Civic Intelligence

Hester Ann Harmon Trust Nect 1 St Wisc Tr Co

990PF • Fiscal year 2022 • EIN 39-6035602

Jun 01, 2021 to May 31, 2022 • Filed on Oct 10, 2022

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(414) 765-6630

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$46,918

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

56th percentile

1.7%

Faster asset growth than 56% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

181%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,461,193

Up $42,010 (+1.7%) from 2021

Net Assets

Up

$2,461,193

Up $42,010 (+1.7%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin69th percentile

Revenue

Up

$218,656

Up $140,938 (+181%) from 2021

Expenses

Up

$176,643

Up $20,131 (+13%) from 2021

Net Income

Up

$42,013

Up $120,807 (+153%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,453,156Liabilities 2011: $0Net Assets 2011: $2,453,1562011Assets 2012: $2,367,444Liabilities 2012: $12012Assets 2013: $2,340,768Liabilities 2013: $1Net Assets 2013: $2,340,7682013Assets 2014: $2,434,918Liabilities 2014: $1Net Assets 2014: $2,434,9182014Assets 2015: $2,389,170Liabilities 2015: $1Net Assets 2015: $2,389,1702015Assets 2016: $2,290,384Liabilities 2016: $1Net Assets 2016: $2,290,3842016Assets 2017: $2,495,287Liabilities 2017: $0Net Assets 2017: $2,495,2872017Assets 2018: $2,603,001Liabilities 2018: $0Net Assets 2018: $2,603,0012018Assets 2019: $2,574,859Liabilities 2019: $0Net Assets 2019: $2,574,8592019Assets 2020: $2,497,976Liabilities 2020: $1Net Assets 2020: $2,497,9762020Assets 2021: $2,419,183Liabilities 2021: $1Net Assets 2021: $2,419,1832021Assets 2022: $2,461,193Liabilities 2022: $1Net Assets 2022: $2,461,1932022Assets 2023: $2,416,367Liabilities 2023: $1Net Assets 2023: $2,416,3672023Assets 2024: $2,366,109Liabilities 2024: $1Net Assets 2024: $2,366,1092024Assets 2025: $2,484,861Liabilities 2025: $0Net Assets 2025: $2,484,8612025

Highlighted filing

2022

Assets$2,461,193
Liabilities$1
Net Assets$2,461,193
Open 2022 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$200K$0-$200KExpenses 2011: $133,5492011Revenue 2012: $60,835Expenses 2012: $146,547Net Income 2012: -$85,7122012Revenue 2013: $112,598Expenses 2013: $139,112Net Income 2013: -$26,5142013Revenue 2014: $241,162Expenses 2014: $145,974Net Income 2014: $95,1882014Revenue 2015: $110,989Expenses 2015: $156,450Net Income 2015: -$45,4612015Revenue 2016: $60,977Expenses 2016: $159,763Net Income 2016: -$98,7862016Revenue 2017: $214,265Expenses 2017: $146,039Net Income 2017: $68,2262017Revenue 2018: $394,223Expenses 2018: $149,830Net Income 2018: $244,3932018Revenue 2019: $138,925Expenses 2019: $167,082Net Income 2019: -$28,1572019Revenue 2020: $79,407Expenses 2020: $156,024Net Income 2020: -$76,6172020Revenue 2021: $77,718Expenses 2021: $156,512Net Income 2021: -$78,7942021Revenue 2022: $218,656Expenses 2022: $176,643Net Income 2022: $42,0132022Revenue 2023: $138,971Expenses 2023: $183,799Net Income 2023: -$44,8282023Revenue 2024: $102,789Expenses 2024: $154,392Net Income 2024: -$51,6032024Revenue 2025: $282,287Expenses 2025: $163,534Net Income 2025: $118,7532025

Highlighted filing

2022

Revenue$218,656
Expenses$176,643
Net Income$42,013
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Oct 10, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrusteeFT$46,918-$46,918
Filing and Contact Details

