Civic Intelligence

James D Maclean Trust

990PF • Fiscal year 2013 • EIN 39-6073666

Feb 29, 2012 to Feb 28, 2013 • Filed on Jun 14, 2013

US Bank Na PO Box 7900Milwaukee, WI 53707-7900
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

79th percentile

$3,593

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

56th percentile

3.3%

Faster asset growth than 56% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$292,266

Up $9,314 (+3.3%) from 2012

Net Assets

Up

$292,266

Up $9,314 (+3.3%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$24,441

No earlier filing loaded for comparison.

Expenses

Up

$15,127

Up $386 (+2.6%) from 2012

Net Income

$9,314

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $292,672Liabilities 2010: $0Net Assets 2010: $292,6722010Assets 2011: $286,332Liabilities 2011: $0Net Assets 2011: $286,3322011Assets 2012: $282,952Liabilities 2012: $0Net Assets 2012: $282,9522012Assets 2013: $292,266Liabilities 2013: $1Net Assets 2013: $292,2662013Assets 2014: $295,720Liabilities 2014: $0Net Assets 2014: $295,7202014Assets 2015: $292,620Liabilities 2015: $0Net Assets 2015: $292,6202015Assets 2016: $283,428Liabilities 2016: $0Net Assets 2016: $283,4282016Assets 2017: $258,503Liabilities 2017: $0Net Assets 2017: $258,5032017Assets 2020: $232,334Liabilities 2020: $0Net Assets 2020: $232,3342020Assets 2021: $230,393Liabilities 2021: $0Net Assets 2021: $230,3932021Assets 2022: $245,035Liabilities 2022: $0Net Assets 2022: $245,0352022Assets 2023: $239,519Liabilities 2023: $0Net Assets 2023: $239,5192023Assets 2024: $223,917Liabilities 2024: $0Net Assets 2024: $223,9172024Assets 2025: $216,638Liabilities 2025: $0Net Assets 2025: $216,6382025

Highlighted filing

2013

Assets$292,266
Liabilities$1
Net Assets$292,266

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $15,1352010Expenses 2011: $14,6832011Expenses 2012: $14,7412012Revenue 2013: $24,441Expenses 2013: $15,127Net Income 2013: $9,3142013Revenue 2014: $18,525Expenses 2014: $15,071Net Income 2014: $3,4542014Revenue 2015: $15,237Expenses 2015: $18,118Net Income 2015: -$2,8812015Revenue 2016: $9,184Expenses 2016: $18,376Net Income 2016: -$9,1922016Revenue 2017: $771Expenses 2017: $25,765Net Income 2017: -$24,9942017Revenue 2020: $9,487Expenses 2020: $35,760Net Income 2020: -$26,2732020Revenue 2021: $7,375Expenses 2021: $9,333Net Income 2021: -$1,9582021Revenue 2022: $30,149Expenses 2022: $15,506Net Income 2022: $14,6432022Revenue 2023: $4,656Expenses 2023: $10,131Net Income 2023: -$5,4752023Revenue 2024: $5,456Expenses 2024: $21,056Net Income 2024: -$15,6002024Revenue 2025: $3,967Expenses 2025: $11,244Net Income 2025: -$7,2772025

Highlighted filing

2013

Revenue$24,441
Expenses$15,127
Net Income$9,314
Jump To
Filing Snapshot
Filing Period
Feb 29, 2012 to Feb 28, 2013
Signed
Jun 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrusteeFT$3,593-$3,593
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHRIST PRESBYTERIAN CHURCHGENERAL SUPPORTPUBLIC CHARITYMADISON, WI, US$5,285
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL SUPPORTPUBLIC CHARITYBELOIT, WI, US$5,285
Filing and Contact Details

Filer

EIN
39-6073666
Raw XML AppendixShowing 400 of 431 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/MinimumInvestmentReturn/AvgMonthlyCashBalances03528
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0298143
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04525
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.045406
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.047717
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40281197
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0206
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2012004
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3012587
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4013418
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions011679
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
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IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions011679
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions011679
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04147656624
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053202
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05285
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15285
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHRIST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20C/O SECOND CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10944 E GORHAM ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11657 BLUFF STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BELOIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0537031569
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153511
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010570
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04171
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear107508
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014445
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions011679
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.04$0.11$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.05$0.21$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.05$0.10$0.05
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.45$0.00$2.45$0.30$0.16$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.07$0.09$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.09$0.36$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.01$0.26$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.09$0.18$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.15$0.18$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.19$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.24$0.15$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.15