Civic Intelligence

John and Helen Davis Scholarship Fund

990PF • Fiscal year 2019 • EIN 27-6529735

May 01, 2018 to Apr 30, 2019 • Filed on Jun 17, 2019

Organization Profile
C/O TMI Trust Co 115 S 84th StreetMilwaukee, WI 53214

(920) 749-4210

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$2,034

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$495,432

Up $6,852 (+1.4%) from 2018

Net Assets

Up

$495,432

Up $6,852 (+1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin74th percentile

Revenue

Up

$37,553

Up $6,540 (+21%) from 2018

Expenses

Up

$30,701

Up $2,763 (+9.9%) from 2018

Net Income

Up

$6,852

Up $3,777 (+123%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2011: $462,496Liabilities 2011: $0Net Assets 2011: $462,4962011Assets 2012: $476,828Liabilities 2012: $0Net Assets 2012: $476,8282012Assets 2013: $458,932Liabilities 2013: $0Net Assets 2013: $458,9322013Assets 2014: $526,064Liabilities 2014: $0Net Assets 2014: $526,0642014Assets 2015: $512,604Liabilities 2015: $0Net Assets 2015: $512,6042015Assets 2016: $506,871Liabilities 2016: $0Net Assets 2016: $506,8712016Assets 2017: $485,505Liabilities 2017: $0Net Assets 2017: $485,5052017Assets 2018: $488,580Liabilities 2018: $0Net Assets 2018: $488,5802018Assets 2019: $495,432Liabilities 2019: $0Net Assets 2019: $495,4322019Assets 2020: $481,615Liabilities 2020: $0Net Assets 2020: $481,6152020Assets 2021: $487,836Liabilities 2021: $0Net Assets 2021: $487,8362021Assets 2022: $511,339Liabilities 2022: $0Net Assets 2022: $511,3392022Assets 2023: $487,620Liabilities 2023: $0Net Assets 2023: $487,6202023Assets 2024: $481,468Liabilities 2024: $0Net Assets 2024: $481,4682024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2019

Assets$495,432
Liabilities$0
Net Assets$495,432
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$500K$0-$500KExpenses 2011: $17,8362011Expenses 2012: $26,5102012Expenses 2013: $38,6862013Revenue 2014: $94,465Expenses 2014: $27,214Net Income 2014: $67,2512014Revenue 2015: $27,091Expenses 2015: $40,562Net Income 2015: -$13,4712015Revenue 2016: $25,150Expenses 2016: $30,883Net Income 2016: -$5,7332016Revenue 2017: $11,294Expenses 2017: $32,660Net Income 2017: -$21,3662017Revenue 2018: $31,013Expenses 2018: $27,938Net Income 2018: $3,0752018Revenue 2019: $37,553Expenses 2019: $30,701Net Income 2019: $6,8522019Revenue 2020: $15,949Expenses 2020: $29,831Net Income 2020: -$13,8822020Revenue 2021: $33,089Expenses 2021: $26,914Net Income 2021: $6,1752021Revenue 2022: $56,625Expenses 2022: $33,054Net Income 2022: $23,5712022Revenue 2023: $5,120Expenses 2023: $27,994Net Income 2023: -$22,8742023Revenue 2024: $17,919Expenses 2024: $20,723Net Income 2024: -$2,8042024Revenue 2025: $952Expenses 2025: $482,420Net Income 2025: -$481,4682025

Highlighted filing

2019

Revenue$37,553
Expenses$30,701
Net Income$6,852
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Jun 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,034-$2,034
Filing and Contact Details

Filer

Filer Name
John and Helen Davis Scholarship Fund
EIN
27-6529735
Phone
9207494210
Address
C/O TMI Trust Co 115 S 84th Street, Milwaukee, WI 53214

Signing Officer

Name
Joe Horstmeier
Title
Trustee
Phone
9207494210
Signed
2019-06-17
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th Street Suite 325, Milwaukee, WI 53214
Preparer
Laura Lesperance CPA
Phone
4148753240
Raw XML Appendix325 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07155527389
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter of Application, stating course of study and application deadline
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO Harris Bank NA Attn David JAdle
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07155527389
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04252 Southtown Dr
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Eau Claire
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Limited to qualified graduates of Superior (WI) Senior High School
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Tuition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01315 Mendota Heights Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055120
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021198
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06307
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027505
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03738
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06307
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0471
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued income
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0560
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0560
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0School District Admin Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01905
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01905
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Excise Tax Refund
TaxesSchedule/TaxesDetail/Amt0568
TaxesSchedule/TaxesDetail/Amt1403
TaxesSchedule/TaxesDetail/Amt2191
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax Estimates
TaxesSchedule/TaxesDetail/CategoryTxt1Federal excise tax due
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0191
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Horstmeier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09207494210
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN AND HELEN DAVIS SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0276529735
ReturnHeader/Filer/PhoneNum09207494210
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TMI Trust Co 115 S 84th Street
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A35A1D02F9729A0528B2479A01AFEF2319CD8DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022DD4298732F36F4728E54296F429D6B410CFF84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.11.138.238
ReturnHeader/FilingSecurityInformation/IPDt02019-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm003:32:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th Street Suite 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04148753240
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Lesperance CPA
ReturnHeader/ReturnTs02019-08-02T03:54:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$495,432
Liabilities
$0
Net assets
$495,432
Revenue
$37,553
Expenses
$30,701
Net income
$6,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$4.82$4.81
2024Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.18$0.21$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.05$0.28$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.57$0.33$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.33$0.27$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.16$0.30$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.38$0.31$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.31$0.28$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.11$0.33$0.21
2016Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.25$0.31$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.27$0.41$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.94$0.27$0.67
2013Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.39
2012Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.18