Civic Intelligence

Earl L Barkley Charitable Trust Foundation

990PF • Fiscal year 2019 • EIN 20-6273742

Jun 01, 2018 to May 31, 2019 • Filed on Jul 31, 2019

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

7th percentile

-82%

Higher net margin than 7% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$16,427

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 46.1% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$926,060

Up $5,615 (+0.6%) from 2017

Net Assets

Up

$926,060

Up $5,615 (+0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin7th percentile

Revenue

Down

$35,670

Down $16,298 (-31%) from 2017

Expenses

Up

$64,932

Up $6,134 (+10%) from 2017

Net Income

Down

-$29,262

Down $22,432 (-328%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2019

Assets$926,060
Liabilities$0
Net Assets$926,060
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$35,670
Expenses$64,932
Net Income-$29,262
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 31, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$16,427-$16,427
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
2019-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$926,060
Liabilities
$0
Net assets
$926,060
Revenue
$35,670
Expenses
$64,932
Net income
-$29,262
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
2019Detailed filing. Detailed filing data is available for this year.$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