Civic Intelligence

Phyllis and Walter Malzahn Charitable Tr

990PF • Fiscal year 2023 • EIN 39-6511776

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
777 E Wisconsin Ave 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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-222%

Higher net margin than 4% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$10,500

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 27.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

18th percentile

-6.1%

Faster asset growth than 18% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,306,314

Down $84,386 (-6.1%) from 2022

Net Assets

Down

$1,306,314

Down $84,386 (-6.1%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin4th percentile

Revenue

Down

$38,037

Down $16,062 (-30%) from 2022

Expenses

Down

$122,423

Down $76,479 (-38%) from 2022

Net Income

Up

-$84,386

Up $60,417 (+42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2023

Assets$1,306,314
Liabilities$1
Net Assets$1,306,314
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

2023

Revenue$38,037
Expenses$122,423
Net Income-$84,386
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE A DIONISOPOULOSTrustee-$10,500-$10,500
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 AVE SUITE 3500, MILWAUKEE, WI 53202-5367

Signing Officer

Name
George Dionisopoulos
Title
Trustee
Phone
4142712400
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Emmaline S Jurgena
Phone
4142712400
Raw XML Appendix260 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0728
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES - BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES - ESTIMATE
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE DIONISOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS & WALTER MALZAHN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GEORGE DIONISOPOULOS FOLEY & LARDNER LLP
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ReturnHeader/Filer/PhoneNum04142975750
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ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02024-05-09T14:33:22-05:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,306,314
Liabilities
$1
Net assets
$1,306,314
Revenue
$38,037
Expenses
$122,423
Net income
-$84,386
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