Civic Intelligence

Ralph Haugse Memorial Trust 50255000

990PF • Fiscal year 2019 • EIN 27-6400625

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 04, 2019

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$42,038

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-30%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,637,275

Up $173,509 (+3.9%) from 2018

Net Assets

Up

$4,637,275

Up $173,509 (+3.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Down

$377,379

Down $161,769 (-30%) from 2018

Expenses

Down

$200,665

Down $345,636 (-63%) from 2018

Net Income

Up

$176,714

Up $183,867 (+2570%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$4,637,275
Liabilities$0
Net Assets$4,637,275
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$377,379
Expenses$200,665
Net Income$176,714
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 4, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$42,038-$42,038
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
2019-12-04
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/OtherExpensesRevAndExpnssAmt01
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0200665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0343967
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-06-02
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112009-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-04-12

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Filings

Displayed year

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

Open filing
Assets
$4,637,275
Liabilities
$0
Net assets
$4,637,275
Revenue
$377,379
Expenses
$200,665
Net income
$176,714
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