Civic Intelligence

Ralph Haugse Memorial Trust 50255000

990PF • Fiscal year 2018 • EIN 27-6400625

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 26, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

36th percentile

-1.3%

Higher net margin than 36% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$42,837

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,463,766

Down $5,673 (-0.1%) from 2017

Net Assets

Down

$4,463,766

Down $5,673 (-0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin36th percentile

Revenue

Up

$539,148

Up $203,975 (+61%) from 2017

Expenses

Up

$546,301

Up $13,584 (+2.5%) from 2017

Net Income

Up

-$7,153

Up $190,391 (+96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,320,450Liabilities 2011: $0Net Assets 2011: $5,320,4502011Assets 2012: $5,396,510Liabilities 2012: $0Net Assets 2012: $5,396,5102012Assets 2013: $5,042,691Liabilities 2013: $0Net Assets 2013: $5,042,6912013Assets 2014: $5,131,253Liabilities 2014: $0Net Assets 2014: $5,131,2532014Assets 2015: $4,889,616Liabilities 2015: $0Net Assets 2015: $4,889,6162015Assets 2016: $4,651,779Liabilities 2016: $0Net Assets 2016: $4,651,7792016Assets 2017: $4,469,439Liabilities 2017: $0Net Assets 2017: $4,469,4392017Assets 2018: $4,463,766Liabilities 2018: $0Net Assets 2018: $4,463,7662018Assets 2019: $4,637,275Liabilities 2019: $0Net Assets 2019: $4,637,2752019Assets 2020: $4,612,338Liabilities 2020: $0Net Assets 2020: $4,612,3382020Assets 2021: $5,077,993Liabilities 2021: $0Net Assets 2021: $5,077,9932021Assets 2022: $5,237,096Liabilities 2022: $0Net Assets 2022: $5,237,0962022Assets 2023: $5,122,293Liabilities 2023: $0Net Assets 2023: $5,122,2932023Assets 2024: $5,064,291Liabilities 2024: $0Net Assets 2024: $5,064,2912024Assets 2025: $5,481,665Liabilities 2025: $0Net Assets 2025: $5,481,6652025

Highlighted filing

2018

Assets$4,463,766
Liabilities$0
Net Assets$4,463,766
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $304,5552011Expenses 2012: $319,0952012Expenses 2013: $355,2882013Revenue 2014: $456,087Expenses 2014: $367,522Net Income 2014: $88,5652014Revenue 2015: $316,978Expenses 2015: $525,476Net Income 2015: -$208,4982015Revenue 2016: $265,657Expenses 2016: $521,558Net Income 2016: -$255,9012016Revenue 2017: $335,173Expenses 2017: $532,717Net Income 2017: -$197,5442017Revenue 2018: $539,148Expenses 2018: $546,301Net Income 2018: -$7,1532018Revenue 2019: $377,379Expenses 2019: $200,665Net Income 2019: $176,7142019Revenue 2020: $314,960Expenses 2020: $337,830Net Income 2020: -$22,8702020Revenue 2021: $788,144Expenses 2021: $324,175Net Income 2021: $463,9692021Revenue 2022: $566,861Expenses 2022: $409,255Net Income 2022: $157,6062022Revenue 2023: $201,677Expenses 2023: $478,314Net Income 2023: -$276,6372023Revenue 2024: $236,263Expenses 2024: $309,259Net Income 2024: -$72,9962024Revenue 2025: $793,043Expenses 2025: $375,615Net Income 2025: $417,4282025

Highlighted filing

2018

Revenue$539,148
Expenses$546,301
Net Income-$7,153
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 26, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$42,837-$42,837
Filing and Contact Details

Filer

Filer Name
Ralph Haugse Memorial Trust
EIN
27-6400625
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-11-26
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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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt038553
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0497000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0497000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0141081
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0141262
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0474569
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0546301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0514967
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0539148
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05784
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040398
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049301
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-08-11

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,463,766
Liabilities
$0
Net assets
$4,463,766
Revenue
$539,148
Expenses
$546,301
Net income
-$7,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.79$0.38$0.42
2024Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.24$0.31$0.07
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.20$0.48$0.28
2022Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.57$0.41$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.79$0.32$0.46
2020Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.31$0.34$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.38$0.20$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.54$0.55$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.34$0.53$0.20
2016Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.27$0.52$0.26
2015Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.32$0.53$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.46$0.37$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.36
2012Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.32
2011Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.30