Civic Intelligence

Donald and Pauline Speich Educational Trust

990PF • Fiscal year 2019 • EIN 39-6567191

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 09, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(715) 839-6478

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

29th percentile

0.00x

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

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

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

51st percentile

$23,054

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

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

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

8.2%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,343,137

Up $47,985 (+3.7%) from 2018

Net Assets

Up

$1,343,137

Up $47,985 (+3.7%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin82nd percentile

Revenue

Up

$158,072

Up $12,011 (+8.2%) from 2018

Expenses

Down

$110,021

Down $52,685 (-32%) from 2018

Net Income

Up

$48,051

Up $64,696 (+389%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,623,036Liabilities 2011: $02011Assets 2012: $1,575,998Liabilities 2012: $0Net Assets 2012: $1,575,9982012Assets 2013: $1,496,534Liabilities 2013: $1Net Assets 2013: $1,496,5342013Assets 2014: $1,439,036Liabilities 2014: $1Net Assets 2014: $1,439,0362014Assets 2015: $1,357,308Liabilities 2015: $02015Assets 2017: $1,311,997Liabilities 2017: $0Net Assets 2017: $1,311,9972017Assets 2018: $1,295,152Liabilities 2018: $0Net Assets 2018: $1,295,1522018Assets 2019: $1,343,137Liabilities 2019: $1Net Assets 2019: $1,343,1372019Assets 2020: $1,324,827Liabilities 2020: $1Net Assets 2020: $1,324,8272020Assets 2021: $1,407,434Liabilities 2021: $1Net Assets 2021: $1,407,4342021Assets 2022: $1,822,193Liabilities 2022: $12022Assets 2023: $1,763,893Liabilities 2023: $12023

Highlighted filing

2019

Assets$1,343,137
Liabilities$1
Net Assets$1,343,137
Open 2019 Filing

Operations Trend

Revenue Growth61st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $41,338Expenses 2011: $65,836Net Income 2011: -$24,4982011Expenses 2012: $94,4432012Revenue 2013: $29,279Expenses 2013: $108,743Net Income 2013: -$79,4642013Revenue 2014: $55,809Expenses 2014: $111,473Net Income 2014: -$55,6642014Revenue 2015: $36,140Expenses 2015: $117,866Net Income 2015: -$81,7262015Revenue 2017: $79,168Expenses 2017: $72,174Net Income 2017: $6,9942017Revenue 2018: $146,061Expenses 2018: $162,706Net Income 2018: -$16,6452018Revenue 2019: $158,072Expenses 2019: $110,021Net Income 2019: $48,0512019Revenue 2020: $96,938Expenses 2020: $115,126Net Income 2020: -$18,1882020Revenue 2021: $198,386Expenses 2021: $115,773Net Income 2021: $82,6132021Revenue 2022: $541,794Expenses 2022: $127,922Net Income 2022: $413,8722022Revenue 2023: $65,985Expenses 2023: $124,279Net Income 2023: -$58,2942023

Highlighted filing

2019

Revenue$158,072
Expenses$110,021
Net Income$48,051
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$23,054-$23,054
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF WISCONSIN LA CROSSESCHOLARSHIPSILA CROSSE, WI, US$21,782
Paid GrantUNIVERSITY OF WISCONSIN RIVER FALLSSCHOLARSHIPIGREENWOOD, WI, US$12,000
Paid GrantUNIVERSITY OF WISCONSIN EAU CLAIRESCHOLARSHIPIGREENWOOD, WI, US$11,525
Paid GrantUNIVERSITY OF WISCONSIN STEVENS POINTSCHOLARSHIPINEILLSVILLE, WI, US$11,250
Paid GrantCARROLL COLLEGESCHOLARSHIPSIGREENWOOD, WI, US$5,500
Paid GrantUNIVERSITY OF WISCONSIN GREEN BAYSCHOLARSHIPPCNEILLSVILLE, WI, US$4,866
Paid GrantUNIVERSITY OF WISCONSIN OSHKOSHSCHOLARSHIPSIGREENWOOD, WI, US$4,550
Paid GrantWINONA STATESCHOLARSHIPINEILLSVILLE, WI, US$2,200
Paid GrantST NORBERT COLLEGESCHOLARSHIPINEILLSVILLE, WI, US$2,166
Paid GrantWI LUTHERAN COLLEGESCHOLARSHIPSINEILLSVILLE, WI, US$2,166
Paid GrantOLIVET NAZARENE UNIVSCHOLARSHIPSINEILLSVILLE, WI, US$2,166
Paid GrantUNIVERSITY OF WISCONSIN MARSHFIELDSCHOLARSHIPPCNEILLSVILLE, WI, US$1,350
Paid GrantUNIVERSITY OF WISCONSIN(UW) LA CROSSESCHOLARSHIPINEILLSVILLE, WI, US$1,000
Paid GrantCVTC EAU CLAIRESCHOLARSHIPSINEILLSVILLE, WI, US$1,000
Paid GrantUNIVERSITY OF WISCONSIN STOUTSCHOLARSHIPIGREENWOOD, WI, US$675
Filing and Contact Details

Filer

Filer Name
Donald & Pauline Speich Educ Tr
EIN
39-6567191
Phone
7158396478
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
7158396478
Signed
2020-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 649 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1318593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt143985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt334033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt480654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt675000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1333325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1515093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025. ISHARES DOW JONES SELECT DIV ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250. ISHARES RUSSELL 1000 VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2450. ISHARES DJ US REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3450. ISHARES S&P SMALL CAP 600 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41500. ISHARES BARCLAYS 1 3 YEAR CREDIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc525. STANDARD & POORS DEPOSITARY RECEIPTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64615.385 CALVERT SHORT DURATION INCOME I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc725. INVESCO QQQ TRUST ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850. ISHARES DOW JONES SELECT DIV ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950. ISHARES DJ US REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1075. ISHARES S&P SMALL CAP 600 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11250. ISHARES BARCLAYS 1 3 YEAR CREDIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1225. INVESCO QQQ TRUST ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13250. ISHARES RUSSELL 1000 VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1475. ISHARES S&P SMALL CAP 600 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152325.581 SALIENT MLP ENERGY INFRASTRUCTURE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0103141
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt048051
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt082
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt016
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01343219
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01295152
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01343137
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt090653
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt090653
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt090653
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt093428
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02775
IRS990PF/DistributableAmountGrp/TotalTaxAmt02775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01228
IRS990PF/FMVAssetsEOYAmt01949653
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01295152
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01343137
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0457
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0575177
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0528771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0530727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0677252
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0680348
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01285141
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01361
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05014
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05014
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt063250
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt063017
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065297
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065297
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01295152
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01343137
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01949653
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01295152
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01343137
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01295152
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01343137
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01897011
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt036232
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01860779
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028455
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt093428
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01868556
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01897011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt023054
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt097253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt098640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0140755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt053138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0101930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt097437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt090917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.073991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.028198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01868556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01902318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01884479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01759124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01843957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01923667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt089557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.260236
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt089557
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt089557
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt089557
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0131 S BARSTOW STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EAU CLAIRE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07158396478
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1WRITTEN FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PRINCIPAL GREENWOOD HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1PRINCIPAL NEILLSVILLE HIGH SCHOOL

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,343,137
Liabilities
$1
Net assets
$1,343,137
Revenue
$158,072
Expenses
$110,021
Net income
$48,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$0.07$0.12$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$0.54$0.13$0.41
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.20$0.12$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.16$0.11$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.15$0.16$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.08$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.04$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.06$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.03$0.11$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.04$0.07$0.02