Civic Intelligence

Isom Family Charitable Trust

EIN 87-6887868 • Whitefish Bay, WI

5859 North Maitland CourtWhitefish Bay, WI 53217
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-7087%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-98%

Faster asset growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$12,221

Down $487,779 (-98%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$12,221

Down $487,779 (-98%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$6,883

Down $493,117 (-99%) from 2021

Expenses

Up

$494,662

Up $494,662 from 2021

Net Income

Down

-$487,779

Down $987,779 (-198%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2021: $500,000Liabilities 2021: $0Net Assets 2021: $500,0002021Assets 2022: $12,221Liabilities 2022: $0Net Assets 2022: $12,2212022

Highlighted filing

2022

Assets$12,221
Liabilities$0
Net Assets$12,221
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$500K$0-$500KRevenue 2021: $500,000Expenses 2021: $0Net Income 2021: $500,0002021Revenue 2022: $6,883Expenses 2022: $494,662Net Income 2022: -$487,7792022

Highlighted filing

2022

Revenue$6,883
Expenses$494,662
Net Income-$487,779
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$12,221
Liabilities
$0
Net assets
$12,221
Revenue
$6,883
Expenses
$494,662
Net income
-$487,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.07$4.95$4.88
2021Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$5.00$0.00$5.00
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Dec 28, 2021 to Dec 31, 2021
Signed
Jan 31, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY I NOLTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Isom Family Charitable Trust
EIN
87-6887868
Phone
4143339199
Address
5859 NORTH MAITLAND COURT, WHITEFISH BAY, WI 53217

Signing Officer

Name
Mary I Nolte
Title
Trustee
Phone
4143339199
Signed
2023-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Reinhart Boerner Van Deuren Sc
Address
PO BOX 2965, MILWAUKEE, WI 53201-2965
Preparer
Susan B Mixdorf
Phone
4142981000
Raw XML Appendix225 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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IRS990PF/InitialReturnInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OSHKOSH
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARY I NOLTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143339199
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISOM FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ISOM
ReturnHeader/Filer/EIN0876887868
ReturnHeader/Filer/PhoneNum04143339199
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ReturnHeader/Filer/USAddress/CityNm0WHITEFISH BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391126909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REINHART BOERNER VAN DEUREN SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2965
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532012965
ReturnHeader/PreparerPersonGrp/PhoneNum04142981000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN B MIXDORF
ReturnHeader/ReturnTs02023-01-31T15:38:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NOLTE
ReturnHeader/TaxPeriodBeginDt02021-12-28
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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