Civic Intelligence

Elizabeth R Shekelton Trust # 06650604

990PF • Fiscal year 2016 • EIN 37-6124484

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 17, 2017

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,636

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

-1.0%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$58,672

Up $13,351 (+29%) from 2015

Net Assets

Up

$58,672

Up $13,351 (+29%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Down

$21,622

Down $227 (-1.0%) from 2015

Expenses

Down

$8,271

Down $203,024 (-96%) from 2015

Net Income

Up

$13,351

Up $202,797 (+107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$150K$100K$50K$0Assets 2010: $116,564Liabilities 2010: $0Net Assets 2010: $116,5642010Assets 2011: $144,295Liabilities 2011: $12011Assets 2012: $106,731Liabilities 2012: $0Net Assets 2012: $106,7312012Assets 2013: $96,015Liabilities 2013: $1Net Assets 2013: $96,0152013Assets 2014: $67,718Liabilities 2014: $1Net Assets 2014: $67,7182014Assets 2015: $45,321Liabilities 2015: $1Net Assets 2015: $45,3212015Assets 2016: $58,672Liabilities 2016: $0Net Assets 2016: $58,6722016Assets 2017: $48,180Liabilities 2017: $0Net Assets 2017: $48,1802017Assets 2018: $44,639Liabilities 2018: $0Net Assets 2018: $44,6392018Assets 2019: $43,363Liabilities 2019: $1Net Assets 2019: $43,3632019Assets 2020: $50,428Liabilities 2020: $1Net Assets 2020: $50,4282020Assets 2021: $54,013Liabilities 2021: $1Net Assets 2021: $54,0132021Assets 2022: $89,673Liabilities 2022: $1Net Assets 2022: $89,6732022Assets 2023: $88,941Liabilities 2023: $12023

Highlighted filing

2016

Assets$58,672
Liabilities$0
Net Assets$58,672
Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

$400K$200K$0-$200KExpenses 2010: $7,1962010Revenue 2011: $41,068Expenses 2011: $13,337Net Income 2011: $27,7312011Expenses 2012: $49,1252012Revenue 2013: $43,821Expenses 2013: $54,537Net Income 2013: -$10,7162013Revenue 2014: $26,498Expenses 2014: $54,795Net Income 2014: -$28,2972014Revenue 2015: $21,849Expenses 2015: $211,295Net Income 2015: -$189,4462015Revenue 2016: $21,622Expenses 2016: $8,271Net Income 2016: $13,3512016Revenue 2017: $557Expenses 2017: $5,078Net Income 2017: -$4,5212017Revenue 2018: $446Expenses 2018: $3,988Net Income 2018: -$3,5422018Revenue 2019: $4,491Expenses 2019: $5,660Net Income 2019: -$1,1692019Revenue 2020: $29,853Expenses 2020: $22,789Net Income 2020: $7,0642020Revenue 2021: $47,719Expenses 2021: $44,133Net Income 2021: $3,5862021Revenue 2022: $48,490Expenses 2022: $127,175Net Income 2022: -$78,6852022Revenue 2023: $21,811Expenses 2023: $3,543Net Income 2023: $18,2682023

Highlighted filing

2016

Revenue$21,622
Expenses$8,271
Net Income$13,351
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 17, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$1,636-$1,636
Filing and Contact Details

Filer

Filer Name
Elizabeth R Shekelton Trust
EIN
37-6124484
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2017-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix311 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/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0101175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt072039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02679
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt072039
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0101175
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt036813
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REAL ESTATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt036813
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0647312
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL STATE AG FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADDITIONAL INSURANCE ON REAL E
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24042
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0264
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH R SHEKELTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0376124484
ReturnHeader/Filer/PhoneNum03144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F0D2E2C37BCB3B046E7932F1A1273B4CB523B341
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C7F02AA215A260659081F4F5D2671580239EC9F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-05T11:01:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,672
Liabilities
$0
Net assets
$58,672
Revenue
$21,622
Expenses
$8,271
Net income
$13,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.22$0.04$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.48$1.27$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.48$0.44$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.30$0.23$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.04$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.00$0.04$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.01$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.22$0.08$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.22$2.11$1.89
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.26$0.55$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.44$0.55$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.49
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$0.41$0.13$0.28
2010Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits