Civic Intelligence

Karl W and Katherine T Pfiffner Trust

990PF • Fiscal year 2013 • EIN 39-6423610

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 14, 2014

Organization Profile
Bmo Harris Bank Na PO Box 2980Green Bay, WI 53201

(414) 287-7138

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

9th percentile

-58%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

80th percentile

$5,801

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

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

Asset Growth

39th percentile

-2.6%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

17th percentile

-27%

Faster revenue growth than 17% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$367,750

Down $9,678 (-2.6%) from 2012

Net Assets

Down

$367,750

Down $9,678 (-2.6%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

$16,737

No earlier filing loaded for comparison.

Expenses

Down

$26,415

Down $78 (-0.3%) from 2012

Net Income

-$9,678

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2010: $380,238Liabilities 2010: $0Net Assets 2010: $380,2382010Assets 2011: $384,906Liabilities 2011: $02011Assets 2012: $377,428Liabilities 2012: $0Net Assets 2012: $377,4282012Assets 2013: $367,750Liabilities 2013: $1Net Assets 2013: $367,7502013Assets 2014: $364,349Liabilities 2014: $1Net Assets 2014: $364,3492014Assets 2015: $355,490Liabilities 2015: $1Net Assets 2015: $355,4902015Assets 2018: $358,270Liabilities 2018: $0Net Assets 2018: $358,2702018Assets 2019: $350,473Liabilities 2019: $1Net Assets 2019: $350,4732019Assets 2020: $345,294Liabilities 2020: $1Net Assets 2020: $345,2942020Assets 2021: $371,745Liabilities 2021: $1Net Assets 2021: $371,7452021Assets 2022: $359,635Liabilities 2022: $1Net Assets 2022: $359,6352022Assets 2023: $352,566Liabilities 2023: $1Net Assets 2023: $352,5662023Assets 2024: $382,848Liabilities 2024: $0Net Assets 2024: $382,8482024

Highlighted filing

2013

Assets$367,750
Liabilities$1
Net Assets$367,750
Open 2013 Filing

Operations Trend

Revenue Growth17th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $24,4722010Revenue 2011: $31,381Expenses 2011: $26,416Net Income 2011: $4,9652011Expenses 2012: $26,4932012Revenue 2013: $16,737Expenses 2013: $26,415Net Income 2013: -$9,6782013Revenue 2014: $24,134Expenses 2014: $27,745Net Income 2014: -$3,6112014Revenue 2015: $20,353Expenses 2015: $29,002Net Income 2015: -$8,6492015Revenue 2018: $20,325Expenses 2018: $27,745Net Income 2018: -$7,4202018Revenue 2019: $29,415Expenses 2019: $28,316Net Income 2019: $1,0992019Revenue 2020: $23,213Expenses 2020: $28,468Net Income 2020: -$5,2552020Revenue 2021: $56,566Expenses 2021: $30,229Net Income 2021: $26,3372021Revenue 2022: $21,356Expenses 2022: $33,259Net Income 2022: -$11,9032022Revenue 2023: $21,979Expenses 2023: $28,519Net Income 2023: -$6,5402023Revenue 2024: $58,776Expenses 2024: $29,102Net Income 2024: $29,6742024

Highlighted filing

2013

Revenue$16,737
Expenses$26,415
Net Income-$9,678
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 14, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,801-$5,801
Filing and Contact Details

Filer

EIN
39-6423610
Phone
4142877138

Signing Officer

Name
Richard Stendler
Title
Officer
Phone
4142877138
Signed
2014-04-14

Preparer

Preparer
Richard Stendler
Phone
4142877134
Raw XML Appendix304 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt21990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0805.153 SHS BMO TCH CORPORATE INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1248.855 SHS WESTPORT FDS SMALL CAP FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2LONG TERM CAPITAL GAIN DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt010129
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021419
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101245 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0STEVENS POINT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode054481
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07153423254
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARSHALL ILSLEY TRUST CO ATTN KIM H
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07153423254
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine101245 Main Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Stevens Point
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode054481
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0EDUCATIONAL ASSISTANCE FOR CATHOLIC PRIESTHOO, SISTERHOOD, OR MISSIONARIES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10St Stevens Parish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ARTURO VIGUERAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10C/O ST STEVENS- 1401 CLARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111401 Clark Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0STEVENS POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Stevens Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode054481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode154481
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019773
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0800
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019773
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021419
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020573
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020619
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019773
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt033
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YR EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STENDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142877138
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10PFIFFNER RES TR KARL & KATHERINE
ReturnHeader/Filer/BusinessNameControlTxt0PFIF
ReturnHeader/Filer/EIN0396423610
ReturnHeader/Filer/PhoneNum04142877138
ReturnHeader/Filer/USAddress/AddressLine10BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142877134
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD STENDLER
ReturnHeader/ReturnTs02014-04-21T09:44:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$367,750
Liabilities
$1
Net assets
$367,750
Revenue
$16,737
Expenses
$26,415
Net income
-$9,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.59$0.29$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.22$0.29$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.21$0.33$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.57$0.30$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.23$0.28$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.29$0.28$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.20$0.28$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.20$0.29$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.24$0.28$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.17$0.26$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.26
2011Summary only. Only limited summary data is available for this year.$3.85$0.00$0.31$0.26$0.05
2010Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.24