Civic Intelligence

Unknown Organization

EIN 39-6033712

Marshall Ilsley Trust CO Na PO Box53201
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2014

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

<$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$3,000

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2010

Asset Growth

62nd percentile

3.0%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$68,945

Up $2,005 (+3.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin78th percentile

Revenue

Up

$8,079

Up $1,423 (+21%) from 2013

Expenses

Down

$6,052

Down $21 (-0.3%) from 2013

Net Income

Up

$2,027

Up $1,444 (+248%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$80K$60K$40K$20K$0Assets 2010: $72,309Liabilities 2010: $0Net Assets 2010: $72,3092010Assets 2011: $68,088Liabilities 2011: $02011Assets 2012: $66,368Liabilities 2012: $02012Assets 2013: $66,940Liabilities 2013: $02013Assets 2014: $68,945Liabilities 2014: $02014

Highlighted filing

2014

Assets$68,945
Liabilities$0
Net Assets-
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$10K$5.0K$0-$5.0KExpenses 2010: $6,1542010Revenue 2011: $4,202Expenses 2011: $8,333Net Income 2011: -$4,1312011Revenue 2012: $4,532Expenses 2012: $6,253Net Income 2012: -$1,7212012Revenue 2013: $6,656Expenses 2013: $6,073Net Income 2013: $5832013Revenue 2014: $8,079Expenses 2014: $6,052Net Income 2014: $2,0272014

Highlighted filing

2014

Revenue$8,079
Expenses$6,052
Net Income$2,027
Open 2014 Filing

Filings

Most recent year

2014 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$68,945
Liabilities
$0
Net assets
-
Revenue
$8,079
Expenses
$6,052
Net income
$2,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Summary only. Only limited summary data is available for this year.$68.9$0.00$8.08$6.05$2.03
2013Summary only. Only limited summary data is available for this year.$66.9$0.00$6.66$6.07$0.58
2012Summary only. Only limited summary data is available for this year.$66.4$0.00$4.53$6.25$1.72
2011Summary only. Only limited summary data is available for this year.$68.1$0.00$4.20$8.33$4.13
2010Detailed filing. Detailed filing data is available for this year.$72.3$0.00$72.3$6.15
Latest Detailed Filing

The latest 2014 filing currently has summary financial data only. Showing the latest detailed filing from 2010 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 4, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,000-$3,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARROLL COLLEGEEDUCATIONALN/AWAUKESHA, WI, US$3,137
Filing and Contact Details

