Civic Intelligence

The Alice Aber Smith Scholarship Fund

990PF • Fiscal year 2016 • EIN 39-6628593

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
441 Milwaukee AveBurlington, 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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

1.02x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.9%

Faster asset growth than 38% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$693,232

Down $13,131 (-1.9%) from 2015

Net Assets

Down

$663,232

Down $13,131 (-1.9%) from 2015

Liabilities

Flat

$30,000

Flat from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin12th percentile

Revenue

Down

$29,328

Down $27,467 (-48%) from 2015

Expenses

Down

$42,459

Down $3,374 (-7.4%) from 2015

Net Income

Down

-$13,131

Down $24,093 (-220%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th 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 2016: $693,232Liabilities 2016: $30,000Net Assets 2016: $663,2322016Assets 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

2016

Assets$693,232
Liabilities$30,000
Net Assets$663,232
Open 2016 Filing

Operations Trend

Revenue Growth9th 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 2016: $29,328Expenses 2016: $42,459Net Income 2016: -$13,1312016Revenue 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

2016

Revenue$29,328
Expenses$42,459
Net Income-$13,131
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

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

Filer

Filer Name
The Alice Aber Smith Scholarship
EIN
39-6628593
Phone
2627637616
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105

Signing Officer

Name
Paul B Edwards CPA
Title
Trustee
Phone
2627637616
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Edwards Group Cpas Sc
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105-1230
Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Raw XML Appendix342 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21000 EDGEWOOD COLLEGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3745 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43003 SNELLING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5250 BRENT LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62065 HALF DAY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 3450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt88800 WEST BLUEMOUND RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd737320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd853226
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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/AppliedToCurrentYearAmt020914
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011108
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032022
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012802
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011108
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt019
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt019
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt030000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SCHOLARSHIPS PAYABLE FROM EARNINGS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010280
TaxesSchedule/TaxesDetail/Amt0851
TaxesSchedule/TaxesDetail/Amt1157
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0851
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0157
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL B EDWARDS CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02627637616
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALICE ABER SMITH SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0396628593
ReturnHeader/Filer/PhoneNum02627637616
ReturnHeader/Filer/USAddress/AddressLine1Txt0441 MILWAUKEE AVE
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId060F646623997A3B0B917DFADED06CEA3D27257B7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId060F646623997A3B0B917DFADED06CEA3D27257B7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391793586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARDS GROUP CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0441 MILWAUKEE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531051230
ReturnHeader/PreparerPersonGrp/PhoneNum02627637616
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL B EDWARDS CPA JD
ReturnHeader/ReturnTs02017-05-09T13:48:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$693,232
Liabilities
$30,000
Net assets
$663,232
Revenue
$29,328
Expenses
$42,459
Net income
-$13,131
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
2016Detailed filing. Detailed filing data is available for this year.$6.93$0.30$6.63$0.29$0.42$0.13
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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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