Civic Intelligence

Howard G & Daisy Jackson Charitable Scholarship Tr

990PF • Fiscal year 2013 • EIN 39-6510942

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 22, 2013

Organization Profile
345 East Grand AveBeloit, WI 53511
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

78th percentile

$2,167

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 41.1% of source-year revenue.

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

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

96th percentile

200%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$64,414

Up $1,453 (+2.3%) from 2012

Net Assets

$64,414

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin82nd percentile

Revenue

Up

$5,276

Up $3,518 (+200%) from 2012

Expenses

Up

$3,820

Up $685 (+22%) from 2012

Net Income

Up

$1,456

Up $2,833 (+206%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$80K$60K$40K$20K$0Assets 2012: $62,961Liabilities 2012: $02012Assets 2013: $64,414Liabilities 2013: $1Net Assets 2013: $64,4142013Assets 2014: $63,712Liabilities 2014: $1Net Assets 2014: $63,7122014Assets 2015: $65,999Liabilities 2015: $1Net Assets 2015: $65,9992015Assets 2016: $65,923Liabilities 2016: $1Net Assets 2016: $65,9232016Assets 2017: $70,399Liabilities 2017: $0Net Assets 2017: $70,3992017Assets 2018: $71,102Liabilities 2018: $0Net Assets 2018: $71,1022018Assets 2019: $67,854Liabilities 2019: $0Net Assets 2019: $67,8542019Assets 2020: $68,070Liabilities 2020: $1Net Assets 2020: $68,0702020Assets 2021: $68,110Liabilities 2021: $1Net Assets 2021: $68,1102021Assets 2022: $71,007Liabilities 2022: $1Net Assets 2022: $71,0072022Assets 2023: $68,417Liabilities 2023: $1Net Assets 2023: $68,4172023Assets 2024: $69,287Liabilities 2024: $12024Assets 2025: $70,076Liabilities 2025: $0Net Assets 2025: $70,0762025

Highlighted filing

2013

Assets$64,414
Liabilities$1
Net Assets$64,414
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$10K$5.0K$0-$5.0KRevenue 2012: $1,758Expenses 2012: $3,135Net Income 2012: -$1,3772012Revenue 2013: $5,276Expenses 2013: $3,820Net Income 2013: $1,4562013Revenue 2014: $3,542Expenses 2014: $4,244Net Income 2014: -$7022014Revenue 2015: $5,561Expenses 2015: $3,275Net Income 2015: $2,2862015Revenue 2016: $2,525Expenses 2016: $2,602Net Income 2016: -$772016Revenue 2017: $9,518Expenses 2017: $5,042Net Income 2017: $4,4762017Revenue 2018: $4,508Expenses 2018: $3,806Net Income 2018: $7022018Revenue 2019: $2,718Expenses 2019: $5,963Net Income 2019: -$3,2452019Revenue 2020: $3,812Expenses 2020: $3,597Net Income 2020: $2152020Revenue 2021: $4,640Expenses 2021: $4,606Net Income 2021: $342021Revenue 2022: $9,501Expenses 2022: $6,605Net Income 2022: $2,8962022Revenue 2023: $326Expenses 2023: $4,014Net Income 2023: -$3,6882023Revenue 2024: $4,813Expenses 2024: $3,943Net Income 2024: $8702024Revenue 2025: $5,905Expenses 2025: $5,115Net Income 2025: $7902025

Highlighted filing

2013

Revenue$5,276
Expenses$3,820
Net Income$1,456
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 22, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATIONAL AND TRUSTTrustee-$2,167-$2,167
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPPUBLICFENNIMORE, WI, US$1,125
Filing and Contact Details

