Civic Intelligence

Wanda a Hopp Trust UW Wisconsin Valley Trust Co Ttee

990PF • Fiscal year 2014 • EIN 39-6326397

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization Profile
C/O Bmo Harris Bank Na PO Box 2980Milwaukee, WI 53201

(414) 287-7137

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

46th percentile

0.9%

Higher net margin than 46% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$3,964

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

4.8%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$431,485

Up $266 (+0.1%) from 2013

Net Assets

Up

$431,485

Up $266 (+0.1%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin46th percentile

Revenue

Up

$29,249

Up $1,343 (+4.8%) from 2013

Expenses

Up

$28,981

Up $1,359 (+4.9%) from 2013

Net Income

Down

$268

Down $16 (-5.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2010: $432,900Liabilities 2010: $0Net Assets 2010: $432,9002010Assets 2011: $438,199Liabilities 2011: $02011Assets 2012: $430,931Liabilities 2012: $0Net Assets 2012: $430,9312012Assets 2013: $431,219Liabilities 2013: $1Net Assets 2013: $431,2192013Assets 2014: $431,485Liabilities 2014: $1Net Assets 2014: $431,4852014Assets 2015: $424,776Liabilities 2015: $1Net Assets 2015: $424,7762015Assets 2019: $463,333Liabilities 2019: $02019Assets 2020: $455,204Liabilities 2020: $1Net Assets 2020: $455,2042020Assets 2021: $467,836Liabilities 2021: $1Net Assets 2021: $467,8362021Assets 2022: $428,027Liabilities 2022: $1Net Assets 2022: $428,0272022Assets 2023: $415,925Liabilities 2023: $1Net Assets 2023: $415,9252023Assets 2024: $418,479Liabilities 2024: $0Net Assets 2024: $418,4792024

Highlighted filing

2014

Assets$431,485
Liabilities$1
Net Assets$431,485
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

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

$100K$50K$0-$50KExpenses 2010: $28,4042010Revenue 2011: $33,936Expenses 2011: $28,371Net Income 2011: $5,5652011Expenses 2012: $27,1462012Revenue 2013: $27,906Expenses 2013: $27,622Net Income 2013: $2842013Revenue 2014: $29,249Expenses 2014: $28,981Net Income 2014: $2682014Revenue 2015: $22,335Expenses 2015: $29,046Net Income 2015: -$6,7112015Revenue 2019: $33,968Expenses 2019: $28,395Net Income 2019: $5,5732019Revenue 2020: $24,909Expenses 2020: $32,938Net Income 2020: -$8,0292020Revenue 2021: $62,039Expenses 2021: $47,688Net Income 2021: $14,3512021Revenue 2022: $14,221Expenses 2022: $52,015Net Income 2022: -$37,7942022Revenue 2023: $13,457Expenses 2023: $25,549Net Income 2023: -$12,0922023Revenue 2024: $34,407Expenses 2024: $31,947Net Income 2024: $2,4602024

Highlighted filing

2014

Revenue$29,249
Expenses$28,981
Net Income$268
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,964-$3,964
Filing and Contact Details

Filer

Filer Name
Hopp Wanda a Tr
EIN
39-6326397
Phone
4142877137
Address
C/O BMO HARRIS BANK NA PO BOX 2980, MILWAUKEE, WI 53201

Signing Officer

Name
Michelle Willms
Title
Vice President
Phone
4142877137
Signed
2015-04-24

Preparer

Firm
BMO Harris Bank NA
Address
111 E Kilbourn Ave Ste 200, Milwaukee, WI 53202
Preparer
Michelle Willms Ea
Phone
4142877134
Raw XML AppendixShowing 400 of 512 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21179.673 SHS BAIRD CORE PLUS BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31189.532 SHS BMO TCH CORP INCOME FD
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm08079.532 SHS BAIRD CORE PLUS BOND FD
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2875.246 SHS TEMPLETON GLOBAL BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt088729
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt110917
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt211772
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt090006
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt037013
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1683.824 SHS VANGUARD GROWTH INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2390.244 SHS VANGUARD MID CAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31465.705 SHS BROWN ADVISORY GROWTH EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4995.802 SHS CREDIT SUISSE COMMODITY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5320.229 SHS DODGE & COX INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6430.409 SHS DODGE & COX STOCK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73232.876 SHS FMI LARGE CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8206.68 HARBOR INTERNATIONAL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9716.410 SHS INVESCO SMALL CAP EQUITY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10420 SHS ISHARES TR DOW JONES SELECT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11120 SHS ISHARES TR RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12300 SHS JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13180 SHS SPDR S&P 500 ETF TR
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-03-19
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt99769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt99769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt752561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0855.805 SHS ASTON MONTAG & CALDWELL GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11179.673 SHS BAIRD CORE PLUS BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21189.532 SHS BMO TCH CORP INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3424.403 SHS BROWN ADVISORY GROWTH EQUITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4156.495 DODGE & COX INTL STOCK FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5612.87 SHS FIDELITY ADVISOR FLOATING RATE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6738.007 SHS PIMCO FDS TOTAL RETURN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc74804.473 SHS PIMCO FDS TOTAL RETURN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8160.673 SHS VANGUARD GROWTH INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LONG TERM CAP GAIN DIV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018211
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0561
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0268
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0431487
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0431219
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0431485
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026120
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026120
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026120
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026625
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0505
IRS990PF/DistributableAmountGrp/TotalTaxAmt0505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0483
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0483
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0483
IRS990PF/FMVAssetsEOYAmt0531671
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0431219
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0431485
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt097005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0111418
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0111412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0317586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0302416
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0402608
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0386
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0329
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0329
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016242
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017322
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0431219
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0431485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0531671
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0431219
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0431485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0431219
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0431485
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0540602
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0540602
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08109
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026625
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0532493
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0540602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03964
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt027783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt023600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt023300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.062378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0532493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0489978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0456905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0500517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0456958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0419731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.260875
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024300
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024300
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024300
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$431,485
Liabilities
$1
Net assets
$431,485
Revenue
$29,249
Expenses
$28,981
Net income
$268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.34$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.13$0.26$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.14$0.52$0.38
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.62$0.48$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.25$0.33$0.08
2019Summary only. Only limited summary data is available for this year.$4.63$0.00$0.34$0.28$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.22$0.29$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.29$0.29$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.28$0.28$0.00
2012Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.27
2011Summary only. Only limited summary data is available for this year.$4.38$0.00$0.34$0.28$0.06
2010Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.28