Civic Intelligence

Harold C Kallies Charitable Trust 32F003019

990PF • Fiscal year 2020 • EIN 39-6548517

Jan 01, 2020 to Dec 31, 2020

Organization Profile
Neenah, WI
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

38th percentile

-0.9%

Higher net margin than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

37th percentile

-0.1%

Faster asset growth than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,542,587

Down $1,443 (-0.1%) from 2019

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin38th percentile

Revenue

Down

$181,931

Down $734,609 (-80%) from 2019

Expenses

Up

$183,482

Up $8,177 (+4.7%) from 2019

Net Income

Down

-$1,551

Down $742,786 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $861,154Liabilities 2011: $0Net Assets 2011: $861,1542011Assets 2012: $981,736Liabilities 2012: $0Net Assets 2012: $981,7362012Assets 2013: $1,065,421Liabilities 2013: $1Net Assets 2013: $1,065,4212013Assets 2014: $1,216,667Liabilities 2014: $1Net Assets 2014: $1,216,6672014Assets 2015: $1,401,429Liabilities 2015: $1Net Assets 2015: $1,401,4292015Assets 2016: $1,594,851Liabilities 2016: $0Net Assets 2016: $1,594,8512016Assets 2017: $1,797,625Liabilities 2017: $0Net Assets 2017: $1,797,6252017Assets 2018: $1,803,216Liabilities 2018: $0Net Assets 2018: $1,803,2162018Assets 2019: $2,544,030Liabilities 2019: $02019Assets 2020: $2,542,587Liabilities 2020: $02020Assets 2022: $2,350,848Liabilities 2022: $12022Assets 2023: $2,396,042Liabilities 2023: $12023

Highlighted filing

2020

Assets$2,542,587
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $218,6402011Expenses 2012: $21,3702012Revenue 2013: $153,585Expenses 2013: $69,900Net Income 2013: $83,6852013Revenue 2014: $224,183Expenses 2014: $72,935Net Income 2014: $151,2482014Revenue 2015: $260,765Expenses 2015: $76,000Net Income 2015: $184,7652015Revenue 2016: $324,864Expenses 2016: $131,442Net Income 2016: $193,4222016Revenue 2017: $340,362Expenses 2017: $135,843Net Income 2017: $204,5192017Revenue 2018: $170,389Expenses 2018: $166,180Net Income 2018: $4,2092018Revenue 2019: $916,540Expenses 2019: $175,305Net Income 2019: $741,2352019Revenue 2020: $181,931Expenses 2020: $183,482Net Income 2020: -$1,5512020Revenue 2022: $7,692Expenses 2022: $208,226Net Income 2022: -$200,5342022Revenue 2023: $231,863Expenses 2023: $188,974Net Income 2023: $42,8892023

Highlighted filing

2020

Revenue$181,931
Expenses$183,482
Net Income-$1,551
Open 2020 Filing
Filing Detail Status

This 2020 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$2,542,587
Liabilities
$0
Net assets
-
Revenue
$181,931
Expenses
$183,482
Net income
-$1,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$0.23$0.19$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$0.01$0.21$0.20
2020Summary only. Only limited summary data is available for this year.$2.54$0.00$0.18$0.18$0.00
2019Summary only. Only limited summary data is available for this year.$2.54$0.00$0.92$0.18$0.74
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.17$0.17$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.34$0.14$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.32$0.13$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.26$0.08$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.22$0.07$0.15
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.07$0.00$1.07$0.15$0.07$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits