Civic Intelligence

Marshall & Ilsley Foundation Inc

990PF • Fiscal year 2012 • EIN 39-6043185

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

Organization Profile
C/O Bmo Harris Bank Na 111 E Kilbou53202
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

3rd percentile

-20%

Faster asset growth than 3% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$20,943,664

Down $5,082,024 (-20%) from 2011

Net Assets

$20,943,664

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,753,574

Up $2,378,767 (+70%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

2012

Assets$20,943,664
Liabilities$0
Net Assets$20,943,664
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$5,753,574
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay57th percentile

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--
DONNA SWARTZSec/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHEDCONTRIBUTIONS& SCHOLARSHIPSN/AMILWAUKEE, WI, US$5,663,500
Filing and Contact Details

Filer

EIN
39-6043185
Raw XML Appendix389 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10PETER M PLATTEN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DENNIS J KUESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES B WIGDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARK F FURLONG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3SAN ORR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ROBERT O'TOOLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5PATRICIA CADORIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6DONNA SWARTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Pres/Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1AVP/Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2AVP/Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5AVP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7SEC/TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10770 N WATER ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11770 N WATER ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12770 N WATER STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13770 N WATER STREET
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15770 N WATER ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine16770 N WATER ST
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear103338951
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear204331995
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear304004153
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear404414198
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear504369346
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.843043
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions05657538
IRS990PF/QualifyingDistributions/ExpensesAndContributions05663510
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm05972
IRS990PF/QualifyingDistributions/QualifyingDistributions05663510
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04142877197
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10111 E KILBOURN AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053202
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0NANCY GERFIN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04142982926
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10770 N WATER STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE, EXCEPT FOR SCHOLARSHIP AWARDS WHICH ARE AVAILABLE ONLY FOR SONS AND DAUGHTERS OF PERMANENT FULL-TIME EMPLOYEES OF M&I CORP
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05663500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CONTRIBUTIONS& SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05663500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01170883
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01170883
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102009896
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202785911
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302252131
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402466866
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear503745689
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear503745689
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear014007431
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04492627
IRS990PF/UndistributedIncome/ExcessFromYear102009896
IRS990PF/UndistributedIncome/ExcessFromYear202785911
IRS990PF/UndistributedIncome/ExcessFromYear302252131
IRS990PF/UndistributedIncome/ExcessFromYear402466866
IRS990PF/UndistributedIncome/QualifyingDistributions05663510
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus04492627
IRS990PF/UndistributedIncome/TotalCorpus017753120
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover013260493
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount0820
OtherDecreasesSchedule/OtherDecreases/Description0Wash sale disallowed loss
OtherExpensesSchedule/OtherExpenses/Description0WI CORP FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1525
OtherIncomeSchedule2/OtherIncome/Description0MGMT FEE CREDITS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome07745
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks07745
OtherIncreasesSchedule/OtherIncreases/Amount06000
OtherIncreasesSchedule/OtherIncreases/Description02011 Scholarships returned in 2012
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount066394
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BMO HARRIS BANK, NA AGENT/INVT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome066394
TaxesSchedule/Taxes/Amount02794
TaxesSchedule/Taxes/Amount15944
TaxesSchedule/Taxes/Amount25927
TaxesSchedule/Taxes/Category0FOREIGN TAX
TaxesSchedule/Taxes/Category1ESTIMATED TAX
TaxesSchedule/Taxes/Category2PRIOR YEAR TAX
TaxesSchedule/Taxes/NetInvestmentIncome02794
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0396043185
ReturnHeader/Filer/Name/BusinessNameLine10MARSHALL & ILSLEY FOUNDATION INC
ReturnHeader/Filer/NameControl0MARS
ReturnHeader/Filer/Phone04142877197
ReturnHeader/Filer/USAddress/AddressLine10C/O BMO HARRIS BANK NA 111 E KILBOU
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053202
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-10
ReturnHeader/Officer/Name0JAMES B WIGDALE
ReturnHeader/Officer/Phone04142877197
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10111 E KILBOURN AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0RICHARD STENDLER
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T12:20:54-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,943,664
Liabilities
$0
Net assets
$20,943,664
Revenue
-
Expenses
$5,753,574
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.11$1.10
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.40$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.03$0.50$0.47
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.02$5.83$5.81
2016Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.68$5.35$4.67
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.62$3.57$2.95
2014Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.72$3.51$2.78
2013Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.26$4.05$2.79
2012Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$5.75
2011Summary only. Only limited summary data is available for this year.$26.0$0.00$0.33$3.37$3.04
2010Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$4.33