Civic Intelligence

Laura L Adams Trust

990PF • Fiscal year 2017 • EIN 37-6023086

Jun 01, 2016 to May 31, 2017 • Filed on Aug 31, 2017

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$6,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 37.8% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

3.5%

Faster asset growth than 55% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

90%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$312,501

Up $10,560 (+3.5%) from 2016

Net Assets

Up

$312,501

Up $10,560 (+3.5%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$17,174

Up $8,116 (+90%) from 2016

Expenses

Down

$6,607

Down $16,712 (-72%) from 2016

Net Income

Up

$10,567

Up $24,828 (+174%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$400K$300K$200K$100K$0Assets 2012: $326,583Liabilities 2012: $02012Assets 2013: $322,997Liabilities 2013: $02013Assets 2014: $314,722Liabilities 2014: $02014Assets 2015: $316,201Liabilities 2015: $1Net Assets 2015: $316,2012015Assets 2016: $301,941Liabilities 2016: $1Net Assets 2016: $301,9412016Assets 2017: $312,501Liabilities 2017: $0Net Assets 2017: $312,5012017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$312,501
Liabilities$0
Net Assets$312,501
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$200K$0-$200K-$400KRevenue 2012: $24,420Expenses 2012: $53,626Net Income 2012: -$29,2062012Revenue 2013: $21,689Expenses 2013: $25,276Net Income 2013: -$3,5872013Revenue 2014: $18,011Expenses 2014: $26,184Net Income 2014: -$8,1732014Revenue 2015: $25,776Expenses 2015: $24,262Net Income 2015: $1,5142015Revenue 2016: $9,058Expenses 2016: $23,319Net Income 2016: -$14,2612016Revenue 2017: $17,174Expenses 2017: $6,607Net Income 2017: $10,5672017Revenue 2018: $16,840Expenses 2018: $327,924Net Income 2018: -$311,0842018

Highlighted filing

2017

Revenue$17,174
Expenses$6,607
Net Income$10,567
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Aug 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,500-$6,500
Filing and Contact Details

Filer

Filer Name
Laura L Adams Trust
EIN
37-6023086
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2017-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0301941
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0312501
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0124329
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0123038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0268486
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0177202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0193712
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027315
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06140
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010970
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010970
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0301941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0312501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0327720
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0301941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0312501
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0301941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0312501
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0313573
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08946
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0304627
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04704
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015443
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0308869
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0313573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd063166
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt023736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt023872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt022725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt021577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt047369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.076849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.065844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.063379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.140057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0308869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0312767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0342343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0345134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0340446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0338213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.384247
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03265
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03265
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03265
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt0PO BOX 0634
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532010634
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03144182643
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/AppliedToCurrentYearAmt03265
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011906
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08474
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02951
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03265
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08474
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020380
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,501
Liabilities
$0
Net assets
$312,501
Revenue
$17,174
Expenses
$6,607
Net income
$10,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.17$3.28$3.11
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.17$0.07$0.11
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.02$0.00$3.02$0.09$0.23$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.26$0.24$0.02
2014Summary only. Only limited summary data is available for this year.$3.15$0.00$0.18$0.26$0.08
2013Summary only. Only limited summary data is available for this year.$3.23$0.00$0.22$0.25$0.04
2012Summary only. Only limited summary data is available for this year.$3.27$0.00$0.24$0.54$0.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits