Civic Intelligence

786 Foundation 49-M020-01-9 Ua Dtd 031097

990PF • Fiscal year 2015 • EIN 39-6515741

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile
C/O Bmo Harris Bank Na PO Box 2977Milwaukee, WI 53201-2980

(414) 815-3915

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

75th percentile

9.0%

Faster asset growth than 75% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

303%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,352,932

Up $276,814 (+9.0%) from 2014

Net Assets

Up

$3,352,932

Up $276,814 (+9.0%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin89th percentile

Revenue

Up

$541,416

Up $406,932 (+303%) from 2014

Expenses

Up

$271,509

Up $192,710 (+245%) from 2014

Net Income

Up

$269,907

Up $214,222 (+385%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,237,512Liabilities 2010: $0Net Assets 2010: $3,237,5122010Assets 2011: $3,159,024Liabilities 2011: $0Net Assets 2011: $3,159,0242011Assets 2012: $3,119,059Liabilities 2012: $0Net Assets 2012: $3,119,0592012Assets 2013: $3,040,583Liabilities 2013: $1Net Assets 2013: $3,040,5832013Assets 2014: $3,076,118Liabilities 2014: $1Net Assets 2014: $3,076,1182014Assets 2015: $3,352,932Liabilities 2015: $1Net Assets 2015: $3,352,9322015Assets 2016: $3,267,091Liabilities 2016: $0Net Assets 2016: $3,267,0912016Assets 2017: $3,951,894Liabilities 2017: $0Net Assets 2017: $3,951,8942017Assets 2019: $3,925,179Liabilities 2019: $1Net Assets 2019: $3,925,1792019Assets 2020: $3,779,190Liabilities 2020: $1Net Assets 2020: $3,779,1902020Assets 2021: $4,110,154Liabilities 2021: $1Net Assets 2021: $4,110,1542021Assets 2022: $4,123,413Liabilities 2022: $1Net Assets 2022: $4,123,4132022Assets 2023: $3,868,033Liabilities 2023: $1Net Assets 2023: $3,868,0332023Assets 2024: $4,161,105Liabilities 2024: $0Net Assets 2024: $4,161,1052024

Highlighted filing

2015

Assets$3,352,932
Liabilities$1
Net Assets$3,352,932
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $256,7742010Expenses 2011: $254,2222011Expenses 2012: $206,9252012Revenue 2013: $204,734Expenses 2013: $265,443Net Income 2013: -$60,7092013Revenue 2014: $134,484Expenses 2014: $78,799Net Income 2014: $55,6852014Revenue 2015: $541,416Expenses 2015: $271,509Net Income 2015: $269,9072015Revenue 2016: $158,853Expenses 2016: $239,026Net Income 2016: -$80,1732016Revenue 2017: $997,615Expenses 2017: $304,340Net Income 2017: $693,2752017Revenue 2019: $249,493Expenses 2019: $295,718Net Income 2019: -$46,2252019Revenue 2020: $135,372Expenses 2020: $276,255Net Income 2020: -$140,8832020Revenue 2021: $769,469Expenses 2021: $443,362Net Income 2021: $326,1072021Revenue 2022: $403,271Expenses 2022: $389,642Net Income 2022: $13,6292022Revenue 2023: $75,611Expenses 2023: $331,010Net Income 2023: -$255,3992023Revenue 2024: $435,533Expenses 2024: $142,081Net Income 2024: $293,4522024

Highlighted filing

2015

Revenue$541,416
Expenses$271,509
Net Income$269,907
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,747-$17,747
Filing and Contact Details

Filer

Filer Name
786 Foundation
EIN
39-6515741
Phone
4148153915
Address
C/O BMO HARRIS BANK NA PO BOX 2977, MILWAUKEE, WI 53201-2980

Signing Officer

Name
Michelle Willms
Title
Vice President
Phone
4148153915
Signed
2016-05-12

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Michelle Willms Ea
Phone
4148153684
Raw XML Appendix363 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0239600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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 8988
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053708
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082322056
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JENNIFER SCHNEIDER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1JENNIFER RIDLEY-HANSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06082322012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum16082322009
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0BMO HARRIS BANK NA PO BOX 8988
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 8988
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1MADISON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053708
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd153708
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DISTRIBUTIONS WILL BE MADE TO ENTITIES OR INDIVIDUALS FOR EDUCATIONAL, SCIENTIFIC, OR RELIGIOUS PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0239000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2977
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053201
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0239000
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/AppliedToCurrentYearAmt062273
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0177327
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0199318
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0239600
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0137045
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0177327
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03779
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13779
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt23779
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ACCRUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt013981
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt113981
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt213981
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt013981
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt113981
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt213981
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0188
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1845
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21666
OtherDecreasesSchedule/OtherDecreasesDetail/Amt31200
OtherDecreasesSchedule/OtherDecreasesDetail/Amt4121
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cost adjustment for prior year ROC
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Interst paid on purchase carryover to 2016
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2Loss on 2014 sales posted in 2015
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3Current year disallowed loss
OtherDecreasesSchedule/OtherDecreasesDetail/Desc4Income timing adjustment - mutual fund income deferral
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN CONVERSION EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010233
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1690
OtherIncreasesSchedule/OtherIncreasesDetail/Amt24
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in accrual
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Current ROC
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2Rounding
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014694
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOSTON TRUST & INV MGMT CO INV MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014694
TaxesSchedule/TaxesDetail/Amt02040
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/Amt2349
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX W/H
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE WILLMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04148153915
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0786 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0786F
ReturnHeader/Filer/EIN0396515741
ReturnHeader/Filer/PhoneNum04148153915
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BMO HARRIS BANK NA PO BOX 2977
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532012980
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/PreparerPersonNm0MICHELLE WILLMS EA
ReturnHeader/ReturnTs02016-05-12T11:38:24-07:00
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
$3,352,932
Liabilities
$1
Net assets
$3,352,932
Revenue
$541,416
Expenses
$271,509
Net income
$269,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.44$0.14$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.08$0.33$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.40$0.39$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.77$0.44$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.14$0.28$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.25$0.30$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$1.00$0.30$0.69
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.16$0.24$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.54$0.27$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.13$0.08$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.20$0.27$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.25
2010Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.26