Civic Intelligence

Walter & Mabel Fromm Scholarship Trust

990PF • Fiscal year 2013 • EIN 39-6250027

Feb 29, 2012 to Feb 28, 2013 • Filed on Jul 02, 2013

Organization Profile
P O Box 2043Milwaukee, WI 53201-9668
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

47th percentile

2.2%

Higher net margin than 47% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$43,219

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

43rd percentile

0.2%

Faster asset growth than 43% of similar nonprofits.

2013 filings • $1M-$5M 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 / Assets27th percentile

Assets

Up

$2,912,074

Up $4,397 (+0.2%) from 2012

Net Assets

Up

$2,912,074

Up $4,397 (+0.2%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin47th percentile

Revenue

$202,412

No earlier filing loaded for comparison.

Expenses

Down

$198,015

Down $24,562 (-11%) from 2012

Net Income

$4,397

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,841,460Liabilities 2011: $0Net Assets 2011: $2,841,4602011Assets 2012: $2,907,677Liabilities 2012: $0Net Assets 2012: $2,907,6772012Assets 2013: $2,912,074Liabilities 2013: $1Net Assets 2013: $2,912,0742013Assets 2014: $2,996,874Liabilities 2014: $1Net Assets 2014: $2,996,8742014Assets 2015: $3,118,014Liabilities 2015: $1Net Assets 2015: $3,118,0142015Assets 2016: $3,081,750Liabilities 2016: $1Net Assets 2016: $3,081,7502016Assets 2017: $3,133,310Liabilities 2017: $0Net Assets 2017: $3,133,3102017Assets 2019: $3,141,340Liabilities 2019: $0Net Assets 2019: $3,141,3402019Assets 2020: $3,126,537Liabilities 2020: $1Net Assets 2020: $3,126,5372020Assets 2021: $2,959,939Liabilities 2021: $1Net Assets 2021: $2,959,9392021Assets 2022: $3,319,528Liabilities 2022: $1Net Assets 2022: $3,319,5282022Assets 2023: $3,270,316Liabilities 2023: $1Net Assets 2023: $3,270,3162023Assets 2024: $3,257,978Liabilities 2024: $1Net Assets 2024: $3,257,9782024Assets 2025: $3,198,466Liabilities 2025: $0Net Assets 2025: $3,198,4662025

Highlighted filing

2013

Assets$2,912,074
Liabilities$1
Net Assets$2,912,074
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $172,9682011Expenses 2012: $222,5772012Revenue 2013: $202,412Expenses 2013: $198,015Net Income 2013: $4,3972013Revenue 2014: $288,052Expenses 2014: $203,194Net Income 2014: $84,8582014Revenue 2015: $334,092Expenses 2015: $212,352Net Income 2015: $121,7402015Revenue 2016: $178,766Expenses 2016: $215,030Net Income 2016: -$36,2642016Revenue 2017: $228,331Expenses 2017: $179,857Net Income 2017: $48,4742017Revenue 2019: $196,842Expenses 2019: $199,937Net Income 2019: -$3,0952019Revenue 2020: $189,562Expenses 2020: $204,173Net Income 2020: -$14,6112020Revenue 2021: $79,755Expenses 2021: $246,352Net Income 2021: -$166,5972021Revenue 2022: $643,492Expenses 2022: $283,892Net Income 2022: $359,6002022Revenue 2023: $146,270Expenses 2023: $280,181Net Income 2023: -$133,9112023Revenue 2024: $203,429Expenses 2024: $235,166Net Income 2024: -$31,7372024Revenue 2025: $178,215Expenses 2025: $243,231Net Income 2025: -$65,0162025

