Civic Intelligence

A & J Rewald Scholorship Tr

990PF • Fiscal year 2016 • EIN 39-6591984

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
BMO Harris Bank NA PO Box 2977Milwaukee, WI 53201

(414) 815-3684

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$53,014

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

37th percentile

-1.4%

Faster asset growth than 37% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-29%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,729,680

Down $108,592 (-1.4%) from 2015

Net Assets

Down

$7,729,680

Down $108,592 (-1.4%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin15th percentile

Revenue

Down

$364,725

Down $151,814 (-29%) from 2015

Expenses

Up

$471,938

Up $28,574 (+6.4%) from 2015

Net Income

Down

-$107,213

Down $180,388 (-247%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$10M$5.0M$0Assets 2010: $6,851,159Liabilities 2010: $0Net Assets 2010: $6,851,1592010Assets 2011: $6,871,933Liabilities 2011: $0Net Assets 2011: $6,871,9332011Assets 2012: $7,173,827Liabilities 2012: $0Net Assets 2012: $7,173,8272012Assets 2013: $7,590,567Liabilities 2013: $1Net Assets 2013: $7,590,5672013Assets 2014: $7,765,097Liabilities 2014: $1Net Assets 2014: $7,765,0972014Assets 2015: $7,838,272Liabilities 2015: $1Net Assets 2015: $7,838,2722015Assets 2016: $7,729,680Liabilities 2016: $0Net Assets 2016: $7,729,6802016Assets 2017: $7,850,306Liabilities 2017: $0Net Assets 2017: $7,850,3062017Assets 2018: $7,927,127Liabilities 2018: $0Net Assets 2018: $7,927,1272018Assets 2019: $7,841,801Liabilities 2019: $1Net Assets 2019: $7,841,8012019Assets 2020: $7,906,007Liabilities 2020: $1Net Assets 2020: $7,906,0072020Assets 2021: $8,502,553Liabilities 2021: $1Net Assets 2021: $8,502,5532021Assets 2022: $8,308,770Liabilities 2022: $1Net Assets 2022: $8,308,7702022Assets 2023: $8,307,020Liabilities 2023: $1Net Assets 2023: $8,307,0202023Assets 2024: $8,516,522Liabilities 2024: $0Net Assets 2024: $8,516,5222024

Highlighted filing

2016

Assets$7,729,680
Liabilities$0
Net Assets$7,729,680
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $405,1462010Expenses 2011: $380,8042011Expenses 2012: $403,7842012Revenue 2013: $840,753Expenses 2013: $420,691Net Income 2013: $420,0622013Revenue 2014: $628,999Expenses 2014: $432,690Net Income 2014: $196,3092014Revenue 2015: $516,539Expenses 2015: $443,364Net Income 2015: $73,1752015Revenue 2016: $364,725Expenses 2016: $471,938Net Income 2016: -$107,2132016Revenue 2017: $576,114Expenses 2017: $455,486Net Income 2017: $120,6282017Revenue 2018: $550,659Expenses 2018: $473,764Net Income 2018: $76,8952018Revenue 2019: $387,514Expenses 2019: $472,913Net Income 2019: -$85,3992019Revenue 2020: $549,567Expenses 2020: $486,375Net Income 2020: $63,1922020Revenue 2021: $1,103,444Expenses 2021: $506,514Net Income 2021: $596,9302021Revenue 2022: $368,159Expenses 2022: $562,972Net Income 2022: -$194,8132022Revenue 2023: $513,513Expenses 2023: $513,664Net Income 2023: -$1512023Revenue 2024: $749,596Expenses 2024: $539,970Net Income 2024: $209,6262024

Highlighted filing

2016

Revenue$364,725
Expenses$471,938
Net Income-$107,213
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$53,014-$53,014
STEVEN VONDERHEIDEBoard-$3,000-$3,000
JOHN SMITHBoard-$3,000-$3,000
MARY MACDONALDBoard-$1,000-$1,000
LORETTA JACKSONBoard-$1,000-$1,000
DAVID WIETERSBoard-$1,000-$1,000
PAUL SCRIVERBoard-$1,000-$1,000
PHIL REHBERGERBoard-$500-$500
JAMES H BOEHNBoard-$500-$500
Filing and Contact Details

Filer

Filer Name
AB Rewald & Jeanette Rewald Rewald Scholarship Trust
EIN
39-6591984
Phone
4148153684
Address
BMO Harris Bank NA PO Box 2977, Milwaukee, WI 53201

Signing Officer

Name
Joseph Horstmeier
Title
Vice President
Phone
4148153684
Signed
2017-05-09

Preparer

Firm
TMI Trust Company
Address
11270 West Park Place Ste 105, Milwaukee, WI 53224
Preparer
Laura Vogel CPA
Phone
4148153956
Raw XML AppendixShowing 400 of 497 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Board
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Board
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O MI BANK 200 S PINE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2316 HIGHRIDGE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38118 Schaal Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411555 W Loomis Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt54327 Pennington Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6200 Randolph Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71755 Miller Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt84113 Felicia Run
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Burlington
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Franklin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Racine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Burlington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Lake Geneva
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Kansasville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd553403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd653105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd753147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd853139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0362012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0364976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0375040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0358786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0342512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0336619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0334291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08349747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08580983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08669539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08115832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07562522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07432417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0391744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.216782
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0388780
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0391744
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02964
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0391744
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt0111 E Kilbourn
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878845
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt094614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt190147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2118527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3-6469

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,729,680
Liabilities
$0
Net assets
$7,729,680
Revenue
$364,725
Expenses
$471,938
Net income
-$107,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.75$0.54$0.21
2023Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.51$0.51$0.00
2022Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.37$0.56$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$1.10$0.51$0.60
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.55$0.49$0.06
2019Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.39$0.47$0.09
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.55$0.47$0.08
2017Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.58$0.46$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.36$0.47$0.11
2015Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.52$0.44$0.07
2014Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.63$0.43$0.20
2013Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.84$0.42$0.42
2012Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.40
2011Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.38
2010Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.41