Civic Intelligence

Lucille C Artibee Charitable Trust

990PF • Fiscal year 2019 • EIN 36-7592932

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 24, 2020

Organization Profile
1820 Hall Avenue PO Box 137Marinette, WI 54143

(906) 273-1501

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-71%

Higher net margin than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$43,716

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-3.9%

Faster asset growth than 21% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,597,725

Down $105,634 (-3.9%) from 2018

Net Assets

Down

$2,597,725

Down $105,634 (-3.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Down

$139,124

Down $29,290 (-17%) from 2018

Expenses

Down

$237,291

Down $27,055 (-10%) from 2018

Net Income

Down

-$98,167

Down $2,235 (-2.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2019

Assets$2,597,725
Liabilities$0
Net Assets$2,597,725
Open 2019 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$139,124
Expenses$237,291
Net Income-$98,167
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 24, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$43,716-$43,716
STEPHENSON NATIONAL BANK TRUSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lucille C Artibee Charitable Trust
EIN
36-7592932
Phone
9062731501
Address
1820 HALL AVENUE PO BOX 137, MARINETTE, WI 54143

Signing Officer

Name
Stephenson National Bank Trust
Title
Trustee
Phone
9062731501
Signed
2020-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Tackman & Company Plc
Address
102 W WASHINGTON ST STE 109, MARQUETTE, MI 49855
Preparer
William C Sheltrow CPA
Phone
9062251166
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,597,725
Liabilities
$0
Net assets
$2,597,725
Revenue
$139,124
Expenses
$237,291
Net income
-$98,167
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