Civic Intelligence

Herbert and Peggy Iffert Trust

EIN 27-6120717 • 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 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$58,010

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

8.6%

Faster asset growth than 67% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

159%

Faster revenue growth than 91% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,458,406

Up $351,771 (+8.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,458,406

Up $351,771 (+8.6%) from 2023

Revenue

Up

$643,604

Up $394,682 (+159%) from 2023

Expenses

Down

$289,807

Down $8,323 (-2.8%) from 2023

Net Income

Up

$353,797

Up $403,005 (+819%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2023: $4,106,635Liabilities 2023: $0Net Assets 2023: $4,106,6352023Assets 2024: $4,458,406Liabilities 2024: $0Net Assets 2024: $4,458,4062024

Highlighted filing

2024

Assets$4,458,406
Liabilities$0
Net Assets$4,458,406

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2023: $248,922Expenses 2023: $298,130Net Income 2023: -$49,2082023Revenue 2024: $643,604Expenses 2024: $289,807Net Income 2024: $353,7972024

Highlighted filing

2024

Revenue$643,604
Expenses$289,807
Net Income$353,797

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrusteeFT$58,010-$58,010
Filing and Contact Details

Filer

Filer Name
Herbert and Peggy Iffert Trust
EIN
27-6120717
Phone
8163647249
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8163647249
Signed
2025-05-02
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/StockNm3481762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3687612E106 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3788339J105 TRADE DESK INC THE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3990353T100 UBER TECHNOLOGIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4091324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41922475108 VEEVA SYSTEMS INC-CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4292537N108 VERTIV HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4498954M101 ZILLOW GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45G29183103 EATON CORP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46G3265R107 APTIV PLC COM SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MANUAL ENTRY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt059263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt260027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt394194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt460045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5452138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt681761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7184083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt878122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt984629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10118171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1178954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12129428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1347093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14113072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1547093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0024932154 AMERICAN CENTURY HIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102508F828 AMERICAN CENTURY REA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt204314H568 ARTISAN HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3149498107 CAUSEWAY EMERGING MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt431420B300 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5315911727 FIDELITY INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287200 ISHARES CORE S P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287507 ISHARES CORE SP MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287804 ISHARES CORE S P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt946434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1089155H793 TOUCHSTONE MID CAP Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1189609H704 TRIBUTARY SMALL COMP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1290386K720 ULTIMUS MANAGE WESTW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13921910501 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14921937819 VANGUARD INTERMEDIAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15949915482 ALLSPRING SPECIAL MI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MANUAL ENTRY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt062136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt138033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt262417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt388961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt462093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5430409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6123623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7195653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt896785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt991124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10185170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1188838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12166054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1343007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1493263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1545825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0119903
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0523622
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt079
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0643604
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0643604
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0523622
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05801
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt052209
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt058010
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0220703
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0220703
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0119450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0119903
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0353797
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03176721
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0523622
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0588492
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02450
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0230604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt054659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0289807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0643151
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0643604
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09901
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt069104
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-04-27

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