Civic Intelligence

Clarence and Ella Keller Scholarship

990PF • Fiscal year 2013 • EIN 39-6500681

Aug 01, 2012 to Jul 31, 2013 • Filed on Nov 18, 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

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

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

80th percentile

$4,721

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

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

Asset Growth

59th percentile

4.8%

Faster asset growth than 59% of similar nonprofits.

2013 filings • <$500k 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 / Assets58th percentile

Assets

Up

$453,618

Up $20,860 (+4.8%) from 2012

Net Assets

Up

$453,618

Up $20,860 (+4.8%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

$45,488

No earlier filing loaded for comparison.

Expenses

Up

$24,628

Up $3,727 (+18%) from 2012

Net Income

$20,860

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2011: $421,448Liabilities 2011: $0Net Assets 2011: $421,4482011Assets 2012: $432,758Liabilities 2012: $0Net Assets 2012: $432,7582012Assets 2013: $453,618Liabilities 2013: $1Net Assets 2013: $453,6182013Assets 2014: $465,756Liabilities 2014: $1Net Assets 2014: $465,7562014Assets 2015: $459,557Liabilities 2015: $1Net Assets 2015: $459,5572015Assets 2016: $439,883Liabilities 2016: $0Net Assets 2016: $439,8832016Assets 2017: $429,611Liabilities 2017: $0Net Assets 2017: $429,6112017Assets 2018: $431,639Liabilities 2018: $0Net Assets 2018: $431,6392018Assets 2019: $419,101Liabilities 2019: $0Net Assets 2019: $419,1012019Assets 2020: $393,546Liabilities 2020: $1Net Assets 2020: $393,5462020Assets 2021: $464,583Liabilities 2021: $1Net Assets 2021: $464,5832021Assets 2022: $451,226Liabilities 2022: $1Net Assets 2022: $451,2262022Assets 2023: $448,021Liabilities 2023: $1Net Assets 2023: $448,0212023Assets 2024: $439,892Liabilities 2024: $1Net Assets 2024: $439,8922024Assets 2025: $451,904Liabilities 2025: $0Net Assets 2025: $451,9042025

Highlighted filing

2013

Assets$453,618
Liabilities$1
Net Assets$453,618
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $24,8692011Expenses 2012: $20,9012012Revenue 2013: $45,488Expenses 2013: $24,628Net Income 2013: $20,8602013Revenue 2014: $46,723Expenses 2014: $36,299Net Income 2014: $10,4242014Revenue 2015: $23,107Expenses 2015: $29,318Net Income 2015: -$6,2112015Revenue 2016: $12,760Expenses 2016: $29,059Net Income 2016: -$16,2992016Revenue 2017: $14,084Expenses 2017: $24,356Net Income 2017: -$10,2722017Revenue 2018: $28,718Expenses 2018: $26,690Net Income 2018: $2,0282018Revenue 2019: $15,153Expenses 2019: $27,694Net Income 2019: -$12,5412019Revenue 2020: $5,839Expenses 2020: $31,347Net Income 2020: -$25,5082020Revenue 2021: $100,241Expenses 2021: $29,204Net Income 2021: $71,0372021Revenue 2022: $8,010Expenses 2022: $21,366Net Income 2022: -$13,3562022Revenue 2023: $15,365Expenses 2023: $18,573Net Income 2023: -$3,2082023Revenue 2024: $11,310Expenses 2024: $19,422Net Income 2024: -$8,1122024Revenue 2025: $37,349Expenses 2025: $26,194Net Income 2025: $11,1552025

Highlighted filing

2013

Revenue$45,488
Expenses$24,628
Net Income$20,860
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Nov 18, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$4,721-$4,721
JUDY HEINECKECommittee Member-$0--
PAUL HERTELCommittee Member-$0--
TIM KAKERCommittee Member-$0--
RANDY HOLZERCommittee Member-$0--
BRYAN LILLYCommittee Member-$0--
JERRY DOYLEChairperson-$0--
KIM BENZSCHAWELCommittee Member-$0--
REV WARREN WADDELLCommittee Member-$0--
JOHN WINTERCommittee Member-$0--
MARIANNE HERMANCommittee Member-$0--
JOAN KINGCommittee Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPEARL OUTLANDSCHOLARSHIPN/AKENOSHA, WI, US$2,000
Paid GrantALEINA MCGETTRICKMARQUETTE UNIVERSITYN/AMILWAUKEE, WI, US$2,000
Paid GrantTAWNYA FISHSCHOLARSHIPNONESHEBOYGAN, WI, US$1,750
Paid GrantRYAN MOENNINGSCHOLARSHIPNONESHEBOYGAN, WI, US$1,500
Paid GrantKRISTY PHILLIPSUW-GREEN BAY SCHOLARSHIPN/ASHEBOYGAN FALLS, WI, US$1,250
Paid GrantSAMANTHA HAYONSCHOLARSHIPNONESHEBOYGAN, WI, US$1,250
Paid GrantDYLAN ESPINOZASCHOLARSHIPNONESHEBOYGAN, WI, US$1,250
Paid GrantKRISTIN ANDERSONSCHOLARSHIPNONESHEBOYGAN, WI, US$1,250
Paid GrantANTHONY HOITINKCONCORDIA UNIVERSITYN/ASHEBOYGAN, WI, US$1,000
Paid GrantTONYA HARBAUGHUW-STEVENS POINTN/ASHEBOYGAN, WI, US$1,000
Paid GrantALEXANDRIA OLIVASSCHOLARSHIPNONESHEBOYGAN, WI, US$1,000
Paid GrantJASON VANGALISUW-SHEBOYGAN FALLSN/ASHEBOYGAN FALLS, WI, US$750
Paid GrantSHANNON MCCABELAKESHORE TECHNICAL COLLEGEN/ASHEBOYGAN, WI, US$750
Paid GrantNOAH REETZUW-TWIN CITIES SCHOLARSHIPN/ASHEBOYGAN, WI, US$625
Paid GrantDANIEL COLTONSCHOLARSHIPNONESHEBOYGAN, WI, US$375
Paid GrantTYLER WHITTYSCHOLARSHIPNONEHOWARDS GROVE, WI, US$300
Filing and Contact Details

Filer

EIN
39-6500681
Raw XML AppendixShowing 400 of 819 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-06
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112013-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122013-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132013-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142013-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152013-01-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272013-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282013-07-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33969.888 AMERICAN CENT EQUITY INCOME CL INST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset577.815 NUVEEN FUNDS CORE BD FD I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7369.727 PIMCO TOTAL RETURN FUND INST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12691.642 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13420.886 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14271.038 TURNER SPECTRUM FUND INSTL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16802.833 INV BALANCE RISK COMM STR Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17189.245 INV BALANCE RISK COMM STR Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18277.196 AMERICAN CENT SMALL CAP VALU INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1922.748 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20310.62 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset211013.169 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22312.044 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23903.77 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24207.654 T ROWE PRICE MID CAP VALUE FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25172.047 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26163.654 EATON VANCE GLOBAL MACRO FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27226.18 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28231.647 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29CAPITAL GAIN DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0453618
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0432758
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0453618
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment01
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0273
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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
$453,618
Liabilities
$1
Net assets
$453,618
Revenue
$45,488
Expenses
$24,628
Net income
$20,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.37$0.26$0.11
2024Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.11$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.15$0.19$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.08$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$1.00$0.29$0.71
2020Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.06$0.31$0.26
2019Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.15$0.28$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.29$0.27$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.14$0.24$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.23$0.29$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.47$0.36$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.45$0.25$0.21
2012Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.21
2011Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.25