Civic Intelligence

C E Shoblom Charitable Trust

990PF • Fiscal year 2016 • EIN 46-6016822

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 16, 2016

Organization Profile
222 W Superior St Ste 200Duluth, MN 55802

(605) 394-3821

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-141%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$7,851

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 46.3% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

29th percentile

-3.6%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$635,674

Down $23,914 (-3.6%) from 2015

Net Assets

Down

$635,674

Down $23,914 (-3.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin3rd percentile

Revenue

Down

$16,962

Down $11,038 (-39%) from 2015

Expenses

Up

$40,876

Up $15,488 (+61%) from 2015

Net Income

Down

-$23,914

Down $26,526 (-1016%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2010: $622,408Net Assets 2010: $622,4082010Assets 2011: $624,820Liabilities 2011: $0Net Assets 2011: $624,8202011Assets 2012: $619,520Liabilities 2012: $0Net Assets 2012: $619,5202012Assets 2013: $629,056Liabilities 2013: $0Net Assets 2013: $629,0562013Assets 2014: $656,976Liabilities 2014: $0Net Assets 2014: $656,9762014Assets 2015: $659,588Liabilities 2015: $0Net Assets 2015: $659,5882015Assets 2016: $635,674Liabilities 2016: $0Net Assets 2016: $635,6742016Assets 2017: $636,450Liabilities 2017: $0Net Assets 2017: $636,4502017Assets 2018: $622,183Liabilities 2018: $0Net Assets 2018: $622,1832018Assets 2019: $635,820Liabilities 2019: $0Net Assets 2019: $635,8202019Assets 2020: $640,108Liabilities 2020: $0Net Assets 2020: $640,1082020Assets 2021: $645,405Liabilities 2021: $0Net Assets 2021: $645,4052021Assets 2022: $648,625Liabilities 2022: $0Net Assets 2022: $648,6252022Assets 2023: $628,448Liabilities 2023: $0Net Assets 2023: $628,4482023Assets 2024: $600,207Liabilities 2024: $0Net Assets 2024: $600,2072024Assets 2025: $600,327Liabilities 2025: $0Net Assets 2025: $600,3272025

Highlighted filing

2016

Assets$635,674
Liabilities$0
Net Assets$635,674
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50KRevenue 2010: $24,381Expenses 2010: $30,426Net Income 2010: -$6,0452010Expenses 2011: $28,5522011Revenue 2012: $18,511Expenses 2012: $23,811Net Income 2012: -$5,3002012Expenses 2013: $25,2912013Revenue 2014: $50,690Expenses 2014: $22,770Net Income 2014: $27,9202014Revenue 2015: $28,000Expenses 2015: $25,388Net Income 2015: $2,6122015Revenue 2016: $16,962Expenses 2016: $40,876Net Income 2016: -$23,9142016Revenue 2017: $36,136Expenses 2017: $35,360Net Income 2017: $7762017Revenue 2018: $31,493Expenses 2018: $45,760Net Income 2018: -$14,2672018Revenue 2019: $58,534Expenses 2019: $44,897Net Income 2019: $13,6372019Revenue 2020: $49,666Expenses 2020: $45,378Net Income 2020: $4,2882020Revenue 2021: $50,739Expenses 2021: $45,442Net Income 2021: $5,2972021Revenue 2022: $44,377Expenses 2022: $41,157Net Income 2022: $3,2202022Revenue 2023: $19,629Expenses 2023: $39,806Net Income 2023: -$20,1772023Revenue 2024: $11,533Expenses 2024: $40,185Net Income 2024: -$28,6522024Revenue 2025: $39,592Expenses 2025: $38,913Net Income 2025: $6792025

Highlighted filing

2016

Revenue$16,962
Expenses$40,876
Net Income-$23,914
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANKTrustee-$7,851-$7,851
SEE ATTACHED STATEMENT FOR HOURSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
C E Shoblom Charitable Trust
EIN
46-6016822
Phone
6053943821
Address
222 W SUPERIOR ST STE 200, DULUTH, MN 55802

Signing Officer

Name
Wells Fargo Bank
Title
Trustee
Phone
2187232776
Signed
2016-08-16

Preparer

Firm
Ketel Thorstenson Llp
Address
PO BOX 3140, RAPID CITY, SD 57709-3140
Preparer
John B Walker CPA
Phone
6053425630
Raw XML Appendix267 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02067
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02067
CompensationExplanation/CompensationExplanationGrp/PersonNm0WELLS FARGO BANK
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0THE COMPENSATION REPORTED IN COLUMN (B) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED SOLELY ON AN HOURLY BASIS. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENT REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DOMESTIC MUTUAL FUNDS FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1INTERNATIONAL MUTUAL FUNDS FIXED INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0246002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt154915
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0249922
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2COMPLEMENTARY STRATEGIES
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0306376
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010940
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SHRINERS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0PO BOX 31356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 31356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0336313356
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029850
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/AppliedToCurrentYearAmt016161
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017245
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033916
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017755
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017245
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0704
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0704
TaxesSchedule/TaxesDetail/Amt0404
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WELLS FARGO BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02187232776
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C E SHOBLOM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CESH
ReturnHeader/Filer/EIN0466016822
ReturnHeader/Filer/PhoneNum06053943821
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 W SUPERIOR ST STE 200
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460257538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KETEL THORSTENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RAPID CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0577093140
ReturnHeader/PreparerPersonGrp/PhoneNum06053425630
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B WALKER CPA
ReturnHeader/ReturnTs02016-09-19T12:05:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$635,674
Liabilities
$0
Net assets
$635,674
Revenue
$16,962
Expenses
$40,876
Net income
-$23,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.40$0.39$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.12$0.40$0.29
2023Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.20$0.40$0.20
2022Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.44$0.41$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.51$0.45$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.50$0.45$0.04
2019Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.59$0.45$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.31$0.46$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.36$0.35$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.17$0.41$0.24
2015Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.28$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.51$0.23$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.00$6.29$0.25
2012Summary only. Only limited summary data is available for this year.$6.20$0.00$6.20$0.19$0.24$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.00$6.25$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$6.22$0.24$0.30$0.06