Civic Intelligence

Delores a Sachs Charitable Trust

990 • Fiscal year 2011 • EIN 77-6234382

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 25, 2012

802 Michigan Avenue53081-3438
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,267,391

No earlier filing loaded for comparison.

Net Assets

$1,220,946

No earlier filing loaded for comparison.

Liabilities

$46,445

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$59,926

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2011

Assets$1,267,391
Liabilities$46,445
Net Assets$1,220,946

Operations Trend

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

2011

Revenue-
Expenses$59,926
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 25, 2012
Return Version
2011v1.2
Gross Receipts
$151,555
Mission and Program Overview

Mission

Provide Educational Scholarships

Major Activities

Activity 2
Sheboygan south high school 3128 south 12th street sheboygan, wi 53081 scholarships to students of demonstrated academic abilities
Filing and Contact Details

Filer

EIN
77-6234382
Raw XML Appendix305 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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IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0SHEBOYGAN SOUTH HIGH SCHOOL 3128 SOUTH 12TH STREET SHEBOYGAN, WI 53081 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES
IRS990/Activity2/Expense029963
IRS990/Activity2/Grants023222
IRS990/Activity2/Revenue029787
IRS990/ActivityOrMissionDescription0Provide Educational Scholarships
IRS990/AddressPrincipalOfficerUS/AddressLine10802 MICHIGAN AVENUE
IRS990/AddressPrincipalOfficerUS/City0SHEBOYGAN
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053081
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IRS990/BenefitsPaidToMembersCY00
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IRS990/DeductibleContributionsOfArt0false
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IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0SHEBOYGAN NORTH HIGH SCHOOL 1042 SCHOOL AVENUE SHEBOYGAN, WI 53083 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES
IRS990/DisregardedEntity0false
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IRS990/Form990PartVIISectionA/OtherCompensation00
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization06000
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990PartVIISectionA/Title1Trustee
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IRS990/FormersListed0false
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IRS990/Grants023223
IRS990/GrantsAndSimilarAmntsCY046445
IRS990/GrantsAndSimilarAmntsPriorYear041868
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IRS990/GrantsPayable/EOY046445
IRS990/GrantsToDomesticOrgs/ProgramServices046445
IRS990/GrantsToDomesticOrgs/Total046445
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities091688
IRS990/GrossReceipts0151555
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear057957
IRS990/InvestmentIncomePriorYear056006
IRS990/InvestmentIncome/TotalRevenueColumn058249
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY01217336
IRS990/InvestmentsPubTradedSecurities/EOY01206368
IRS990/LessCostOthBasisSalesExpenses/Securities091980
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0Provide Educational Scholarships
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0DAVID VAN DE WATER
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers02
IRS990/NbrVotingMembersGoverningBody02
IRS990/NetAssetsOrFundBalancesBOY01221297
IRS990/NetAssetsOrFundBalancesEOY01220946
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0-292
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-292
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees02
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Fundraising00
IRS990/OfficeExpenses/ManagementAndGeneral00
IRS990/OfficeExpenses/ProgramServices0228
IRS990/OfficeExpenses/Total0228
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0441
IRS990/OtherExpensesCurrentYear0563
IRS990/OtherExpenses/Description0Workmen's Comp
IRS990/OtherExpenses/Description1Accrued Interest Paid not Rec'd
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/Fundraising10
IRS990/OtherExpenses/ManagementAndGeneral00
IRS990/OtherExpenses/ManagementAndGeneral10
IRS990/OtherExpenses/ProgramServices0276
IRS990/OtherExpenses/ProgramServices159
IRS990/OtherExpenses/Total0276
IRS990/OtherExpenses/Total159
IRS990/OtherRevenueCurrentYear01618
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0Scholarship fds carried over from 2010
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome01618
IRS990/OtherRevenueMisc/TotalRevenueColumn01618
IRS990/OtherRevenuePriorYear018
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/Fundraising00
IRS990/PayrollTaxes/ManagementAndGeneral00
IRS990/PayrollTaxes/ProgramServices0918
IRS990/PayrollTaxes/Total0918
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses0-351
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue029788
IRS990/RevenuesLessExpensesCY0-351
IRS990/RevenuesLessExpensesPriorYear0797
IRS990/SalariesEtcCurrentYear012918
IRS990/SalariesEtcPriorYear012918
IRS990/SavingsAndTempCashInvestments/BOY045829
