Civic Intelligence

John and Helen Davis Scholarship Fund

990PF • Fiscal year 2022 • EIN 27-6529735

May 01, 2021 to Apr 30, 2022 • Filed on Aug 16, 2022

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

(414) 875-3244

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

84th percentile

42%

Higher net margin than 84% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$2,878

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

63rd percentile

4.8%

Faster asset growth than 63% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

71%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$511,339

Up $23,503 (+4.8%) from 2021

Net Assets

Up

$511,339

Up $23,503 (+4.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin84th percentile

Revenue

Up

$56,625

Up $23,536 (+71%) from 2021

Expenses

Up

$33,054

Up $6,140 (+23%) from 2021

Net Income

Up

$23,571

Up $17,396 (+282%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2022

Assets$511,339
Liabilities$0
Net Assets$511,339
Open 2022 Filing

Operations Trend

Revenue Growth85th 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

2022

Revenue$56,625
Expenses$33,054
Net Income$23,571
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Aug 16, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,878-$2,878
Filing and Contact Details

Filer

Filer Name
John and Helen Davis Scholarship Fund
EIN
27-6529735
Phone
4148753244
Address
C/O TMI Trust Co 115 S 84th Street, Milwaukee, WI 53214

Signing Officer

Name
Joe Horstmeier
Title
Trustee
Phone
4148753244
Signed
2022-08-16
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th St Ste 325, Milwaukee, WI 53214
Preparer
Laura Vogel CPA
Phone
4148753244
Raw XML Appendix334 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short term capital gains - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long term capital gains - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Long term capital gain dividends
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt03166
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt023571
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt053464
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt056614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt056625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short term capital gain - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long term capital gain - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long term capital gain dividends
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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/Amt029479
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/TotalGrantOrContriPdDurYrAmt029479
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/AppliedToCurrentYearAmt02888
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026591
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023580
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/QualifyingDistributionsAmt029479
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020692
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026591
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0437
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued income
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0311
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0311
OtherDecreasesSchedule/OtherDecreasesDetail/Amt052
OtherDecreasesSchedule/OtherDecreasesDetail/Amt146
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Change in Accrual
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12020 ROC
OtherIncomeSchedule2/OtherIncomeDetail/Desc02020 Tax refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02021 ROC
TaxesSchedule/TaxesDetail/Amt0425
TaxesSchedule/TaxesDetail/Amt1272
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax Estimates
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0272
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Horstmeier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753244
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN AND HELEN DAVIS SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0276529735
ReturnHeader/Filer/PhoneNum04148753244
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/PreparerFirmGrp/PreparerFirmEIN0562075834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th St Ste 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04148753244
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Vogel CPA
ReturnHeader/ReturnTs02022-08-18T08:24:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joe
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Horstmeier
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$511,339
Liabilities
$0
Net assets
$511,339
Revenue
$56,625
Expenses
$33,054
Net income
$23,571
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