Civic Intelligence

Lenor B Zeeh Charitable Trust 040006649500

990PF • Fiscal year 2016 • EIN 46-6117616

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 26, 2017

Organization Profile
C/O US Bank Na PO Box 7900Madison, WI 53707-7900

(608) 252-4158

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-130%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$2,033

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 35.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.7%

Faster asset growth than 38% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-65%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$190,738

Down $7,398 (-3.7%) from 2015

Net Assets

Down

$190,738

Down $7,398 (-3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$5,698

Down $10,658 (-65%) from 2015

Expenses

Down

$13,095

Down $181 (-1.4%) from 2015

Net Income

Down

-$7,397

Down $10,477 (-340%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$200K$150K$100K$50K$0Assets 2010: $178,218Liabilities 2010: $0Net Assets 2010: $178,2182010Assets 2011: $174,078Liabilities 2011: $0Net Assets 2011: $174,0782011Assets 2012: $179,554Liabilities 2012: $0Net Assets 2012: $179,5542012Assets 2013: $187,420Liabilities 2013: $0Net Assets 2013: $187,4202013Assets 2014: $194,807Liabilities 2014: $0Net Assets 2014: $194,8072014Assets 2015: $198,136Liabilities 2015: $0Net Assets 2015: $198,1362015Assets 2016: $190,738Liabilities 2016: $0Net Assets 2016: $190,7382016Assets 2017: $176,034Liabilities 2017: $0Net Assets 2017: $176,0342017Assets 2018: $160,973Liabilities 2018: $0Net Assets 2018: $160,9732018Assets 2019: $131,675Liabilities 2019: $0Net Assets 2019: $131,6752019Assets 2020: $101,540Liabilities 2020: $0Net Assets 2020: $101,5402020Assets 2021: $89,329Liabilities 2021: $0Net Assets 2021: $89,3292021Assets 2022: $25,949Liabilities 2022: $0Net Assets 2022: $25,9492022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$190,738
Liabilities$0
Net Assets$190,738
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $11,7212010Expenses 2011: $12,2722011Expenses 2012: $12,4472012Revenue 2013: $20,911Expenses 2013: $13,045Net Income 2013: $7,8662013Revenue 2014: $20,377Expenses 2014: $12,990Net Income 2014: $7,3872014Revenue 2015: $16,356Expenses 2015: $13,276Net Income 2015: $3,0802015Revenue 2016: $5,698Expenses 2016: $13,095Net Income 2016: -$7,3972016Revenue 2017: $11,663Expenses 2017: $26,975Net Income 2017: -$15,3122017Revenue 2018: $11,929Expenses 2018: $26,993Net Income 2018: -$15,0642018Revenue 2019: $9,339Expenses 2019: $38,625Net Income 2019: -$29,2862019Revenue 2020: $2,118Expenses 2020: $32,252Net Income 2020: -$30,1342020Revenue 2021: $19,930Expenses 2021: $32,144Net Income 2021: -$12,2142021Revenue 2022: $8,604Expenses 2022: $71,984Net Income 2022: -$63,3802022Revenue 2023: $7,359Expenses 2023: $32,140Net Income 2023: -$24,7812023

Highlighted filing

2016

Revenue$5,698
Expenses$13,095
Net Income-$7,397
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$2,033-$2,033
Filing and Contact Details

Filer

Filer Name
Lenor B Zeeh Charitable Trust 040006649500
EIN
46-6117616
Phone
6082524158
Address
C/O US BANK NA PO BOX 7900, MADISON, WI 53707-7900

Signing Officer

Name
US Bank Na
Title
Trustee
Phone
6082524158
Signed
2017-04-26
Raw XML Appendix386 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0191001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0202751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0207143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0199830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0189046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0189126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.280438
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010965
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011003
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt038
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011003
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 S PINCKNEY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082524158
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS FOR POST HIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WAUZEKA STEUBEN SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 E MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUZEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053826
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt09512
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01556
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01556
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07409
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01944
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01831
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011003
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01491
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08965
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07474
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0386
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TIMING DIFFERENCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0385
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0385
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt1201
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082524158
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LENOR B ZEEH CHARITABLE TRUST 040006649500
ReturnHeader/Filer/BusinessNameControlTxt0ZEEH
ReturnHeader/Filer/EIN0466117616
ReturnHeader/Filer/PhoneNum06082524158
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O US BANK NA PO BOX 7900
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537077900
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId074A8591AEA72E60DFD4A91D2FFB43EFA99BD9FFD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074A8591AEA72E60DFD4A91D2FFB43EFA99BD9FFD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0170.135.176.108
ReturnHeader/ReturnTs02017-04-26T15:00:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$190,738
Liabilities
$0
Net assets
$190,738
Revenue
$5,698
Expenses
$13,095
Net income
-$7,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.32$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.09$0.72$0.63
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.20$0.32$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.02$0.32$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.39$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.12$0.27$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.12$0.27$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.06$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.16$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.20$0.13$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.21$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12