Civic Intelligence

Angie Sheldon Memorial Scholarship Fund

EIN 39-6126562 • 501(c)3

Profile

Fund scholarships directly to universities

C/O Woodtrust Bank PO Box 800054495-8000

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$2,264

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 31.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

58th percentile

1.9%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$152,024

Up $2,873 (+1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

$152,024

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$7,112

Up $738 (+12%) from 2012

Expenses

Up

$4,239

Up $312 (+7.9%) from 2012

Net Income

Up

$2,873

Up $426 (+17%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$200K$150K$100K$50K$0Assets 2010: $131,562Net Assets 2010: $131,5622010Assets 2011: $146,704Liabilities 2011: $02011Assets 2012: $149,151Liabilities 2012: $02012Assets 2013: $152,024Liabilities 2013: $0Net Assets 2013: $152,0242013

Highlighted filing

2013

Assets$152,024
Liabilities$0
Net Assets$152,024
Open 2013 Filing

Operations Trend

Revenue Growth65th percentile

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

$20K$10K$0-$10KRevenue 2010: $3,449Expenses 2010: $4,816Net Income 2010: -$1,3672010Revenue 2011: $19,753Expenses 2011: $4,611Net Income 2011: $15,1422011Revenue 2012: $6,374Expenses 2012: $3,927Net Income 2012: $2,4472012Revenue 2013: $7,112Expenses 2013: $4,239Net Income 2013: $2,8732013

Highlighted filing

2013

Revenue$7,112
Expenses$4,239
Net Income$2,873
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,024
Liabilities
$0
Net assets
$152,024
Revenue
$7,112
Expenses
$4,239
Net income
$2,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.07$0.04$0.03
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$0.06$0.04$0.02
2011Summary only. Only limited summary data is available for this year.$1.47$0.00$0.20$0.05$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$1.32$0.03$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.1
Gross Receipts
$12,600
Mission and Program Overview

Mission

Fund scholarships directly to universities

Program Services

DescriptionGrantsExpenses
INCOME IS DISTRIBUTED DIRECTLY TO UNIVERSITIES IN THE FORM OF SCHOLARSHIPS$1,525$1,525
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,264-$2,264
Filing and Contact Details

Filer

EIN
39-6126562
Phone
7154236800

Signing Officer

Name
Blanche Dove
Title
Personal Trust Officer
Phone
7154236800
Signed
2014-05-06

Preparer

Preparer
David W Kumm
Phone
7154235720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24

“Mutual fund dividends receivable 189 179 total 189 179”

Raw XML Appendix117 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/BusinessName/BusinessNameLine10WOODTRUST BANK
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10WOODTRUST BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum07154236800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10181 SECOND STREET SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/City0WISCONSIN RAPIDS
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode054494
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0148962
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0151845
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05488
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02873
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0149151
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0152024
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03166
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01525
IRS990EZ/GrossReceiptsAmt012600
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt03946
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0149151
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0152024
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0149151
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0152024
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine10WOODTRUST BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0189
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0179
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND SCHOLARSHIPS DIRECTLY TO UNIVERSITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INCOME IS DISTRIBUTED DIRECTLY TO UNIVERSITIES IN THE FORM OF SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01525
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02264
IRS990EZ/SaleOfAssetsGrossAmt08654
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04239
IRS990EZ/TotalProgramServiceExpensesAmt01525
IRS990EZ/TotalRevenueAmt07112
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391805963
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1416007513
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc16
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0650
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1875
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10UNIVERSITY OF WISCONSIN SYSTEM
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11UNIVERSITY OF MINNESOTA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd1true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MUTUAL FUND DIVIDENDS RECEIVABLE 189 179 TOTAL 189 179
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BLANCHE DOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PERSONAL TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10ANGIE SHELDON MEMORIAL SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine20FUND
ReturnHeader/Filer/BusinessNameControlTxt0ANGI
ReturnHeader/Filer/EIN0396126562
ReturnHeader/Filer/PhoneNum07154236800
ReturnHeader/Filer/USAddress/AddressLine10C/O WOODTRUST BANK PO BOX 8000
ReturnHeader/Filer/USAddress/City0WISCONSIN RAPIDS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0544958000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BECKER & KUMM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WISCONSIN RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054495
ReturnHeader/PreparerPersonGrp/PhoneNum07154235720
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02014-05-14T09:38:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.