Civic Intelligence

Lucia Buchholz Irrev Trust

990PF • Fiscal year 2011 • EIN 36-6941195

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 30, 2012

Organization Profile
C/O US Bank Na PO Box 204353201-9668
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

92nd percentile

$3,470

Higher top officer pay than 92% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

59th percentile

3.0%

Faster asset growth than 59% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$208,740

Up $6,012 (+3.0%) from 2010

Net Assets

Up

$208,740

Up $6,012 (+3.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$13,959

Up $1,665 (+14%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2010: $202,728Liabilities 2010: $0Net Assets 2010: $202,7282010Assets 2011: $208,740Liabilities 2011: $0Net Assets 2011: $208,7402011Assets 2012: $210,988Liabilities 2012: $0Net Assets 2012: $210,9882012Assets 2013: $207,588Liabilities 2013: $0Net Assets 2013: $207,5882013Assets 2015: $199,332Liabilities 2015: $0Net Assets 2015: $199,3322015Assets 2016: $198,295Liabilities 2016: $0Net Assets 2016: $198,2952016Assets 2017: $196,640Liabilities 2017: $0Net Assets 2017: $196,6402017Assets 2019: $187,902Liabilities 2019: $0Net Assets 2019: $187,9022019Assets 2020: $173,693Liabilities 2020: $0Net Assets 2020: $173,6932020Assets 2021: $182,379Liabilities 2021: $0Net Assets 2021: $182,3792021Assets 2022: $188,490Liabilities 2022: $0Net Assets 2022: $188,4902022Assets 2023: $171,575Liabilities 2023: $0Net Assets 2023: $171,5752023Assets 2024: $173,908Liabilities 2024: $0Net Assets 2024: $173,9082024

Highlighted filing

2011

Assets$208,740
Liabilities$0
Net Assets$208,740
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2010: $12,2942010Expenses 2011: $13,9592011Expenses 2012: $14,2972012Revenue 2013: $10,765Expenses 2013: $14,165Net Income 2013: -$3,4002013Revenue 2015: $8,610Expenses 2015: $25,466Net Income 2015: -$16,8562015Revenue 2016: $3,740Expenses 2016: $4,630Net Income 2016: -$8902016Revenue 2017: $11,444Expenses 2017: $13,483Net Income 2017: -$2,0392017Revenue 2019: $5,957Expenses 2019: $13,462Net Income 2019: -$7,5052019Revenue 2020: -$982Expenses 2020: $13,210Net Income 2020: -$14,1922020Revenue 2021: $21,944Expenses 2021: $13,258Net Income 2021: $8,6862021Revenue 2022: $22,476Expenses 2022: $16,776Net Income 2022: $5,7002022Revenue 2023: $8,877Expenses 2023: $25,994Net Income 2023: -$17,1172023Revenue 2024: $6,356Expenses 2024: $4,024Net Income 2024: $2,3322024

Highlighted filing

2011

Revenue-
Expenses$13,959
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 30, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$3,470-$3,470
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALTENHEIMIMPROVE CARE & QUALITY OF LIFE OF RESIDENTSPUBLICFOREST PARK, IL, US$9,821
Filing and Contact Details

Filer

EIN
36-6941195
Raw XML AppendixShowing 400 of 474 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/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0208740
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IRS990PF/FMVAssetsEOY0213734
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0225470
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07543
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0217927
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03382
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn011104
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0222088
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0225470
IRS990PF/NECT0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03470
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets011588
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5013265
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.26088
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions010708
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions010708
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions010708
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine20MK-WI-TWAF
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04147655016
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10777 E WISCONSIN AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053202
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount09821
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0IMPROVE CARE & QUALITY OF LIFE OF RESIDENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALTENHEIM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine107824 MADISON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0FOREST PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0601301466
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IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09821

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,740
Liabilities
$0
Net assets
$208,740
Revenue
-
Expenses
$13,959
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.06$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.09$0.26$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.22$0.17$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.22$0.13$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.01$0.13$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.06$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.11$0.13$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.04$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.09$0.25$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.11$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.12