Civic Intelligence

Dickinson School Tr Ua 081294 43-11 07-00-2

990PF • Fiscal year 2011 • EIN 39-6599850

Jul 01, 2010 to Jun 30, 2011 • Filed on Aug 29, 2011

Organization Profile
C/O MI Trust Company Na PO Box 297753201
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

87th percentile

$21,660

Higher top officer pay than 87% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,658,413

No earlier filing loaded for comparison.

Net Assets

$1,658,413

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$113,195

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,658,413Liabilities 2011: $0Net Assets 2011: $1,658,4132011Assets 2012: $1,592,947Liabilities 2012: $02012Assets 2013: $1,606,191Liabilities 2013: $1Net Assets 2013: $1,606,1912013Assets 2014: $1,544,298Liabilities 2014: $02014Assets 2015: $1,504,889Liabilities 2015: $02015Assets 2016: $1,483,315Liabilities 2016: $02016Assets 2019: $1,782,691Liabilities 2019: $0Net Assets 2019: $1,782,6912019Assets 2020: $1,690,613Liabilities 2020: $1Net Assets 2020: $1,690,6132020Assets 2021: $1,667,014Liabilities 2021: $1Net Assets 2021: $1,667,0142021Assets 2022: $1,711,738Liabilities 2022: $1Net Assets 2022: $1,711,7382022Assets 2023: $1,654,025Liabilities 2023: $1Net Assets 2023: $1,654,0252023Assets 2024: $1,634,586Liabilities 2024: $1Net Assets 2024: $1,634,5862024Assets 2025: $1,735,910Liabilities 2025: $0Net Assets 2025: $1,735,9102025

Highlighted filing

2011

Assets$1,658,413
Liabilities$0
Net Assets$1,658,413
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $113,1952011Revenue 2012: $54,838Expenses 2012: $117,718Net Income 2012: -$62,8802012Revenue 2013: $126,425Expenses 2013: $115,659Net Income 2013: $10,7662013Revenue 2014: $57,865Expenses 2014: $117,794Net Income 2014: -$59,9292014Revenue 2015: $80,694Expenses 2015: $118,970Net Income 2015: -$38,2762015Revenue 2016: $82,223Expenses 2016: $103,507Net Income 2016: -$21,2842016Revenue 2019: $65,762Expenses 2019: $113,460Net Income 2019: -$47,6982019Revenue 2020: $11,377Expenses 2020: $103,469Net Income 2020: -$92,0922020Revenue 2021: $82,495Expenses 2021: $105,964Net Income 2021: -$23,4692021Revenue 2022: $152,145Expenses 2022: $107,079Net Income 2022: $45,0662022Revenue 2023: $48,658Expenses 2023: $105,761Net Income 2023: -$57,1032023Revenue 2024: $86,762Expenses 2024: $105,132Net Income 2024: -$18,3702024Revenue 2025: $182,963Expenses 2025: $84,624Net Income 2025: $98,3392025

Highlighted filing

2011

Revenue-
Expenses$113,195
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Aug 29, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$21,660-$21,660
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EducationalN/ARIPON, WI, US$15,208
Paid Grant-EducationalN/AGLENWOOD CITY, WI, US$15,208
Paid Grant-EducationalN/ABEAVER DAM, WI, US$15,208
Paid Grant-EducationalN/ABEAVER DAM, WI, US$15,208
Paid Grant-EducationalN/ARIPON, WI, US$15,208
Paid Grant-EducationalN/ABEAVER DAM, WI, US$7,605
Paid Grant-EducationalN/ARIPON, WI, US$7,605
Filing and Contact Details

