Civic Intelligence

Marshall & Ilsley Foundation Inc

990PF • Fiscal year 2015 • EIN 39-6043185

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

C/O BMO HARRIS BANK NA PO Box 2977Milwaukee, WI 53201

(414) 815-3684

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

1st percentile

-476%

Higher net margin than 1% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

4th percentile

-19%

Faster asset growth than 4% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-14%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$12,422,589

Down $2,944,251 (-19%) from 2014

Net Assets

Down

$12,422,589

Down $2,944,251 (-19%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue

Down

$620,527

Down $104,177 (-14%) from 2014

Expenses

Up

$3,571,371

Up $65,351 (+1.9%) from 2014

Net Income

Down

-$2,950,844

Down $169,528 (-6.1%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $29,067,481Liabilities 2010: $0Net Assets 2010: $29,067,4812010Assets 2011: $26,025,688Liabilities 2011: $02011Assets 2012: $20,943,664Liabilities 2012: $0Net Assets 2012: $20,943,6642012Assets 2013: $18,148,815Liabilities 2013: $1Net Assets 2013: $18,148,8152013Assets 2014: $15,366,840Liabilities 2014: $1Net Assets 2014: $15,366,8402014Assets 2015: $12,422,589Liabilities 2015: $1Net Assets 2015: $12,422,5892015Assets 2016: $7,747,482Liabilities 2016: $0Net Assets 2016: $7,747,4822016Assets 2017: $1,940,717Liabilities 2017: $0Net Assets 2017: $1,940,7172017Assets 2018: $1,470,286Liabilities 2018: $0Net Assets 2018: $1,470,2862018Assets 2019: $1,103,515Liabilities 2019: $1Net Assets 2019: $1,103,5152019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$12,422,589
Liabilities$1
Net Assets$12,422,589

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $4,332,6452010Revenue 2011: $333,014Expenses 2011: $3,374,807Net Income 2011: -$3,041,7932011Expenses 2012: $5,753,5742012Revenue 2013: $1,255,840Expenses 2013: $4,047,606Net Income 2013: -$2,791,7662013Revenue 2014: $724,704Expenses 2014: $3,506,020Net Income 2014: -$2,781,3162014Revenue 2015: $620,527Expenses 2015: $3,571,371Net Income 2015: -$2,950,8442015Revenue 2016: $680,878Expenses 2016: $5,348,485Net Income 2016: -$4,667,6072016Revenue 2017: $20,999Expenses 2017: $5,827,764Net Income 2017: -$5,806,7652017Revenue 2018: $29,727Expenses 2018: $500,110Net Income 2018: -$470,3832018Revenue 2019: $33,723Expenses 2019: $400,545Net Income 2019: -$366,8222019Revenue 2020: $4,465Expenses 2020: $1,107,980Net Income 2020: -$1,103,5152020

Highlighted filing

2015

Revenue$620,527
Expenses$3,571,371
Net Income-$2,950,844
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS J KUESTERPres/Director-$0--
JAMES B WIGDALEAvp/Director-$0--
MARK F FURLONGAvp/Director-$0--
SAN ORRDirector-$0--
ROBERT O'TOOLEDirector-$0--
PATRICIA CADORINAvp-$0--
-Director-$0--
NANCY GERFINSec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Marshall & Ilsley Foundation Inc
EIN
39-6043185
Phone
4148153684
Address
C/O BMO HARRIS BANK NA PO Box 2977, Milwaukee, WI 53201

Signing Officer

Name
James B Wigdale
Title
Director
Phone
4148153684
Signed
2016-05-12

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Laura Vogel CPA
Phone
4148153684
Raw XML AppendixShowing 400 of 416 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short-Term Capital Gains
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long-term Capital Gains
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0206
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0PETER M PLATTEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DENNIS J KUESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES B WIGDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK F FURLONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SAN ORR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT O'TOOLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PATRICIA CADORIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6NANCY GERFIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Director
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NANCY GERFIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142982926
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0770 N WATER STREET
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04492627
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014830825
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0953
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 Basis Adj for 2014 Return of Capital
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MGMT FEE CREDITS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2APPLIED ESTIMATE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04855
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04855
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17532
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt045
OtherIncreasesSchedule/OtherIncreasesDetail/Amt17500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02014 BASIS ADJ FOR 2014 WASH SALE LOSSES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Outstand Check - Risen Savior
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2Rounding
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt089
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK, NA AGENT/INVT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt089
TaxesSchedule/TaxesDetail/Amt01979
TaxesSchedule/TaxesDetail/Amt18800
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt2Wisconsin Filing Fee
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01979
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B WIGDALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04148153684
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL & ILSLEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0396043185
ReturnHeader/Filer/PhoneNum04148153684

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