Civic Intelligence

William & Marion Clifton Bhs

EIN 27-7026388 • Milwaukee, WI

401 KilbournMilwaukee, WI 53202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-192%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$8,940

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 74.9% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

30th percentile

-3.3%

Faster asset growth than 30% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-53%

Faster revenue growth than 6% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$633,902

Down $29,602 (-4.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$633,902

Down $29,602 (-4.5%) from 2022

Revenue

Up

$11,940

Up $33,689 (+155%) from 2022

Expenses

Down

$34,909

Down $1,130 (-3.1%) from 2022

Net Income

Up

-$22,969

Up $34,819 (+60%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $768,863Liabilities 2012: $0Net Assets 2012: $768,8632012Assets 2013: $760,425Liabilities 2013: $0Net Assets 2013: $760,4252013Assets 2014: $740,941Liabilities 2014: $0Net Assets 2014: $740,9412014Assets 2015: $789,694Liabilities 2015: $0Net Assets 2015: $789,6942015Assets 2017: $738,145Liabilities 2017: $0Net Assets 2017: $738,1452017Assets 2019: $724,767Liabilities 2019: $0Net Assets 2019: $724,7672019Assets 2020: $696,245Liabilities 2020: $0Net Assets 2020: $696,2452020Assets 2021: $722,016Liabilities 2021: $0Net Assets 2021: $722,0162021Assets 2022: $663,504Liabilities 2022: $0Net Assets 2022: $663,5042022Assets 2024: $633,902Liabilities 2024: $0Net Assets 2024: $633,9022024

Highlighted filing

2024

Assets$633,902
Liabilities$0
Net Assets$633,902

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2012: $43,2072012Revenue 2013: $26,089Expenses 2013: $35,553Net Income 2013: -$9,4642013Revenue 2014: $21,499Expenses 2014: $40,935Net Income 2014: -$19,4362014Revenue 2015: $88,705Expenses 2015: $40,520Net Income 2015: $48,1852015Revenue 2017: $34,100Expenses 2017: $36,942Net Income 2017: -$2,8422017Revenue 2019: $27,725Expenses 2019: $33,430Net Income 2019: -$5,7052019Revenue 2020: $11,237Expenses 2020: $39,771Net Income 2020: -$28,5342020Revenue 2021: $64,466Expenses 2021: $38,627Net Income 2021: $25,8392021Revenue 2022: -$21,749Expenses 2022: $36,039Net Income 2022: -$57,7882022Revenue 2024: $11,940Expenses 2024: $34,909Net Income 2024: -$22,9692024

Highlighted filing

2024

Revenue$11,940
Expenses$34,909
Net Income-$22,969

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 5, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,284-$6,284
Filing and Contact Details

Filer

Filer Name
William & Marion Clifton Bhs
EIN
27-7026388
Phone
4148318312
Address
401 KILBOURN, MILWAUKEE, WI 53202

Signing Officer

Name
The Chicago Trust Company
Title
Trustee
Phone
4148318312
Signed
2023-11-05

Preparer

Firm
Edwards Group Cpas Sc
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105-1230
Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Raw XML AppendixShowing 400 of 471 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01413
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01413
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22021-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72021-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102021-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt122016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt132015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt142015-04
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CLEARBRIDGE INTERNATIONAL GROWTH FUN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2DFA WORLD EX US GOVERNMENT FIXED INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3GRANITESHARES BLOOMBERG COMMODITY BO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4GREAT LAKES DISCIPLINED EQUITY FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5GREAT LAKES LARGE CAP VALUE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6ISHARE CORE S&P 500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7ISHARES FLOATING RATE BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8JANUS HENDERSON GLOBAL RE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9LAZARD GLOBAL LISTED INFRASTRUCTURE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10PACIFIC FUNDS CORE INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11ADVISORS CAMBIAR INTL SMALL CAP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12ARTISAN HIGH INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13ARTISAN PARTNERS INTL FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14CAUSEWAY EMERGING MARKETS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15CAUSEWAY EMERGING MARKETS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16CAUSEWAY INT'L VALUE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17CLEARBRIDGE INTERNTIONAL GROWTH FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18CLEARBRIDGE INTERNTIONAL GROWTH FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19DFA WORLD EX US GOVERNMENT FIXED INC
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23JANUS HENDERSON GLOBAL RE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24JANUS HENDERSON GLOBAL RE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25LAZARD GLOBAL LISTED INFRASTRUCTURE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30WEITZ CORE PLUS INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31FHLMC & FNMA POOL TRANSACTIONS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12022-11
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302022-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312022-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-32
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-1809
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-55
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-886
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16126
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-560
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-1777
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-4061
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-5351
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt212346
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22338
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-229
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-788
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-62
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26169
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-1727
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-8817
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-620
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30-1470
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31-75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0626316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BONDS & STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0583927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt018577
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-40620
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0294
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-21749
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-21749
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01413
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01413
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02980
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06284
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06284
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028201
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028201
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018577
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018577
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-57788
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0416204
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0294
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0294
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-40620
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021851
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0133
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt036039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt021851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-21749
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07838
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02980
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-57788
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01309
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0585
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0664813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0722016
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0663504
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032385
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032385
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032385
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032689
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0304
IRS990PF/DistributableAmountGrp/TotalTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01094
IRS990PF/FMVAssetsEOYAmt0621115
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01094
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01094
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0675823
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0626316
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0583927
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0722016
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0663504
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt046193
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036094
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036094
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0722016
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0663504
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0621115
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0722016
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0663504
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0722016
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0663504
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0663745
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031590
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0631061
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09956
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01094
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032689
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0653789
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0663745
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0THE CHICAGO TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0401 KILBOURN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt036039
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt036039
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0401 KILBOURN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE CHICAGO TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04148318312
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PAYMENT TO BHS SCHOLARSHIP TRUST FOR SCHOLARSHIP DISTRIBUTION
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt028201
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION IS MADE THROUGH THE COMMON APPLICATION PROCESS FOR BHS LOCAL SCHOLARSHIPS AND FURTHER INFORMATION CAN BE OBTAINED ON THE BURLINGTON AREA SCHOOL DISTRICT WEBSITE OR BY CONTACTING THE COUNSELING OFFICE AT BURLINGTON HIGH SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BHS COUNSELING OFFICE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02627630200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0400 MCCANNA PARKWAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053105
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0DUE TO THE COUNSELING OFFICE AT BURLINGTON SENIOR HIGH SCHOOL BY APRIL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BHS SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0441 MILWAUKEE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028201
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false

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