Civic Intelligence

College Endowment Association Inc.

990EZ • Fiscal year 2020 • EIN 39-6043232

May 01, 2019 to Apr 30, 2020 • Filed on Jan 29, 2021

Organization ProfileWWW.COLLEGEENDOWMENT.ORG
2520 Scheibe DrBrookfield, WI 53005

(414) 276-5170

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-3.8%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-25%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$352,416

Down $13,862 (-3.8%) from 2019

Net Assets

Down

$352,416

Down $13,862 (-3.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin20th percentile

Revenue

Down

$61,062

Down $20,367 (-25%) from 2019

Expenses

Up

$74,924

Up $8,586 (+13%) from 2019

Net Income

Down

-$13,862

Down $28,953 (-192%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2020

Assets$352,416
Liabilities$0
Net Assets$352,416
Open 2020 Filing

Operations Trend

Revenue Growth40th 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

2020

Revenue$61,062
Expenses$74,924
Net Income-$13,862
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Jan 29, 2021
Return Version
2019v5.1
Gross Receipts
$103,066
Mission and Program Overview

Mission

Educational lectures and providing scholarships

College endowment is both an intellectually stimulating and philanthropic organization, presenting outstanding lectures and films on diverse topics as well as providing scholarships for women.

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 - DONATED 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
BETSY HAUSHALTERRegistrar-$0--
JANE CONDONCo-2nd Vice President-$0--
JANET BROWNRecording Secretary-$0--
KATHY OLSENPresident-$0--
KAY DELONGECo-2nd Vice President-$0--
MARGOT PADDOCKDirector-$0--
MARILYN STUCKEYDirector-$0--
MARY COUGHLINDirector-$0--
MARY SHANAHANTreasurer-$0--
NANCY MAIERCorrespond Secretary-$0--
PAT CANOLEFirst Vice President-$0--
PAT SANTILLIThird Vice President-$0--
Filing and Contact Details

Filer

Filer Name
College Endowment Association Inc
EIN
39-6043232
Phone
4142765170
Address
2520 SCHEIBE DR, BROOKFIELD, WI 53005

Signing Officer

Name
Kathy Olsen
Title
President
Phone
4142765170
Signed
2021-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Paul Senger
Phone
4144761880
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest/dividends income. Amount: 14,177.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 12. Description: equipment rental. Amount: 1,198. Description: tech support. Amount: 450. Description: insurance. Amount: 469. Description: license & fees. Amount: 54. Description: meals. Amount: 954. Description: program fees. Amount: 26,900. Description: program travel expenses. Amount: 5,435. Description: prospective member expenses. Amount: 171. Description: speaker accomodations. Amount: 2,405. Description: website maintenance. Amount: 2,668. Description: computer. Amount: 790. Description: miscellaneous expense. Amount: 1,019. Total to form 990-ez, line 16: 42,525.”

Raw XML Appendix220 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/OfficerDirectorTrusteeEmplGrp/PersonNm0BETSY HAUSHALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANE CONDON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAY DELONGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARGOT PADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARILYN STUCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY COUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARY SHANAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NANCY MAIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PAT CANOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PAT SANTILLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0REGISTRAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-2ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-2ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CORRESPOND SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FIRST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11THIRD VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042525
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE ENDOWMENT IS BOTH AN INTELLECTUALLY STIMULATING AND PHILANTHROPIC ORGANIZATION, PRESENTING OUTSTANDING LECTURES AND FILMS ON DIVERSE TOPICS AS WELL AS PROVIDING SCHOLARSHIPS FOR WOMEN.
IRS990EZ/PrintingPublicationsPostageAmt02618
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 - DONATED TO SCHOLARSHIP FUND TO BE DISTRIBUTED ON AN ANNUAL BASIS AS DETERMINED BY NORMAL POLICIES OF MCW
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
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IRS990EZ/WebsiteAddressTxt0WWW.COLLEGEENDOWMENT.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BOOK SALE INCOME - 2017 AMOUNT: $ 761. 2018 AMOUNT: $ 42. 2019 AMOUNT: $ 81.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032117
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029314
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.66500
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0153401
IRS990ScheduleA/TotalSupportAmt0226207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST/DIVIDENDS INCOME. AMOUNT: 14,177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 12. DESCRIPTION: EQUIPMENT RENTAL. AMOUNT: 1,198. DESCRIPTION: TECH SUPPORT. AMOUNT: 450. DESCRIPTION: INSURANCE. AMOUNT: 469. DESCRIPTION: LICENSE & FEES. AMOUNT: 54. DESCRIPTION: MEALS. AMOUNT: 954. DESCRIPTION: PROGRAM FEES. AMOUNT: 26,900. DESCRIPTION: PROGRAM TRAVEL EXPENSES. AMOUNT: 5,435. DESCRIPTION: PROSPECTIVE MEMBER EXPENSES. AMOUNT: 171. DESCRIPTION: SPEAKER ACCOMODATIONS. AMOUNT: 2,405. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 2,668. DESCRIPTION: COMPUTER. AMOUNT: 790. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,019. TOTAL TO FORM 990-EZ, LINE 16: 42,525.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY OLSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142765170
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLLEGE ENDOWMENT ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0396043232
ReturnHeader/Filer/PhoneNum04142765170
ReturnHeader/Filer/USAddress/AddressLine1Txt02520 SCHEIBE DR
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010401 W INNOVATION DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04144761880
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL SENGER
ReturnHeader/ReturnTs02021-02-08T08:51:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,416
Liabilities
$0
Net assets
$352,416
Revenue
$61,062
Expenses
$74,924
Net income
-$13,862
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