IRS990/SavingsAndTempCashInvestments/EOY059943
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/SumOfAmounts046200
IRS990ScheduleA/SupportedOrgInformation/Amount023100
IRS990ScheduleA/SupportedOrgInformation/Amount123100
IRS990ScheduleA/SupportedOrgInformation/EIN0396004431
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IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc1true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10SHEBOYGAN NORTH HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine11SHEBOYGAN SOUTH HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS1true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified1true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization02
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IRS990ScheduleA/SupportingOrg509a3Type3FuncInt0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs02
IRS990/ScheduleBRequired0false
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10HIGH SCHOOL
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11HIGH SCHOOL
IRS990ScheduleI/RecipientTable/AddressUS/City0SHEBOYGAN
IRS990ScheduleI/RecipientTable/AddressUS/City1SHEBOYGAN
IRS990ScheduleI/RecipientTable/AddressUS/State0WI
IRS990ScheduleI/RecipientTable/AddressUS/State1WI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode053083
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode153081
IRS990ScheduleI/RecipientTable/AmountOfCashGrant023100
IRS990ScheduleI/RecipientTable/AmountOfCashGrant123100
IRS990ScheduleI/RecipientTable/EINOfRecipient0393004431
IRS990ScheduleI/RecipientTable/EINOfRecipient1396004431
IRS990ScheduleI/RecipientTable/IRCSection0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSection1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0Scholarships
IRS990ScheduleI/RecipientTable/PurposeOfGrant1Scholarships
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10SHEBOYGAN NORTH
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11SHEBOYGAN SOUTH
IRS990ScheduleI/RecordsMaintained0true
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants02
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Lorna Van de Water and David Van de Water have a family relationship.
IRS990ScheduleO/GeneralExplanation/Explanation1The organization does not contemporaneously document each and every meeting.
IRS990ScheduleO/GeneralExplanation/Explanation2There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/GeneralExplanation/Explanation3Each trustee reviewed the Form 990 prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation4Conflicts of interest are required to be disclosed.
IRS990ScheduleO/GeneralExplanation/Explanation5Documents are available upon request.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 2
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 8a
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 8b
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier4Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier5Pt VI, Line 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0WI
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10802 MICHIGAN AVENUE
IRS990/TheBooksAreInCareOf/AddressUS/City0SHEBOYGAN
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0530813438
IRS990/TheBooksAreInCareOf/NamePerson0LORNA VAN DE WATER
IRS990/TheBooksAreInCareOf/TelephoneNumber09204577737
IRS990/TotalAssets/BOY01263165
IRS990/TotalAssetsBOY01263165
IRS990/TotalAssets/EOY01267391
IRS990/TotalAssetsEOY01267391
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear059926
IRS990/TotalExpensesPriorYear055227
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
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IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
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IRS990/TotalLiabilitiesBOY041868
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IRS990/TotalLiabilitiesEOY046445
IRS990/TotalLiabNetAssetsFundBalances/BOY01263165
IRS990/TotalLiabNetAssetsFundBalances/EOY01267391
IRS990/TotalNbrEmployees02
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY01221297
IRS990/TotalNetAssetsFundBalances/EOY01220946
IRS990/TotalOtherRevenue01618
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense059926
IRS990/TotalReportableCompFromOrg012000
IRS990/TotalRevenueCurrentYear059575
IRS990/TotalRevenuePriorYear056024
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome059575
IRS990/TotalRevenue/TotalRevenueColumn059575
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01995
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0776234382
ReturnHeader/Filer/Name/BusinessNameLine10DOLORES A SACHS CHARITABLE TRUST
ReturnHeader/Filer/NameControl0SACH
ReturnHeader/Filer/Phone09204577737
ReturnHeader/Filer/USAddress/AddressLine10802 MICHIGAN AVENUE
ReturnHeader/Filer/USAddress/City0SHEBOYGAN
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0530813438
ReturnHeader/Officer/DateSigned02012-04-25
ReturnHeader/Officer/Name0DAVID VAN DE WATER
ReturnHeader/Officer/Phone09204577737
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-08T15:50:20-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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