Civic Intelligence

Everett Smith Group Foundation Ltd

990PF • Fiscal year 2017 • EIN 39-1480641

Dec 01, 2016 to Nov 30, 2017 • Filed on Mar 15, 2018

Organization Profile
800 N Marshall StreetMilwaukee, WI 53202

(414) 223-1560

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,306,459

Up $29,420 (+1.3%) from 2016

Net Assets

Up

$2,306,459

Up $29,420 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Down

$54,140

Down $55,278 (-51%) from 2016

Expenses

Down

$24,237

Down $95,186 (-80%) from 2016

Net Income

Up

$29,903

Up $39,908 (+399%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2017

Assets$2,306,459
Liabilities$0
Net Assets$2,306,459
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

2017

Revenue$54,140
Expenses$24,237
Net Income$29,903
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Mar 15, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas J Hauske JrPresident/Director-$0--
J Douglas GrayVice President/Director-$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
2018-03-15
Raw XML Appendix360 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas J Hauske Jr
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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/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education and Arts Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Milwaukee School of Engineering
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Milwaukee Institute of Art & Design
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Adam Skoczylas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Meredith Behm
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01025 N Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1273 E Erie Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23129 Royal Oaks Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32614 E Newton Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Elkhorn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Shorewood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353211
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
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/AppliedToCurrentYearAmt012500
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0122225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0131523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0140011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0159667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0219257
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0122225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt097032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0431201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0131523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0140011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0159667
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0528233
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0650458
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01570
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF BASIS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01087
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09400
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt11337
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01337
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE BETTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum04142231560
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
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/FederalOriginalSubmissionId039795820180865000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-03-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.71.64.114
ReturnHeader/ReturnTs02018-03-27T14:45:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,306,459
Liabilities
$0
Net assets
$2,306,459
Revenue
$54,140
Expenses
$24,237
Net income
$29,903
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