Civic Intelligence

Clarence S Hean Trust Tr Dept 1 St Wisconsin Natl Ttee

990PF • Fiscal year 2013 • EIN 39-6132333

Feb 29, 2012 to Feb 28, 2013 • Filed on Jun 14, 2013

Organization Profile
U S Bank N A PO Box 7900Milwaukee, WI 53707-7900
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$7,040

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 37.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$366,668

Down $6,159 (-1.7%) from 2012

Net Assets

Down

$366,668

Down $6,159 (-1.7%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

$19,039

No earlier filing loaded for comparison.

Expenses

Down

$25,316

Down $4,630 (-15%) from 2012

Net Income

-$6,277

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2011: $372,065Liabilities 2011: $0Net Assets 2011: $372,0652011Assets 2012: $372,827Liabilities 2012: $0Net Assets 2012: $372,8272012Assets 2013: $366,668Liabilities 2013: $1Net Assets 2013: $366,6682013Assets 2014: $367,300Liabilities 2014: $02014Assets 2015: $373,775Liabilities 2015: $1Net Assets 2015: $373,7752015Assets 2016: $370,395Liabilities 2016: $1Net Assets 2016: $370,3952016Assets 2017: $364,663Liabilities 2017: $0Net Assets 2017: $364,6632017Assets 2020: $342,640Liabilities 2020: $1Net Assets 2020: $342,6402020Assets 2021: $308,302Liabilities 2021: $1Net Assets 2021: $308,3022021Assets 2022: $431,905Liabilities 2022: $1Net Assets 2022: $431,9052022Assets 2023: $399,725Liabilities 2023: $1Net Assets 2023: $399,7252023Assets 2024: $378,452Liabilities 2024: $1Net Assets 2024: $378,4522024Assets 2025: $357,989Liabilities 2025: $0Net Assets 2025: $357,9892025

Highlighted filing

2013

Assets$366,668
Liabilities$1
Net Assets$366,668
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $16,1562011Expenses 2012: $29,9462012Revenue 2013: $19,039Expenses 2013: $25,316Net Income 2013: -$6,2772013Revenue 2014: $25,107Expenses 2014: $24,478Net Income 2014: $6292014Revenue 2015: $39,677Expenses 2015: $33,203Net Income 2015: $6,4742015Revenue 2016: $23,522Expenses 2016: $26,902Net Income 2016: -$3,3802016Revenue 2017: $21,397Expenses 2017: $27,129Net Income 2017: -$5,7322017Revenue 2020: $15,179Expenses 2020: $27,501Net Income 2020: -$12,3222020Revenue 2021: -$2,760Expenses 2021: $31,577Net Income 2021: -$34,3372021Revenue 2022: $156,075Expenses 2022: $32,471Net Income 2022: $123,6042022Revenue 2023: $3,372Expenses 2023: $35,543Net Income 2023: -$32,1712023Revenue 2024: $10,485Expenses 2024: $31,761Net Income 2024: -$21,2762024Revenue 2025: $11,330Expenses 2025: $31,798Net Income 2025: -$20,4682025

Highlighted filing

2013

Revenue$19,039
Expenses$25,316
Net Income-$6,277
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Feb 29, 2012 to Feb 28, 2013
Signed
Jun 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrusteeFT$7,040-$7,040
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPRESBYTERIAN CHURCH-USA FOUNDAGENERAL SUPPORTPUBLIC CHARITYJEFFERSONVILLE, IN, US$17,201
Filing and Contact Details

Filer

EIN
39-6132333
Raw XML Appendix351 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/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount017201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PRESBYTERIAN CHURCH-USA FOUNDA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTN OUTSIDE TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0JEFFERSONVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0471303854
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear017201
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01704
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1017201
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted020633
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions018905
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY018929
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear017201
OtherIncreasesSchedule/OtherIncreases/Amount0118
OtherIncreasesSchedule/OtherIncreases/Description0EXCISE TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TAX PREP FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps01000
TaxesSchedule/Taxes/Amount075
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome075
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0396132333
ReturnHeader/Filer/Name/BusinessNameLine10CLARENCE S HEAN TEST TR 000011363600
ReturnHeader/Filer/NameControl0HEAN
ReturnHeader/Filer/Phone06082524486
ReturnHeader/Filer/USAddress/AddressLine10U S BANK N A PO BOX 7900
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537077900
ReturnHeader/Officer/DateSigned02013-06-14
ReturnHeader/Officer/Name0U S BANK N A
ReturnHeader/Officer/Phone06082524486
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-03-01
ReturnHeader/TaxPeriodEndDate02013-02-28
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-02T08:20:13-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$366,668
Liabilities
$1
Net assets
$366,668
Revenue
$19,039
Expenses
$25,316
Net income
-$6,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.11$0.32$0.20
2024Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.10$0.32$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.03$0.36$0.32
2022Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.56$0.32$1.24
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.03$0.32$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.15$0.28$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.21$0.27$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.24$0.27$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.40$0.33$0.06
2014Summary only. Only limited summary data is available for this year.$3.67$0.00$0.25$0.24$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.19$0.25$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.30
2011Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.16