Civic Intelligence

Delia M Preston Trust

EIN 39-6166300 • Sun Prairie, WI

750 WINDSOR ST Ste 305Sun Prairie, WI 53590
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

69th percentile

8.5%

Faster asset growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$112,744

Up $8,873 (+8.5%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

Up

$112,744

Up $8,873 (+8.5%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin91st percentile

Revenue

Up

$14,742

Up $37,799 (+164%) from 2022

Expenses

Down

$5,869

Down $1,840 (-24%) from 2022

Net Income

Up

$8,873

Up $39,639 (+129%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$150K$100K$50K$0Assets 2011: $102,680Liabilities 2011: $02011Assets 2012: $108,545Liabilities 2012: $02012Assets 2013: $115,939Liabilities 2013: $02013Assets 2014: $112,824Liabilities 2014: $02014Assets 2015: $107,663Liabilities 2015: $02015Assets 2019: $117,329Liabilities 2019: $02019Assets 2020: $128,523Liabilities 2020: $1Net Assets 2020: $128,5232020Assets 2021: $134,637Liabilities 2021: $1Net Assets 2021: $134,6372021Assets 2022: $103,871Liabilities 2022: $1Net Assets 2022: $103,8712022Assets 2023: $112,744Liabilities 2023: $1Net Assets 2023: $112,7442023

Highlighted filing

2023

Assets$112,744
Liabilities$1
Net Assets$112,744
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $2,865Expenses 2011: $5,007Net Income 2011: -$2,1422011Revenue 2012: $10,947Expenses 2012: $5,081Net Income 2012: $5,8662012Revenue 2013: $17,457Expenses 2013: $10,063Net Income 2013: $7,3942013Revenue 2014: $6,791Expenses 2014: $9,906Net Income 2014: -$3,1152014Revenue 2015: $1,113Expenses 2015: $6,273Net Income 2015: -$5,1602015Revenue 2019: $20,057Expenses 2019: $5,661Net Income 2019: $14,3962019Revenue 2020: $18,048Expenses 2020: $6,854Net Income 2020: $11,1942020Revenue 2021: $13,550Expenses 2021: $7,436Net Income 2021: $6,1142021Revenue 2022: -$23,057Expenses 2022: $7,709Net Income 2022: -$30,7662022Revenue 2023: $14,742Expenses 2023: $5,869Net Income 2023: $8,8732023

Highlighted filing

2023

Revenue$14,742
Expenses$5,869
Net Income$8,873
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,744
Liabilities
$1
Net assets
$112,744
Revenue
$14,742
Expenses
$5,869
Net income
$8,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.15$0.06$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.23$0.08$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.14$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.18$0.07$0.11
2019Summary only. Only limited summary data is available for this year.$1.17$0.00$0.20$0.06$0.14
2015Summary only. Only limited summary data is available for this year.$1.08$0.00$0.01$0.06$0.05
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$0.07$0.10$0.03
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$0.17$0.10$0.07
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.11$0.05$0.06
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.03$0.05$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 15, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Delia M Preston Trust
EIN
39-6166300
In Care Of
% Thomas R Schaefer
Phone
6088379582
Address
750 WINDSOR ST Ste 305, SUN PRAIRIE, WI 53590

Signing Officer

Name
Thomas R Schaefer
Title
CFO
Phone
6088379582
Signed
2024-02-15
Raw XML Appendix228 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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