Civic Intelligence

Mildred J Dinwiddle Trust 06610014

990PF • Fiscal year 2017 • EIN 37-6227814

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 10, 2018

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

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$10,292

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

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

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Up

$177,658

Up $63,171 (+55%) from 2015

Net Assets

$177,658

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$53,014

Down $92,880 (-64%) from 2015

Expenses

Down

$27,230

Down $912,183 (-97%) from 2015

Net Income

Up

$25,784

Up $819,303 (+103%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $20,773Liabilities 2011: $02011Assets 2012: $19,407Liabilities 2012: $02012Assets 2013: $5,811Liabilities 2013: $02013Assets 2014: $10,091Liabilities 2014: $02014Assets 2015: $114,487Liabilities 2015: $02015Assets 2017: $177,658Liabilities 2017: $0Net Assets 2017: $177,6582017Assets 2018: $222,589Liabilities 2018: $0Net Assets 2018: $222,5892018Assets 2019: $284,467Liabilities 2019: $1Net Assets 2019: $284,4672019Assets 2020: $232,746Liabilities 2020: $1Net Assets 2020: $232,7462020Assets 2021: $112,892Liabilities 2021: $12021Assets 2022: $160,480Liabilities 2022: $1Net Assets 2022: $160,4802022Assets 2023: $289,044Liabilities 2023: $12023Assets 2025: $343,925Liabilities 2025: $0Net Assets 2025: $343,9252025

Highlighted filing

2017

Assets$177,658
Liabilities$0
Net Assets$177,658

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $95,359Expenses 2011: $132,420Net Income 2011: -$37,0612011Revenue 2012: $139,829Expenses 2012: $141,195Net Income 2012: -$1,3662012Revenue 2013: $127,996Expenses 2013: $141,591Net Income 2013: -$13,5952013Revenue 2014: $140,053Expenses 2014: $135,773Net Income 2014: $4,2802014Revenue 2015: $145,894Expenses 2015: $939,413Net Income 2015: -$793,5192015Revenue 2017: $53,014Expenses 2017: $27,230Net Income 2017: $25,7842017Revenue 2018: $72,859Expenses 2018: $27,929Net Income 2018: $44,9302018Revenue 2019: $106,960Expenses 2019: $45,082Net Income 2019: $61,8782019Revenue 2020: $80,541Expenses 2020: $132,262Net Income 2020: -$51,7212020Revenue 2021: $92,730Expenses 2021: $212,583Net Income 2021: -$119,8532021Revenue 2022: $79,413Expenses 2022: $513,761Net Income 2022: -$434,3482022Revenue 2023: $164,551Expenses 2023: $35,985Net Income 2023: $128,5662023Revenue 2025: $91,505Expenses 2025: $97,243Net Income 2025: -$5,7382025

Highlighted filing

2017

Revenue$53,014
Expenses$27,230
Net Income$25,784
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 10, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$10,292-$10,292
Filing and Contact Details

Filer

Filer Name
Mildred J Dinwiddie Tr
EIN
37-6227814
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2018-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix303 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/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0172520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0241428
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0241428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03324
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0241428
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0413948
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE AG FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114079
TaxesSchedule/TaxesDetail/Amt0564
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILDRED J DINWIDDIE TR
ReturnHeader/Filer/BusinessNameControlTxt0DINW
ReturnHeader/Filer/EIN0376227814
ReturnHeader/Filer/PhoneNum03144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05318E361120EEC7778E554040EBB355569E59881
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C6337963F461FDCFC5940EA502E7ACF630D46DB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.32
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/PreparationDt02018-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-26T19:00:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.92$0.97$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$1.65$0.36$1.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.79$5.14$4.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$0.93$2.13$1.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.81$1.32$0.52
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$1.07$0.45$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.73$0.28$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.53$0.27$0.26
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$1.46$9.39$7.94
2014Summary only. Only limited summary data is available for this year.$0.10$0.00$1.40$1.36$0.04
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$1.28$1.42$0.14
2012Summary only. Only limited summary data is available for this year.$0.19$0.00$1.40$1.41$0.01
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.95$1.32$0.37
Peer Organizations

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