Civic Intelligence

George Marsh Sheets Scholarship Trust

990PF • Fiscal year 2016 • EIN 42-6275922

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 22, 2017

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(319) 356-9147

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$6,555

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 36.8% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$101,666

Down $3,015 (-2.9%) from 2015

Net Assets

Down

$101,666

Down $3,015 (-2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin20th percentile

Revenue

Up

$17,810

Up $3,193 (+22%) from 2015

Expenses

Down

$20,899

Down $5,720 (-21%) from 2015

Net Income

Up

-$3,089

Up $8,913 (+74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2011: $136,270Liabilities 2011: $02011Assets 2012: $126,790Liabilities 2012: $0Net Assets 2012: $126,7902012Assets 2013: $122,946Liabilities 2013: $0Net Assets 2013: $122,9462013Assets 2014: $116,683Liabilities 2014: $0Net Assets 2014: $116,6832014Assets 2015: $104,681Liabilities 2015: $0Net Assets 2015: $104,6812015Assets 2016: $101,666Liabilities 2016: $0Net Assets 2016: $101,6662016Assets 2017: $83,515Liabilities 2017: $0Net Assets 2017: $83,5152017Assets 2018: $68,090Liabilities 2018: $0Net Assets 2018: $68,0902018Assets 2019: $52,832Liabilities 2019: $0Net Assets 2019: $52,8322019Assets 2020: $40,837Liabilities 2020: $0Net Assets 2020: $40,8372020Assets 2021: $46,169Liabilities 2021: $0Net Assets 2021: $46,1692021Assets 2022: $40,603Liabilities 2022: $0Net Assets 2022: $40,6032022Assets 2023: $39,924Liabilities 2023: $0Net Assets 2023: $39,9242023Assets 2024: $32,911Liabilities 2024: $0Net Assets 2024: $32,9112024

Highlighted filing

2016

Assets$101,666
Liabilities$0
Net Assets$101,666
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $12,774Expenses 2011: $18,951Net Income 2011: -$6,1772011Expenses 2012: $21,4962012Revenue 2013: $11,896Expenses 2013: $15,740Net Income 2013: -$3,8442013Revenue 2014: $14,647Expenses 2014: $20,910Net Income 2014: -$6,2632014Revenue 2015: $14,617Expenses 2015: $26,619Net Income 2015: -$12,0022015Revenue 2016: $17,810Expenses 2016: $20,899Net Income 2016: -$3,0892016Revenue 2017: $13,608Expenses 2017: $31,933Net Income 2017: -$18,3252017Revenue 2018: $13,710Expenses 2018: $28,949Net Income 2018: -$15,2392018Revenue 2019: $19,340Expenses 2019: $29,893Net Income 2019: -$10,5532019Revenue 2020: $22,127Expenses 2020: $33,375Net Income 2020: -$11,2482020Revenue 2021: $15,575Expenses 2021: $15,698Net Income 2021: -$1232021Revenue 2022: $49,704Expenses 2022: $55,270Net Income 2022: -$5,5662022Revenue 2023: $41,979Expenses 2023: $42,661Net Income 2023: -$6822023Revenue 2024: $18,352Expenses 2024: $25,367Net Income 2024: -$7,0152024

Highlighted filing

2016

Revenue$17,810
Expenses$20,899
Net Income-$3,089
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,555-$6,555
DAVID W KENNEDYCo-Trustee-$1,200-$1,200
Filing and Contact Details

Filer

Filer Name
Sheets George Scholarship Trust
EIN
42-6275922
Phone
3193569147
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank Na
Title
Trustee
Phone
3193569147
Signed
2017-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix357 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/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BELLE PLAINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1GLENNALLEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1AK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd052208
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd199588
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MEMBER OF THE GRADUATING CLASSES OF BELLE PLAINE HIGH SCHOOL, BELLE PLAINE, IOWA AND APPLICANTS MUST HAVE A 3.0 OR HIGHER GRADE POINT AVERAGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1MEMBER OF THE GRADUATING CLASSES OF COPPER RIVER HIGH SCHOOL GLENNALLEN, ALASKA. APPLICANTS MUST HAVE A 3.0 OR HIGHER GRADE POINT AVERAGE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0EVERY FOUR YEARS, MORE OFTEN IF CURRENT RECIPIENT LOSES ELIGIBILTY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1EVERY FOUR YEARS, MORE OFTEN IF CURRENT RECIPIENT LOSES ELIGIBILTY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF ALASKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ALUMNI DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ANCHORAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd199508
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011767
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014817
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014817
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0717
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020991
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015534
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0212
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1212
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0212
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1212
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-11
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt061
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt061
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0JOHNSON COUNTY CLERK OF COURT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncreasesSchedule/OtherIncreasesDetail/Amt075
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PY ACCRUED INCOME ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0183
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03193569147
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEETS GEORGE SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0426275922
ReturnHeader/Filer/PhoneNum03193569147
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C7F02AA215A260659081F4F5D2671580239EC9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C7F02AA215A260659081F4F5D2671580239EC9F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T11:00:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$101,666
Liabilities
$0
Net assets
$101,666
Revenue
$17,810
Expenses
$20,899
Net income
-$3,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.18$0.25$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.42$0.43$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.50$0.55$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.16$0.16$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$0.22$0.33$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.19$0.30$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.14$0.29$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.14$0.32$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.18$0.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.15$0.27$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.21$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.12$0.16$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.13$0.19$0.06