Filer

EIN
39-6033712
Raw XML AppendixShowing 400 of 528 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.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0292
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1473
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2203
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis3336
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis41034
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis5590
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis6571
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis71614
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis8949
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis92000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis10398
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis11366
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02007-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12007-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22004-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32004-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42004-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52004-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62007-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72002-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired82004-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired92009-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired102008-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired112008-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired122009-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold82010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold92010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold102010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold112010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold122010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0250
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2250
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice3500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice4750
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice5500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice6500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice71250
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice81000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice92201
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice10500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice11500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice12150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired7Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired8Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired9Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired10Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired11Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired12Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name017.606 SHS MARSHALL SMALL CAP GROWTH FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name128.588 SHS MARSHALL SMALL CAP GROWTH FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name217.206 SHS MARSHALL MID CAP GROWTH FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name328.571 SHS MARSHALL MID CAP GROWTH FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name472.745 SHS MARSHALL MID CAP VALUE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name541.528 SHS MARSHALL MID CAP VALUE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name642.159 SHS MARSHALL LARGE CAP GROWTH FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name7134.264 SHS MARSHALL LARGE CAP VALUE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name899.404 SHS MARSHALL GOVT INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name9203.252 SHS VANGUARD FIXED INCOME SHORT TERM FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name105.481 SHS VANGUARD 500 INDEX FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1121.487 SHS WESTPORT FDS SMALL CAP FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12CAPITAL GAIN DIVIDEND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-42
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet127
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet247
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet3164
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4-284
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet5-90
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet6-71
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet7-364
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet9201
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet10102
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11134
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet12150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue09776
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue113540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23868
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue31473
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue43000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52429
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue62137
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue72944
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue83706
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue91055
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue103578
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue112110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12689
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue134524
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue141758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue152110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue168145
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue172461
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue182918
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV010015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV114982
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV25196
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV32089
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV42685
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV52627
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV63477
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV73189
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV84108
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV91613
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV103708
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV113131
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV121027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV135955
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV142531
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV153025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV169463
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV173653
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV182918
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01028.204 MARSHALL GOV INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11413.384 VANGUARD TOTAL BOND MKT INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2149.791 shs Davis NY Venture Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3109.110 MARSHALL SMALL CAP GROWTH FD I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4256.192 PIMCO INVEST GRADE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5229.797 shs Allianz NFJ Div Value Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6182.989 MARSHALL MID CAP GROWTH FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7250.884 MARSHALL MID CAP VALUE FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8329.976 MARSHALL LARGE CAP GROWTH CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock938.966 shs Goldman Sachs Small Cap Value Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10333.749 MARSHALL LARGE CAP VALUE FD I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1151.706 shs Harbor Fd Intl Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1240.460 shs Westport Select Cap Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1362.237 shs Vanguard 500 Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1478.168 shs UMB Scout Intl Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1584.723 shs Dodge & Cox Intl Stock Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16893.56 MARSHALL AGGREGATE BD FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1799.483 shs Harbor Fd Cap Appreciation Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MARSHALL PRIME MONEY MARKET
InvestmentsOtherSchedule2/InvestmentsOther/BookValue088
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Accrued income
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV088
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02499
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount025
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02524
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02524
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm025
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps03137
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss03137
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02499
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02499
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3630
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice08851
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss025
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm017
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps03137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss06154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02524
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03017
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03017
IRS990PF/BalanceSheets/CapitalStockBOY075938
IRS990PF/BalanceSheets/CapitalStockEOY072309
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY075938
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY072221
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV085392
IRS990PF/BalanceSheets/InvestmentsOtherEOY088
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV088
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY075938
IRS990PF/BalanceSheets/TotalAssetsEOY072309
IRS990PF/BalanceSheets/TotalAssetsEOYFMV085480
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY075938
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY072309
IRS990PF/BalanceSheets/TotalNetAssetsBOY075938
IRS990PF/BalanceSheets/TotalNetAssetsEOY072309
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome025
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316990
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf123169100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf123169110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf123169120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1473
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2203
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3336
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis41034
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5590
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6571
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis71614
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8949
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis92000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10398
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11366
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02007-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12007-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22004-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32004-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42004-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52004-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62007-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72002-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82004-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92009-04-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102008-10-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112008-10-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72010-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82010-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92010-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset017.606 SHS MARSHALL SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset128.588M SHS MARSHALL SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset217.206 SHS MARSHALL MID CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset328.571 SHS MARSHALL MID CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset472.745 SHS MARSHALL MID CAP VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset541.528 SHS MARSHALL MID CAP VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset642.159 SHS MARSHALL LARGE CAP VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7134.264 SHS MARSHALL LARGE CAP VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset899.404 SHS MARSHALL GOVT INCOME FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9203.252 SHS VANGUARD FIXED INCOME FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset105.481 SHS VANGUARD 500 INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1121.478 SHS WESTPORT FDS SMALL CAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12CAPITAL GAIN DIVIDEND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316990
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-42
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss247
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3164
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-364
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss851
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9201
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10102
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-42
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses247
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3164
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-364
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses851
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9201
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10102
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4750
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice71250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice81000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice92201
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3630
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal072309
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY075938
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY072309
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04111
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04111
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04111
IRS990PF/DistributableAmount/MinimumInvestmentReturn04111
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/FMVAssetsEOY085480
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets083470
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities083470
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01252
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04111
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets082218
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets083470
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST CO NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 2977
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct04425
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets04425
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.053817
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.067071
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.057965
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.045838
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.047702
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.050510
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets082218
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1074742

Document Assets

No mirrored PDF or thumbnail assets are attached yet.