Civic Intelligence

Elson Family Charitable Trust

990PF • Fiscal year 2017 • EIN 34-6855820

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

400 Shrewsbury LnMatthews, NC 28105

(704) 408-2797

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

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

Liabilities / Revenue

82nd percentile

0.00x

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

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

Net Margin

11th percentile

-223%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

94th percentile

$3,500

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 89.1% of source-year revenue.

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

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

80th percentile

100%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Down

$56,706

Down $8,765 (-13%) from 2016

Net Assets

Down

$56,706

Down $8,765 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$3,927

Up $1,963 (+100%) from 2016

Expenses

Down

$12,692

Down $9,054 (-42%) from 2016

Net Income

Up

-$8,765

Up $11,017 (+56%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $344,086Liabilities 2010: $0Net Assets 2010: $344,0862010Assets 2011: $186,744Liabilities 2011: $0Net Assets 2011: $186,7442011Assets 2012: $94,145Liabilities 2012: $0Net Assets 2012: $94,1452012Assets 2013: $92,467Liabilities 2013: $0Net Assets 2013: $92,4672013Assets 2015: $85,253Liabilities 2015: $0Net Assets 2015: $85,2532015Assets 2016: $65,471Liabilities 2016: $0Net Assets 2016: $65,4712016Assets 2017: $56,706Liabilities 2017: $0Net Assets 2017: $56,7062017Assets 2018: $58,936Liabilities 2018: $0Net Assets 2018: $58,9362018Assets 2019: $55,227Liabilities 2019: $0Net Assets 2019: $55,2272019Assets 2020: $51,941Liabilities 2020: $0Net Assets 2020: $51,9412020Assets 2021: $50,457Liabilities 2021: $0Net Assets 2021: $50,4572021Assets 2022: $44,994Liabilities 2022: $0Net Assets 2022: $44,9942022Assets 2023: $36,104Liabilities 2023: $0Net Assets 2023: $36,1042023Assets 2024: $26,306Liabilities 2024: $0Net Assets 2024: $26,3062024

Highlighted filing

2017

Assets$56,706
Liabilities$0
Net Assets$56,706

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $7,1982010Expenses 2011: $49,1362011Expenses 2012: $8,6402012Revenue 2013: $5,814Expenses 2013: $7,492Net Income 2013: -$1,6782013Revenue 2015: $5,910Expenses 2015: $13,603Net Income 2015: -$7,6932015Revenue 2016: $1,964Expenses 2016: $21,746Net Income 2016: -$19,7822016Revenue 2017: $3,927Expenses 2017: $12,692Net Income 2017: -$8,7652017Revenue 2018: $11,789Expenses 2018: $9,559Net Income 2018: $2,2302018Revenue 2019: $3,752Expenses 2019: $7,461Net Income 2019: -$3,7092019Revenue 2020: $4,200Expenses 2020: $7,486Net Income 2020: -$3,2862020Revenue 2021: $20,399Expenses 2021: $21,883Net Income 2021: -$1,4842021Revenue 2022: $4,284Expenses 2022: $16,150Net Income 2022: -$11,8662022Revenue 2023: $1,228Expenses 2023: $8,875Net Income 2023: -$7,6472023Revenue 2024: $2,099Expenses 2024: $8,500Net Income 2024: -$6,4012024

Highlighted filing

2017

Revenue$3,927
Expenses$12,692
Net Income-$8,765
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELISA CURTISTrustee-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Elson Family Charitable Trust
EIN
34-6855820
Phone
7044082797
Address
400 SHREWSBURY LN, MATTHEWS, NC 28105

Signing Officer

Name
Elisa Curtis
Title
Trustee
Signed
2018-11-12
Discuss with paid preparer
No

Preparer

Firm
Lou Ann Zuchowski CPA LLC
Address
1700 Woodlands Dr Ste 120, Maumee, OH 43537
Preparer
Lou Ann Zuchowski
Phone
4198979440
Raw XML Appendix366 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt087763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0109437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt089637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt047848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt08095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.335655
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08074
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08095
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt021
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08095
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/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0ELISA CURTIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 SHREWSBURY LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MATTHEWS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07044082797
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14335
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LOS RAYOS DE ESPERANZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YOUNG LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014830 CHOATE CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15411 SILVER CREEK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAXHAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06695
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/AppliedToCurrentYearAmt03453
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06253
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010895
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06253
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08095
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04642
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010895
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06253
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0922
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0922
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISA CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELSON FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELSO
ReturnHeader/Filer/EIN0346855820
ReturnHeader/Filer/PhoneNum07044082797
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 SHREWSBURY LN
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A39AA6897154401DF8D9BDFB4EAD49076FCCA67A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A39AA6897154401DF8D9BDFB4EAD49076FCCA67A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.240.150.67
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:22:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lou Ann Zuchowski CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 Woodlands Dr Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maumee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198979440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lou Ann Zuchowski
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-12T11:23:33-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.20$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.12$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.13$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.02$0.22$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.07$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.49
2010Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.07