Civic Intelligence

Freida & William Hunt Memorial Tr

990PF • Fiscal year 2018 • EIN 39-1642918

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

FOLEY LARDNER 777 E WISC AVE SuitMilwaukee, WI 53202-5306

(414) 297-5786

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$36,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$4,406,622

Down $176,209 (-3.8%) from 2017

Net Assets

Down

$4,406,622

Down $176,209 (-3.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$325,157

Down $305,454 (-48%) from 2017

Expenses

Up

$497,280

Up $66,572 (+15%) from 2017

Net Income

Down

-$172,123

Down $372,026 (-186%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,445,618Liabilities 2011: $02011Assets 2012: $4,322,304Liabilities 2012: $02012Assets 2013: $4,307,822Liabilities 2013: $02013Assets 2014: $4,383,390Liabilities 2014: $02014Assets 2015: $4,353,051Liabilities 2015: $1Net Assets 2015: $4,353,0512015Assets 2016: $4,381,460Liabilities 2016: $0Net Assets 2016: $4,381,4602016Assets 2017: $4,582,831Liabilities 2017: $0Net Assets 2017: $4,582,8312017Assets 2018: $4,406,622Liabilities 2018: $0Net Assets 2018: $4,406,6222018Assets 2019: $4,625,901Liabilities 2019: $1Net Assets 2019: $4,625,9012019Assets 2020: $4,337,238Liabilities 2020: $1Net Assets 2020: $4,337,2382020Assets 2021: $4,420,548Liabilities 2021: $1Net Assets 2021: $4,420,5482021Assets 2022: $4,165,662Liabilities 2022: $1Net Assets 2022: $4,165,6622022Assets 2023: $4,011,723Liabilities 2023: $1Net Assets 2023: $4,011,7232023Assets 2024: $4,369,407Liabilities 2024: $0Net Assets 2024: $4,369,4072024

Highlighted filing

2018

Assets$4,406,622
Liabilities$0
Net Assets$4,406,622

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $302,370Expenses 2011: $299,700Net Income 2011: $2,6702011Revenue 2012: $196,948Expenses 2012: $320,642Net Income 2012: -$123,6942012Revenue 2013: $354,929Expenses 2013: $369,198Net Income 2013: -$14,2692013Revenue 2014: $479,204Expenses 2014: $438,741Net Income 2014: $40,4632014Revenue 2015: $386,110Expenses 2015: $418,176Net Income 2015: -$32,0662015Revenue 2016: $406,499Expenses 2016: $379,820Net Income 2016: $26,6792016Revenue 2017: $630,611Expenses 2017: $430,708Net Income 2017: $199,9032017Revenue 2018: $325,157Expenses 2018: $497,280Net Income 2018: -$172,1232018Revenue 2019: $646,328Expenses 2019: $428,184Net Income 2019: $218,1442019Revenue 2020: $183,851Expenses 2020: $471,373Net Income 2020: -$287,5222020Revenue 2021: $559,367Expenses 2021: $476,057Net Income 2021: $83,3102021Revenue 2022: $303,791Expenses 2022: $558,677Net Income 2022: -$254,8862022Revenue 2023: $361,054Expenses 2023: $514,993Net Income 2023: -$153,9392023Revenue 2024: $928,568Expenses 2024: $570,878Net Income 2024: $357,6902024

Highlighted filing

2018

Revenue$325,157
Expenses$497,280
Net Income-$172,123
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE R LUEDERSCo-Trustee-$36,000-$36,000
JOHN T SEAMAN IIICo-Trustee-$18,000-$18,000
JEFFREY M SEAMANCo-Trustee-$10,000-$10,000
JODY NEUMANCo-Trustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Frieda and William Hunt Memorial Trust
EIN
39-1642918
In Care Of
% WAYNE R LUEDERS
Phone
4142975786
Address
FOLEY LARDNER 777 E WISC AVE Suit, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Wayne R Lueders
Title
Trustee
Phone
4142975786
Signed
2019-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Wayne R Lueders
Phone
4142712400
Raw XML Appendix339 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/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt0777 E WISCONSIN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532025306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WAYNE R LUEDERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142975786
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATIONS TO TAX EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0407400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PARTICULAR FORM REQUIRED BUT APPLICATIONS SHOULD BE IN WRITING TO RECEIVE CONSIDERATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WAYNE R LUEDERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142712400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0777 E WISCONSIN AVE SUITE 3500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0532025306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SUBMISSION DEADLINES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0407400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0407400
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/AppliedToCurrentYearAmt076225
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0382876
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0445044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0459101
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0368819
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0382876
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01101
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01101
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04086
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX COST ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
TaxesSchedule/TaxesDetail/Amt04609
TaxesSchedule/TaxesDetail/Amt112220
TaxesSchedule/TaxesDetail/Amt21890
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01890
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE R LUEDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975786
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRIEDA AND WILLIAM HUNT MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HUNT
ReturnHeader/Filer/EIN0391642918
ReturnHeader/Filer/InCareOfNm0% WAYNE R LUEDERS
ReturnHeader/Filer/PhoneNum04142975786
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOLEY LARDNER 777 E WISC AVE Suit
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0516CA8FE4820834452EA7473957CE8436C6F617F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0516CA8FE4820834452EA7473957CE8436C6F617F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220191335000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0151.153.1.1
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE R LUEDERS
ReturnHeader/ReturnTs02019-05-13T14:03:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.93$0.57$0.36
2023Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.36$0.51$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.30$0.56$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.56$0.48$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.18$0.47$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.65$0.43$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.33$0.50$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.63$0.43$0.20
2016Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.41$0.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.39$0.42$0.03
2014Summary only. Only limited summary data is available for this year.$4.38$0.00$0.48$0.44$0.04
2013Summary only. Only limited summary data is available for this year.$4.31$0.00$0.35$0.37$0.01
2012Summary only. Only limited summary data is available for this year.$4.32$0.00$0.20$0.32$0.12
2011Summary only. Only limited summary data is available for this year.$4.45$0.00$0.30$0.30$0.00