Civic Intelligence

Oliver T Donovan Tr UW Assoc Kellogg Bk Ttee

990PF • Fiscal year 2019 • EIN 39-6045096

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 16, 2020

Organization Profile
PO Box 12800Green Bay, WI 54307-2800

(920) 327-5610

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

11th percentile

-48%

Higher net margin than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$22,833

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$1,629,384

No earlier filing loaded for comparison.

Net Assets

$1,629,384

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin11th percentile

Revenue

$78,040

No earlier filing loaded for comparison.

Expenses

$115,151

No earlier filing loaded for comparison.

Net Income

-$37,111

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,629,384Liabilities 2019: $1Net Assets 2019: $1,629,3842019Assets 2020: $1,626,723Liabilities 2020: $1Net Assets 2020: $1,626,7232020Assets 2021: $1,642,753Liabilities 2021: $1Net Assets 2021: $1,642,7532021Assets 2022: $1,541,060Liabilities 2022: $1Net Assets 2022: $1,541,0602022Assets 2023: $1,507,396Liabilities 2023: $1Net Assets 2023: $1,507,3962023Assets 2024: $1,520,541Liabilities 2024: $0Net Assets 2024: $1,520,5412024

Highlighted filing

2019

Assets$1,629,384
Liabilities$1
Net Assets$1,629,384
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2019: $78,040Expenses 2019: $115,151Net Income 2019: -$37,1112019Revenue 2020: $120,890Expenses 2020: $122,906Net Income 2020: -$2,0162020Revenue 2021: $151,352Expenses 2021: $135,711Net Income 2021: $15,6412021Revenue 2022: $38,251Expenses 2022: $139,028Net Income 2022: -$100,7772022Revenue 2023: $80,784Expenses 2023: $113,601Net Income 2023: -$32,8172023Revenue 2024: $138,896Expenses 2024: $125,639Net Income 2024: $13,2572024

Highlighted filing

2019

Revenue$78,040
Expenses$115,151
Net Income-$37,111
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$22,833-$22,833
Filing and Contact Details

Filer

Filer Name
Oliver T Donovan Tw
EIN
39-6045096
Phone
9203275610
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Katherine M Rondeau
Title
Trustee
Phone
9203275610
Signed
2020-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Sandra Murphy
Phone
3128792000
Raw XML Appendix313 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt093483
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04628
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07403
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07403
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038219
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09670
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095704
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02221
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045622
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043401
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0389
OtherDecreasesSchedule/OtherDecreasesDetail/Amt112
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO BOOK VALUE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03237
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING OF INCOME
TaxesSchedule/TaxesDetail/Amt01717
TaxesSchedule/TaxesDetail/Amt1338
TaxesSchedule/TaxesDetail/Amt2267
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1338
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2267
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE M RONDEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203275610
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLIVER T DONOVAN TW
ReturnHeader/Filer/BusinessNameControlTxt0DONO
ReturnHeader/Filer/EIN0396045096
ReturnHeader/Filer/PhoneNum09203275610
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12800
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0543072800
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02020-05-04T11:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,629,384
Liabilities
$1
Net assets
$1,629,384
Revenue
$78,040
Expenses
$115,151
Net income
-$37,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.14$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.14$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.15$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$0.12$0.04