Civic Intelligence

G W Aldeen Charitable Trust

990PF • Fiscal year 2020 • EIN 36-6056643

Jun 01, 2019 to May 31, 2020 • Filed on Oct 30, 2020

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

(239) 415-1686

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

54th percentile

4.6%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-15%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,498,381

Up $110,986 (+4.6%) from 2019

Net Assets

Up

$2,498,381

Up $110,986 (+4.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Down

$147,207

Down $25,438 (-15%) from 2019

Expenses

Down

$36,221

Down $124,889 (-78%) from 2019

Net Income

Up

$110,986

Up $99,451 (+862%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$2,498,381
Liabilities$0
Net Assets$2,498,381
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$147,207
Expenses$36,221
Net Income$110,986
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

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

Filer

Filer Name
GW Aldeen Charitable Trust
EIN
36-6056643
Phone
2394151686
Address
1252 Bell Valley Road No 300, Rockford, IL 61108

Signing Officer

Name
June Anderson
Title
Trustee
Phone
2394151686
Signed
2020-10-30
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
8152317400
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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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt02200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0130949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0128749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0498092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0257946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0128749
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0627289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0498092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0129197
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0627289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0756038
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Travel
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01672
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025191
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025191
TaxesSchedule/TaxesDetail/Amt03092
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/Amt21851
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1State Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2US Treasury
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03092
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0June Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02394151686
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GW Aldeen Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0GWAL
ReturnHeader/Filer/EIN0366056643
ReturnHeader/Filer/PhoneNum02394151686
ReturnHeader/Filer/USAddress/AddressLine1Txt01252 Bell Valley Road No 300
ReturnHeader/Filer/USAddress/CityNm0Rockford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B884AFAB839E5912A0FB72BC6BD14EF358629C67
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.128.227.239
ReturnHeader/FilingSecurityInformation/IPDt02020-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:57:41
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/PhoneNum08152317400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Spoden
ReturnHeader/ReturnTs02020-11-25T09:58:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,498,381
Liabilities
$0
Net assets
$2,498,381
Revenue
$147,207
Expenses
$36,221
Net income
$110,986
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