Civic Intelligence

Wilma Shaffer Flewelling Educational

990PF • Fiscal year 2017 • EIN 35-6409242

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

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

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

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

78th percentile

$1,019

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$157,430

Down $10,288 (-6.1%) from 2011

Net Assets

Down

$157,430

Down $10,288 (-6.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

$11,576

No earlier filing loaded for comparison.

Expenses

Up

$7,988

Up $294 (+3.8%) from 2011

Net Income

$3,588

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.

$200K$150K$100K$50K$0Assets 2010: $168,592Liabilities 2010: $0Net Assets 2010: $168,5922010Assets 2011: $167,718Liabilities 2011: $0Net Assets 2011: $167,7182011Assets 2017: $157,430Liabilities 2017: $0Net Assets 2017: $157,4302017Assets 2020: $148,751Liabilities 2020: $0Net Assets 2020: $148,7512020Assets 2021: $142,862Liabilities 2021: $0Net Assets 2021: $142,8622021Assets 2022: $134,997Liabilities 2022: $0Net Assets 2022: $134,9972022Assets 2023: $129,064Liabilities 2023: $0Net Assets 2023: $129,0642023Assets 2024: $124,572Liabilities 2024: $0Net Assets 2024: $124,5722024

Highlighted filing

2017

Assets$157,430
Liabilities$0
Net Assets$157,430
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2010: $6,5552010Expenses 2011: $7,6942011Revenue 2017: $11,576Expenses 2017: $7,988Net Income 2017: $3,5882017Revenue 2020: $3,893Expenses 2020: $10,675Net Income 2020: -$6,7822020Revenue 2021: $5,481Expenses 2021: $11,514Net Income 2021: -$6,0332021Revenue 2022: $3,079Expenses 2022: $10,903Net Income 2022: -$7,8242022Revenue 2023: $5,032Expenses 2023: $10,955Net Income 2023: -$5,9232023Revenue 2024: $6,026Expenses 2024: $10,518Net Income 2024: -$4,4922024

Highlighted filing

2017

Revenue$11,576
Expenses$7,988
Net Income$3,588
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,019-$1,019
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHENDRIX COLLEGEGENERALPCCONWAY, AR, US$6,933
Filing and Contact Details

Filer

Filer Name
Wilma S Flewelling Educational Tr Fd
EIN
35-6409242
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
Raw XML Appendix318 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0408
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06933
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07341
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07225
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06933
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0151037
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0JPMORGAN ACCESS GROWTH FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc148121A795 JPMORGAN ACCESS GROW
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1146318
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1156980
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DEFERRED INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-252
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/Amt127
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt127
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY G LLANES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILMA S FLEWELLING EDUCATIONAL TR FD
ReturnHeader/Filer/BusinessNameControlTxt0FLEW
ReturnHeader/Filer/EIN0356409242
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025314087CD91D75FCC31FE4471D60E2E354BAD1D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025314087CD91D75FCC31FE4471D60E2E354BAD1D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.0.140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0127 PUBLIC SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum03124869652
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02018-05-10T17:00:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$157,430
Liabilities
$0
Net assets
$157,430
Revenue
$11,576
Expenses
$7,988
Net income
$3,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.06$0.11$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.05$0.11$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.04$0.11$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.12$0.08$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.07