Civic Intelligence

William & Marion Clifton Bhs Scholarship Trust Fund

990PF • Fiscal year 2014 • EIN 27-7026388

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
400 Milwaukee AveBurlington, WI 53105

(262) 763-3581

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

6th percentile

-90%

Higher net margin than 6% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$8,052

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 37.5% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

31st percentile

-2.6%

Faster asset growth than 31% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$740,941

Down $19,484 (-2.6%) from 2013

Net Assets

Down

$740,941

Down $19,484 (-2.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin6th percentile

Revenue

Down

$21,499

Down $4,590 (-18%) from 2013

Expenses

Up

$40,935

Up $5,382 (+15%) from 2013

Net Income

Down

-$19,436

Down $9,972 (-105%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2014

Assets$740,941
Liabilities$0
Net Assets$740,941
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$21,499
Expenses$40,935
Net Income-$19,436
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,052-$8,052
Filing and Contact Details

Filer

Filer Name
William & Marion Clifton Bhs
EIN
27-7026388
Phone
2627633581
Address
400 MILWAUKEE AVE, BURLINGTON, WI 53105

Signing Officer

Name
Camela M Meyer
Title
Trustee
Phone
2627633581
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Edwards Group Cpas Sc
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105-1230
Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Raw XML Appendix238 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0708615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BONDS & STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0764872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013390
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0300
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0252
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0741241
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0760425
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0740941
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038493
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038493
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038493
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038708
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0215
IRS990PF/DistributableAmountGrp/TotalTaxAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0450
IRS990PF/FMVAssetsEOYAmt0797200
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0714069
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0760425
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0785942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0746540
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt039402
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011789
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038708
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0774153
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0785942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0THE CHICAGO TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0CAMELA M MEYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt08052
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt035305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt042773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt018327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055459
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0793990
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0673880
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.127120
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040720
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040935
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040935
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/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/IndividualWithBooksNm0WINTRUST WEALTH MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 MILWAUKEE AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627673230
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/Expenses1Amt032000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032000
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031566
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09369
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038493
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040935
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06927
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09369
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ROUNDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-2
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0300
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GAINS/LOSSES ON INV REDEMPTN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0657
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0657
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0252
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FEDERAL TAX REFUND
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAMELA M MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02627633581
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & MARION CLIFTON BHS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0277026388
ReturnHeader/Filer/PhoneNum02627633581
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 MILWAUKEE AVE
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391793586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARDS GROUP CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0441 MILWAUKEE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531051230
ReturnHeader/PreparerPersonGrp/PhoneNum02627637616
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL B EDWARDS CPA JD
ReturnHeader/ReturnTs02015-05-29T14:39:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$740,941
Liabilities
$0
Net assets
$740,941
Revenue
$21,499
Expenses
$40,935
Net income
-$19,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$0.12$0.35$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.22$0.36$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.00$7.22$0.64$0.39$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.11$0.40$0.29
2019Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.28$0.33$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.34$0.37$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.89$0.41$0.48
2014Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.21$0.41$0.19
2013Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.26$0.36$0.09
2012Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.43