Civic Intelligence

The Alice Aber Smith Scholarship Fund

990PF • Fiscal year 2013 • EIN 39-6628593

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization Profile
441 Milwaukee AveWaterford, WI 53105

(262) 763-7616

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.59x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$674,679

Up $11,425 (+1.7%) from 2012

Net Assets

$644,679

No earlier filing loaded for comparison.

Liabilities

Flat

$30,000

Flat from 2012

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin76th percentile

Revenue

Down

$50,706

Down $25,179 (-33%) from 2012

Expenses

Down

$39,281

Down $379 (-1.0%) from 2012

Net Income

Down

$11,425

Down $24,800 (-68%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2011: $627,029Liabilities 2011: $30,000Net Assets 2011: $597,0292011Assets 2012: $663,254Liabilities 2012: $30,0002012Assets 2013: $674,679Liabilities 2013: $30,000Net Assets 2013: $644,6792013Assets 2014: $695,401Liabilities 2014: $30,000Net Assets 2014: $665,4012014Assets 2015: $706,363Liabilities 2015: $30,000Net Assets 2015: $676,3632015Assets 2017: $680,607Liabilities 2017: $30,000Net Assets 2017: $650,6072017Assets 2018: $673,910Liabilities 2018: $30,000Net Assets 2018: $643,9102018Assets 2019: $664,400Liabilities 2019: $30,0002019Assets 2020: $617,047Liabilities 2020: $1Net Assets 2020: $617,0472020Assets 2021: $655,476Liabilities 2021: $1Net Assets 2021: $655,4762021Assets 2022: $629,142Liabilities 2022: $1Net Assets 2022: $629,1422022Assets 2023: $570,770Liabilities 2023: $12023Assets 2024: $550,761Liabilities 2024: $0Net Assets 2024: $550,7612024

Highlighted filing

2013

Assets$674,679
Liabilities$30,000
Net Assets$644,679
Open 2013 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $71,1582011Revenue 2012: $75,885Expenses 2012: $39,660Net Income 2012: $36,2252012Revenue 2013: $50,706Expenses 2013: $39,281Net Income 2013: $11,4252013Revenue 2014: $60,568Expenses 2014: $39,846Net Income 2014: $20,7222014Revenue 2015: $56,795Expenses 2015: $45,833Net Income 2015: $10,9622015Revenue 2017: $35,681Expenses 2017: $48,306Net Income 2017: -$12,6252017Revenue 2018: $41,872Expenses 2018: $48,192Net Income 2018: -$6,3202018Revenue 2019: $40,945Expenses 2019: $50,455Net Income 2019: -$9,5102019Revenue 2020: -$21Expenses 2020: $49,995Net Income 2020: -$50,0162020Revenue 2021: $84,548Expenses 2021: $46,119Net Income 2021: $38,4292021Revenue 2022: $31,299Expenses 2022: $57,633Net Income 2022: -$26,3342022Revenue 2023: -$9,638Expenses 2023: $48,734Net Income 2023: -$58,3722023Revenue 2024: $27,330Expenses 2024: $47,339Net Income 2024: -$20,0092024

Highlighted filing

2013

Revenue$50,706
Expenses$39,281
Net Income$11,425
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL B EDWARDS CPATrustee-$0--
REV MARKUS WEGENASTFoundation M-$0--
Filing and Contact Details

Filer

EIN
39-6628593
Phone
2627637616

Signing Officer

Name
Paul B Edwards CPA
Title
Trustee
Phone
2627637616
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Raw XML Appendix351 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.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/PersonNm0PAUL B EDWARDS CPA
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0VARIOUS SALES - S/T - SEE SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1VARIOUS SALES - L/T - SEE SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2SPIDER GOLD TRUST
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode053185
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12ONE UNIVERSITY PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine131250 W WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141000 EDGEWOOD COLLEGE DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine161 E JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine17745 W MAIN ST
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033719
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034609
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033719
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0890
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0300
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010164
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05562
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05562
TaxesSchedule/TaxesDetail/Amt0764
TaxesSchedule/TaxesDetail/Amt156
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0764
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt156
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL B EDWARDS CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02627637616
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE ALICE ABER SMITH SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine20FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0396628593
ReturnHeader/Filer/PhoneNum02627637616
ReturnHeader/Filer/USAddress/AddressLine10441 MILWAUKEE AVE
ReturnHeader/Filer/USAddress/City0BURLINGTON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EDWARDS GROUP CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10441 MILWAUKEE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0531051230
ReturnHeader/PreparerPersonGrp/PhoneNum02627637616
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL B EDWARDS CPA JD
ReturnHeader/ReturnTs02014-05-12T10:44:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$674,679
Liabilities
$30,000
Net assets
$644,679
Revenue
$50,706
Expenses
$39,281
Net income
$11,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.27$0.47$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.00$0.10$0.49$0.58
2022Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.31$0.58$0.26
2021Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.85$0.46$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.00$0.50$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.64$0.30$0.41$0.50$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.74$0.30$6.44$0.42$0.48$0.06
2017Detailed filing. Detailed filing data is available for this year.$6.81$0.30$6.51$0.36$0.48$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.06$0.30$6.76$0.57$0.46$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.95$0.30$6.65$0.61$0.40$0.21
2013Detailed filing. Detailed filing data is available for this year.$6.75$0.30$6.45$0.51$0.39$0.11
2012Summary only. Only limited summary data is available for this year.$6.63$0.30$0.76$0.40$0.36
2011Detailed filing. Detailed filing data is available for this year.$6.27$0.30$5.97$0.71