Civic Intelligence

William T Evjue Charitable Trust

990PF • Fiscal year 2016 • EIN 23-7129606

Jun 01, 2015 to May 31, 2016 • Filed on Aug 09, 2016

Organization Profile
1901 Fish Hatchery RoadMadison, WI 53713

(608) 252-6401

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

6th percentile

-90%

Higher net margin than 6% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$36,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

$12,225,339

No earlier filing loaded for comparison.

Net Assets

$12,225,339

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin6th percentile

Revenue

$974,512

No earlier filing loaded for comparison.

Expenses

$1,847,967

No earlier filing loaded for comparison.

Net Income

-$873,455

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.

$30M$20M$10M$0Assets 2016: $12,225,339Liabilities 2016: $0Net Assets 2016: $12,225,3392016Assets 2017: $13,879,854Liabilities 2017: $10,648Net Assets 2017: $13,869,2062017Assets 2018: $15,549,057Liabilities 2018: $0Net Assets 2018: $15,549,0572018Assets 2019: $16,885,706Liabilities 2019: $0Net Assets 2019: $16,885,7062019Assets 2020: $17,706,737Liabilities 2020: $0Net Assets 2020: $17,706,7372020Assets 2021: $18,368,043Liabilities 2021: $0Net Assets 2021: $18,368,0432021Assets 2022: $22,258,110Liabilities 2022: $41,437Net Assets 2022: $22,216,6732022Assets 2023: $23,826,372Liabilities 2023: $2,000Net Assets 2023: $23,824,3722023Assets 2024: $24,785,018Liabilities 2024: $0Net Assets 2024: $24,785,0182024Assets 2025: $25,609,782Liabilities 2025: $1,476Net Assets 2025: $25,608,3062025

Highlighted filing

2016

Assets$12,225,339
Liabilities$0
Net Assets$12,225,339
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $974,512Expenses 2016: $1,847,967Net Income 2016: -$873,4552016Revenue 2017: $2,107,642Expenses 2017: $1,809,842Net Income 2017: $297,8002017Revenue 2018: $2,142,037Expenses 2018: $1,885,640Net Income 2018: $256,3972018Revenue 2019: $1,776,169Expenses 2019: $1,916,132Net Income 2019: -$139,9632019Revenue 2020: $1,698,630Expenses 2020: $1,870,987Net Income 2020: -$172,3572020Revenue 2021: $1,401,428Expenses 2021: $1,880,808Net Income 2021: -$479,3802021Revenue 2022: $4,320,774Expenses 2022: $1,987,202Net Income 2022: $2,333,5722022Revenue 2023: $2,281,893Expenses 2023: $2,062,488Net Income 2023: $219,4052023Revenue 2024: $1,730,777Expenses 2024: $1,931,413Net Income 2024: -$200,6362024Revenue 2025: $1,750,904Expenses 2025: $1,996,915Net Income 2025: -$246,0112025

Highlighted filing

2016

Revenue$974,512
Expenses$1,847,967
Net Income-$873,455
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Aug 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LUSSIERTrustee-$36,000-$36,000
NANCY B GAGETrustee-$36,000-$36,000
CLAYTON FRINKTrustee-$36,000-$36,000
DAVE ZWEIFELTrustee-$36,000-$36,000
BRADY WILLIAMSONTrustee-$36,000-$36,000
Filing and Contact Details

Filer

Filer Name
William T Evjue Charitable Trust
EIN
23-7129606
Phone
6082526401
Address
1901 FISH HATCHERY ROAD, MADISON, WI 53713

Signing Officer

Name
Clayton Frink
Title
Trustee
Phone
6082526401
Signed
2016-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Douglas Berry
Phone
6088318181
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1710
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1740
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt178201382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1790
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt181419808
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1839049276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Automatic Data Processing
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1C.H. Robinson Worldwide
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Cummins Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Dover Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Johnson and Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Linear Technology Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Norfolk Southern Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Parker Hannifin Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Paychex Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Proctor & Gamble Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Qualcomm Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Raytheon Co Delaware New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Tiffany & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Union Pacific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17VF Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18United Techs Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Wal-Mart Stores Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203M Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Amazon Com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23American Wtr Wks Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Biogen Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Booz Allen Hamilton Hldg
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Bright Horizons Family Solutions Inc

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,225,339
Liabilities
$0
Net assets
$12,225,339
Revenue
$974,512
Expenses
$1,847,967
Net income
-$873,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.75$2.00$0.25
2024Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$1.73$1.93$0.20
2023Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$2.28$2.06$0.22
2022Detailed filing. Detailed filing data is available for this year.$22.3$0.04$22.2$4.32$1.99$2.33
2021Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.40$1.88$0.48
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.70$1.87$0.17
2019Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.78$1.92$0.14
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$2.14$1.89$0.26
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.01$13.9$2.11$1.81$0.30
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.97$1.85$0.87