Civic Intelligence

Spencer C Lee Charitable Trust Under Will Dated September 20 1996

990PF • Fiscal year 2018 • EIN 32-6266896

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 2019

Organization Profile
PO Box 12800Green Bay, WI 54307-2800

(800) 922-3712

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

33rd percentile

-3.2%

Higher net margin than 33% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$8,502

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

$549,051

No earlier filing loaded for comparison.

Net Assets

$549,051

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin33rd percentile

Revenue

$34,854

No earlier filing loaded for comparison.

Expenses

$35,979

No earlier filing loaded for comparison.

Net Income

-$1,125

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2018: $549,051Liabilities 2018: $0Net Assets 2018: $549,0512018Assets 2019: $541,623Liabilities 2019: $0Net Assets 2019: $541,6232019Assets 2020: $528,236Liabilities 2020: $0Net Assets 2020: $528,2362020Assets 2021: $532,004Liabilities 2021: $0Net Assets 2021: $532,0042021Assets 2022: $504,981Liabilities 2022: $0Net Assets 2022: $504,9812022Assets 2023: $500,419Liabilities 2023: $0Net Assets 2023: $500,4192023Assets 2024: $500,015Liabilities 2024: $0Net Assets 2024: $500,0152024

Highlighted filing

2018

Assets$549,051
Liabilities$0
Net Assets$549,051
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KRevenue 2018: $34,854Expenses 2018: $35,979Net Income 2018: -$1,1252018Revenue 2019: $28,048Expenses 2019: $35,549Net Income 2019: -$7,5012019Revenue 2020: $20,612Expenses 2020: $35,309Net Income 2020: -$14,6972020Revenue 2021: $40,979Expenses 2021: $36,172Net Income 2021: $4,8072021Revenue 2022: $10,228Expenses 2022: $37,274Net Income 2022: -$27,0462022Revenue 2023: $27,156Expenses 2023: $31,771Net Income 2023: -$4,6152023Revenue 2024: $32,270Expenses 2024: $32,044Net Income 2024: $2262024

Highlighted filing

2018

Revenue$34,854
Expenses$35,979
Net Income-$1,125
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,502-$8,502
Filing and Contact Details

Filer

Filer Name
Spencer C Lee Charitable Tuw
EIN
32-6266896
Phone
8009223712
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
8009223712
Signed
2019-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Kelly Kowalczyk
Phone
3128792000
Raw XML Appendix338 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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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt281
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ReturnHeader/BusinessOfficerGrp/PhoneNum08009223712
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY KOWALCZYK
ReturnHeader/ReturnTs02019-04-24T07:00:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$549,051
Liabilities
$0
Net assets
$549,051
Revenue
$34,854
Expenses
$35,979
Net income
-$1,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.32$0.32$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.27$0.32$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.10$0.37$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.41$0.36$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.21$0.35$0.15
2019Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.28$0.36$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.35$0.36$0.01