Civic Intelligence

Jesse David Appleton Charitable Trust

990PF • Fiscal year 2017 • EIN 32-6321857

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
8000 Maryland Ave Suite 900St Louis, MO 63105

(314) 503-4846

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-2.5%

Higher net margin than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-83%

Faster asset growth than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-91%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$3

Down $15 (-83%) from 2016

Net Assets

Down

$3

Down $15 (-83%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin36th percentile

Revenue

Down

$594

Down $5,846 (-91%) from 2016

Expenses

Down

$609

Down $7,018 (-92%) from 2016

Net Income

Up

-$15

Up $1,172 (+99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$20$15$10$5$0Assets 2016: $18Liabilities 2016: $0Net Assets 2016: $182016Assets 2017: $3Liabilities 2017: $0Net Assets 2017: $32017Assets 2018: $3Liabilities 2018: $0Net Assets 2018: $32018Assets 2019: $3Liabilities 2019: $0Net Assets 2019: $32019Assets 2020: $3Liabilities 2020: $0Net Assets 2020: $32020Assets 2022: $3Liabilities 2022: $0Net Assets 2022: $32022Assets 2023: $3Liabilities 2023: $0Net Assets 2023: $32023

Highlighted filing

2017

Assets$3
Liabilities$0
Net Assets$3
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10K$5.0K$0-$5.0KRevenue 2016: $6,440Expenses 2016: $7,627Net Income 2016: -$1,1872016Revenue 2017: $594Expenses 2017: $609Net Income 2017: -$152017Revenue 2018: $527Expenses 2018: $527Net Income 2018: $02018Revenue 2019: $411Expenses 2019: $411Net Income 2019: $02019Revenue 2020: $442Expenses 2020: $442Net Income 2020: $02020Revenue 2022: $500Expenses 2022: $500Net Income 2022: $02022Revenue 2023: $844Expenses 2023: $844Net Income 2023: $02023

Highlighted filing

2017

Revenue$594
Expenses$609
Net Income-$15
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSE D APPLETONTrustee-$0--
WILLIAM J PERRYTrustee-$0--
SETH D APPLETONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jesse David Appleton Charitable Trust
EIN
32-6321857
Phone
3145034846
Address
8000 MARYLAND AVE SUITE 900, ST LOUIS, MO 63105

Signing Officer

Name
Jesse D Appleton
Title
President
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Bwtp Pc
Address
424 S Woods Mill Rd Suite 340, Chesterfield, MO 63017-3480
Preparer
William J Perry CPA
Phone
3145761350
Raw XML Appendix182 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07042 DELMAR BLVD
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSE D APPLETON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JESSE DAVID APPLETON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JESS
ReturnHeader/Filer/EIN0326321857
ReturnHeader/Filer/PhoneNum03145034846
ReturnHeader/Filer/USAddress/AddressLine1Txt08000 MARYLAND AVE SUITE 900
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431698328
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BWTP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0424 S Woods Mill Rd Suite 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chesterfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0630173480
ReturnHeader/PreparerPersonGrp/PhoneNum03145761350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William J Perry CPA
ReturnHeader/ReturnTs02018-05-10T07:53:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3
Liabilities
$0
Net assets
$3
Revenue
$594
Expenses
$609
Net income
-$15
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3$0$3$844$844$0
2022Detailed filing. Detailed filing data is available for this year.$3$0$3$500$500$0
2020Detailed filing. Detailed filing data is available for this year.$3$0$3$442$442$0
2019Detailed filing. Detailed filing data is available for this year.$3$0$3$411$411$0
2018Detailed filing. Detailed filing data is available for this year.$3$0$3$527$527$0
2017Detailed filing. Detailed filing data is available for this year.$3$0$3$594$609$15
2016Detailed filing. Detailed filing data is available for this year.$18$0$18$6,440$7,627$1,187