Civic Intelligence

Lucille C Artibee Charitable Trust

EIN 36-7592932 • Marinette, WI

1820 Hall AvenueMarinette, WI 54143
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

40%

Higher net margin than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$15,630

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.3%

Faster asset growth than 55% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

194%

Faster revenue growth than 93% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,034,807

Up $123,957 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,034,807

Up $123,957 (+4.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin83rd percentile

Revenue

Up

$309,204

Up $204,180 (+194%) from 2023

Expenses

Down

$185,551

Down $3,557 (-1.9%) from 2023

Net Income

Up

$123,653

Up $207,737 (+247%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $2,703,359Liabilities 2018: $0Net Assets 2018: $2,703,3592018Assets 2019: $2,597,725Liabilities 2019: $0Net Assets 2019: $2,597,7252019Assets 2020: $3,235,238Liabilities 2020: $0Net Assets 2020: $3,235,2382020Assets 2021: $3,322,745Liabilities 2021: $0Net Assets 2021: $3,322,7452021Assets 2022: $2,996,823Liabilities 2022: $0Net Assets 2022: $2,996,8232022Assets 2023: $2,910,850Liabilities 2023: $0Net Assets 2023: $2,910,8502023Assets 2024: $3,034,807Liabilities 2024: $0Net Assets 2024: $3,034,8072024

Highlighted filing

2024

Assets$3,034,807
Liabilities$0
Net Assets$3,034,807
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $168,414Expenses 2018: $264,346Net Income 2018: -$95,9322018Revenue 2019: $139,124Expenses 2019: $237,291Net Income 2019: -$98,1672019Revenue 2020: $864,734Expenses 2020: $236,302Net Income 2020: $628,4322020Revenue 2021: $359,197Expenses 2021: $260,435Net Income 2021: $98,7622021Revenue 2022: -$77,120Expenses 2022: $251,787Net Income 2022: -$328,9072022Revenue 2023: $105,024Expenses 2023: $189,108Net Income 2023: -$84,0842023Revenue 2024: $309,204Expenses 2024: $185,551Net Income 2024: $123,6532024

Highlighted filing

2024

Revenue$309,204
Expenses$185,551
Net Income$123,653
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,034,807
Liabilities
$0
Net assets
$3,034,807
Revenue
$309,204
Expenses
$185,551
Net income
$123,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.31$0.19$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.11$0.19$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.08$0.25$0.33
2021Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.36$0.26$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.86$0.24$0.63
2019Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.14$0.24$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.17$0.26$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 3, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE STEPHENSON NATIONAL BANK TRUSTTrustee-$15,630-$15,630
Filing and Contact Details

Filer

Filer Name
Lucille C Artibee Charitable Trust
EIN
36-7592932
Phone
7157352374
Address
1820 HALL AVENUE, MARINETTE, WI 54143

Signing Officer

Name
The Stephenson National Bank Trus
Title
Trustee
Phone
9062731501
Signed
2025-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Tackman & Company Plc
Address
102 W WASHINGTON ST SUITE 109, MARQUETTE, MI 49855
Preparer
William C Sheltrow CPA
Phone
9062251166
Raw XML Appendix359 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/Amt145481
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OSF HEALTHCARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SACRED HEART CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST THOMAS THE APOSTLE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOLY NAME SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COMMUNITY FOUNDATION OF THE UP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HOLY NAME SCHOOL ENDOWMENT FDN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CO OSF ST FRANCIS HOSPITA
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt070461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031910
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031910
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0230410
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032273
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt070461
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054349
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0182575
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032215
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0262320
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0230105
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PRIOR PERIOD FEE ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0-5406
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0-10565
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-15971
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0304
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt01980
TaxesSchedule/TaxesDetail/Amt1776
TaxesSchedule/TaxesDetail/CategoryTxt0SNBT FEDERAL TAX-NET
TaxesSchedule/TaxesDetail/CategoryTxt1SNBT FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0776
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE STEPHENSON NATIONAL BANK TRUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09062731501
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCILLE C ARTIBEE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0367592932
ReturnHeader/Filer/PhoneNum07157352374
ReturnHeader/Filer/USAddress/AddressLine1Txt01820 HALL AVENUE
ReturnHeader/Filer/USAddress/CityNm0MARINETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054143
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381977929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON TACKMAN & COMPANY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 W WASHINGTON ST SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARQUETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049855
ReturnHeader/PreparerPersonGrp/PhoneNum09062251166
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM C SHELTROW CPA
ReturnHeader/ReturnTs02025-05-13T10:17:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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