Civic Intelligence

Delores a Sachs Charitable Trust

990 • Fiscal year 2017 • EIN 77-6234382

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization ProfileN/A
802 Michigan AvenueSheboygan, WI 53081-3438

(920) 457-7737

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.90x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

59th percentile

6.2%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$6,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,403,997

Up $4,586 (+0.3%) from 2016

Net Assets

Up

$1,337,554

Up $32 (+0.0%) from 2016

Liabilities

Up

$66,443

Up $4,554 (+7.4%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin59th percentile

Revenue

Up

$73,829

Up $8,022 (+12%) from 2016

Expenses

Down

$69,243

Down $3,946 (-5.4%) from 2016

Net Income

Up

$4,586

Up $11,968 (+162%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,267,391Liabilities 2011: $46,445Net Assets 2011: $1,220,9462011Assets 2012: $1,246,533Liabilities 2012: $48,359Net Assets 2012: $1,198,1742012Assets 2013: $1,250,219Liabilities 2013: $48,698Net Assets 2013: $1,201,5212013Assets 2014: $1,385,787Liabilities 2014: $49,866Net Assets 2014: $1,335,9212014Assets 2015: $1,406,794Liabilities 2015: $67,027Net Assets 2015: $1,339,7672015Assets 2016: $1,399,411Liabilities 2016: $61,889Net Assets 2016: $1,337,5222016Assets 2017: $1,403,997Liabilities 2017: $66,443Net Assets 2017: $1,337,5542017Assets 2018: $1,399,918Liabilities 2018: $63,800Net Assets 2018: $1,336,1182018Assets 2019: $1,568,678Liabilities 2019: $52,000Net Assets 2019: $1,516,6782019Assets 2020: $1,666,662Liabilities 2020: $40,000Net Assets 2020: $1,626,6622020Assets 2021: $1,661,437Liabilities 2021: $53,500Net Assets 2021: $1,607,9372021Assets 2022: $1,663,861Liabilities 2022: $50,000Net Assets 2022: $1,613,8612022Assets 2023: $1,654,717Liabilities 2023: $54,000Net Assets 2023: $1,600,7172023Assets 2024: $1,660,137Liabilities 2024: $52,000Net Assets 2024: $1,608,1372024

Highlighted filing

2017

Assets$1,403,997
Liabilities$66,443
Net Assets$1,337,554
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$200K$100K$0-$100KExpenses 2011: $59,9262011Expenses 2012: $61,8312012Revenue 2013: $65,406Expenses 2013: $62,059Net Income 2013: $3,3472013Revenue 2014: $197,531Expenses 2014: $63,131Net Income 2014: $134,4002014Revenue 2015: $84,072Expenses 2015: $80,226Net Income 2015: $3,8462015Revenue 2016: $65,807Expenses 2016: $73,189Net Income 2016: -$7,3822016Revenue 2017: $73,829Expenses 2017: $69,243Net Income 2017: $4,5862017Revenue 2018: $72,899Expenses 2018: $76,978Net Income 2018: -$4,0792018Revenue 2019: $73,366Expenses 2019: $64,080Net Income 2019: $9,2862019Revenue 2020: $67,424Expenses 2020: $54,221Net Income 2020: $13,2032020Revenue 2021: $67,398Expenses 2021: $72,777Net Income 2021: -$5,3792021Revenue 2022: $69,266Expenses 2022: $65,776Net Income 2022: $3,4902022Revenue 2023: $67,479Expenses 2023: $70,466Net Income 2023: -$2,9872023Revenue 2024: $74,789Expenses 2024: $70,651Net Income 2024: $4,1382024

Highlighted filing

2017

Revenue$73,829
Expenses$69,243
Net Income$4,586
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$343,641
Mission and Program Overview

Mission

Provide Educational Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,337,522$1,337,554▲ $32
Investments in Publicly Traded Securities$1,329,959$1,100,183▼ $229,776
Savings and Temporary Cash Investments$63,596$295,200▲ $231,604
Cash and Non-Interest-Bearing Accounts$5,856$8,614▲ $2,758
Total Assets$1,399,411$1,403,997▲ $4,586
Liabilities
Grants Payable$61,889$66,443▲ $4,554
Total Liabilities$61,889$66,443▲ $4,554
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,337,522$1,337,554▲ $32
Total Liabilities and Net Assets / Fund Balance$1,399,411$1,403,997▲ $4,586
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
David a Van De WaterTrustee$6,000$6,000
Lorna M Van De WaterTrustee$6,000$6,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$73,829
Other Revenue
$0
Change in Net Assets
$4,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,000
Salaries, Compensation, and Employee Benefits$12,918
Other Expenses$325
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,000--$56,000
Current Officers, Directors, Trustees, and Key Employees$12,000$0$0$12,000
Payroll Taxes$918$0$0$918
Other Expenses$60$0$0$60
Total Functional Expenses$69,243$0$0$69,243
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sheboygan NorthSheboygan, WI501(c)(3)Scholarships$28,000
Sheboygan SouthSheboygan, WI501(c)(3)Scholarships$28,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Delores a Sachs Charitable Trust
EIN
77-6234382
Phone
9204577737
Address
802 MICHIGAN AVENUE, SHEBOYGAN, WI 53081-3438

Signing Officer

Name
David Van De Water
Title
Co-trustee
Phone
9204577737
Signed
2018-05-14

Organization Details

Formed
1995
Legal Domicile
Wi
Voting Board Members
2
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Firm
Gruhle Fessler & Van De Water
Address
802 MICHIGAN AVENUE, SHEBOYGAN, WI 53081-3438
Preparer
David Van De Water
Phone
9204577737
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Lorna Van de Water and David Van de Water have a family relationship.”

Pt VI, Line 8A

“The organization does not Contemporaneously document each and every meeting.”

Pt VI, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Pt VI, Line 11B

“Each trustee reviewed the Form 990 prior to filing.”

Pt VI, Line 12C

“Conflicts of interest are required to be disclosed.”

Pt VI, Line 19

“Documents are available upon request.”

Raw XML Appendix344 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Pt IV Sec E Ln 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Pt IV Sec E Ln 2b
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lorna Van de Water and David Van de Water have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not Contemporaneously document each and every meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each trustee reviewed the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conflicts of interest are required to be disclosed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt073829
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073829
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
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ReturnHeader/Filer/PhoneNum09204577737
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ReturnHeader/FilingSecurityInformation/IPTm014:44:26
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ReturnHeader/ReturnTs02018-07-19T14:44:30-07:00
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,403,997
Liabilities
$66,443
Net assets
$1,337,554
Revenue
$73,829
Expenses
$69,243
Net income
$4,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.05$1.61$0.07$0.07$0.00
2023Summary only. Only limited summary data is available for this year.$1.65$0.05$1.60$0.07$0.07$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.05$1.61$0.07$0.07$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.05$1.61$0.07$0.07$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.04$1.63$0.07$0.05$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.05$1.52$0.07$0.06$0.01
2018Summary only. Only limited summary data is available for this year.$1.40$0.06$1.34$0.07$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.07$1.34$0.07$0.07$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.06$1.34$0.07$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.07$1.34$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.05$1.34$0.20$0.06$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.05$1.20$0.07$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.05$1.20$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.05$1.22$0.06