Civic Intelligence

Charlotte Switon Charitable Trust

990PF • Fiscal year 2014 • EIN 42-6632897

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization Profile
W4589 Valley DriveFond Du Lac, WI 54937

(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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-98%

Higher net margin than 7% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$4,358

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

37th percentile

-3.5%

Faster asset growth than 37% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$447,771

Down $16,418 (-3.5%) from 2013

Net Assets

Down

$446,528

Down $16,255 (-3.5%) from 2013

Liabilities

Down

$1,243

Down $163 (-12%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin7th percentile

Revenue

Down

$16,773

Down $12,907 (-43%) from 2013

Expenses

Up

$33,191

Up $3,004 (+10.0%) from 2013

Net Income

Down

-$16,418

Down $15,911 (-3138%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2014

Assets$447,771
Liabilities$1,243
Net Assets$446,528
Open 2014 Filing

Operations Trend

Revenue Growth11th 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

2014

Revenue$16,773
Expenses$33,191
Net Income-$16,418
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER ULLENBERGTrusteePT$4,358-$4,358
Filing and Contact Details

Filer

Filer Name
Charlotte Switon Charitable Trust
EIN
42-6632897
Phone
9209248188
Address
W4589 VALLEY DRIVE, FOND DU LAC, WI 54937

Signing Officer

Name
Alexander Ullemberg
Title
Trustee
Phone
9209248188
Signed
2015-04-28

Preparer

Firm
H Donner & Co
Address
10335 N PORT WASHINGTON RD STE 250, MEQUON, WI 53092
Preparer
Kenneth O Donner
Raw XML Appendix346 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0190000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0189359
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011697
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALEXANDER ULLENBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0W4589 VALLEY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FOND DU LAC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054937
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
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/Expenses1Amt021020
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DESCRIBING NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ALEXANDER L ULLENBERG TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09209249878
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0W4589 VALLEY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Fond du Lac
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054937
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CATHOLIC RELIGION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06183
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15882
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MATERIALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2REPAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH'S CONGREGATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SACRED HEART CATHOLIC PARISH OF SHAWANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST JOSEPH CATHOLIC CONGREGATION OMC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0526 LOUISIANA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1321 S SAWYER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2111 W MARSHALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STURGEON BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHAWANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RICE LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154166
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254868
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021020
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/AppliedToCurrentYearAmt011723
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018841
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028428
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030564
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016705
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018841
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01243
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCRUED EXPENSE - CURRENT YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRUSTEE BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01111
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt082
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt082
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01406
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED EXPENSE - PRIOR YEAR
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER ULLEMBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09209248188
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE SWITON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0426632897
ReturnHeader/Filer/PhoneNum09209248188
ReturnHeader/Filer/USAddress/AddressLine1Txt0W4589 VALLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H DONNER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010335 N PORT WASHINGTON RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEQUON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053092
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH O DONNER
ReturnHeader/ReturnTs02015-04-29T08:46:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,771
Liabilities
$1,243
Net assets
$446,528
Revenue
$16,773
Expenses
$33,191
Net income
-$16,418
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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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