Civic Intelligence

Oliver T Donovan Tr UW Assoc Kellogg Bk Ttee

990PF • Fiscal year 2022 • EIN 39-6045096

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 21, 2023

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

4th percentile

-263%

Higher net margin than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$23,489

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 61.4% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

27th percentile

-6.2%

Faster asset growth than 27% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-75%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,541,060

Down $101,693 (-6.2%) from 2021

Net Assets

Down

$1,541,060

Down $101,693 (-6.2%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin4th percentile

Revenue

Down

$38,251

Down $113,101 (-75%) from 2021

Expenses

Up

$139,028

Up $3,317 (+2.4%) from 2021

Net Income

Down

-$100,777

Down $116,418 (-744%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2022

Assets$1,541,060
Liabilities$1
Net Assets$1,541,060
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

2022

Revenue$38,251
Expenses$139,028
Net Income-$100,777
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$23,489-$23,489
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF WISCONSIN SYSTEMS OFFICE OF TRUST FUNDSPROGRAM SUPPORT -PCMADISON, WI, US$112,945
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
2023-04-21
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 Appendix304 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt096566
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04628
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04628
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048965
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022251
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010081
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0118817
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022251
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053593
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031342
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0832
OtherDecreasesSchedule/OtherDecreasesDetail/Amt183
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING OF INCOME
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ADJUSTMENT FOR ROC
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
TaxesSchedule/TaxesDetail/Amt0396
TaxesSchedule/TaxesDetail/Amt11832
TaxesSchedule/TaxesDetail/Amt2346
TaxesSchedule/TaxesDetail/Amt320
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2346
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt320
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE M RONDEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203275610
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-21
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02023-04-27T11:00:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,541,060
Liabilities
$1
Net assets
$1,541,060
Revenue
$38,251
Expenses
$139,028
Net income
-$100,777
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