Civic Intelligence

Nelson Family Charitable Trust 637-74C99

990PF • Fiscal year 2023 • EIN 36-7335151

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 09, 2023

Organization Profile
4312 Southbury SquareWilliamsburg, VA 23188

(757) 220-3669

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-332%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-5.9%

Faster asset growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

487%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$98,615

Down $6,233 (-5.9%) from 2022

Net Assets

Down

$98,615

Down $6,233 (-5.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Up

$1,850

Up $1,535 (+487%) from 2022

Expenses

Flat

$8,000

Flat from 2022

Net Income

Up

-$6,150

Up $1,535 (+20%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150K$100K$50K$0Assets 2020: $117,954Liabilities 2020: $0Net Assets 2020: $117,9542020Assets 2021: $112,602Liabilities 2021: $0Net Assets 2021: $112,6022021Assets 2022: $104,848Liabilities 2022: $0Net Assets 2022: $104,8482022Assets 2023: $98,615Liabilities 2023: $0Net Assets 2023: $98,6152023Assets 2024: $93,648Liabilities 2024: $0Net Assets 2024: $93,6482024

Highlighted filing

2023

Assets$98,615
Liabilities$0
Net Assets$98,615
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2020: $2,775Expenses 2020: $6,861Net Income 2020: -$4,0862020Revenue 2021: $4,732Expenses 2021: $8,000Net Income 2021: -$3,2682021Revenue 2022: $315Expenses 2022: $8,000Net Income 2022: -$7,6852022Revenue 2023: $1,850Expenses 2023: $8,000Net Income 2023: -$6,1502023Revenue 2024: $3,103Expenses 2024: $8,000Net Income 2024: -$4,8972024

Highlighted filing

2023

Revenue$1,850
Expenses$8,000
Net Income-$6,150
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 9, 2023
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Donald NelsonTrustee-$0--
Carol J NelsonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKellogg Graduate School of ManagementGeneral Operating501(c)(3)Evanston, IL, US$2,500
Paid GrantThe Colonial Williamsburg FoundationGeneral Operating501(c)(3)Williamsburg, VA, US$2,500
Paid GrantEl Ayudante IncGeneral Operating501(c)(3)Jackson, TX, US$1,000
Paid GrantSALVATION ARMYGeneral Operating501(c)(3)Panama City, FL, US$500
Paid GrantThe Center of OwensboroGeneral Operating501(c)(3)Owensboro, KY, US$500
Paid GrantOwensboro Humane SocietyGeneral Operating501(c)(3)Owensboro, KY, US$500
Paid GrantOperation KindnessGeneral Operating501(c)(3)Carrollton, TX, US$500
Filing and Contact Details

Filer

Filer Name
Nelson Family Charitable Trust
EIN
36-7335151
Phone
7572203669
Address
4312 Southbury Square, Williamsburg, VA 23188

Signing Officer

Name
H Donald Nelson
Title
President
Phone
7572203669
Signed
2023-04-09

Preparer

Firm
J Joseph Little Attorney at Law
Address
180 N Stetson Ave Ste 3500, Chicago, IL 60601
Preparer
J Joseph Little
Phone
3126446831
Raw XML Appendix333 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/RecipientBusinessName/BusinessNameLine1Txt1The Colonial Williamsburg Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3The Center of Owensboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Owensboro Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Operation Kindness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6El Ayudante Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01201 Davis Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 1776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 15278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3608 Frederick St 100B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 1075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53201 Earhart Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 10805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Williamsburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Panama City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Owensboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Owensboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Carrollton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd342301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd442302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd638308
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
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/AppliedToCurrentYearAmt05477
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05977
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01044
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0383
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07617
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt083
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0acctg adju - timing difference
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0H DONALD NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07572203669
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELSON FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NELS
ReturnHeader/Filer/EIN0367335151
ReturnHeader/Filer/PhoneNum07572203669
ReturnHeader/Filer/USAddress/AddressLine1Txt04312 Southbury Square
ReturnHeader/Filer/USAddress/CityNm0Williamsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023188
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363253750
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Joseph Little Attorney at Law
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 N Stetson Ave Ste 3500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03126446831
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Joseph Little
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-09T09:11:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0H DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,615
Liabilities
$0
Net assets
$98,615
Revenue
$1,850
Expenses
$8,000
Net income
-$6,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.07$0.04