Civic Intelligence

Edna J Meyer Charitable Tr 32-A012-00-7

990PF • Fiscal year 2011 • EIN 39-1586481

Aug 01, 2010 to Jul 31, 2011 • Filed on Aug 15, 2011

Organization Profile
MI Trust Cona PO Box 297753201
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M 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

77th percentile

$5,500

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$567,866

No earlier filing loaded for comparison.

Net Assets

$567,866

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$36,385

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $567,866Liabilities 2011: $0Net Assets 2011: $567,8662011Assets 2012: $560,117Liabilities 2012: $02012Assets 2013: $561,705Liabilities 2013: $02013Assets 2014: $552,654Liabilities 2014: $02014Assets 2015: $560,009Liabilities 2015: $02015Assets 2016: $554,413Liabilities 2016: $02016Assets 2020: $520,688Liabilities 2020: $1Net Assets 2020: $520,6882020Assets 2021: $522,435Liabilities 2021: $1Net Assets 2021: $522,4352021Assets 2022: $515,945Liabilities 2022: $1Net Assets 2022: $515,9452022Assets 2023: $494,351Liabilities 2023: $1Net Assets 2023: $494,3512023Assets 2024: $475,607Liabilities 2024: $12024Assets 2025: $454,877Liabilities 2025: $0Net Assets 2025: $454,8772025

Highlighted filing

2011

Assets$567,866
Liabilities$0
Net Assets$567,866
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $36,3852011Revenue 2012: $30,121Expenses 2012: $36,808Net Income 2012: -$6,6872012Revenue 2013: $34,888Expenses 2013: $33,301Net Income 2013: $1,5872013Revenue 2014: $27,739Expenses 2014: $36,790Net Income 2014: -$9,0512014Revenue 2015: $44,266Expenses 2015: $36,025Net Income 2015: $8,2412015Revenue 2016: $34,594Expenses 2016: $40,189Net Income 2016: -$5,5952016Revenue 2020: $19,655Expenses 2020: $38,408Net Income 2020: -$18,7532020Revenue 2021: $41,225Expenses 2021: $39,503Net Income 2021: $1,7222021Revenue 2022: $37,597Expenses 2022: $43,986Net Income 2022: -$6,3892022Revenue 2023: $21,343Expenses 2023: $42,991Net Income 2023: -$21,6482023Revenue 2024: $17,639Expenses 2024: $36,195Net Income 2024: -$18,5562024Revenue 2025: $19,321Expenses 2025: $39,894Net Income 2025: -$20,5732025

Highlighted filing

2011

Revenue-
Expenses$36,385
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2010 to Jul 31, 2011
Signed
Aug 15, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,500-$5,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST BAPTIST CHURCH OF RACINEGENERAL FUNDN/ARACINE, WI, US$19,977
Paid GrantWISCONSIN BAPTIST CAMP TAMARACKGENERAL FUNDN/AELM GROVE, WI, US$9,987
Filing and Contact Details

Filer

EIN
39-1586481
Raw XML Appendix394 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond32527.806 shs Fidelity Advisor Floating Rate High Income Fd Cl I
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22386.635 shs Goldman Sachs Large Cap Value Fd I
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6403.497 Vanguard 500 Index Fund - Sign
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST COMPANY
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets032006
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050500
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.044902
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.061362
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.049398
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.048002
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.048835
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0633784
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10604247
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20559551
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30686310
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40692495
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50680188
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0187
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions030564
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1027132
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2034335
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3033902
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4033241
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5033217
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.252499
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions030564
IRS990PF/QualifyingDistributions/ExpensesAndContributions030564
IRS990PF/QualifyingDistributions/QualifyingDistributions030564
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST COMPANY NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02626585592
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 2977
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount019977
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount19987
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FIRST BAPTIST CHURCH OF RACINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WISCONSIN BAPTIST CAMP TAMARACK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103117 LATHROP AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1115330 W WATERTOWN PLANK RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0RACINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ELM GROVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053405
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153122
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear029964
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0600
IRS990PF/UndistributedIncome/AppliedToYear1029964
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted031316
IRS990PF/UndistributedIncome/QualifyingDistributions030564
IRS990PF/UndistributedIncome/UndistributedIncomeCY030716
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear029964
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
TaxesSchedule/Taxes/Amount0248
TaxesSchedule/Taxes/Amount12
TaxesSchedule/Taxes/Amount271
TaxesSchedule/Taxes/Category0ESTIMATED TAX
TaxesSchedule/Taxes/Category1EXCISE TAX
TaxesSchedule/Taxes/Category2FOREIGN TAXES
TaxesSchedule/Taxes/NetInvestmentIncome071
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391586481
ReturnHeader/Filer/Name/BusinessNameLine10EDNA MEYER CHAR TR
ReturnHeader/Filer/NameControl0EDNA
ReturnHeader/Filer/Phone04148153559
ReturnHeader/Filer/USAddress/AddressLine10MI TRUST CONA PO BOX 2977
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-08-15
ReturnHeader/Officer/Name0TRACY STRIZIC
ReturnHeader/Officer/Phone04148153559
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-08-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0TRACY STRIZIC EA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-08-01
ReturnHeader/TaxPeriodEndDate02011-07-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-08-15T12:26:19-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$567,866
Liabilities
$0
Net assets
$567,866
Revenue
-
Expenses
$36,385
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.19$0.40$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.00$0.18$0.36$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.21$0.43$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.38$0.44$0.06
2021Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.41$0.40$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.20$0.38$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016Summary only. Only limited summary data is available for this year.$5.54$0.00$0.35$0.40$0.06
2015Summary only. Only limited summary data is available for this year.$5.60$0.00$0.44$0.36$0.08
2014Summary only. Only limited summary data is available for this year.$5.53$0.00$0.28$0.37$0.09
2013Summary only. Only limited summary data is available for this year.$5.62$0.00$0.35$0.33$0.02
2012Summary only. Only limited summary data is available for this year.$5.60$0.00$0.30$0.37$0.07
2011Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.36