Civic Intelligence

College Endowment Association Inc.

990EZ • Fiscal year 2017 • EIN 39-6043232

May 01, 2016 to Apr 30, 2017 • Filed on Sep 01, 2017

Organization Profilewww.collegeendowment.org
813 E Kilbourn AveMilwaukee, WI 53202

(414) 276-5170

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$342,158

Down $1,928 (-0.6%) from 2016

Net Assets

Down

$342,158

Down $1,928 (-0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin33rd percentile

Revenue

Up

$58,544

Up $1,718 (+3.0%) from 2016

Expenses

Down

$60,472

Down $4,926 (-7.5%) from 2016

Net Income

Up

-$1,928

Up $6,644 (+78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2012: $362,612Liabilities 2012: $02012Assets 2013: $362,564Liabilities 2013: $0Net Assets 2013: $362,5642013Assets 2014: $358,686Liabilities 2014: $0Net Assets 2014: $358,6862014Assets 2015: $352,658Liabilities 2015: $0Net Assets 2015: $352,6582015Assets 2016: $344,086Liabilities 2016: $0Net Assets 2016: $344,0862016Assets 2017: $342,158Liabilities 2017: $0Net Assets 2017: $342,1582017Assets 2018: $351,187Liabilities 2018: $0Net Assets 2018: $351,1872018Assets 2019: $366,278Liabilities 2019: $0Net Assets 2019: $366,2782019Assets 2020: $352,416Liabilities 2020: $0Net Assets 2020: $352,4162020Assets 2021: $352,346Liabilities 2021: $0Net Assets 2021: $352,3462021Assets 2022: $364,254Liabilities 2022: $0Net Assets 2022: $364,2542022Assets 2023: $393,110Liabilities 2023: $0Net Assets 2023: $393,1102023Assets 2024: $497,897Liabilities 2024: $0Net Assets 2024: $497,8972024Assets 2025: $504,744Liabilities 2025: $0Net Assets 2025: $504,7442025

Highlighted filing

2017

Assets$342,158
Liabilities$0
Net Assets$342,158
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $47,571Expenses 2012: $47,210Net Income 2012: $3612012Revenue 2013: $48,845Expenses 2013: $48,893Net Income 2013: -$482013Revenue 2014: $50,977Expenses 2014: $54,855Net Income 2014: -$3,8782014Revenue 2015: $52,616Expenses 2015: $58,644Net Income 2015: -$6,0282015Revenue 2016: $56,826Expenses 2016: $65,398Net Income 2016: -$8,5722016Revenue 2017: $58,544Expenses 2017: $60,472Net Income 2017: -$1,9282017Revenue 2018: $75,104Expenses 2018: $66,075Net Income 2018: $9,0292018Revenue 2019: $81,429Expenses 2019: $66,338Net Income 2019: $15,0912019Revenue 2020: $61,062Expenses 2020: $74,924Net Income 2020: -$13,8622020Revenue 2021: $48,144Expenses 2021: $48,214Net Income 2021: -$702021Revenue 2022: $91,158Expenses 2022: $79,249Net Income 2022: $11,9092022Revenue 2023: $94,562Expenses 2023: $65,706Net Income 2023: $28,8562023Revenue 2024: $78,102Expenses 2024: $53,976Net Income 2024: $24,1262024Revenue 2025: $110,542Expenses 2025: $58,220Net Income 2025: $52,3222025

Highlighted filing

2017

Revenue$58,544
Expenses$60,472
Net Income-$1,928
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Sep 1, 2017
Return Version
2016v3.0
Gross Receipts
$133,800
Mission and Program Overview

