Civic Intelligence

Lucille C Artibee Charitable Trust

990PF • Fiscal year 2020 • EIN 36-7592932

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 02, 2021

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

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

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

50th percentile

$14,356

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

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

Asset Growth

81st percentile

25%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

98th percentile

522%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$3,235,238

Up $637,513 (+25%) from 2019

Net Assets

Up

$3,235,238

Up $637,513 (+25%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$864,734

Up $725,610 (+522%) from 2019

Expenses

Down

$236,302

Down $989 (-0.4%) from 2019

Net Income

Up

$628,432

Up $726,599 (+740%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$3,235,238
Liabilities$0
Net Assets$3,235,238

Operations Trend

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

2020

Revenue$864,734
Expenses$236,302
Net Income$628,432
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 2, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHENSON NATIONAL BANK TRUSTTrustee-$14,356-$14,356
-Trustee-$3,808-$3,808
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
2021-04-02
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd82AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd87AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd89AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd90AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd91AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd92AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd93AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd94AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd95AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd96AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd97AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd98AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd99AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd100AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd101AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd102AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd103AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd104AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd105AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd106AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd107AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd108AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd109AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd110AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd111AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd112AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd113AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd114AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd115AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd116AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd117AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd118AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd119AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt057086
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0807648
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0864734
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0864734
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0807648
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01817
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt016347
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018164
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0209720
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0209720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054721
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt057086
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0628432
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04800623
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05063
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05063
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0807648
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0845501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0513
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0217730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0236302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0862369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0864734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08010
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016868
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01491701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1740378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21760896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-152258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2885832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-152258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2885832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01339443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1772850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22646728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SNBT ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED WELLS FARGO ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED WELLS FARGO LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0807648
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0628432
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09081
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03235238
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02597725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03235238
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0163381
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0163381
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0163381
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0175133
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011752
IRS990PF/DistributableAmountGrp/TotalTaxAmt011752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt03616662
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02597725
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03235238
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02482926
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03057378
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03438802
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0114799
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0177860
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0177860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02597725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03235238
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03616662
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02597725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03235238
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02597725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03235238
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03555993
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0146329
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03409664
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt053340
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0175133
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03502653
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03555993
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt114356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHENSON NATIONAL BANK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100N MAIN MAC D4001-117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11820 HALL AVENUE PO BOX 137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINSTON SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MARINETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI

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