Civic Intelligence

Marshall & Ilsley Corporation Long Term Disability Plan

EIN 39-1344758

770 North Water Street53202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

3rd percentile

-92%

Faster asset growth than 3% of similar nonprofits.

$500k-$1M 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 / Assets43rd percentile

Assets

$18,716

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$18,716

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,024,143

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2011: $18,716Liabilities 2011: $0Net Assets 2011: $18,7162011

Highlighted filing

2011

Assets$18,716
Liabilities$0
Net Assets$18,716
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Expenses 2011: $1,024,1432011

Highlighted filing

2011

Revenue-
Expenses$1,024,143
Net Income-
Open 2011 Filing

Filings

Most recent year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$18,716
Liabilities
$0
Net assets
$18,716
Revenue
-
Expenses
$1,024,143
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 23, 2012
Return Version
2011v1.2
Gross Receipts
$800,652
Filing and Contact Details

Filer

EIN
39-1344758
Raw XML Appendix249 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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IRS990/AddressPrincipalOfficerUS/AddressLine10770 N WATER STREET
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IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053202
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IRS990/BenefitsPaidToMembersCY0911205
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IRS990/DeductibleNonCashContributions0false
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IRS990/DescribedIn501C30false
IRS990/Description0PROVIDE LONG TERM DISABILITY BENEFITS
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IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0DENNIS SALENTINE
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IRS990/NumberW2GIncluded00
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IRS990/OtherExpensesCurrentYear0112938
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
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IRS990/ProgramServiceRevenueCY0800000
IRS990/ProgramServiceRevenue/Description0Employer Contributions
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IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges037
IRS990/ReconcilationRevenueExpenses0-223491
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
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IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-223491
IRS990/RevenuesLessExpensesPriorYear033389
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/EOY018716
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IRS990ScheduleD/ExcessOrDeficitForYear0-223491
IRS990ScheduleD/ExcessOrDeficitPerFS0-223491
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IRS990ScheduleD/RevenueSubtotal0800652
IRS990ScheduleD/TotalExpenses01024143
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IRS990ScheduleD/TotalRevenue0800652
IRS990ScheduleD/TotalRevenuePerForm9900800652
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01024143
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0800652
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0M&I health retiree program is administered by two human
IRS990ScheduleO/GeneralExplanation/Explanation1resource benefit managers. All changes to this plan must
IRS990ScheduleO/GeneralExplanation/Explanation2be approved by the CEO of Marshall & Ilsley Corporation
IRS990ScheduleO/GeneralExplanation/Explanation3A final Form 900 was provided to both voting members,
IRS990ScheduleO/GeneralExplanation/Explanation4prior to filing with the Internal Revenue Service.
IRS990ScheduleO/GeneralExplanation/Explanation5All employees are required to complete compliance and other
IRS990ScheduleO/GeneralExplanation/Explanation6risk based training classes on an annual basis. Employee
IRS990ScheduleO/GeneralExplanation/Explanation7participation and test results are monitored by Marshall
IRS990ScheduleO/GeneralExplanation/Explanation8and Ilsley Corporation for any reportable events(E.G. Conflict
IRS990ScheduleO/GeneralExplanation/Explanation9of Interest) and are reviewed by senior management of
IRS990ScheduleO/GeneralExplanation/Explanation10Marshall & Ilsley Corporation. There are no restrictions
IRS990ScheduleO/GeneralExplanation/Explanation11at this time which prohibit the governing body in policy
IRS990ScheduleO/GeneralExplanation/Explanation12discussions and decisions.
IRS990ScheduleO/GeneralExplanation/Explanation13Governing documents, conflict of interest policy and
IRS990ScheduleO/GeneralExplanation/Explanation14financial statements are available for public inspection
IRS990ScheduleO/GeneralExplanation/Explanation15upon request.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 7b
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 19
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IRS990/TaxablePartyNotification0false
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode053224
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MARSHALL & ILSLEY TRUST CO NA
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391344758
ReturnHeader/Filer/Name/BusinessNameLine10MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN
ReturnHeader/Filer/NameControl0MARS
ReturnHeader/Filer/Phone04147657700
ReturnHeader/Filer/USAddress/AddressLine10770 NORTH WATER STREET
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053202
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-23
ReturnHeader/Officer/Name0LAURA LESPERANCE
ReturnHeader/Officer/Phone04147657700
ReturnHeader/Officer/Title0AVP
ReturnHeader/Preparer/DatePrepared02012-10-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 105
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0LAURA LESPERANCE CPA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-22T12:31:45-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $500k-$1M nonprofits