Civic Intelligence

Phyllis and Walter Malzahn Charitable Tr

990PF • Fiscal year 2019 • EIN 39-6511776

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 25, 2020

Organization Profile
777 E WISCONSIN AVENUE Suite 3500Milwaukee, WI 53202-5367

(414) 297-5750

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$10,100

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,386,557

Down $196,269 (-12%) from 2015

Net Assets

$1,386,557

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin13th percentile

Revenue

Up

$78,575

Up $7,052 (+9.9%) from 2015

Expenses

Down

$106,777

Down $3,390 (-3.1%) from 2015

Net Income

Up

-$28,202

Up $10,442 (+27%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,028,354Liabilities 2011: $02011Assets 2012: $1,699,810Liabilities 2012: $02012Assets 2013: $1,640,056Liabilities 2013: $02013Assets 2014: $1,621,470Liabilities 2014: $02014Assets 2015: $1,582,826Liabilities 2015: $02015Assets 2019: $1,386,557Liabilities 2019: $1Net Assets 2019: $1,386,5572019Assets 2020: $1,411,925Liabilities 2020: $1Net Assets 2020: $1,411,9252020Assets 2021: $1,535,503Liabilities 2021: $1Net Assets 2021: $1,535,5032021Assets 2022: $1,390,700Liabilities 2022: $1Net Assets 2022: $1,390,7002022Assets 2023: $1,306,314Liabilities 2023: $1Net Assets 2023: $1,306,3142023Assets 2024: $1,329,374Liabilities 2024: $0Net Assets 2024: $1,329,3742024

Highlighted filing

2019

Assets$1,386,557
Liabilities$1
Net Assets$1,386,557
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $59,216Expenses 2011: $100,632Net Income 2011: -$41,4162011Revenue 2012: $772,045Expenses 2012: $100,590Net Income 2012: $671,4552012Revenue 2013: $62,360Expenses 2013: $122,115Net Income 2013: -$59,7552013Revenue 2014: $87,872Expenses 2014: $106,459Net Income 2014: -$18,5872014Revenue 2015: $71,523Expenses 2015: $110,167Net Income 2015: -$38,6442015Revenue 2019: $78,575Expenses 2019: $106,777Net Income 2019: -$28,2022019Revenue 2020: $133,882Expenses 2020: $108,514Net Income 2020: $25,3682020Revenue 2021: $183,332Expenses 2021: $59,754Net Income 2021: $123,5782021Revenue 2022: $54,099Expenses 2022: $198,902Net Income 2022: -$144,8032022Revenue 2023: $38,037Expenses 2023: $122,423Net Income 2023: -$84,3862023Revenue 2024: $146,910Expenses 2024: $123,850Net Income 2024: $23,0602024

Highlighted filing

2019

Revenue$78,575
Expenses$106,777
Net Income-$28,202
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 25, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE A DIONISOPOULOSTrustee-$10,100-$10,100
Filing and Contact Details

Filer

Filer Name
Phyllis & Walter Malzahn Charitable Trust
EIN
39-6511776
In Care Of
% GEORGE A DIONISOPOULOS
Phone
4142975750
Address
777 E WISCONSIN AVENUE Suite 3500, MILWAUKEE, WI 53202-5367

Signing Officer

Name
George a Dionisopoulos
Title
Trustee
Signed
2020-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
William R Hughes
Phone
4142712400
Raw XML Appendix277 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08641
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061157
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011530
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102944
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011739
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt069798
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058059
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REIMB. OF ATTY DISBURSEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0369
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0369
OtherIncomeSchedule2/OtherIncomeDetail/Desc02002 EXCISE TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0708
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSEL FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0708
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES - ESTIMATED TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE A DIONISOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS & WALTER MALZAHN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GEORGE DIONISOPOULOS FOLEY & LARDNER LLP
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0396511776
ReturnHeader/Filer/InCareOfNm0% GEORGE A DIONISOPOULOS
ReturnHeader/Filer/PhoneNum04142975750
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 E WISCONSIN AVENUE Suite 3500
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R HUGHES
ReturnHeader/ReturnTs02020-07-23T16:04:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,386,557
Liabilities
$1
Net assets
$1,386,557
Revenue
$78,575
Expenses
$106,777
Net income
-$28,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.15$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.12$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.05$0.20$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.18$0.06$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$1.58$0.00$0.07$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.62$0.00$0.09$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$1.64$0.00$0.06$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.70$0.00$0.77$0.10$0.67
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.06$0.10$0.04