Civic Intelligence

G W Aldeen Charitable Trust

990PF • Fiscal year 2018 • EIN 36-6056643

Jun 01, 2017 to May 31, 2018 • Filed on Jan 17, 2019

Organization Profile
1252 Bell Valley Road No 300Rockford, IL 61108

(815) 231-7300

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

3.0%

Faster asset growth than 59% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,375,860

Up $68,603 (+3.0%) from 2017

Net Assets

Up

$2,375,860

Up $68,603 (+3.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin82nd percentile

Revenue

Up

$220,717

Up $45,075 (+26%) from 2017

Expenses

Down

$152,114

Down $495,942 (-77%) from 2017

Net Income

Up

$68,603

Up $541,017 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,151,748Liabilities 2011: $0Net Assets 2011: $3,151,7482011Assets 2012: $3,037,925Liabilities 2012: $0Net Assets 2012: $3,037,9252012Assets 2013: $3,202,352Liabilities 2013: $0Net Assets 2013: $3,202,3522013Assets 2014: $3,529,957Liabilities 2014: $0Net Assets 2014: $3,529,9572014Assets 2015: $3,562,029Liabilities 2015: $0Net Assets 2015: $3,562,0292015Assets 2016: $2,779,671Liabilities 2016: $0Net Assets 2016: $2,779,6712016Assets 2017: $2,307,257Liabilities 2017: $0Net Assets 2017: $2,307,2572017Assets 2018: $2,375,860Liabilities 2018: $0Net Assets 2018: $2,375,8602018Assets 2019: $2,387,395Liabilities 2019: $0Net Assets 2019: $2,387,3952019Assets 2020: $2,498,381Liabilities 2020: $0Net Assets 2020: $2,498,3812020Assets 2021: $2,433,451Liabilities 2021: $0Net Assets 2021: $2,433,4512021Assets 2022: $2,676,442Liabilities 2022: $0Net Assets 2022: $2,676,4422022Assets 2023: $2,649,985Liabilities 2023: $0Net Assets 2023: $2,649,9852023Assets 2024: $2,596,813Liabilities 2024: $0Net Assets 2024: $2,596,8132024Assets 2025: $2,639,976Liabilities 2025: $0Net Assets 2025: $2,639,9762025

Highlighted filing

2018

Assets$2,375,860
Liabilities$0
Net Assets$2,375,860
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $199,7302011Expenses 2012: $224,7582012Expenses 2013: $219,8342013Revenue 2014: $546,236Expenses 2014: $218,631Net Income 2014: $327,6052014Revenue 2015: $276,251Expenses 2015: $244,179Net Income 2015: $32,0722015Revenue 2016: -$120,310Expenses 2016: $662,048Net Income 2016: -$782,3582016Revenue 2017: $175,642Expenses 2017: $648,056Net Income 2017: -$472,4142017Revenue 2018: $220,717Expenses 2018: $152,114Net Income 2018: $68,6032018Revenue 2019: $172,645Expenses 2019: $161,110Net Income 2019: $11,5352019Revenue 2020: $147,207Expenses 2020: $36,221Net Income 2020: $110,9862020Revenue 2021: $250,535Expenses 2021: $315,465Net Income 2021: -$64,9302021Revenue 2022: $446,079Expenses 2022: $203,088Net Income 2022: $242,9912022Revenue 2023: $174,086Expenses 2023: $200,543Net Income 2023: -$26,4572023Revenue 2024: $143,475Expenses 2024: $196,647Net Income 2024: -$53,1722024Revenue 2025: $223,364Expenses 2025: $180,201Net Income 2025: $43,1632025

Highlighted filing

2018

Revenue$220,717
Expenses$152,114
Net Income$68,603
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jan 17, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM ALDEENTrustee-$0--
JUNE ANDERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
G W Aldeen Charitable Trust
EIN
36-6056643
Phone
8152317300
Address
1252 BELL VALLEY ROAD NO 300, ROCKFORD, IL 61108

Signing Officer

Name
June Anderson
Title
Trustee
Phone
8152317300
Signed
2019-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1252 BELL VALLEY ROAD SUITE 300, ROCKFORD, IL 61108
Preparer
Michael J Spoden
Phone
8152317300
Raw XML Appendix351 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WELLS FARGO ADVISORS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06801 SPRING CREEK ROAD SUITE 2B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCKFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08156376363
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE PART XV, LINE 3
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN ENDOWMENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIDELITY ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0122150
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0130988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0489092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0273390
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08838
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0753644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0489092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0264552
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0122150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0753644
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0762482
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LATE FILING PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025842
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025842
TaxesSchedule/TaxesDetail/Amt01857
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01857
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUNE ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08152317300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0G W ALDEEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GWAL
ReturnHeader/Filer/EIN0366056643
ReturnHeader/Filer/PhoneNum08152317300
ReturnHeader/Filer/USAddress/AddressLine1Txt01252 BELL VALLEY ROAD NO 300
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08AEE03636DD1F56543F291E46131C78F8D2632CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E5AF2EF00B7F4C4D7918E0A9D74C351A6CA4756F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.187
ReturnHeader/FilingSecurityInformation/IPDt02019-01-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:21:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01252 BELL VALLEY ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061108
ReturnHeader/PreparerPersonGrp/PhoneNum08152317300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SPODEN
ReturnHeader/ReturnTs02019-01-24T11:50:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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
$2,375,860
Liabilities
$0
Net assets
$2,375,860
Revenue
$220,717
Expenses
$152,114
Net income
$68,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.22$0.18$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.14$0.20$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.17$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.45$0.20$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.25$0.32$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.15$0.04$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.17$0.16$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.22$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.18$0.65$0.47
2016Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.12$0.66$0.78
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.28$0.24$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.55$0.22$0.33
2013Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.22
2012Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.20