Mission

Educational lectures and providing scholarships

Program Services

DescriptionGrantsExpenses
Milwaukee School of Engineering - donated to scholarship fund to be distributed on an annual basis as determined by normal policies of MSOE$5,000$5,000
Milwaukee Institute of art and design - donated to scholarship fund to be distributed on an annual basis as determined by normal policies of Miad$5,000$5,000
Women's fund of greater Milwaukee - donated to scholarship fund to be distributed to a sophomore attending college to be determined by the board of women's fund of greater milwaukee$5,000$5,000
Medical College of Wisconsin - fonated to scholarship fund to be distributed on an annual basis as determined by normal policies of MCW$5,000$5,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marjorie HendersonDirector-$0--
Margaret MurphyVice President-$0--
Sybille HamiltonDirector-$0--
Jane CondonVice President-$0--
Sandra ShawDirector-$0--
Nancy MaierCorrespond Sec-$0--
Gretchen HallVice President-$0--
Joy TowellPresident-$0--
Janet BrownSecretary-$0--
Sally CastleDirector-$0--
Patricia SantilliDirector-$0--
Katharine MallinDirector-$0--
Mary OwenDirector-$0--
Bett JacquartTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
College Endowment Association Inc
EIN
39-6043232
Phone
4142765170
Address
813 E Kilbourn Ave, Milwaukee, WI 53202

Signing Officer

Name
Joy Towell
Title
President
Signed
2017-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Winter Kloman Moter & Repp Sc
Address
235 N EXECUTIVE DR STE 160, BROOKFIELD, WI 53005-6064
Preparer
Lynn M Braden CPA
Phone
2627979050
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $467”

Other Expenses.1

“Educational program costs $28679”

Other Expenses.3

“Website Maintenance $1199”

Other Expenses.4

“Tech support $400”

Other Expenses.5

“Bank charges $10”

Raw XML Appendix202 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0344086
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marjorie Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Margaret Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sybille Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jane Condon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sandra Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nancy Maier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Gretchen Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Joy Towell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Janet Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sally Castle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Patricia Santilli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Katharine Mallin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Mary Owen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Bett Jacquart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Correspond Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030755
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational lectures and providing scholarships
IRS990EZ/PrintingPublicationsPostageAmt02133
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Milwaukee School of Engineering - donated to scholarship fund to be distributed on an annual basis as determined by normal policies of MSOE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Milwaukee Institute of art and design - donated to scholarship fund to be distributed on an annual basis as determined by normal policies of Miad
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Women's fund of greater Milwaukee - donated to scholarship fund to be distributed to a sophomore attending college to be determined by the board of women's fund of greater milwaukee
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Medical College of Wisconsin - fonated to scholarship fund to be distributed on an annual basis as determined by normal policies of MCW
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt35000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt090520
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060472
IRS990EZ/TotalProgramServiceExpensesAmt020000
IRS990EZ/TotalRevenueAmt058544
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.collegeendowment.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0145161
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014407
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074327
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66140
IRS990ScheduleA/PublicSupportPY170Pct00.66140
IRS990ScheduleA/PublicSupportTotal170Amt0145161
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028758
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0145161
IRS990ScheduleA/TotalSupportAmt0219488
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Educational program costs $28679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website Maintenance $1199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tech support $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank charges $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joy Towell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0College Endowment Association Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Womens Club of Wisconsin
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0396043232
ReturnHeader/Filer/PhoneNum04142765170
ReturnHeader/Filer/USAddress/AddressLine1Txt0813 E Kilbourn Ave
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINTER KLOMAN MOTER & REPP SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 N EXECUTIVE DR STE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530056064
ReturnHeader/PreparerPersonGrp/PhoneNum02627979050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn M Braden CPA
ReturnHeader/ReturnTs02017-09-12T14:47:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,158
Liabilities
$0
Net assets
$342,158
Revenue
$58,544
Expenses
$60,472
Net income
-$1,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$1.11$0.58$0.52
2024Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.78$0.54$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.95$0.66$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.91$0.79$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.48$0.48$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.61$0.75$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.81$0.66$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.75$0.66$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.59$0.60$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.57$0.65$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.53$0.59$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.51$0.55$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.00$3.63$0.49$0.49$0.00
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$0.48$0.47$0.00