Civic Intelligence

Earl L Barkley Charitable Trust Foundation

EIN 20-6273742 • 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

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

33rd percentile

-4.3%

Higher net margin than 33% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

68th percentile

$17,395

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 25.2% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

41st percentile

-0.4%

Faster asset growth than 41% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

14%

Faster revenue growth than 59% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$863,357

Down $3,064 (-0.4%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$863,357

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin33rd percentile

Revenue

Up

$69,061

Up $8,694 (+14%) from 2024

Expenses

Down

$72,055

Down $54,641 (-43%) from 2024

Net Income

Up

-$2,994

Up $63,335 (+95%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0M$500K$0Assets 2012: $8,771Liabilities 2012: $02012Assets 2013: $8,755Liabilities 2013: $02013Assets 2014: $946,547Liabilities 2014: $02014Assets 2015: $963,862Liabilities 2015: $02015Assets 2016: $927,744Liabilities 2016: $0Net Assets 2016: $927,7442016Assets 2017: $920,445Liabilities 2017: $0Net Assets 2017: $920,4452017Assets 2019: $926,060Liabilities 2019: $0Net Assets 2019: $926,0602019Assets 2020: $919,594Liabilities 2020: $0Net Assets 2020: $919,5942020Assets 2021: $935,285Liabilities 2021: $0Net Assets 2021: $935,2852021Assets 2022: $937,456Liabilities 2022: $0Net Assets 2022: $937,4562022Assets 2023: $932,756Liabilities 2023: $12023Assets 2024: $866,421Liabilities 2024: $12024Assets 2025: $863,357Liabilities 2025: $0Net Assets 2025: $863,3572025

Highlighted filing

2025

Assets$863,357
Liabilities$0
Net Assets$863,357
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $757Expenses 2012: $439Net Income 2012: $3182012Revenue 2013: $447Expenses 2013: $460Net Income 2013: -$132013Revenue 2014: $980,586Expenses 2014: $42,845Net Income 2014: $937,7412014Revenue 2015: $98,773Expenses 2015: $81,260Net Income 2015: $17,5132015Revenue 2016: $15,543Expenses 2016: $51,589Net Income 2016: -$36,0462016Revenue 2017: $51,968Expenses 2017: $58,798Net Income 2017: -$6,8302017Revenue 2019: $35,670Expenses 2019: $64,932Net Income 2019: -$29,2622019Revenue 2020: $62,054Expenses 2020: $68,518Net Income 2020: -$6,4642020Revenue 2021: $81,953Expenses 2021: $66,195Net Income 2021: $15,7582021Revenue 2022: $78,813Expenses 2022: $76,648Net Income 2022: $2,1652022Revenue 2023: $14,952Expenses 2023: $19,619Net Income 2023: -$4,6672023Revenue 2024: $60,367Expenses 2024: $126,696Net Income 2024: -$66,3292024Revenue 2025: $69,061Expenses 2025: $72,055Net Income 2025: -$2,9942025

Highlighted filing

2025

Revenue$69,061
Expenses$72,055
Net Income-$2,994
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$863,357
Liabilities
$0
Net assets
$863,357
Revenue
$69,061
Expenses
$72,055
Net income
-$2,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.69$0.72$0.03
2024Summary only. Only limited summary data is available for this year.$8.66$0.00$0.60$1.27$0.66
2023Summary only. Only limited summary data is available for this year.$9.33$0.00$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.79$0.77$0.02
2021Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.82$0.66$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.20$0.00$9.20$0.62$0.69$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$0.00$9.26$0.36$0.65$0.29
2017Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.52$0.59$0.07
2016Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.16$0.52$0.36
2015Summary only. Only limited summary data is available for this year.$9.64$0.00$0.99$0.81$0.18
2014Summary only. Only limited summary data is available for this year.$9.47$0.00$9.81$0.43$9.38
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.01$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 2, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$17,395-$17,395
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE KITCHEN INCGENERAL OPERATINGPCSPRINGFIELD, MO, US$13,687
Paid GrantBOYS & GIRLS CLUB OF SPRINGFIELDGENERAL OPERATINGPCSPRINGFIELD, MO, US$13,687
Paid GrantSPRINGFIELD SYMPHONY ORCHESTRA INCGENERAL OPERATINGPCSPRINGFIELD, MO, US$11,199
Paid GrantSOUTHWEST MISSOURI HUMANE SOCIETYGENERAL OPERATINGPCSPRINGFIELD, MO, US$11,199
Filing and Contact Details

Filer

Filer Name
Earl L Barkley Charitable Trust Foundation
EIN
20-6273742
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2025-10-02
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/StockNm5023331A109 D R HORTON INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88277432100 EASTMAN CHEM CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9312504L109 CBRE GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9897651M109 WIPRO LIMITED A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99922475108 VEEVA SYSTEMS INC-CL
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