Civic Intelligence

Everett Smith Group Foundation Ltd

EIN 39-1480641 • Milwaukee, WI

800 N Marshall StreetMilwaukee, WI 53202
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

796%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,771,362

Up $464,903 (+20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$2,771,362

Up $464,903 (+20%) from 2017

Operations
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$485,275

Up $431,135 (+796%) from 2017

Expenses

Down

$19,349

Down $4,888 (-20%) from 2017

Net Income

Up

$465,926

Up $436,023 (+1458%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $11,204Liabilities 2011: $02011Assets 2012: $2,000,994Liabilities 2012: $02012Assets 2013: $2,258,249Liabilities 2013: $02013Assets 2014: $2,264,562Liabilities 2014: $02014Assets 2015: $2,285,659Liabilities 2015: $02015Assets 2016: $2,277,039Liabilities 2016: $0Net Assets 2016: $2,277,0392016Assets 2017: $2,306,459Liabilities 2017: $0Net Assets 2017: $2,306,4592017Assets 2018: $2,771,362Liabilities 2018: $0Net Assets 2018: $2,771,3622018

Highlighted filing

2018

Assets$2,771,362
Liabilities$0
Net Assets$2,771,362
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $0Expenses 2011: $187,240Net Income 2011: -$187,2402011Revenue 2012: $2,217,500Expenses 2012: $227,710Net Income 2012: $1,989,7902012Revenue 2013: $517,954Expenses 2013: $260,700Net Income 2013: $257,2542013Revenue 2014: $274,903Expenses 2014: $268,589Net Income 2014: $6,3142014Revenue 2015: $285,997Expenses 2015: $264,900Net Income 2015: $21,0972015Revenue 2016: $109,418Expenses 2016: $119,423Net Income 2016: -$10,0052016Revenue 2017: $54,140Expenses 2017: $24,237Net Income 2017: $29,9032017Revenue 2018: $485,275Expenses 2018: $19,349Net Income 2018: $465,9262018

Highlighted filing

2018

Revenue$485,275
Expenses$19,349
Net Income$465,926
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,771,362
Liabilities
$0
Net assets
$2,771,362
Revenue
$485,275
Expenses
$19,349
Net income
$465,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.49$0.02$0.47
2017Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.05$0.02$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.11$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$2.29$0.00$0.29$0.26$0.02
2014Summary only. Only limited summary data is available for this year.$2.26$0.00$0.27$0.27$0.01
2013Summary only. Only limited summary data is available for this year.$2.26$0.00$0.52$0.26$0.26
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$2.22$0.23$1.99
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.19$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Apr 15, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas J Hauske JrPresident/Director-$0--
Todd J FlunkerVice President-$0--
Bruce J BettersVP Finance/Director-$0--
Beth D FrankeyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Everett Smith Group Foundation LTD
EIN
39-1480641
In Care Of
% BETH FRANKEY
Phone
4142231560
Address
800 N Marshall Street, Milwaukee, WI 53202

Signing Officer

Name
Bruce Betters
Title
VP Finance
Phone
4142231560
Signed
2019-04-15
Raw XML Appendix373 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.103957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.108563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.128186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02947833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02711853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02384825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02410612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02373735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02033757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.390056
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05020
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05020
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05020
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0330 E KILBOURN AVE STE 1400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BETH FRANKEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142231560
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No Particular form required, but the application must be in writing
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Beth Frankey
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0330 E Kilbourn Ave Suite 1400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None, but organization's mission may restrict approval
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Milwaukee School of Engineering
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01025 N Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05020
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0137783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0132763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0131523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0140011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0159667
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0132763
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026904
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0271534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0131523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0140011
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05020
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0298438
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0431201
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01088
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt065
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04750
TaxesSchedule/TaxesDetail/Amt09500
TaxesSchedule/TaxesDetail/Amt179
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt079
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE BETTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum04142231560
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Everett Smith Group Foundation LTD
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0391480641
ReturnHeader/Filer/InCareOfNm0% BETH FRANKEY
ReturnHeader/Filer/PhoneNum04142231560
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 N Marshall Street
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E4A114C3FC120AC25290B1BB95665D4D23CB3E5C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E4A114C3FC120AC25290B1BB95665D4D23CB3E5C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039795820190885000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.71.64.114
ReturnHeader/ReturnTs02019-03-29T15:29:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

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