Civic Intelligence

Arthur & Rosemary Harris-Medical Uma

EIN 31-6657923 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$20,218

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.1%

Faster asset growth than 44% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,613,009

Up $38,360 (+1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,613,009

Up $38,360 (+1.1%) from 2023

Revenue

Down

$279,575

Down $80,120 (-22%) from 2023

Expenses

Up

$241,202

Up $1,541 (+0.6%) from 2023

Net Income

Down

$38,373

Down $81,661 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,390,788Liabilities 2020: $0Net Assets 2020: $3,390,7882020Assets 2021: $3,474,931Liabilities 2021: $0Net Assets 2021: $3,474,9312021Assets 2022: $3,454,619Liabilities 2022: $0Net Assets 2022: $3,454,6192022Assets 2023: $3,574,649Liabilities 2023: $0Net Assets 2023: $3,574,6492023Assets 2024: $3,613,009Liabilities 2024: $0Net Assets 2024: $3,613,0092024

Highlighted filing

2024

Assets$3,613,009
Liabilities$0
Net Assets$3,613,009

Operations Trend

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

$400K$200K$0-$200KRevenue 2020: $74,956Expenses 2020: $222,936Net Income 2020: -$147,9802020Revenue 2021: $169,170Expenses 2021: $85,081Net Income 2021: $84,0892021Revenue 2022: $134,596Expenses 2022: $154,902Net Income 2022: -$20,3062022Revenue 2023: $359,695Expenses 2023: $239,661Net Income 2023: $120,0342023Revenue 2024: $279,575Expenses 2024: $241,202Net Income 2024: $38,3732024

Highlighted filing

2024

Revenue$279,575
Expenses$241,202
Net Income$38,373

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 26, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$20,218-$20,218
Filing and Contact Details

Filer

Filer Name
Arthur & Rosemary Harris-medical Uma
EIN
31-6657923
Phone
5034643680
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643680
Signed
2025-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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