Civic Intelligence

Charlotte Switon Charitable Trust

990PF • Fiscal year 2013 • EIN 42-6632897

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 21, 2014

Organization Profile
W4589 Valley Drive54937

(920) 924-8188

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

39th percentile

-1.7%

Higher net margin than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

79th percentile

$3,953

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$464,189

Down $507 (-0.1%) from 2012

Net Assets

Down

$462,783

Down $1,913 (-0.4%) from 2012

Liabilities

Up

$1,406

Up $1,406 from 2012

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin39th percentile

Revenue

$29,680

No earlier filing loaded for comparison.

Expenses

Up

$30,187

Up $3,399 (+13%) from 2012

Net Income

-$507

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2011: $474,951Liabilities 2011: $12011Assets 2012: $464,696Liabilities 2012: $0Net Assets 2012: $464,6962012Assets 2013: $464,189Liabilities 2013: $1,406Net Assets 2013: $462,7832013Assets 2014: $447,771Liabilities 2014: $1,243Net Assets 2014: $446,5282014Assets 2015: $455,490Liabilities 2015: $1,368Net Assets 2015: $454,1222015Assets 2016: $444,147Liabilities 2016: $1,300Net Assets 2016: $442,8472016Assets 2017: $431,555Liabilities 2017: $1,230Net Assets 2017: $430,3252017Assets 2018: $405,814Liabilities 2018: $1,319Net Assets 2018: $404,4952018Assets 2019: $392,270Liabilities 2019: $1,563Net Assets 2019: $390,7072019Assets 2020: $371,679Liabilities 2020: $0Net Assets 2020: $371,6792020Assets 2021: $399,362Liabilities 2021: $0Net Assets 2021: $399,3622021Assets 2022: $374,969Liabilities 2022: $0Net Assets 2022: $374,9692022Assets 2023: $364,342Liabilities 2023: $0Net Assets 2023: $364,3422023Assets 2024: $351,203Liabilities 2024: $0Net Assets 2024: $351,2032024

Highlighted filing

2013

Assets$464,189
Liabilities$1,406
Net Assets$462,783
Open 2013 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50KRevenue 2011: $19,956Expenses 2011: $26,900Net Income 2011: -$6,9442011Expenses 2012: $26,7882012Revenue 2013: $29,680Expenses 2013: $30,187Net Income 2013: -$5072013Revenue 2014: $16,773Expenses 2014: $33,191Net Income 2014: -$16,4182014Revenue 2015: $37,578Expenses 2015: $29,859Net Income 2015: $7,7192015Revenue 2016: $17,898Expenses 2016: $27,874Net Income 2016: -$9,9762016Revenue 2017: $20,276Expenses 2017: $30,747Net Income 2017: -$10,4712017Revenue 2018: $5,880Expenses 2018: $31,710Net Income 2018: -$25,8302018Revenue 2019: $14,194Expenses 2019: $27,982Net Income 2019: -$13,7882019Revenue 2020: $13,258Expenses 2020: $32,286Net Income 2020: -$19,0282020Revenue 2021: $61,552Expenses 2021: $29,880Net Income 2021: $31,6722021Revenue 2022: $16,191Expenses 2022: $40,510Net Income 2022: -$24,3192022Revenue 2023: $16,193Expenses 2023: $26,808Net Income 2023: -$10,6152023Revenue 2024: $18,959Expenses 2024: $32,134Net Income 2024: -$13,1752024

Highlighted filing

2013

Revenue$29,680
Expenses$30,187
Net Income-$507
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 21, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER ULLENBERGTrusteePT$3,953-$3,953
Filing and Contact Details

Filer

EIN
42-6632897
Phone
9209248188

Signing Officer

Name
Alexander Ullemberg
Title
Trustee
Phone
9209248188
Signed
2014-03-21

Preparer

Preparer
Kenneth O Donner
Raw XML Appendix313 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc110000Inland Bank & Trust
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2325 Altera Group
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc32668.292 Bd Fd of America, Class C
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4137 Phillip Morris International
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc515000 GE Capital Financial
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc610000Morgan Stanley Bank
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1180860
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018970
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012798
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012798
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-507
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0113570
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016700
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010369
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0124
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0124
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0357
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-507
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01406
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01099
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027879
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0263
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0159
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode054937
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09209248188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ADVANCEMENT OF THE CATHOLIC RELIGON
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt018970
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DESCRIBING NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ALEXANDER L ULLENBERG TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09209249878
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10W4589 VALLEY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Fond du Lac
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode054937
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CATHOLIC RELIGION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2REPAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SONS OF ZEBEDEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11ST THOMAS AQUINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12ST AUGUSTINE CONG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10W5882 CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11602 EVERDALE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine122530 S HOWELL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0FOND DU LAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode054937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode153717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode253207
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018970
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/AppliedToCurrentYearAmt08934
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018642
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027775
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027576
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018841
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018642
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01406
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ACCRUED EXPENSE - CURRENT YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRUSTEE BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01111
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0124
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0124
OtherIncreasesSchedule/OtherIncreasesDetail/Amount01099
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ACCRUED EXPENSE - PRIOR YEAR
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER ULLEMBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09209248188
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHARLOTTE SWITON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0426632897
ReturnHeader/Filer/PhoneNum09209248188
ReturnHeader/Filer/USAddress/AddressLine10W4589 VALLEY DRIVE
ReturnHeader/Filer/USAddress/City0FOND DU LAC
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10H DONNER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010335 N PORT WASHINGTON RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MEQUON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053092
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH O DONNER
ReturnHeader/ReturnTs02014-03-25T15:01:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$464,189
Liabilities
$1,406
Net assets
$462,783
Revenue
$29,680
Expenses
$30,187
Net income
-$507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.19$0.32$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.16$0.27$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.16$0.41$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.62$0.30$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.00$3.72$0.13$0.32$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.02$3.91$0.14$0.28$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.01$4.04$0.06$0.32$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.01$4.30$0.20$0.31$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.01$4.43$0.18$0.28$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.01$4.54$0.38$0.30$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.01$4.47$0.17$0.33$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.64$0.01$4.63$0.30$0.30$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.27
2011Summary only. Only limited summary data is available for this year.$4.75$0.00$0.20$0.27$0.07