Highlighted filing

2013

Revenue$202,412
Expenses$198,015
Net Income$4,397
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Feb 29, 2012 to Feb 28, 2013
Signed
Jul 2, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$43,219-$43,219
JENNIFER SELIGERScholarship Committee Member-$0--
JEFF DAMRAUScholarship Committee Member-$0--
SHANNON MURRAYScholarship Committee Member-$0--
BARBARA SEELEYScholarship Committee Member-$0--
FAYE GREENFIELDScholarship Committee Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL SCHOLARSHIPPUBLICMERRILL, WI, US$6,175
Paid Grant-EDUCATION GRANTPUBLICATHENS, WI, US$6,175
Paid Grant-EDUCATION GRANTPUBLICMERRILL, WI, US$6,175
Paid GrantMEGAN ZULEGEREDUCATION SUPPORTPUBLICMARATHON, WI, US$6,175
Paid GrantMEGAN KOELSCHEDUCATION SUPPORTPUBLICMERRILL, WI, US$6,175
Paid Grant-EDUCATION SUPPORTPUBLICATHENS, WI, US$6,175
Paid Grant-EDUCATION SCHOLARSHIPPUBLICATHENS, WI, US$6,175
Paid GrantANDREW CZECHEDUCATION SUPPORTPUBLICATHENS, WI, US$6,175
Paid GrantRACHEL MUELLER& UW-EAU CLAIREEDUCATION SCHOLARSHIPPUBLICMERRILL, WI, US$6,175
Paid Grant-EDUCATION GRANTPUBLICMARATHON, WI, US$6,175
Paid GrantWALTER BLAKEYEDUCATION SUPPORTPUBLICMERRILL, WI, US$6,175
Paid Grant-EDUCATIONAL SCHOLARSHIPPUBLICMARATHON, WI, US$6,175
Paid Grant-EDUCATION SCHOLARSHIPPUBLICATHENS, WI, US$6,175
Paid GrantBROOKE DRAXLEREDUCATION SUPPORTPUBLICATHENS, WI, US$6,175
Paid GrantNADINE SWITLICKEDUCATION SUPPORTPUBLICMARATHON, WI, US$6,175
Paid GrantOLIVIA BOLES & UW-STEVENS POINTEDUCATION SCHOLARSHIPPUBLICATHENS, WI, US$6,175
Paid GrantMATTEW HANSON & UW-MADISONEDUCATION SCHOLARSHIPPUBLICMERRILL, WI, US$6,175
Paid GrantWILLA CARLSON & UW-STEVENS POINTEDUCATION SCHOLARSHIPPUBLICATHENS, WI, US$6,175
Paid GrantMITCHELL GRABKOEDUCATION SUPPORTPUBLICATHENS, WI, US$6,175
Paid GrantJENNIFER KRUEGEREDUCATION SUPPORTPUBLICATHENS, WI, US$6,175
Paid GrantTYLER FREDERICKEDUCATION SUPPORTPUBLICMERRILL, WI, US$6,175
Paid Grant-EDUCATION SUPPORTPUBLICROTHSCHILD, WI, US$6,175
Paid Grant-EDUCATIONAL SCHOLARSHIPPUBLICMERRILL, WI, US$2,925
Paid GrantJORDAN ZASTROWEDUCATION SUPPORTPUBLICATHENS, WI, US$2,925
Paid Grant-EDUCATIONAL SCHOLARSHIPPUBLICMARATHON, WI, US$2,925
Paid GrantZACHARY JAHNKEEDUCATION SUPPORTPUBLICMARATHON, WI, US$1,500
Paid GrantBRENDAN GILLEEDUCATION SUPPORTPUBLICATHENS, WI, US$1,500
Paid Grant-EDUCATION GRANTPUBLICATHENS, WI, US$1,500
Paid GrantERICA DIETHELMEDUCATION SUPPORTPUBLICMERRILL, WI, US$1,500
Paid GrantCHELSEA KUFAHLEDUCATION SUPPORTPUBLICMERRILL, WI, US$1,000
Filing and Contact Details

Filer

EIN
39-6250027
Raw XML AppendixShowing 400 of 760 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/PersonName1JEFF DAMRAU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SHANNON MURRAY
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10USBankNA-Gil Lindemann
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,912,074
Liabilities
$1
Net assets
$2,912,074
Revenue
$202,412
Expenses
$198,015
Net income
$4,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.18$0.24$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.20$0.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.15$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.64$0.28$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.08$0.25$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.19$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.20$0.20$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.23$0.18$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.18$0.22$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.33$0.21$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.29$0.20$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.20$0.20$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.22
2011Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.17