Civic Intelligence

Cliffordirmajean Moe Schlrsp Fd Uma

EIN 20-3523027 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

41st percentile

0.8%

Higher net margin than 41% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$37,630

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

16%

Faster revenue growth than 60% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,118,563

Up $1,303 (+0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,118,563

Up $1,303 (+0.1%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin41st percentile

Revenue

Up

$157,076

Up $21,335 (+16%) from 2024

Expenses

Down

$155,790

Down $1,478 (-0.9%) from 2024

Net Income

Up

$1,286

Up $22,813 (+106%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,082,299Liabilities 2011: $0Net Assets 2011: $1,082,2992011Assets 2012: $1,376,295Liabilities 2012: $12012Assets 2013: $1,389,339Liabilities 2013: $0Net Assets 2013: $1,389,3392013Assets 2014: $1,444,816Liabilities 2014: $0Net Assets 2014: $1,444,8162014Assets 2015: $1,461,681Liabilities 2015: $0Net Assets 2015: $1,461,6812015Assets 2016: $1,392,625Liabilities 2016: $0Net Assets 2016: $1,392,6252016Assets 2017: $2,033,515Liabilities 2017: $0Net Assets 2017: $2,033,5152017Assets 2018: $2,174,107Liabilities 2018: $0Net Assets 2018: $2,174,1072018Assets 2019: $2,158,970Liabilities 2019: $0Net Assets 2019: $2,158,9702019Assets 2020: $2,097,465Liabilities 2020: $0Net Assets 2020: $2,097,4652020Assets 2021: $2,363,609Liabilities 2021: $0Net Assets 2021: $2,363,6092021Assets 2022: $2,319,388Liabilities 2022: $0Net Assets 2022: $2,319,3882022Assets 2023: $2,132,199Liabilities 2023: $0Net Assets 2023: $2,132,1992023Assets 2024: $2,117,260Liabilities 2024: $0Net Assets 2024: $2,117,2602024Assets 2025: $2,118,563Liabilities 2025: $0Net Assets 2025: $2,118,5632025

Highlighted filing

2025

Assets$2,118,563
Liabilities$0
Net Assets$2,118,563
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $129,6412011Revenue 2012: $318,282Expenses 2012: $24,286Net Income 2012: $293,9962012Expenses 2013: $92,7702013Revenue 2014: $136,638Expenses 2014: $83,803Net Income 2014: $52,8352014Revenue 2015: $104,330Expenses 2015: $87,477Net Income 2015: $16,8532015Revenue 2016: $17,607Expenses 2016: $86,692Net Income 2016: -$69,0852016Revenue 2017: $773,110Expenses 2017: $88,921Net Income 2017: $684,1892017Revenue 2018: $249,718Expenses 2018: $109,100Net Income 2018: $140,6182018Revenue 2019: $120,719Expenses 2019: $135,836Net Income 2019: -$15,1172019Revenue 2020: $84,309Expenses 2020: $146,659Net Income 2020: -$62,3502020Revenue 2021: $413,173Expenses 2021: $146,994Net Income 2021: $266,1792021Revenue 2022: $114,508Expenses 2022: $171,232Net Income 2022: -$56,7242022Revenue 2023: -$47,861Expenses 2023: $146,571Net Income 2023: -$194,4322023Revenue 2024: $135,741Expenses 2024: $157,268Net Income 2024: -$21,5272024Revenue 2025: $157,076Expenses 2025: $155,790Net Income 2025: $1,2862025

Highlighted filing

2025

Revenue$157,076
Expenses$155,790
Net Income$1,286
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,118,563
Liabilities
$0
Net assets
$2,118,563
Revenue
$157,076
Expenses
$155,790
Net income
$1,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.16$0.16$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.14$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.05$0.15$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.11$0.17$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.41$0.15$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.08$0.15$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.12$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.25$0.11$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.77$0.09$0.68
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.02$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14$0.08$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.32$0.02$0.29
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$37,630-$37,630
Filing and Contact Details

Filer

Filer Name
Cliffordirmajean Moe Schlrsp Fd Uma
EIN
20-3523027
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2025-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5817275R102 CISCO SYSTEMS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64086516101 BEST BUY CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6709247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6829444U700 EQUINIX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7000287Y109 ABBVIE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7326142V105 DRAFTKINGS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7560741F104 MOBILEYE GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7774340W103 PROLOGIS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82679295105 OKTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83852234103 BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8587422Q109 TALEN ENERGY CORP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8692537N108 VERTIV HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87G29183103 EATON CORP PLC SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8911135F101 BROADCOM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9346120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94482480100 KLA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9558733R102 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96595112103 MICRON TECHNOLOGY IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1121752
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt368691
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7148414
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1118836
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043040
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282024-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302024-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322024-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352024-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362021-02-11

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