Civic Intelligence

Louis Ancel Charitable Trust

990PF • Fiscal year 2017 • EIN 36-6149931

Dec 01, 2016 to Nov 30, 2017 • Filed on Feb 23, 2018

Organization Profile
1434 East Bay Point RoadBayside, WI 53217

(414) 352-7929

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

8th percentile

-65%

Higher net margin than 8% 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

10th percentile

-42%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

43rd percentile

-2.3%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,541

Down $7,530 (-42%) from 2016

Net Assets

Down

$10,541

Down $7,530 (-42%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$11,525

Down $266 (-2.3%) from 2016

Expenses

Up

$19,055

Up $15,905 (+505%) from 2016

Net Income

Down

-$7,530

Down $16,171 (-187%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $18,766Liabilities 2011: $0Net Assets 2011: $18,7662011Assets 2012: $13,598Liabilities 2012: $0Net Assets 2012: $13,5982012Assets 2013: $13,183Liabilities 2013: $0Net Assets 2013: $13,1832013Assets 2014: $11,068Liabilities 2014: $0Net Assets 2014: $11,0682014Assets 2015: $9,430Liabilities 2015: $0Net Assets 2015: $9,4302015Assets 2016: $18,071Liabilities 2016: $0Net Assets 2016: $18,0712016Assets 2017: $10,541Liabilities 2017: $0Net Assets 2017: $10,5412017Assets 2018: $8,232Liabilities 2018: $0Net Assets 2018: $8,2322018Assets 2019: $12,593Liabilities 2019: $0Net Assets 2019: $12,5932019Assets 2020: $14,293Liabilities 2020: $0Net Assets 2020: $14,2932020Assets 2021: $15,094Liabilities 2021: $0Net Assets 2021: $15,0942021Assets 2022: $14,335Liabilities 2022: $0Net Assets 2022: $14,3352022Assets 2023: $10,717Liabilities 2023: $0Net Assets 2023: $10,7172023Assets 2024: $13,077Liabilities 2024: $0Net Assets 2024: $13,0772024

Highlighted filing

2017

Assets$10,541
Liabilities$0
Net Assets$10,541
Open 2017 Filing

Operations Trend

Revenue Growth43rd percentile

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

$20K$10K$0-$10KExpenses 2011: $7,8002011Expenses 2012: $6,5502012Expenses 2013: $6,3502013Revenue 2014: $10,015Expenses 2014: $12,130Net Income 2014: -$2,1152014Revenue 2015: $8,147Expenses 2015: $9,785Net Income 2015: -$1,6382015Revenue 2016: $11,791Expenses 2016: $3,150Net Income 2016: $8,6412016Revenue 2017: $11,525Expenses 2017: $19,055Net Income 2017: -$7,5302017Revenue 2018: $5,441Expenses 2018: $7,750Net Income 2018: -$2,3092018Revenue 2019: $12,276Expenses 2019: $7,915Net Income 2019: $4,3612019Revenue 2020: $8,699Expenses 2020: $6,999Net Income 2020: $1,7002020Revenue 2021: $9,180Expenses 2021: $8,379Net Income 2021: $8012021Revenue 2022: $7,994Expenses 2022: $8,753Net Income 2022: -$7592022Revenue 2023: $9,073Expenses 2023: $12,691Net Income 2023: -$3,6182023Revenue 2024: $11,290Expenses 2024: $8,930Net Income 2024: $2,3602024

Highlighted filing

2017

Revenue$11,525
Expenses$19,055
Net Income-$7,530
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 23, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDRIC D ANCELManager-$0--
Filing and Contact Details

Filer

Filer Name
Louis Ancel Charitable Trust
EIN
36-6149931
Phone
4143527929
Address
1434 East Bay Point Road, Bayside, WI 53217

Signing Officer

Name
Fredric D Ancel
Title
Trustee
Phone
4143527929
Signed
2018-02-23

Preparer

Firm
Joseph David Zaks CPA
Address
1731 W Edward Lane, Glendale, WI 53209
Preparer
Joseph David Zaks CPA
Phone
4143514070
Raw XML Appendix285 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd753233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd853212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd936104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018705
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDRIC D ANCEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143527929
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Louis Ancel Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0366149931
ReturnHeader/Filer/PhoneNum04143527929
ReturnHeader/Filer/USAddress/AddressLine1Txt01434 East Bay Point Road
ReturnHeader/Filer/USAddress/CityNm0Bayside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C95FD490325348B895C00B1F9FCE8C041C8FED9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C95FD490325348B895C00B1F9FCE8C041C8FED9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.185.141.161
ReturnHeader/FilingSecurityInformation/IPDt02018-04-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:44:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph David Zaks CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01731 W Edward Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053209
ReturnHeader/PreparerPersonGrp/PhoneNum04143514070
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH DAVID ZAKS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-01T12:44:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,541
Liabilities
$0
Net assets
$10,541
Revenue
$11,525
Expenses
$19,055
Net income
-$7,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$11.3$8.93$2.36
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$9.07$12.7$3.62
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$7.99$8.75$0.76
2021Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$9.18$8.38$0.80
2020Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$8.70$7.00$1.70
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$12.3$7.92$4.36
2018Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$5.44$7.75$2.31
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$11.5$19.1$7.53
2016Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$11.8$3.15$8.64
2015Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$8.15$9.79$1.64
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$10.0$12.1$2.12
2013Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$6.35
2012Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$6.55
2011Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$7.80