Civic Intelligence

Retirement Tr Franciscan Sisters

990 • Fiscal year 2012 • EIN 39-6200351

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 05, 2012

Organization Profile
Bmo Harris Bank Na PO Box 298053201
Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2012 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$46,069,271

Up $544,821 (+1.2%) from 2011

Net Assets

Up

$46,069,271

Up $544,821 (+1.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,246,136

Down $2,595,699 (-68%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$60M$40M$20M$0Assets 2011: $45,524,450Liabilities 2011: $0Net Assets 2011: $45,524,4502011Assets 2012: $46,069,271Liabilities 2012: $0Net Assets 2012: $46,069,2712012

Highlighted filing

2012

Assets$46,069,271
Liabilities$0
Net Assets$46,069,271
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $3,841,8352011Expenses 2012: $1,246,1362012

Highlighted filing

2012

Revenue-
Expenses$1,246,136
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 5, 2012
Return Version
2011v1.2
Gross Receipts
$23,094,434
Filing and Contact Details

Filer

EIN
39-6200351
Raw XML Appendix267 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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IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0RETIREMENT OF FRANCISCAN SISTERS
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 2980
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/AllOtherContributions02121
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
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IRS990/CapStckTrstPrinCurrentFunds/BOY045524450
IRS990/CapStckTrstPrinCurrentFunds/EOY046069271
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IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral00
IRS990/CompCurrentOfficersDirectors/ProgramServices0128061
IRS990/CompCurrentOfficersDirectors/Total0128061
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear02121
IRS990/ContributionsGrantsPriorYear04603
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0FUNDS ARE USED FOR THE RETIREMENT OF THE FRANCISCAN SISTERS.
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense01246136
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek012.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine10M&I TRUST CO
IRS990/Form990PartVIISectionA/OtherCompensation0128061
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
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IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities0459906
IRS990/Gaming0false
IRS990/Grants01097629
IRS990/GrantsAndSimilarAmntsCY01097629
IRS990/GrantsAndSimilarAmntsPriorYear03695520
IRS990/GrantsToDomesticOrgs/ProgramServices01097629
IRS990/GrantsToDomesticOrgs/Total01097629
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities021783287
IRS990/GrossReceipts023094434
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear01710708
IRS990/InvestmentIncomePriorYear02423489
IRS990/InvestmentIncome/TotalRevenueColumn01250802
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY045322911
IRS990/InvestmentsPubTradedSecurities/EOY045874234
IRS990/LessCostOthBasisSalesExpenses/Securities021323381
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
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IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0RETIREMENT OF FRANCISCAN SISTERS
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10LAURA E VOGEL
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY045524450
IRS990/NetAssetsOrFundBalancesEOY046069271
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0459906
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0459906
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers06
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0201539
IRS990/OtherAssetsTotal/EOY0195037
IRS990/OtherExpensePriorYear08688
IRS990/OtherExpensesCurrentYear020446
IRS990/OtherExpenses/Description0FOREIGN TAXES
IRS990/OtherExpenses/Description1Trustee Fees
IRS990/OtherExpenses/Description2Other Expenses
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/Fundraising10
IRS990/OtherExpenses/Fundraising20
IRS990/OtherExpenses/ManagementAndGeneral00
IRS990/OtherExpenses/ManagementAndGeneral10
IRS990/OtherExpenses/ManagementAndGeneral20
IRS990/OtherExpenses/ProgramServices06025
IRS990/OtherExpenses/ProgramServices11349
IRS990/OtherExpenses/ProgramServices213072
IRS990/OtherExpenses/Total06025
IRS990/OtherExpenses/Total11349
IRS990/OtherExpenses/Total213072
IRS990/OtherRevenueCurrentYear058224
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0MANAGEMENT FEE CR
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome058224
IRS990/OtherRevenueMisc/TotalRevenueColumn058224
IRS990/OtherRevenuePriorYear05671
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges019904
IRS990/ReconcilationRevenueExpenses0524917
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue01768932
IRS990/RevenuesLessExpensesCY0524917
IRS990/RevenuesLessExpensesPriorYear0-1408072
IRS990/SalariesEtcCurrentYear0128061
IRS990/SalariesEtcPriorYear0137627
IRS990ScheduleA/Church170b1Ai0X
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50900
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0GRANTS ARE USED FOR THE RETIREMENT OF FRANSICAN SISTERS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Pt I Line 2
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Governed by trust document.
IRS990ScheduleO/GeneralExplanation/Explanation1There is a trust document that governs where and how the funds are used in the trust. They are for the retirement of the Franciscan Sisters.
IRS990ScheduleO/GeneralExplanation/Explanation2Governed by trust document
IRS990ScheduleO/GeneralExplanation/Explanation3Governed by trust document
IRS990ScheduleO/GeneralExplanation/Explanation4There are no formal procedures. We review all the transactions within the trust through various reports all year.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 10b
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 8a
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 8b
IRS990ScheduleO/GeneralExplanation/Identifier4Pt VI, Line 11a
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0WI
IRS990/StatesWhereCopyOfReturnIsFiled0WI
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
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IRS990/TheBooksAreInCareOf/AddressUS/City0MILWAUKEE
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode053202
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10BMO TRUST AND CUSTODY SERVICES
IRS990/TheBooksAreInCareOf/TelephoneNumber04142878481
IRS990/TotalAssets/BOY045524450
IRS990/TotalAssetsBOY045524450
IRS990/TotalAssets/EOY046069271
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IRS990/TotalCompGT150K0false
IRS990/TotalContributions02121
IRS990/TotalExpensesCurrentYear01246136
IRS990/TotalExpensesPriorYear03841835
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
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IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
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IRS990/TotalOtherCompensation0128061
IRS990/TotalOtherRevenue058224
IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalRevenueCurrentYear01771053
IRS990/TotalRevenuePriorYear02433763
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome01768932
IRS990/TotalRevenue/TotalRevenueColumn01771053
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01973
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396200351
ReturnHeader/Filer/Name/BusinessNameLine10RETIREMENT TR FRANCISCAN SISTERS
ReturnHeader/Filer/NameControl0RETI
ReturnHeader/Filer/Phone04142878481
ReturnHeader/Filer/USAddress/AddressLine10BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-05
ReturnHeader/Officer/Name0LAURA E VOGEL
ReturnHeader/Officer/Phone04142878481
ReturnHeader/Officer/Title0A.V.P.
ReturnHeader/Preparer/DatePrepared02012-11-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 105
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0LAURA VOGEL CPA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-05T13:22:48-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$46,069,271
Liabilities
$0
Net assets
$46,069,271
Revenue
-
Expenses
$1,246,136
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$0.00$46.1$1.25
2011Summary only. Only limited summary data is available for this year.$45.5$0.00$45.5$3.84