Civic Intelligence

Jessie F Hallett Char Trust Ua

990PF • Fiscal year 2015 • EIN 41-6211994

Dec 01, 2014 to Nov 30, 2015

Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

9th percentile

-55%

Higher net margin than 9% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

32nd percentile

-2.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

7.2%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,804,745

Down $196,467 (-2.5%) from 2014

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$357,065

Up $24,066 (+7.2%) from 2014

Expenses

Up

$553,877

Up $20,994 (+3.9%) from 2014

Net Income

Up

-$196,812

Up $3,072 (+1.5%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $8,315,600Liabilities 2011: $0Net Assets 2011: $8,315,6002011Assets 2012: $8,085,158Liabilities 2012: $0Net Assets 2012: $8,085,1582012Assets 2013: $8,201,107Liabilities 2013: $0Net Assets 2013: $8,201,1072013Assets 2014: $8,001,212Liabilities 2014: $0Net Assets 2014: $8,001,2122014Assets 2015: $7,804,745Liabilities 2015: $02015Assets 2017: $7,433,393Liabilities 2017: $0Net Assets 2017: $7,433,3932017Assets 2019: $7,166,908Liabilities 2019: $0Net Assets 2019: $7,166,9082019Assets 2020: $6,789,925Liabilities 2020: $0Net Assets 2020: $6,789,9252020Assets 2021: $6,910,449Liabilities 2021: $0Net Assets 2021: $6,910,4492021Assets 2022: $6,787,322Liabilities 2022: $0Net Assets 2022: $6,787,3222022Assets 2023: $8,210,940Liabilities 2023: $0Net Assets 2023: $8,210,9402023Assets 2024: $8,077,948Liabilities 2024: $0Net Assets 2024: $8,077,9482024

Highlighted filing

2015

Assets$7,804,745
Liabilities$0
Net Assets-

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $491,6832011Expenses 2012: $531,0912012Expenses 2013: $516,0302013Revenue 2014: $332,999Expenses 2014: $532,883Net Income 2014: -$199,8842014Revenue 2015: $357,065Expenses 2015: $553,877Net Income 2015: -$196,8122015Revenue 2017: $396,921Expenses 2017: $514,570Net Income 2017: -$117,6492017Revenue 2019: $438,710Expenses 2019: $690,014Net Income 2019: -$251,3042019Revenue 2020: $303,437Expenses 2020: $681,238Net Income 2020: -$377,8012020Revenue 2021: $630,266Expenses 2021: $509,787Net Income 2021: $120,4792021Revenue 2022: $395,711Expenses 2022: $519,457Net Income 2022: -$123,7462022Revenue 2023: $1,915,664Expenses 2023: $491,389Net Income 2023: $1,424,2752023Revenue 2024: $435,122Expenses 2024: $569,375Net Income 2024: -$134,2532024

Highlighted filing

2015

Revenue$357,065
Expenses$553,877
Net Income-$196,812
Filing Detail Status

This 2015 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Dec 1, 2014 to Nov 30, 2015

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