Civic Intelligence

Atu Local 308 Scholarship Fund C/O Kim Mitchell

990EZ • Fiscal year 2016 • EIN 45-4294448

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

11204 S Western AvenueChicago, IL 60643

(312) 782-4665

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.17x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-83%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-6.1%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

222%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$62,480

Down $4,061 (-6.1%) from 2015

Net Assets

Down

$61,465

Down $5,076 (-7.6%) from 2015

Liabilities

Up

$1,015

Up $1,015 from 2015

Revenue

Up

$6,150

Up $4,243 (+222%) from 2015

Expenses

Down

$11,226

Down $24,431 (-69%) from 2015

Net Income

Up

-$5,076

Up $28,674 (+85%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $115,180Liabilities 2013: $0Net Assets 2013: $115,1802013Assets 2014: $104,541Liabilities 2014: $4,250Net Assets 2014: $100,2912014Assets 2015: $66,541Liabilities 2015: $0Net Assets 2015: $66,5412015Assets 2016: $62,480Liabilities 2016: $1,015Net Assets 2016: $61,4652016Assets 2017: $51,423Liabilities 2017: $1,600Net Assets 2017: $49,8232017Assets 2018: $52,423Liabilities 2018: $1,600Net Assets 2018: $50,8232018Assets 2019: $21,861Liabilities 2019: $0Net Assets 2019: $21,8612019Assets 2020: $22,001Liabilities 2020: $0Net Assets 2020: $22,0012020Assets 2021: $21,986Liabilities 2021: $0Net Assets 2021: $21,9862021Assets 2022: $3,886Liabilities 2022: $0Net Assets 2022: $3,8862022Assets 2023: $9,386Liabilities 2023: $0Net Assets 2023: $9,3862023

Highlighted filing

2016

Assets$62,480
Liabilities$1,015
Net Assets$61,465

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $55,228Expenses 2013: $22,346Net Income 2013: $32,8822013Revenue 2014: $21,299Expenses 2014: $36,188Net Income 2014: -$14,8892014Revenue 2015: $1,907Expenses 2015: $35,657Net Income 2015: -$33,7502015Revenue 2016: $6,150Expenses 2016: $11,226Net Income 2016: -$5,0762016Revenue 2017: $0Expenses 2017: $11,642Net Income 2017: -$11,6422017Revenue 2018: $1,000Expenses 2018: $0Net Income 2018: $1,0002018Revenue 2019: $0Expenses 2019: $20,200Net Income 2019: -$20,2002019Revenue 2020: $250Expenses 2020: $110Net Income 2020: $1402020Revenue 2021: $0Expenses 2021: $15Net Income 2021: -$152021Expenses 2022: $18,1002022Revenue 2023: $5,5002023

Highlighted filing

2016

Revenue$6,150
Expenses$11,226
Net Income-$5,076
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$6,150
Mission and Program Overview

Mission

To provide college scholarships, contribute money to individuals in need, and contribute money to various charitable organizations.

To raise money for tax exempt charities and provide scholarships for students in need.

Program Services

DescriptionGrantsExpenses
THE FUNDS RAISED ALLOW FOR VARIOUS SCHOLARSHIP AND CHARITIES TO BE AWARDED DONATIONS.$0$7,060
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH FRANKLINPresident-$0--
CHARLIE PEACOCKFirst Vice President-$0--
MARK WEEMSSecond Vice President-$0--
KIM MITCHELLSecretary & Treasurer-$0--
DARWIN WALKERFirst Assistant Sec & Trea-$0--
THOMAS J ANGELLSecond Assistant Sec & Tre-$0--
Filing and Contact Details

Filer

Filer Name
Atu Local 308 Scholarship Fund
EIN
45-4294448
Phone
3127824665
Address
11204 S WESTERN AVENUE, CHICAGO, IL 60643

Signing Officer

Name
Kim Mitchell
Title
secretary/treasurer
Phone
3127824665
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli LLP
Address
625 N North Court Suite 200, Palatine, IL 60067
Preparer
Michael W Zuckerman
Phone
8473581170
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: SCHOLARSHIPS PAID. Grantee Name: VARIOUS. Amount Given: 5,061.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATIONS TO CHARITY. Grantee Name: VARIOUS. Amount Given: 2,000. Total included on Form 990-EZ, line 10: 7,061.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: ANNUAL FILING FEES. Amount: 15.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: security deposit. Beg. of Year Amount: 7,000. End of Year Amount: 7,000.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 0. End of Year Amount: 1,015.

Raw XML Appendix179 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENNETH FRANKLIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK WEEMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DARWIN WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THOMAS J ANGELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FIRST ASSISTANT SEC & TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECOND ASSISTANT SEC & TRE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt07000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY FOR TAX EXEMPT CHARITIES AND PROVIDE SCHOLARSHIPS FOR STUDENTS IN NEED.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: SCHOLARSHIPS PAID. Grantee Name: VARIOUS. Amount Given: 5,061.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: DONATIONS TO CHARITY. Grantee Name: VARIOUS. Amount Given: 2,000. Total included on Form 990-EZ, line 10: 7,061.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: ANNUAL FILING FEES. Amount: 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: security deposit. Beg. of Year Amount: 7,000. End of Year Amount: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 0. End of Year Amount: 1,015.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0secretary/treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03127824665
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATU LOCAL 308 SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KIM MITCHELL
ReturnHeader/Filer/BusinessNameControlTxt0ATUL
ReturnHeader/Filer/EIN0454294448
ReturnHeader/Filer/PhoneNum03127824665
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ReturnHeader/Filer/USAddress/CityNm0CHICAGO
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ReturnHeader/Filer/USAddress/ZIPCd060643
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.70.38.252
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:19:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 N North Court Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palatine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060067
ReturnHeader/PreparerPersonGrp/PhoneNum08473581170
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael W Zuckerman
ReturnHeader/ReturnTs02017-11-15T14:07:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings