Kathryn a Ordway Charitable Trust

990PF • Fiscal year 2020 • EIN 32-6366186

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 23, 2020

Organization Profile

PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8206

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-400%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

$1,135

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 75.5% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

-16%

Faster asset growth than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-91%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$30,640

Down $6,010 (-16%) from 2019

Net Assets

Down

$30,640

Down $6,010 (-16%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin4th percentile

Revenue

Down

$1,503

Down $14,986 (-91%) from 2019

Expenses

Down

$7,513

Down $94,494 (-93%) from 2019

Net Income

-$6,010

Up $79,508 (+93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

Highlighted filing

2020

Assets$30,640

Liabilities$0

Net Assets$30,640

Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2020

Revenue$1,503

Expenses$7,513

Net Income-$6,010

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2019 to Mar 31, 2020
Signed: Jul 23, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
US BANK NA	Corp Trustee	-	$1,135	-	$1,135

Filing and Contact Details

Filer

Filer Name: Kathryn a Ordway Charitable Trust
EIN: 32-6366186
Phone: 6514668206
Address: PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name: U S Bank N a by
Title: Trustee
Phone: 6514668206
Signed: 2020-07-23
Discuss with paid preparer: Yes

Preparer

Firm: Pricewaterhousecoopers Llp
Address: 600 GRANT STREET, PITTSBURGH, PA 15219
Preparer: Joseph J Castriano
Phone: 4123556000

Raw XML Appendix316 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	22940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	7361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	3423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	78462F103 SPDR S P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	78467Y107 MIDCAP SPDR TRUST SE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2237
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	2237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	97631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	103263
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	3977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	97631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	162
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	6214
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	3977
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	103263
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	99286
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
TaxesSchedule/TaxesDetail/Amt	0	138
TaxesSchedule/TaxesDetail/Amt	1	140
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6514668206
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KATHRYN A ORDWAY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ORDW
ReturnHeader/Filer/EIN	0	326366186
ReturnHeader/Filer/PhoneNum	0	6514668206
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm	0	MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	2D39FCD0F0854C23AB2FF6A2304FF1276C6A6A09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	FB40290D7F080013CEF7FF2018BA1D2E45877382
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	155.201.38.9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123556000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2020-07-29T13:00:43-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-04-01
ReturnHeader/TaxPeriodEndDt	0	2020-03-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $30,640
Liabilities: $0
Net assets: $30,640
Revenue: $1,503
Expenses: $7,513
Net income: -$6,010

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.26	$0.00	$0.26	$0.01	$0.03	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$0.27	$0.00	$0.27	$0.02	$0.02	$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.28	$0.00	$0.28	$0.02	$0.03	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.31	$0.00	$0.31	$0.02	$0.08	$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.37	$0.00	$0.37	$0.16	$1.02	$0.86
2017Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.01	$0.10	$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.40	$0.00	$1.40	$1.48	$0.13	$1.35