Filer

Filer Name
Hester Ann Harmon
EIN
39-6035602
Phone
4147656630
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
4147656630
Signed
2022-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML AppendixShowing 400 of 461 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm074253Q416 PRINCIPAL PREFERRED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1464289511 ISHARES 10 YEAR INVE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm246138E784 INVESCO EMERGING MAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464288448 ISHARES INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1949915482 ALLSPRING SPECIAL MI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2922908744 VANGUARD VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392647K309 VICTORY TRIVALENT IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm489155H793 TOUCHSTONE MID CAP Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm546090E103 INVESCO QQQ TRUST ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm646429B697 ISHARES MSCI USA MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0229520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1115800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2115800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt357645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4110665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt554613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt634844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt785798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt889164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9162760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1026591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1132762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1298434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13273145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14144130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1583020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1658663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1750200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1853894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1954446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2035067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2143716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2254336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2363972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2475000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2594918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0922908710 VANGUARD 500 INDEX A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119765N518 COLUMBIA CORPORATE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt306828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4921910501 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287242 ISHARES IBOXX INVEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt619765P596 COLUMBIA SMALL CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt731420B300 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt846434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9779556109 ROWE T PRICE MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10524686524 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11922908686 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13741479109 PRICE T ROWE GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14921921300 VANGUARD EQUITY INCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15922908645 VANGUARD MID-CAP IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1646432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17025076845 AMERICAN CENTURY SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1874253Q416 PRINCIPAL PREFERRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19922908744 VANGUARD VALUE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464288448 ISHARES INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2189155H793 TOUCHSTONE MID CAP Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2292647K309 VICTORY TRIVALENT IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2346090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2404314H568 ARTISAN HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25949915482 ALLSPRING SPECIAL MI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26149498107 CAUSEWAY EMERGING MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0398165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1101321
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2105077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt370885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4136731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt548637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt628774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt780407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt891998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9164310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1029490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1143955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12117695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13306305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14170094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15127125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1662605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1743285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1849529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1964841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2033902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2150605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2264170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2392484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2467843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25135310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt076554
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0141976
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0126
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0218656
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0218656
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0141976
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt023459
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023459
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt046918
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0126426
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0126426
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt075566
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt076554
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt042013
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0498119
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0141976
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0193375
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0834
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0151385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024293
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0176643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0217668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0218656
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024293
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050217
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt039727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2135976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt467043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt586893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt411887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-27600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6104908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7104908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8104908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9104908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10104908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11104908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt218531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt411887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-27600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt059826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2154507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt478930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt559293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03627.999 CAUSEWAY EMERGING MARKETS INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150. INVESCO QQQ TRUST ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22140. ISHARES MSCI USA MIN VOL FACTOR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3229.298 PRICE T ROWE GROWTH STK FD INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41100. ISHARES 10 YEAR INVESTMENT GRADE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53000. INVESCO EMERGING MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0141976
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt042013
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02461196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02419183
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02461193
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0158887
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0158887
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0158887
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0161575
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02688
IRS990PF/DistributableAmountGrp/TotalTaxAmt02688
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02688
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02688
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02688
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01944
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0744
IRS990PF/FMVAssetsEOYAmt02847833
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02419183
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02461193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0207830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0493094
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01699923
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02298903
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02685543
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018336
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0162290
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0162290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02419183
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02461193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02847833
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02419183
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02461193
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02419183
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02461193
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03280712
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0113663
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03167049
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt049211
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0161575
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03231501
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03280712
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt046918
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0777 E WISCONSIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0151385
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0151385
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA MK-WI-TWPT
IRS990PF/StatementsRegardingActyGrp/PhoneNum04147655672
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0126426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDSHIP HOUSE OF MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN AMY JENINGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0126426
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/AppliedToCurrentYearAmt0300
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0300
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0150785
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0158887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,461,193
Liabilities
$1
Net assets
$2,461,193
Revenue
$218,656
Expenses
$176,643
Net income
$42,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.28$0.16$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.10$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.14$0.18$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.22$0.18$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.08$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.39$0.15$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.21$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.06$0.16$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.16$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.24$0.15$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.11$0.14$0.03
2012Summary only. Only limited summary data is available for this year.$2.37$0.00$0.06$0.15$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.13