Civic Intelligence

Russell C Allen Trust

990 • Fiscal year 2012 • EIN 39-6322949

Sep 01, 2011 to Aug 31, 2012 • Filed on Nov 14, 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

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M 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

48th percentile

0.5%

Faster asset growth than 48% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M 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 / Assets12th percentile

Assets

Up

$2,694,527

Up $13,898 (+0.5%) from 2011

Net Assets

Up

$2,694,527

Up $13,898 (+0.5%) 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

$72,975

Down $3,256 (-4.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th 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: $2,680,629Liabilities 2011: $0Net Assets 2011: $2,680,6292011Assets 2012: $2,694,527Liabilities 2012: $0Net Assets 2012: $2,694,5272012Assets 2013: $2,740,420Liabilities 2013: $0Net Assets 2013: $2,740,4202013Assets 2014: $3,071,507Liabilities 2014: $0Net Assets 2014: $3,071,5072014Assets 2015: $3,175,828Liabilities 2015: $02015Assets 2016: $3,194,757Liabilities 2016: $02016Assets 2019: $3,130,479Liabilities 2019: $1Net Assets 2019: $3,130,4792019Assets 2020: $3,079,583Liabilities 2020: $1Net Assets 2020: $3,079,5832020Assets 2021: $3,037,609Liabilities 2021: $1Net Assets 2021: $3,037,6092021Assets 2022: $3,050,798Liabilities 2022: $1Net Assets 2022: $3,050,7982022Assets 2023: $2,909,704Liabilities 2023: $1Net Assets 2023: $2,909,7042023Assets 2024: $2,815,519Liabilities 2024: $0Net Assets 2024: $2,815,5192024Assets 2025: $2,770,191Liabilities 2025: $0Net Assets 2025: $2,770,1912025

Highlighted filing

2012

Assets$2,694,527
Liabilities$0
Net Assets$2,694,527
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $102,384Expenses 2011: $76,231Net Income 2011: $26,1532011Expenses 2012: $72,9752012Revenue 2013: $130,849Expenses 2013: $77,370Net Income 2013: $53,4792013Revenue 2014: $420,679Expenses 2014: $87,677Net Income 2014: $333,0022014Revenue 2015: $206,855Expenses 2015: $100,351Net Income 2015: $106,5042015Revenue 2016: $144,296Expenses 2016: $124,354Net Income 2016: $19,9422016Revenue 2019: $194,525Expenses 2019: $220,195Net Income 2019: -$25,6702019Revenue 2020: $164,087Expenses 2020: $215,782Net Income 2020: -$51,6952020Revenue 2021: $181,403Expenses 2021: $223,648Net Income 2021: -$42,2452021Revenue 2022: $277,610Expenses 2022: $264,570Net Income 2022: $13,0402022Revenue 2023: $116,511Expenses 2023: $257,629Net Income 2023: -$141,1182023Revenue 2024: $136,329Expenses 2024: $230,160Net Income 2024: -$93,8312024Revenue 2025: $206,715Expenses 2025: $252,471Net Income 2025: -$45,7562025

Highlighted filing

2012

Revenue-
Expenses$72,975
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Nov 14, 2012
Return Version
2011v1.2
Gross Receipts
$546,565
Filing and Contact Details

