Civic Intelligence

George Marsh Sheets Scholarship Trust

990PF • Fiscal year 2023 • EIN 42-6275922

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 04, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

41st percentile

-1.6%

Higher net margin than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$7,394

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.7%

Faster asset growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$39,924

Down $679 (-1.7%) from 2022

Net Assets

Down

$39,924

Down $679 (-1.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin41st percentile

Revenue

Down

$41,979

Down $7,725 (-16%) from 2022

Expenses

Down

$42,661

Down $12,609 (-23%) from 2022

Net Income

Up

-$682

Up $4,884 (+88%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$39,924
Liabilities$0
Net Assets$39,924
Open 2023 Filing

Operations Trend

Revenue Growth28th 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

2023

Revenue$41,979
Expenses$42,661
Net Income-$682
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$7,394-$7,394
DAVID W KENNEDYCo-Trustee-$800-$800
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
2024-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix348 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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AppliedToPriorYearElection/ElectionDesc0Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending 2020 in the amount of 14,060.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt034759
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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/Amt012783
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112783
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ALASKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0107 CALVIN HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1505 S CHANDALAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Fairbanks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0522421396
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd199775
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025566
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/AppliedToCurrentYearAmt09445
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025565
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022146
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/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035010
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012701
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025565
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07865
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07865
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt032
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt126
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt126
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0424
TaxesSchedule/TaxesDetail/Amt1572
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03193569147
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-04
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/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-05T15:01:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,924
Liabilities
$0
Net assets
$39,924
Revenue
$41,979
Expenses
$42,661
Net income
-$682
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
2023Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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