Civic Intelligence

Daniel W Erdman Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-2012234

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

Organization Profile
C/O US Bank Na PO Box 7900Madison, WI 53707-7900

(608) 252-4098

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,011,939

Up $153,004 (+5.4%) from 2019

Net Assets

$3,011,939

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin84th percentile

Revenue

Up

$395,405

Up $63,923 (+19%) from 2019

Expenses

Down

$239,301

Down $22,506 (-8.6%) from 2019

Net Income

Up

$156,104

Up $86,429 (+124%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,791,469Liabilities 2011: $02011Assets 2012: $1,941,648Liabilities 2012: $02012Assets 2013: $2,108,967Liabilities 2013: $02013Assets 2014: $2,334,087Liabilities 2014: $02014Assets 2015: $2,636,383Liabilities 2015: $02015Assets 2019: $2,858,935Liabilities 2019: $02019Assets 2020: $3,011,939Liabilities 2020: $1Net Assets 2020: $3,011,9392020Assets 2021: $3,206,562Liabilities 2021: $1Net Assets 2021: $3,206,5622021Assets 2022: $3,731,617Liabilities 2022: $1Net Assets 2022: $3,731,6172022Assets 2023: $4,103,082Liabilities 2023: $1Net Assets 2023: $4,103,0822023Assets 2024: $4,478,362Liabilities 2024: $0Net Assets 2024: $4,478,3622024

Highlighted filing

2020

Assets$3,011,939
Liabilities$1
Net Assets$3,011,939
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.5M$1.0M$500K$0Revenue 2011: $176,645Expenses 2011: $173,957Net Income 2011: $2,6882011Revenue 2012: $384,973Expenses 2012: $234,794Net Income 2012: $150,1792012Revenue 2013: $370,035Expenses 2013: $202,598Net Income 2013: $167,4372013Revenue 2014: $418,731Expenses 2014: $194,830Net Income 2014: $223,9012014Revenue 2015: $249,712Expenses 2015: $146,086Net Income 2015: $103,6262015Revenue 2019: $331,482Expenses 2019: $261,807Net Income 2019: $69,6752019Revenue 2020: $395,405Expenses 2020: $239,301Net Income 2020: $156,1042020Revenue 2021: $810,575Expenses 2021: $311,396Net Income 2021: $499,1792021Revenue 2022: $833,336Expenses 2022: $307,803Net Income 2022: $525,5332022Revenue 2023: $604,079Expenses 2023: $231,707Net Income 2023: $372,3722023Revenue 2024: $1,320,558Expenses 2024: $768,108Net Income 2024: $552,4502024

Highlighted filing

2020

Revenue$395,405
Expenses$239,301
Net Income$156,104
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL W ERDMANDirector-$0--
DEBORAH ERDMAN-LUDERDirector-$0--
DARRELL W BEHNKEDirector-$0--
NATALIE BOCK ERDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Daniel W Erdman Foundation Inc
EIN
39-2012234
Phone
6082524098
Address
C/O US BANK NA PO BOX 7900, MADISON, WI 53707-7900

Signing Officer

Name
Daniel W Erdman
Title
President
Phone
6082524098
Signed
2021-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3913017109 UNITED TECHNOLOGIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14375558103 GILEAD SCIENCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16G47791101 INGERSOLL RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1709247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1858933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1992939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21023135106 AMAZON.COM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25478160104 JOHNSON JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2822160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2946625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3000287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31922908652 VANGUARD EXTENDED MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32427866108 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3530040W108 EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3620030N101 COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3781369Y209 HEALTH CARE SELECT S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3802079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40665859104 NORTHERN TR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4117275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4391913Y100 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4611135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50835495102 SONOCO PRODS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5530231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5692343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57922908686 VANGUARD SMALL CAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5878467Y107 MIDCAP SPDR TRUST SE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64693475105 P N C FINANCIAL SERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65125896100 C M S ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66867224107 SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6722822V101 CROWN CASTLE INTL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7088579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71253868103 DIGITAL REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72949746101 WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7313645T100 CANADIAN PACIFIC RAI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75244199105 DEERE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77110122157 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79922908769 VANGUARD TOTAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8106828M876 BARON EMERGING MARKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82071813109 BAXTER INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84695156109 PACKAGING CORP AMERI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8591324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8665339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88922908710 VANGUARD 500 INDEX A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9020825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9102079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9229875E100 AMERICAN EUROPACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95020002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96464287804 I SHARES S P SMALLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10298389B100 X CEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10500206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10625746U109 DOMINION RESOURCES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107482480100 KLA TENCOR CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108023608102 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10955261F104 M T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11087612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11174144T108 T ROWE PRICE GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11274251V102 PRINCIPAL FINANCIAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11426875P101 E O G RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11626441C204 DUKE ENERGY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117723484101 PINNACLE WEST CAP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11831620M106 FIDELITY NATL INFORM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11979466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12130225T102 EXTRA SPACE STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122053611109 AVERY DENNISON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12334959E109 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124177376100 CITRIX SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12638141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127233331107 D T E ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129086516101 BEST BUY CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13275513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133278642103 EBAY INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0118590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1105000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt344781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt063873P817 LOOMIS SAYLES STRATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt246434VBA7 ISHARES IBONDS DEC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt346434VBD1 ISHARES IBONDS DEC 2

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,011,939
Liabilities
$1
Net assets
$3,011,939
Revenue
$395,405
Expenses
$239,301
Net income
$156,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$1.32$0.77$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.60$0.23$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.83$0.31$0.53
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.81$0.31$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.40$0.24$0.16
2019Summary only. Only limited summary data is available for this year.$2.86$0.00$0.33$0.26$0.07
2015Summary only. Only limited summary data is available for this year.$2.64$0.00$0.25$0.15$0.10
2014Summary only. Only limited summary data is available for this year.$2.33$0.00$0.42$0.19$0.22
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.37$0.20$0.17
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$0.38$0.23$0.15
2011Summary only. Only limited summary data is available for this year.$1.79$0.00$0.18$0.17$0.00