Filer

EIN
39-6322949
Raw XML Appendix268 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/AccountsReceivable/BOY08318
IRS990/AccountsReceivable/EOY07534
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0GRANTS PROVIDED DIRECTLY TO EASTCASTLE PLACE - MILWAUKEE PROTESTANT HOME
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine10111 E KILBOURN AVE
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY02680629
IRS990/CapStckTrstPrinCurrentFunds/EOY02694527
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Fundraising00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral019294
IRS990/CompCurrentOfficersDirectors/ProgramServices00
IRS990/CompCurrentOfficersDirectors/Total019294
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0GRANTS PROVIDED DIRECTLY TO EASTCASTLE PLACE - MILWAUKEE PROTESTANT HOME 2505 E BRADFORD AVE MILWAUKEE, WI 63211
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense052779
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine10BMO HARRIS BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization019294
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities026780
IRS990/Gaming0false
IRS990/Grants052779
IRS990/GrantsAndSimilarAmntsCY052779
IRS990/GrantsAndSimilarAmntsPriorYear056646
IRS990/GrantsToDomesticOrgs/ProgramServices052779
IRS990/GrantsToDomesticOrgs/Total052779
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0485780
IRS990/GrossReceipts0546565
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear087565
IRS990/InvestmentIncome/ExclusionAmount060785
IRS990/InvestmentIncomePriorYear0102384
IRS990/InvestmentIncome/TotalRevenueColumn060785
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY02672311
IRS990/InvestmentsPubTradedSecurities/EOY02686993
IRS990/LessCostOthBasisSalesExpenses/Securities0459000
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0GRANTS PROVIDED DIRECTLY TO EASTCASTLE PLACE - MILWAUKEE PROTESTANT HOME
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10DEIRDRE SNYDER
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers00
IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY02680629
IRS990/NetAssetsOrFundBalancesEOY02694527
IRS990/NetGainOrLossInvestments/ExclusionAmount026780
IRS990/NetGainOrLossInvestments/TotalRevenueColumn026780
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0569
IRS990/OtherExpensesCurrentYear0902
IRS990/OtherExpenses/Description0Foreign taxes
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/ManagementAndGeneral0902
IRS990/OtherExpenses/ProgramServices00
IRS990/OtherExpenses/Total0902
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges0-692
IRS990/ReconcilationRevenueExpenses014590
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY014590
IRS990/RevenuesLessExpensesPriorYear026153
IRS990/SalariesEtcCurrentYear019294
IRS990/SalariesEtcPriorYear019016
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/SumOfAmounts052779
IRS990ScheduleA/SupportedOrgInformation/Amount052779
IRS990ScheduleA/SupportedOrgInformation/EIN0390830668
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10MILWAUKEE PROTESTANT HOME FOR THE AGED
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0HEALTH/NURSING
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Milwaukee Protestant Home annually sends the Trustee confirmation of the earmarked program that the funds support. M&I meets quarterly with one or more Milwaukee
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation1Protestant Home officers to review the portfolio, get updates on the earmarked program,
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation2discuss projected needs of the earmarked program, and review the portfolio allocation and earnings.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Pt I Line 2
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier1Pt I Line 2
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier2Pt I Line 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine102505 E BRADFORD AVE
IRS990ScheduleI/RecipientTable/AddressUS/City0MILWAUKEE
IRS990ScheduleI/RecipientTable/AddressUS/State0WI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode053211
IRS990ScheduleI/RecipientTable/AmountOfCashGrant052779
IRS990ScheduleI/RecipientTable/DescriptionOfNonCashAssistance00
IRS990ScheduleI/RecipientTable/EINOfRecipient0390830668
IRS990ScheduleI/RecipientTable/MethodOfValuation00
IRS990ScheduleI/RecipientTable/PurposeOfGrant0General
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10EASTCASTLE-MILWAUKEE PROTESTANT HOME
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0All documents are available at the address provided in Part VI line 20
IRS990ScheduleO/GeneralExplanation/Explanation1The Form 990 was completed and reviewed by officers of BMO Harris Bank NA, trustee, prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation2INVESTMENTS
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990EZ, Part II, Line 24
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0WI
IRS990/StatesWhereCopyOfReturnIsFiled0WI
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10111 E KILBOURN AVE
IRS990/TheBooksAreInCareOf/AddressUS/City0MILWAUKEE
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode053202
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10BMO HARRIS BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber04148153802
IRS990/TotalAssets/BOY02680629
IRS990/TotalAssetsBOY02680629
IRS990/TotalAssets/EOY02694527
IRS990/TotalAssetsEOY02694527
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear072975
IRS990/TotalExpensesPriorYear076231
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral020196
IRS990/TotalFunctionalExpenses/ProgramServices052779
IRS990/TotalFunctionalExpenses/Total072975
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY02680629
IRS990/TotalLiabNetAssetsFundBalances/EOY02694527
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY02680629
IRS990/TotalNetAssetsFundBalances/EOY02694527
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense052779
IRS990/TotalReportableCompFromOrg019294
IRS990/TotalRevenueCurrentYear087565
IRS990/TotalRevenue/ExclusionAmount087565
IRS990/TotalRevenuePriorYear0102384
IRS990/TotalRevenue/TotalRevenueColumn087565
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01979
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396322949
ReturnHeader/Filer/Name/BusinessNameLine10RUSSELL C ALLEN TR
ReturnHeader/Filer/NameControl0RUSS
ReturnHeader/Filer/Phone04148153802
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/DateSigned02012-11-14
ReturnHeader/Officer/Name0MICHELLE WILLMS
ReturnHeader/Officer/Phone04148153802
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-11-14
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/Name0MICHELLE WILLMS EA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T06:07:47-08:00

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
$2,694,527
Liabilities
$0
Net assets
$2,694,527
Revenue
-
Expenses
$72,975
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.21$0.25$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.14$0.23$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.12$0.26$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.28$0.26$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.18$0.22$0.04
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.08$0.00$3.08$0.16$0.22$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.19$0.22$0.03
2016Summary only. Only limited summary data is available for this year.$3.19$0.00$0.14$0.12$0.02
2015Summary only. Only limited summary data is available for this year.$3.18$0.00$0.21$0.10$0.11
2014Summary only. Only limited summary data is available for this year.$3.07$0.00$3.07$0.42$0.09$0.33
2013Summary only. Only limited summary data is available for this year.$2.74$0.00$2.74$0.13$0.08$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$0.07
2011Summary only. Only limited summary data is available for this year.$2.68$0.00$2.68$0.10$0.08$0.03