Filer

EIN
39-6599850
Raw XML AppendixShowing 400 of 403 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired11995-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02010-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice030000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice111000
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet26815
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0706013
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1815427
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MARSHALL SHORT INTERMEDIATE FUND CL I 70742.748 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1VANGUARD TOTAL BD MKT IDX FD INSTL CL 9813.542 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DAVIS NY VENTURE FD INC CL Y 1792.248 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3DODGE & COX INTERNATIONAL STOCK FD 1213.262 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4DODGE & COX STK FD COM 327.105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5HARBOR FD CAP APPRECIATION FD INST 1552.162 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6HARBOR SMALL CAP VALUE FD INST 595.936 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7HARRIS ASSOC OAKMARK INTL FD 2391.941 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8MARSHALL INTL STOCK FD CL I 1115.496 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9MARSHALL LARGE CAP VALUE FD I 2830.157 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10MARSHALL MID CAP VALUE FD CL I 2438.311 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MARSHALL SMALL CAP GROWTH FD I 558.696 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12VANGUARD INSTITUTIONAL INDEX FD 1538.629 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13VANGUARD MID CAP INDEX FD CL I 3837.736 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14WESTPORT SELECT CAP FUND INST 1026.864 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15MARSHALL AGGREGATE BOND FD CL I 14542.967 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16PIMCO FDS TOTAL RETURN FD 16527.916 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17PIMCO INVEST GRADE CORP BD FD I 8264.466 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MARSHALL EMERGING MARKETS EQUITY 880.511 SHS
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0414-748-8108
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials1CONTACT ADMISSIONS OFFICE FOR APPLICATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ADMISSIONS OFFICE RIPON COLLEGE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1ADMISSIONS OFFICE RIPON COLLEGE PO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04147488108
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber14147488108
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 248
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine11PO BOX 248
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode054971
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode154971
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines1NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07605
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount115208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount27605
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount315208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount415208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount515208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount615208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ANNA ALVIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1TRENTON BLASER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2MATTHEW BULL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3MEGAN HEATH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4KURT ROEDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5MAYNA MUENCHOW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6QUINN MISCHLER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10N8265 FRANCES LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11300 SEWARD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12300 SEWARD STREET
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15123 WEST WATER STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16300 SEWARD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BEAVER DAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1RIPON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2RIPON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3GLENWOOD CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BEAVER DAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BEAVER DAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6RIPON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode354013
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453916
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode553916
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode654971
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear091250
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear031800
IRS990PF/UndistributedIncome/AppliedToYear1059450
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted092438
IRS990PF/UndistributedIncome/QualifyingDistributions091250
IRS990PF/UndistributedIncome/UndistributedIncomeCY060638
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear059450
OtherAssetsSchedule/OtherAssets/BOYBookValue02672
OtherAssetsSchedule/OtherAssets/BOYBookValue12672
OtherAssetsSchedule/OtherAssets/BOYBookValue22672
OtherAssetsSchedule/OtherAssets/Description0ACCRUED INCOME
OtherAssetsSchedule/OtherAssets/Description1ACCRUED INCOME
OtherAssetsSchedule/OtherAssets/Description2ACCRUED INCOME
OtherAssetsSchedule/OtherAssets/EOYBookValue02586
OtherAssetsSchedule/OtherAssets/EOYBookValue12586
OtherAssetsSchedule/OtherAssets/EOYBookValue22586
OtherAssetsSchedule/OtherAssets/EOYFMV02586
OtherAssetsSchedule/OtherAssets/EOYFMV12586
OtherAssetsSchedule/OtherAssets/EOYFMV22586
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
TaxesSchedule/Taxes/Amount0285
TaxesSchedule/Taxes/Category0FOREIGN
TaxesSchedule/Taxes/NetInvestmentIncome0285
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396599850
ReturnHeader/Filer/Name/BusinessNameLine10DICKINSON SCHOLARSHIP TRUST
ReturnHeader/Filer/NameControl0DICK
ReturnHeader/Filer/Phone04148153802
ReturnHeader/Filer/USAddress/AddressLine10C/O MI TRUST COMPANY NA PO BOX 2977
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-08-29
ReturnHeader/Officer/Name0MICHELLE WILLMS
ReturnHeader/Officer/Phone04148153802
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-08-29
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0MICHELLE WILLMS EA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,658,413
Liabilities
$0
Net assets
$1,658,413
Revenue
-
Expenses
$113,195
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.18$0.08$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.15$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.08$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.01$0.10$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.11$0.05
2016Summary only. Only limited summary data is available for this year.$1.48$0.00$0.08$0.10$0.02
2015Summary only. Only limited summary data is available for this year.$1.50$0.00$0.08$0.12$0.04
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$0.06$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$0.05$0.12$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $1M-$5M nonprofits