Civic Intelligence

The Nicholson Charitable Trust

990PF • Fiscal year 2013 • EIN 39-6598335

Jan 01, 2013 to Dec 31, 2013 • Filed on May 22, 2014

N28 W26637 Miami DriveGreen Lake, WI 53072

(262) 746-9787

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

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

7th percentile

-104%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

62nd percentile

6.1%

Faster asset growth than 62% 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

$43,336

Up $2,510 (+6.1%) from 2012

Net Assets

Up

$43,336

Up $2,510 (+6.1%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$1,335

No earlier filing loaded for comparison.

Expenses

Down

$2,721

Down $1 (-0.0%) from 2012

Net Income

-$1,386

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.

$60K$40K$20K$0Assets 2010: $43,672Liabilities 2010: $0Net Assets 2010: $43,6722010Assets 2011: $41,809Liabilities 2011: $0Net Assets 2011: $41,8092011Assets 2012: $40,826Liabilities 2012: $0Net Assets 2012: $40,8262012Assets 2013: $43,336Liabilities 2013: $1Net Assets 2013: $43,3362013Assets 2014: $49,845Liabilities 2014: $1Net Assets 2014: $49,8452014Assets 2015: $46,222Liabilities 2015: $1Net Assets 2015: $46,2222015Assets 2016: $39,638Liabilities 2016: $0Net Assets 2016: $39,6382016Assets 2017: $37,737Liabilities 2017: $0Net Assets 2017: $37,7372017Assets 2018: $30,541Liabilities 2018: $0Net Assets 2018: $30,5412018Assets 2019: $21,443Liabilities 2019: $1Net Assets 2019: $21,4432019Assets 2020: $8,958Liabilities 2020: $1Net Assets 2020: $8,9582020Assets 2021: $14,268Liabilities 2021: $1Net Assets 2021: $14,2682021Assets 2022: $19,234Liabilities 2022: $1Net Assets 2022: $19,2342022Assets 2023: $5,067Liabilities 2023: $0Net Assets 2023: $5,0672023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$43,336
Liabilities$1
Net Assets$43,336

Operations Trend

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $2,9502010Expenses 2011: $3,7812011Expenses 2012: $2,7222012Revenue 2013: $1,335Expenses 2013: $2,721Net Income 2013: -$1,3862013Revenue 2014: $11,273Expenses 2014: $5,223Net Income 2014: $6,0502014Revenue 2015: $1,432Expenses 2015: $4,931Net Income 2015: -$3,4992015Revenue 2016: $1,063Expenses 2016: $6,181Net Income 2016: -$5,1182016Revenue 2017: $5,724Expenses 2017: $7,725Net Income 2017: -$2,0012017Revenue 2018: $975Expenses 2018: $8,166Net Income 2018: -$7,1912018Revenue 2019: $3,813Expenses 2019: $13,800Net Income 2019: -$9,9872019Revenue 2020: $1,355Expenses 2020: $13,837Net Income 2020: -$12,4822020Revenue 2021: $20,272Expenses 2021: $14,961Net Income 2021: $5,3112021Revenue 2022: $19,743Expenses 2022: $14,772Net Income 2022: $4,9712022Revenue 2023: $0Expenses 2023: $14,167Net Income 2023: -$14,1672023Revenue 2024: $0Expenses 2024: $5,067Net Income 2024: -$5,0672024

Highlighted filing

2013

Revenue$1,335
Expenses$2,721
Net Income-$1,386
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 22, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM NICHOLSONTrustee-$0--
JANET NICHOLSONTrustee-$0--
JULIE FRACAROTrustee-$0--
Filing and Contact Details

Filer

EIN
39-6598335
Phone
2627469787

Signing Officer

Name
William Nicholson
Title
Trustee
Phone
2627469787
Signed
2014-05-22
Discuss with paid preparer
Yes

Preparer

Preparer
Steve Dombrock
Phone
2628960888
Raw XML Appendix319 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/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM NICHOLSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10N16 W26573 TALL REEDS LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PEWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode053072
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627469787
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support the church.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Support Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10FEDERATED CHURCH OF GREEN LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11St John the Baptist Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12Pine Lake Camp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13Presbyterian Homes & Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14TYME Out Youth Ministry & Retreat Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10489 Scott Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11214 N Sanborn Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12W8301 County Road M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine132845 Hamline Ave North
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14W332 N6786 Country Road C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Green Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Jefferson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Westfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Roseville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Nashotah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode053941
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode153549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode253964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode355113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode453058
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02370
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0-42
OtherIncreasesSchedule/OtherIncreasesDetail/Amount191
OtherIncreasesSchedule/OtherIncreasesDetail/Amount23847
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Cash Dividend Deposited Jan 2014
OtherIncreasesSchedule/OtherIncreasesDetail/Description1Cash Dividend Deposited Jan 2013
OtherIncreasesSchedule/OtherIncreasesDetail/Description2Gain on Sale
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/CategoryTxt0Admin
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM NICHOLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02627469787
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Nicholson Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0NICH
ReturnHeader/Filer/EIN0396598335
ReturnHeader/Filer/PhoneNum02627469787
ReturnHeader/Filer/USAddress/AddressLine10N28 W26637 Miami Drive
ReturnHeader/Filer/USAddress/City0Pewaukee
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEVE DOMBROCK and COMPANY SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101260 SENTRY DR SUITE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053186
ReturnHeader/PreparerPersonGrp/PhoneNum02628960888
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE DOMBROCK
ReturnHeader/ReturnTs02014-08-14T10:38:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$5.07$5.07
2023Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.00$14.2$14.2
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$19.7$14.8$4.97
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$20.3$15.0$5.31
2020Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$1.36$13.8$12.5
2019Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$3.81$13.8$9.99
2018Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$0.98$8.17$7.19
2017Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$5.72$7.73$2.00
2016Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$1.06$6.18$5.12
2015Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$1.43$4.93$3.50
2014Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$11.3$5.22$6.05
2013Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$1.34$2.72$1.39
2012Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$2.72
2011Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$3.78
2010Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$2.95