Civic Intelligence

Marshall & Ilsley Foundation Inc

990PF • Fiscal year 2014 • EIN 39-6043185

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
C/O Bmo Harris Bank Na 111 E KilbouMilwaukee, WI 53202

(414) 287-7197

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.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

1st percentile

-384%

Higher net margin than 1% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

5th percentile

-15%

Faster asset growth than 5% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$15,366,840

Down $2,781,975 (-15%) from 2013

Net Assets

Down

$15,366,840

Down $2,781,975 (-15%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin1st percentile

Revenue

Down

$724,704

Down $531,136 (-42%) from 2013

Expenses

Down

$3,506,020

Down $541,586 (-13%) from 2013

Net Income

Up

-$2,781,316

Up $10,450 (+0.4%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2014

Assets$15,366,840
Liabilities$1
Net Assets$15,366,840
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

2014

Revenue$724,704
Expenses$3,506,020
Net Income-$2,781,316
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th 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--
NANCY GERFINSec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Marshall & Ilsley Foundation Inc
EIN
39-6043185
Phone
4142877197
Address
C/O BMO HARRIS BANK NA 111 E KILBOU, MILWAUKEE, WI 53202

Signing Officer

Name
James B Wigdale
Title
Director
Phone
4142877197
Signed
2015-05-11

Preparer

Firm
BMO Harris Bank NA
Address
111 E Kilbourn Ave Ste 200, Milwaukee, WI 53202
Preparer
Richard Stendler
Phone
4142877134
Raw XML AppendixShowing 400 of 419 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2LONG TERM CAPITAL GAIN DIVIDENDS
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0307684
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2781316
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0773
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0676837
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt041951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041951
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0807
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01916
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt045726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03427106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043867
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03506020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0720704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0724704
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043867
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01004083
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt045726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1157337
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SALES SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SALES SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0407344
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt045726
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2781316
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02441
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01782
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015369281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018148815
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015366840
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0861979
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0861979
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0861979
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0868747
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06768
IRS990PF/DistributableAmountGrp/TotalTaxAmt06768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-16361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt07393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016361
IRS990PF/FMVAssetsEOYAmt016379947
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt018148815
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015366840
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0344433
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0112510
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0112510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt011956494
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010770622
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015366840
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013120
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017639537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0PETER M PLATTEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DENNIS J KUESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES B WIGDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK F FURLONG
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142982926
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt02396
OtherDecreasesSchedule/OtherDecreasesDetail/Amt145
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 BASIS ADJ FOR 2013 RETURN OF CAPITAL
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12015 BASIS ADJ FOR 2014 WASH SALE LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WI CORP FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MGMT FEE CREDITS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05676
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05676
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0953
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1820
OtherIncreasesSchedule/OtherIncreasesDetail/Amt29
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02015 BASIS ADJ FOR 2014 RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12014 BASIS ADJ FOR 2013 WASH SALE LOSSES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2PRIOR YEAR STATEMENT ERROR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt041951
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK, NA AGENT/INVT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt041951
TaxesSchedule/TaxesDetail/Amt01916
TaxesSchedule/TaxesDetail/Amt116500
TaxesSchedule/TaxesDetail/Amt210030
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YEAR TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01916
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B WIGDALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04142877197
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL & ILSLEY FOUNDATION INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,366,840
Liabilities
$1
Net assets
$15,366,840
Revenue
$724,704
Expenses
$3,506,020
Net income
-$2,781,316
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
Peer Organizations

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