Civic Intelligence

Edward J Sackerson Charitable Foundation

990PF • Fiscal year 2019 • EIN 38-3351811

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

1921 3rd Avenue NorthEscanaba, MI 49829

(906) 786-0220

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

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

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

53rd percentile

4.6%

Faster revenue growth than 53% of similar nonprofits.

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

Assets

Down

$4,068,370

Down $25,458 (-0.6%) from 2018

Net Assets

Down

$4,068,370

Down $25,458 (-0.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Up

$241,388

Up $10,622 (+4.6%) from 2018

Expenses

Up

$266,846

Up $2,840 (+1.1%) from 2018

Net Income

Up

-$25,458

Up $7,782 (+23%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $4,257,143Liabilities 2010: $0Net Assets 2010: $4,257,1432010Assets 2011: $4,133,861Liabilities 2011: $0Net Assets 2011: $4,133,8612011Assets 2012: $4,114,271Liabilities 2012: $0Net Assets 2012: $4,114,2712012Assets 2013: $4,057,213Liabilities 2013: $1Net Assets 2013: $4,057,2132013Assets 2014: $4,073,953Liabilities 2014: $1Net Assets 2014: $4,073,9532014Assets 2015: $4,015,803Liabilities 2015: $1Net Assets 2015: $4,015,8032015Assets 2016: $3,999,357Liabilities 2016: $0Net Assets 2016: $3,999,3572016Assets 2017: $4,127,068Liabilities 2017: $0Net Assets 2017: $4,127,0682017Assets 2018: $4,093,828Liabilities 2018: $0Net Assets 2018: $4,093,8282018Assets 2019: $4,068,370Liabilities 2019: $1Net Assets 2019: $4,068,3702019Assets 2020: $4,162,431Liabilities 2020: $1Net Assets 2020: $4,162,4312020Assets 2021: $11,957,177Liabilities 2021: $1Net Assets 2021: $11,957,1772021Assets 2022: $11,371,617Liabilities 2022: $1Net Assets 2022: $11,371,6172022Assets 2023: $11,086,026Liabilities 2023: $1Net Assets 2023: $11,086,0262023Assets 2024: $11,097,431Liabilities 2024: $0Net Assets 2024: $11,097,4312024

Highlighted filing

2019

Assets$4,068,370
Liabilities$1
Net Assets$4,068,370

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $253,2982010Expenses 2011: $241,8482011Expenses 2012: $245,4592012Revenue 2013: $183,823Expenses 2013: $240,881Net Income 2013: -$57,0582013Revenue 2014: $272,918Expenses 2014: $256,178Net Income 2014: $16,7402014Revenue 2015: $211,652Expenses 2015: $269,802Net Income 2015: -$58,1502015Revenue 2016: $245,607Expenses 2016: $262,053Net Income 2016: -$16,4462016Revenue 2017: $377,465Expenses 2017: $249,754Net Income 2017: $127,7112017Revenue 2018: $230,766Expenses 2018: $264,006Net Income 2018: -$33,2402018Revenue 2019: $241,388Expenses 2019: $266,846Net Income 2019: -$25,4582019Revenue 2020: $356,169Expenses 2020: $262,108Net Income 2020: $94,0612020Revenue 2021: $8,071,195Expenses 2021: $271,999Net Income 2021: $7,799,1962021Revenue 2022: $126,783Expenses 2022: $724,023Net Income 2022: -$597,2402022Revenue 2023: $330,772Expenses 2023: $604,583Net Income 2023: -$273,8112023Revenue 2024: $613,672Expenses 2024: $605,989Net Income 2024: $7,6832024

Highlighted filing

2019

Revenue$241,388
Expenses$266,846
Net Income-$25,458
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN SACKERSONTrustee-$0--
PAUL KANGASTrustee-$0--
GARY OLSENTrustee-$0--
JENINE MALONEYTrustee-$0--
JESSICA BRAYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Edward J Sackerson Charitable Found
EIN
38-3351811
Phone
9067860220
Address
1921 3RD AVENUE NORTH, ESCANABA, MI 49829

Signing Officer

Name
Helen Sackerson
Title
Trustee
Phone
9067860220
Signed
2020-11-12

Preparer

Firm
Schneider Larche Haapala & Co Pllc
Address
401 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Karen L Meiers CPA
Phone
9067866151
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3718488
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4099173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4164659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4220876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4329116
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN EUROPACIFIC GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN FUNDS AMCAP FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN FUNDS CAPITAL WORLD GWTH &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN GROWTH FUND OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AT & T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AIR PRODS & CHEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BANK OF AMERICA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BECTON DICKINSON & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CATERPILLAR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COLGATE PALMOLIVE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DISNEY WALT CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOVER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EDGEWOOD GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EMERSON ELEC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GENERAL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INVESCO OPPENHEIMER DEVELOPING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MEDTRONIC PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PROCTOR & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34T ROWE PRICE BLUE CHIP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35T ROWE PRICE INTL DISCOVERY RETAIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36T ROWE PRICE MID CAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37T ROWE PRICE OTC SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38T ROWE PRICE SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TRAVELERS COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41UNITED TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42VANGUARD EQUITY INCOME FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WAL MART STORES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46WALGREENS BOOTS ALLIANCE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02607
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0102850
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021451
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0577
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04867
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0266846
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027318
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04068370
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0235735
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01155
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.61$0.61$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.33$0.60$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.13$0.72$0.60
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$8.07$0.27$7.80
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.36$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.24$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.23$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.38$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.25$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.27$0.26$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.18$0.24$0.06
2012Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.25
2011Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.24
2010Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.25