-$213,706
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Apr 6, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH C MEADTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nelson Mead Fund
EIN
31-6064591
Phone
2172434397
Address
102 NORTH WESTGATE AVENUE, JACKSONVILLE, IL 62650

Signing Officer

Name
Ruth C Mead
Title
Trustee
Signed
2016-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Adwell Services LLC
Address
102 N WESTGATE AVE, JACKSONVILLE, IL 62650-1718
Preparer
Michael C May CPA
Phone
2172434397
Raw XML Appendix263 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt047862
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11049
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brokerage Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Expense
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt045862
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11049
TaxesSchedule/TaxesDetail/Amt09017
TaxesSchedule/TaxesDetail/Amt11512
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01512
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ruth C Mead
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELSON MEAD FUND
ReturnHeader/Filer/BusinessNameControlTxt0NELS
ReturnHeader/Filer/EIN0316064591
ReturnHeader/Filer/PhoneNum02172434397
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 NORTH WESTGATE AVENUE
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062650
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADWELL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 N WESTGATE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0626501718
ReturnHeader/PreparerPersonGrp/PhoneNum02172434397
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C May CPA
ReturnHeader/ReturnTs02016-04-06T10:13:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,879,383
Liabilities
$0
Net assets
$4,879,383
Revenue
$140,651
Expenses
$354,357
Net income
-$213,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.85$0.53$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.38$0.51$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.34$0.48$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$0.67$0.51$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.47$0.48$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.54$0.43$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.50$0.44$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.00$5.28$0.75$0.38$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.00$4.92$0.38$0.34$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.14$0.35$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.59$0.40$0.19
2013Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.38
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.37
2011Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.36
2010Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.37