Civic Intelligence

Colonel Robert H Morse Foundation

990PF • Fiscal year 2010 • EIN 39-6092711

Jan 01, 2010 to Dec 31, 2010 • Filed on May 02, 2011

MI Trust CO Na PO Box 297753201
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

82nd percentile

$13,882

Higher top officer pay than 82% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,164,684

No earlier filing loaded for comparison.

Net Assets

$1,164,684

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$74,846

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,164,684Liabilities 2010: $0Net Assets 2010: $1,164,6842010Assets 2011: $1,137,576Liabilities 2011: $0Net Assets 2011: $1,137,5762011Assets 2012: $1,121,954Liabilities 2012: $0Net Assets 2012: $1,121,9542012Assets 2013: $1,141,559Liabilities 2013: $02013Assets 2014: $1,177,037Liabilities 2014: $02014Assets 2015: $1,266,734Liabilities 2015: $02015Assets 2019: $1,465,590Liabilities 2019: $1Net Assets 2019: $1,465,5902019Assets 2020: $1,411,907Liabilities 2020: $1Net Assets 2020: $1,411,9072020Assets 2021: $1,500,492Liabilities 2021: $1Net Assets 2021: $1,500,4922021Assets 2022: $1,470,370Liabilities 2022: $1Net Assets 2022: $1,470,3702022Assets 2023: $1,438,486Liabilities 2023: $1Net Assets 2023: $1,438,4862023Assets 2024: $1,465,769Liabilities 2024: $0Net Assets 2024: $1,465,7692024

Highlighted filing

2010

Assets$1,164,684
Liabilities$0
Net Assets$1,164,684

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $74,8462010Expenses 2011: $83,4022011Expenses 2012: $85,9012012Revenue 2013: $102,501Expenses 2013: $82,584Net Income 2013: $19,9172013Revenue 2014: $118,181Expenses 2014: $82,411Net Income 2014: $35,7702014Revenue 2015: $167,528Expenses 2015: $76,826Net Income 2015: $90,7022015Revenue 2019: $152,012Expenses 2019: $96,248Net Income 2019: $55,7642019Revenue 2020: $44,414Expenses 2020: $96,378Net Income 2020: -$51,9642020Revenue 2021: $199,136Expenses 2021: $110,187Net Income 2021: $88,9492021Revenue 2022: $75,035Expenses 2022: $105,317Net Income 2022: -$30,2822022Revenue 2023: $69,943Expenses 2023: $101,356Net Income 2023: -$31,4132023Revenue 2024: $132,700Expenses 2024: $105,609Net Income 2024: $27,0912024

Highlighted filing

2010

Revenue-
Expenses$74,846
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 2, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$13,882-$13,882
BONNIE D WETTERDirector-$0--
RICHARD J RUSCHDirector-$0--
JOHN H FRANZDirector-$0--
JAMES RUETHLINGDirector-$0--
GORDON C NEESEDirector-$0--
RICHARD DASHNAWDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUW WISCONSIN ROCK COUNTYCONTRIBUTIONN/AJANESVILLE, WI, US$10,000
Paid GrantSTATELINE COMMUNITY FOUNDATIONCONTRIBUTIONN/ABELOIT, WI, US$10,000
Paid GrantNEIGHBORHOOD HOUSING SERVICESCONTRIBUTIONN/ABELOIT, WI, US$10,000
Paid GrantBELOIT MEALS ON WHEELSCONTRIBUTIONN/ABELOIT, WI, US$5,000
Paid GrantCOMMUNITY ACTIONCONTRIBUTIONN/AJANESVILLE, WI, US$5,000
Paid GrantHANDS OF FAITHCONTRIBUTIONN/ABELOIT, WI, US$5,000
Paid GrantJUNIOR ACHIEVEMENT OF WIS INCCONTRIBUTIONN/AJANESVILLE, WI, US$2,500
Paid GrantCARITASCONTRIBUTIONN/ABELOIT, WI, US$2,500
Paid GrantCLINTON PUBLIC LIBRARYCONTRIBUTIONN/ACLINTON, WI, US$2,500
Paid GrantBELOIT MEMORIAL HIGH SCHOOLCONTRIBUTIONN/ABELOIT, WI, US$2,500
Paid GrantKIDS AGAINST HUNGERCONTRIBUTIONN/ABELOIT, WI, US$500
Filing and Contact Details

Filer

EIN
39-6092711
Raw XML AppendixShowing 400 of 412 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST CO NA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BONNIE D WETTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD J RUSCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN H FRANZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JAMES RUETHLING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4GORDON C NEESE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8CONTRIBUTION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11JUNIOR ACHIEVEMENT OF WIS INC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17COMMUNITY ACTION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine191225 FOURTH ST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1053511
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear055500
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/UndistributedIncome/AppliedToCurrentYear0899
IRS990PF/UndistributedIncome/AppliedToYear1054601
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted060111
IRS990PF/UndistributedIncome/QualifyingDistributions055500
IRS990PF/UndistributedIncome/UndistributedIncomeCY059212
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear054601
OtherDecreasesSchedule/OtherDecreases/Amount0108
OtherDecreasesSchedule/OtherDecreases/Description0TIMING DIFFERENCE
OtherExpensesSchedule/OtherExpenses/Description0Dues and memberships
OtherExpensesSchedule/OtherExpenses/Description1Conferences and meetings
OtherExpensesSchedule/OtherExpenses/Description2Misc
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0594
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome12687
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome21183
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0594
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12687
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21183
OtherIncomeSchedule2/OtherIncome/Description0Capital gain dividends
OtherIncomeSchedule2/OtherIncome/Description1Tax Refund
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome09503
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks09503
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1687
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396092711
ReturnHeader/Filer/Name/BusinessNameLine10COLONEL ROBERT H MORSE FDN
ReturnHeader/Filer/NameControl0COLO
ReturnHeader/Filer/Phone04148153684
ReturnHeader/Filer/USAddress/AddressLine10MI TRUST CO NA PO BOX 2977
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-05-02
ReturnHeader/Officer/Name0RICHARD L MARTHALER
ReturnHeader/Officer/Phone04148153684
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-05-02

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