Civic Intelligence

Stephen Littler Tr 06601773

990PF • Fiscal year 2023 • EIN 37-6023121

May 01, 2022 to Apr 30, 2023 • Filed on Mar 04, 2024

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

83rd percentile

0.38x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.72x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$133,943

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-6.1%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,621,009

Up $514,828 (+24%) from 2022

Net Assets

Up

$1,634,564

Up $604,828 (+59%) from 2022

Liabilities

Down

$986,445

Down $90,000 (-8.4%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin86th percentile

Revenue

Down

$1,372,040

Down $89,391 (-6.1%) from 2022

Expenses

Down

$767,213

Down $394,868 (-34%) from 2022

Net Income

Up

$604,827

Up $305,477 (+102%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $899,763Liabilities 2012: $02012Assets 2013: $634,669Liabilities 2013: $02013Assets 2014: $2,241,743Liabilities 2014: $1,796,4452014Assets 2015: $1,729,168Liabilities 2015: $1,706,4452015Assets 2017: $2,597,032Liabilities 2017: $1,526,445Net Assets 2017: $1,070,5872017Assets 2018: $2,305,830Liabilities 2018: $1,436,445Net Assets 2018: $869,3852018Assets 2019: $2,106,116Liabilities 2019: $1,346,445Net Assets 2019: $759,6712019Assets 2020: $2,184,754Liabilities 2020: $1,346,4452020Assets 2021: $1,896,824Liabilities 2021: $1,166,445Net Assets 2021: $730,3792021Assets 2022: $2,106,181Liabilities 2022: $1,076,445Net Assets 2022: $1,029,7362022Assets 2023: $2,621,009Liabilities 2023: $986,445Net Assets 2023: $1,634,5642023Assets 2024: $3,230,586Liabilities 2024: $896,445Net Assets 2024: $2,334,1412024Assets 2025: $3,542,477Liabilities 2025: $806,445Net Assets 2025: $2,736,0322025

Highlighted filing

2023

Assets$2,621,009
Liabilities$986,445
Net Assets$1,634,564
Open 2023 Filing

Operations Trend

Revenue Growth31st percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2012: $1,735,725Expenses 2012: $1,740,471Net Income 2012: -$4,7462012Revenue 2013: $1,538,388Expenses 2013: $1,804,709Net Income 2013: -$266,3212013Revenue 2014: $1,577,385Expenses 2014: $1,766,727Net Income 2014: -$189,3422014Revenue 2015: $1,459,418Expenses 2015: $1,902,838Net Income 2015: -$443,4202015Revenue 2017: $1,551,792Expenses 2017: $2,733,162Net Income 2017: -$1,181,3702017Revenue 2018: $1,261,287Expenses 2018: $4,152,107Net Income 2018: -$2,890,8202018Revenue 2019: $1,312,803Expenses 2019: $1,422,517Net Income 2019: -$109,7142019Revenue 2020: $1,139,182Expenses 2020: $7,895,692Net Income 2020: -$6,756,5102020Revenue 2021: $1,149,111Expenses 2021: $1,257,039Net Income 2021: -$107,9282021Revenue 2022: $1,461,431Expenses 2022: $1,162,081Net Income 2022: $299,3502022Revenue 2023: $1,372,040Expenses 2023: $767,213Net Income 2023: $604,8272023Revenue 2024: $1,694,202Expenses 2024: $994,626Net Income 2024: $699,5762024Revenue 2025: $1,071,264Expenses 2025: $669,373Net Income 2025: $401,8912025

Highlighted filing

2023

Revenue$1,372,040
Expenses$767,213
Net Income$604,827
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Mar 4, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$133,943-$133,943
Filing and Contact Details

Filer

Filer Name
Stephen Littler Tr
EIN
37-6023121
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2024-03-04
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
Raw XML Appendix350 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01987562
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01987562
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01987562
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03155841
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02546
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02546
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt0986445
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt00.05000
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/BusinessName/BusinessNameLine1Txt0METROPOLITAN LIFE 495 05052034
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt01796445
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1520032
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08103
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Royalty Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08103
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08103
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt04408
TaxesSchedule/TaxesDetail/Amt112476
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN LITTLER TR
ReturnHeader/Filer/BusinessNameControlTxt0LITT
ReturnHeader/Filer/EIN0376023121
ReturnHeader/Filer/PhoneNum03144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-12T16:00:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,621,009
Liabilities
$986,445
Net assets
$1,634,564
Revenue
$1,372,040
Expenses
$767,213
Net income
$604,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.54$0.81$2.74$1.07$0.67$0.40
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.90$2.33$1.69$0.99$0.70
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.99$1.63$1.37$0.77$0.60
2022Detailed filing. Detailed filing data is available for this year.$2.11$1.08$1.03$1.46$1.16$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.90$1.17$0.73$1.15$1.26$0.11
2020Summary only. Only limited summary data is available for this year.$2.18$1.35$1.14$7.90$6.76
2019Detailed filing. Detailed filing data is available for this year.$2.11$1.35$0.76$1.31$1.42$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.31$1.44$0.87$1.26$4.15$2.89
2017Detailed filing. Detailed filing data is available for this year.$2.60$1.53$1.07$1.55$2.73$1.18
2015Summary only. Only limited summary data is available for this year.$1.73$1.71$1.46$1.90$0.44
2014Summary only. Only limited summary data is available for this year.$2.24$1.80$1.58$1.77$0.19
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$1.54$1.80$0.27
2012Summary only. Only limited summary data is available for this year.$0.90$0.00$1.74$1.74$0.00