Civic Intelligence

Karl W and Katherine T Pfiffner Trust

990PF • Fiscal year 2015 • EIN 39-6423610

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

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

(414) 287-7138

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-42%

Higher net margin than 12% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$6,136

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$355,490

Down $8,859 (-2.4%) from 2014

Net Assets

Down

$355,490

Down $8,859 (-2.4%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Down

$20,353

Down $3,781 (-16%) from 2014

Expenses

Up

$29,002

Up $1,257 (+4.5%) from 2014

Net Income

Down

-$8,649

Down $5,038 (-140%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2015

Assets$355,490
Liabilities$1
Net Assets$355,490
Open 2015 Filing

Operations Trend

Revenue Growth28th 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

2015

Revenue$20,353
Expenses$29,002
Net Income-$8,649
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,136-$6,136
Filing and Contact Details

Filer

Filer Name
Pfiffner Res Tr Karl & Katherine
EIN
39-6423610
Phone
4142877138
Address
BMO HARRIS BANK NA PO BOX 2980, MILWAUKEE, WI 53201

Signing Officer

Name
Laura Lesperance
Title
Officer
Phone
4142877138
Signed
2016-05-04

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Laura Lesperance CPA
Phone
4148153684
Raw XML Appendix294 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054481
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0EDUCATIONAL ASSISTANCE FOR CATHOLIC PRIESTHOO, SISTERHOOD, OR MISSIONARIES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0St Stephens Parish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ARTURO VIGUERAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PHILIP GRYGLESKI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O ST STEVENS- 1401 CLARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11401 Clark Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2C/O St Stevens-1401 Clark Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STEVENS POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Stevens Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Stevens Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254481
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021776
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/AppliedToYear1Amt021776
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022308
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022576
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021508
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021776
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0210
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 Basis Adj for Return of Capital
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt040
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA LESPERANCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142877138
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PFIFFNER RES TR KARL & KATHERINE
ReturnHeader/Filer/BusinessNameControlTxt0PFIF
ReturnHeader/Filer/EIN0396423610
ReturnHeader/Filer/PhoneNum04142877138
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153684
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA LESPERANCE CPA
ReturnHeader/ReturnTs02016-05-10T07:10:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,490
Liabilities
$1
Net assets
$355,490
Revenue
$20,353
Expenses
$29,002
Net income
-$8,649
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