Civic Intelligence

Phyllis and Walter Malzahn Charitable Tr

EIN 39-6511776 • Milwaukee, WI

Pub. 78 Eligible
777 E Wisconsin Ave Suite 3500Milwaukee, WI 53202-5367
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$11,500

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.8%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

286%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,329,374

Up $23,060 (+1.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$1,329,374

Up $23,060 (+1.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin65th percentile

Revenue

Up

$146,910

Up $108,873 (+286%) from 2023

Expenses

Up

$123,850

Up $1,427 (+1.2%) from 2023

Net Income

Up

$23,060

Up $107,446 (+127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,329,374
Liabilities$0
Net Assets$1,329,374
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$146,910
Expenses$123,850
Net Income$23,060
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,329,374
Liabilities
$0
Net assets
$1,329,374
Revenue
$146,910
Expenses
$123,850
Net income
$23,060
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE A DIONISOPOULOSTrustee-$11,500-$11,500
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
2025-05-14
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 Appendix254 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/RemainingDistriFromCorpusAmt023692
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0153085
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0129393
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REIMB. OF ATTY DISBURSEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0546
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0546
OtherIncomeSchedule2/OtherIncomeDetail/Desc02002 EXCISE TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0804
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSEL FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0804
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES - BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES - ESTIMATE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE DIONISOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142712400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
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 AVE SUITE 3500
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025367
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02025-05-14T15:46:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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