Civic Intelligence

Clary Memorial Trust Uma

990PF • Fiscal year 2017 • EIN 27-7012186

Dec 01, 2016 to Nov 30, 2017 • Filed on Feb 02, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$23,104

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

44th percentile

1.0%

Faster asset growth than 44% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

232%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,437,246

Up $14,903 (+1.0%) from 2016

Net Assets

Up

$1,437,246

Up $14,903 (+1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin68th percentile

Revenue

Up

$115,312

Up $80,532 (+232%) from 2016

Expenses

Down

$100,410

Down $2,460 (-2.4%) from 2016

Net Income

Up

$14,902

Up $82,992 (+122%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,471,261Liabilities 2014: $0Net Assets 2014: $1,471,2612014Assets 2015: $1,490,587Liabilities 2015: $0Net Assets 2015: $1,490,5872015Assets 2016: $1,422,343Liabilities 2016: $0Net Assets 2016: $1,422,3432016Assets 2017: $1,437,246Liabilities 2017: $0Net Assets 2017: $1,437,2462017Assets 2018: $1,389,523Liabilities 2018: $0Net Assets 2018: $1,389,5232018Assets 2019: $1,392,657Liabilities 2019: $0Net Assets 2019: $1,392,6572019Assets 2020: $1,338,840Liabilities 2020: $0Net Assets 2020: $1,338,8402020Assets 2021: $1,384,393Liabilities 2021: $0Net Assets 2021: $1,384,3932021Assets 2022: $1,501,176Liabilities 2022: $0Net Assets 2022: $1,501,1762022Assets 2023: $1,441,560Liabilities 2023: $0Net Assets 2023: $1,441,5602023Assets 2024: $1,442,163Liabilities 2024: $0Net Assets 2024: $1,442,1632024

Highlighted filing

2017

Assets$1,437,246
Liabilities$0
Net Assets$1,437,246
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $131,681Expenses 2014: $134,317Net Income 2014: -$2,6362014Revenue 2015: $122,183Expenses 2015: $103,139Net Income 2015: $19,0442015Revenue 2016: $34,780Expenses 2016: $102,870Net Income 2016: -$68,0902016Revenue 2017: $115,312Expenses 2017: $100,410Net Income 2017: $14,9022017Revenue 2018: $56,352Expenses 2018: $103,967Net Income 2018: -$47,6152018Revenue 2019: $99,562Expenses 2019: $96,428Net Income 2019: $3,1342019Revenue 2020: $37,517Expenses 2020: $91,321Net Income 2020: -$53,8042020Revenue 2021: $137,349Expenses 2021: $88,860Net Income 2021: $48,4892021Revenue 2022: $213,858Expenses 2022: $97,076Net Income 2022: $116,7822022Revenue 2023: $33,426Expenses 2023: $93,037Net Income 2023: -$59,6112023Revenue 2024: $62,609Expenses 2024: $60,934Net Income 2024: $1,6752024

Highlighted filing

2017

Revenue$115,312
Expenses$100,410
Net Income$14,902
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 2, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$23,104-$23,104
Filing and Contact Details

Filer

Filer Name
Clary Memorial Trust Uma
EIN
27-7012186
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2018-02-02
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10503027X100 AMERICAN TOWER CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108771195104 ROCHE HOLDINGS LTD S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111585464100 MELCO CROWN ENTERTAI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11260687Y109 MIZUHO FNL GRP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113686330101 ORIX CORP SPONS A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11492932M101 WNS HOLDINGS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116N59465109 MYLAN NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11783175M205 SMITH NEPHEW P L C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119375558103 GILEAD SCIENCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131893641100 TRANSDIGM GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13586562M209 SUMITOMO MITSUI FINL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137N53745100 LYONDELLBASELL INDUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13946625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14062942M201 NTT DOCOMO INC A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14128176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14257636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144440452100 HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145693506107 P P G INDS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147024835100 AMERICAN CAMPUS COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148136385101 CANADIAN NATURAL RES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm176931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm177717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17800206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm179670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18009062X103 BIOGEN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18189353D107 TRANSCANADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182456463108 INDUSTRIAS BACHOCO S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18381762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184961214301 WESTPAC BANKING COPR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185138006309 CANON INC SPONS A D
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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,437,246
Liabilities
$0
Net assets
$1,437,246
Revenue
$115,312
Expenses
$100,410
Net income
$14,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.06$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.21$0.10$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.14$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.13$0.13$0.00