Civic Intelligence

The Nicholson Charitable Trust

990PF • Fiscal year 2020 • EIN 39-6598335

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

N28 W26637 Miami DrivePewaukee, 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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-921%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-58%

Faster asset growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-64%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$8,958

Down $12,485 (-58%) from 2019

Net Assets

Down

$8,958

Down $12,485 (-58%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Down

$1,355

Down $2,458 (-64%) from 2019

Expenses

Up

$13,837

Up $37 (+0.3%) from 2019

Net Income

Down

-$12,482

Down $2,495 (-25%) from 2019

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

2020

Assets$8,958
Liabilities$1
Net Assets$8,958

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

2020

Revenue$1,355
Expenses$13,837
Net Income-$12,482
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William NicholsonTrustee-$0--
Janet NicholsonTrustee-$0--
Julie FracaroTrustee-$0--
Thomas NicholsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Nicholson Charitable Trust
EIN
39-6598335
Phone
2627469787
Address
N28 W26637 Miami Drive, Pewaukee, WI 53072

Signing Officer

Name
William Nicholson
Title
Trustee
Phone
2627469787
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Acker Behl Accounting LLC
Address
1260 Sentry Dr Suite 160, Waukesha, WI 53186
Preparer
Julie Acker
Phone
2628960888
Raw XML Appendix336 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William Nicholson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Janet Nicholson
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Thomas Nicholson
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
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/GrantOrContributionPurposeTxt5Support Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FEDERATED CHURCH OF GREEN LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Benedict Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Gethsemane United Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Murdock Christian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Hope Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0489 Scott Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11849 N Dr Martin Luther King Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 51
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3445 Madison St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt417500 Elmwood Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5502 N East Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Green Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Pewaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Waukesha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Port Charolette
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Waukesha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053941
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433948
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553186
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013800
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/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Foreign Tax Paid
TaxesSchedule/TaxesDetail/Amt037
TaxesSchedule/TaxesDetail/CategoryTxt0Admin
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Nicholson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02627469787
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Nicholson Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0NICH
ReturnHeader/Filer/EIN0396598335
ReturnHeader/Filer/PhoneNum02627469787
ReturnHeader/Filer/USAddress/AddressLine1Txt0N28 W26637 Miami Drive
ReturnHeader/Filer/USAddress/CityNm0Pewaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Acker Behl Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01260 Sentry Dr Suite 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waukesha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02628960888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie Acker
ReturnHeader/ReturnTs02021-05-05T09:32:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nicholson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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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