Civic Intelligence

Lois Mannon Charitable Trust 08502640

990PF • Fiscal year 2019 • EIN 36-6025087

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 09, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(815) 235-8516

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-96%

Higher net margin than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$5,868

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 43.2% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.3%

Faster asset growth than 38% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$378,229

Down $13,053 (-3.3%) from 2018

Net Assets

Down

$378,229

Down $13,053 (-3.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$13,581

Down $17,010 (-56%) from 2018

Expenses

Down

$26,632

Down $193 (-0.7%) from 2018

Net Income

Down

-$13,051

Down $16,817 (-447%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2010: $381,985Liabilities 2010: $0Net Assets 2010: $381,9852010Assets 2011: $376,025Liabilities 2011: $0Net Assets 2011: $376,0252011Assets 2012: $373,437Liabilities 2012: $0Net Assets 2012: $373,4372012Assets 2013: $428,492Liabilities 2013: $0Net Assets 2013: $428,4922013Assets 2014: $422,851Liabilities 2014: $0Net Assets 2014: $422,8512014Assets 2015: $415,495Liabilities 2015: $0Net Assets 2015: $415,4952015Assets 2016: $404,209Liabilities 2016: $0Net Assets 2016: $404,2092016Assets 2017: $387,780Liabilities 2017: $0Net Assets 2017: $387,7802017Assets 2018: $391,282Liabilities 2018: $0Net Assets 2018: $391,2822018Assets 2019: $378,229Liabilities 2019: $0Net Assets 2019: $378,2292019Assets 2020: $352,001Liabilities 2020: $0Net Assets 2020: $352,0012020Assets 2021: $385,748Liabilities 2021: $0Net Assets 2021: $385,7482021Assets 2022: $362,503Liabilities 2022: $0Net Assets 2022: $362,5032022Assets 2023: $347,858Liabilities 2023: $0Net Assets 2023: $347,8582023Assets 2024: $339,010Liabilities 2024: $0Net Assets 2024: $339,0102024

Highlighted filing

2019

Assets$378,229
Liabilities$0
Net Assets$378,229
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KExpenses 2010: $21,3132010Expenses 2011: $24,3342011Expenses 2012: $26,1202012Revenue 2013: $81,648Expenses 2013: $26,593Net Income 2013: $55,0552013Revenue 2014: $23,853Expenses 2014: $28,803Net Income 2014: -$4,9502014Revenue 2015: $19,243Expenses 2015: $27,330Net Income 2015: -$8,0872015Revenue 2016: $14,837Expenses 2016: $26,363Net Income 2016: -$11,5262016Revenue 2017: $9,047Expenses 2017: $25,493Net Income 2017: -$16,4462017Revenue 2018: $30,591Expenses 2018: $26,825Net Income 2018: $3,7662018Revenue 2019: $13,581Expenses 2019: $26,632Net Income 2019: -$13,0512019Revenue 2020: $30Expenses 2020: $26,137Net Income 2020: -$26,1072020Revenue 2021: $62,078Expenses 2021: $28,330Net Income 2021: $33,7482021Revenue 2022: $7,746Expenses 2022: $30,986Net Income 2022: -$23,2402022Revenue 2023: $11,782Expenses 2023: $26,421Net Income 2023: -$14,6392023Revenue 2024: $17,022Expenses 2024: $25,871Net Income 2024: -$8,8492024

Highlighted filing

2019

Revenue$13,581
Expenses$26,632
Net Income-$13,051
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$5,868-$5,868
Filing and Contact Details

Filer

Filer Name
Lois Mannon Charitable Trust
EIN
36-6025087
Phone
8152358516
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
8152358516
Signed
2020-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix380 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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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/AddressLine1Txt050 W DOUGLAS ST POBOX 30
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FREEPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd061032
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0USBANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08152358516
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HIGHLAND COMM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02998 W PEARL CITY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FREEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061032
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019346
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01352
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019346
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020698
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019187
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019346
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0347
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1929
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1929
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY RETURN OF CAPITAL ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt0221
TaxesSchedule/TaxesDetail/Amt1171
TaxesSchedule/TaxesDetail/Amt2248
TaxesSchedule/TaxesDetail/Amt313
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0221
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt313
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08152358516
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOIS MANNON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MANN
ReturnHeader/Filer/EIN0366025087
ReturnHeader/Filer/PhoneNum08152358516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-08T09:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$378,229
Liabilities
$0
Net assets
$378,229
Revenue
$13,581
Expenses
$26,632
Net income
-$13,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.17$0.26$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.12$0.26$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.08$0.31$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.62$0.28$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.00$0.26$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.14$0.27$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.31$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.09$0.25$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.15$0.26$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.19$0.27$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.24$0.29$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.82$0.27$0.55
2012Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.21