Filer

EIN
39-6510942
Raw XML Appendix395 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0.62 HARBOR CAPITAL APPREC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1.97 PERKINS MID CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name29.15 PERKINS MID CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name311.22 PERKINS SMALL CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4.46 PERKINS SMALL CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name513.490 ASTON/FAIRPOINTE MID CAP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name611.43 ASTON/FAIRPOINTE MID CAP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name776.7 HARBOR CAPITAL APPREC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name814 HARBOR CAPITAL APPREC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name99 HARBOR CAPITAL APPREC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1011.24 HARBOR CAPITAL APPREC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name113.15 HARBOR CAPITAL APPREC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12.24 HARBOR CAPITAL APPREC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1339.55 HARBOR CAPITAL APPREC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name14.18 HARBOR CAPITAL APPREC
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name20.37 PERKINS SMALL CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name212.07 PERKINS SMALL CAP VALUE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10345 EAST GRAND AVE
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.045389
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.081195
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.071880
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.066162
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets069946
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1064924
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2068189
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3064179
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4061909
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5079955
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome022
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions03515
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear102935
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear203095
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear305211
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear404450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear505290
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.309833
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03515
IRS990PF/QualifyingDistributions/ExpensesAndContributions03515
IRS990PF/QualifyingDistributions/QualifyingDistributions03515
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0FIRST NATIONAL BANK TRUST
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06083638000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10345 EAST GRAND AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BELOIT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053511
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
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/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATION PROVIDED BY SHULLSBURG HIGH SCHOOL GUIDANCE COUNSELOR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0SHULLSBURG HS GUIDANCE COUNSELOR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06089654420
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10444 N JUDGEMENT ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SHULLSBURG
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053586
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRADUATING SENIORS OF SHULLSBURG (WI) HIGH SCHOOL. EMPHASIS IS GIVEN TO FINANCIAL NEED AND SCHOLASTIC RECORD.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01125
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SOUTHWEST WISCONSIN TECHNICAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101800 BRONSON BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0FENNIMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053809
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01125
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/AppliedToCurrentYear03453
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03453
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302030
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401136
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03228
IRS990PF/UndistributedIncome/ExcessFromCurrentYear062
IRS990PF/UndistributedIncome/ExcessFromYear302030
IRS990PF/UndistributedIncome/ExcessFromYear401136
IRS990PF/UndistributedIncome/QualifyingDistributions03515
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus062
IRS990PF/UndistributedIncome/TotalCorpus03228
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03166
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue0125
OtherAssetsSchedule/OtherAssets/Description0LOAN
OtherDecreasesSchedule/OtherDecreases/Amount03
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
TaxesSchedule/Taxes/Amount088
TaxesSchedule/Taxes/Category0INDIRECT TAXES/LICENSES
TaxesSchedule/Taxes/NetInvestmentIncome088
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396510942
ReturnHeader/Filer/Name/BusinessNameLine10HOWARD G & DAISY JACKSON CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20SCHOLARSHIP TRUST 141132M
ReturnHeader/Filer/NameControl0HOWA
ReturnHeader/Filer/Phone06083638000
ReturnHeader/Filer/USAddress/AddressLine10345 EAST GRAND AVE
ReturnHeader/Filer/USAddress/City0BELOIT
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053511
ReturnHeader/Officer/DateSigned02013-07-22
ReturnHeader/Officer/Name0JANICE NEUFELD
ReturnHeader/Officer/Phone06083638000
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02013-08-26
ReturnHeader/PreparerFirm/EIN0391224176
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SIEPERT & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101920 WEST HART ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BELOIT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053511
ReturnHeader/Preparer/Name0BRIAN B BARNHARDT
ReturnHeader/Preparer/Phone06083652266
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-26T16:34:42-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$64,414
Liabilities
$1
Net assets
$64,414
Revenue
$5,276
Expenses
$3,820
Net income
$1,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$5.91$5.12$0.79
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.3$0.00$4.81$3.94$0.87
2023Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$0.33$4.01$3.69
2022Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$9.50$6.61$2.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.1$0.00$68.1$4.64$4.61$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.1$0.00$68.1$3.81$3.60$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.9$0.00$67.9$2.72$5.96$3.25
2018Detailed filing. Detailed filing data is available for this year.$71.1$0.00$71.1$4.51$3.81$0.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.4$0.00$70.4$9.52$5.04$4.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.9$0.00$65.9$2.53$2.60$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.0$0.00$66.0$5.56$3.28$2.29
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.7$0.00$63.7$3.54$4.24$0.70
2013Detailed filing. Detailed filing data is available for this year.$64.4$0.00$64.4$5.28$3.82$1.46
2012Summary only. Only limited summary data is available for this year.$63.0$0.00$1.76$3.14$1.38