Civic Intelligence

Smarelli Charitable Tr

990PF • Fiscal year 2018 • EIN 81-6924530

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization Profile
1660 N Prospect Ave Unit 2606Milwaukee, WI 53202

(414) 291-9878

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-92%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$2,909,320

No earlier filing loaded for comparison.

Net Assets

$2,909,320

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

$121,616

No earlier filing loaded for comparison.

Expenses

$233,889

No earlier filing loaded for comparison.

Net Income

-$112,273

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,909,320Liabilities 2018: $0Net Assets 2018: $2,909,3202018Assets 2019: $2,781,686Liabilities 2019: $35,000Net Assets 2019: $2,746,6862019Assets 2020: $2,649,926Liabilities 2020: $504,350Net Assets 2020: $2,145,5762020Assets 2021: $2,076,184Liabilities 2021: $1Net Assets 2021: $2,076,1842021Assets 2022: $1,957,313Liabilities 2022: $1Net Assets 2022: $1,957,3132022Assets 2023: $1,882,602Liabilities 2023: $1Net Assets 2023: $1,882,6022023Assets 2024: $1,837,391Liabilities 2024: $0Net Assets 2024: $1,837,3912024

Highlighted filing

2018

Assets$2,909,320
Liabilities$0
Net Assets$2,909,320
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2018: $121,616Expenses 2018: $233,889Net Income 2018: -$112,2732018Revenue 2019: $44,214Expenses 2019: $205,598Net Income 2019: -$161,3842019Revenue 2020: $150,023Expenses 2020: $592,446Net Income 2020: -$442,4232020Revenue 2021: $121,912Expenses 2021: $190,556Net Income 2021: -$68,6442021Revenue 2022: $55,800Expenses 2022: $177,691Net Income 2022: -$121,8912022Revenue 2023: $114,405Expenses 2023: $188,036Net Income 2023: -$73,6312023Revenue 2024: $54,167Expenses 2024: $99,950Net Income 2024: -$45,7832024

Highlighted filing

2018

Revenue$121,616
Expenses$233,889
Net Income-$112,273
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary J SmarelliTrustee-$0--
John V DohertyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Smarelli Charitable Trust
EIN
81-6924530
Phone
4142919878
Address
1660 N Prospect Ave Unit 2606, Milwaukee, WI 53202

Signing Officer

Name
Mary J Smarelli
Title
Trustee
Phone
4142919878
Signed
2019-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Von Briesen Roper Sc
Address
411 E Wisconsin Ave Suite 1000, Milwaukee, WI 53202
Preparer
Randy S Nelson
Phone
4142761122
Raw XML Appendix367 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Schwab - stock sales
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02535431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Charles Schwab Account--see attached list
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary J Smarelli
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John V Doherty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01660 N Prospect Ave Ste 2607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11660 N Prospect Ave Ste 2607
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Mary J Smarelli
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01660 N Prospect Ave Ste 2606
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04142919878
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Mary J Smarelli
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1John V Doherty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt435000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Pius XI Catholic High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Eisenhower Center Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Italian Community Center Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Save Our Siesta Sand 2 Inc dba SOSS2 Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Independencefirst Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0135 N 76th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14425 W Woolworth Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2631 E Chicago St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35300 Ocean Blvd 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4540 S 1st Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0165600
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/AppliedToCurrentYearAmt0147882
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0147882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070686
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0174606
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026724
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070686
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043962
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01830
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Stock basis adjustments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Schwab--ADR fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Schwab--margin interset
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0413
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0413
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership Schedule K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt029
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0679
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01046
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Partnership distribution--non-taxable portion
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025396
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Schwab investment management and ADR fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025396
TaxesSchedule/TaxesDetail/Amt03398
TaxesSchedule/TaxesDetail/Amt128069
TaxesSchedule/TaxesDetail/Amt21000
TaxesSchedule/TaxesDetail/CategoryTxt0Schwab-foreign tax paid
TaxesSchedule/TaxesDetail/CategoryTxt1United States Treasury-2016 tax
TaxesSchedule/TaxesDetail/CategoryTxt2United States Treasury--2017 Est Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03398
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary J Smarelli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04142919878
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Smarelli Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0SMAR
ReturnHeader/Filer/EIN0816924530
ReturnHeader/Filer/PhoneNum04142919878
ReturnHeader/Filer/USAddress/AddressLine1Txt01660 N Prospect Ave Unit 2606
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003C62B26F489EC5F7B8DA3F9361372105A199E51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EFDE5BFD0ECDFFE192B2F2965FF538055AE75A81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.71.69.194
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:43:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VON BRIESEN ROPER SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 E Wisconsin Ave Suite 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142761122
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randy S Nelson
ReturnHeader/ReturnTs02019-05-14T09:43:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,909,320
Liabilities
$0
Net assets
$2,909,320
Revenue
$121,616
Expenses
$233,889
Net income
-$112,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.11$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.06$0.18$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.12$0.19$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.50$2.15$0.15$0.59$0.44
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.04$2.75$0.04$0.21$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.12$0.23$0.11