Civic Intelligence

Slaytonjohn a Charitable Trust

990PF • Fiscal year 2013 • EIN 39-6671553

Sep 01, 2012 to Aug 31, 2013 • Filed on Dec 30, 2013

Organization Profile
C/O Bmo Global Asset Management POMilwaukee, WI 53201
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$5,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 46.5% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$177,162

Down $2,066 (-1.2%) from 2012

Net Assets

Down

$177,162

Down $2,066 (-1.2%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin19th percentile

Revenue

$10,763

No earlier filing loaded for comparison.

Expenses

Up

$12,888

Up $10 (+0.1%) from 2012

Net Income

-$2,125

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $191,167Liabilities 2010: $0Net Assets 2010: $191,1672010Assets 2011: $184,626Liabilities 2011: $02011Assets 2012: $179,228Liabilities 2012: $0Net Assets 2012: $179,2282012Assets 2013: $177,162Liabilities 2013: $1Net Assets 2013: $177,1622013Assets 2014: $184,455Liabilities 2014: $0Net Assets 2014: $184,4552014Assets 2015: $186,594Liabilities 2015: $0Net Assets 2015: $186,5942015

Highlighted filing

2013

Assets$177,162
Liabilities$1
Net Assets$177,162
Open 2013 Filing

Operations Trend

Revenue Growth79th percentile

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

$30K$20K$10K$0-$10KExpenses 2010: $12,8002010Revenue 2011: $6,314Expenses 2011: $12,855Net Income 2011: -$6,5412011Expenses 2012: $12,8782012Revenue 2013: $10,763Expenses 2013: $12,888Net Income 2013: -$2,1252013Revenue 2014: $20,360Expenses 2014: $13,066Net Income 2014: $7,2942014Revenue 2015: $15,566Expenses 2015: $13,346Net Income 2015: $2,2202015

Highlighted filing

2013

Revenue$10,763
Expenses$12,888
Net Income-$2,125
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Dec 30, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Asrq-$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST PRESBYTERIAN CHURCHRELIGIOUSN/AWAUSAU, WI, US$5,000
Paid GrantASPIRUS HEALTH FOUNDATIONHEALTHN/AWAUSAU, WI, US$1,000
Paid GrantWOODSON ART MUSEUMCharityN/AWAUSAU, WI, US$1,000
Paid Grant----$0
Paid Grant----$0
Paid Grant----$0
Paid Grant-`--$0
Filing and Contact Details

Filer

EIN
39-6671553
Raw XML AppendixShowing 400 of 492 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue05616
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue13980
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue24901
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1401.979 shares FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND CLASS I #279
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2443.528 PIMCO INVESTMENT GRADE CORP BD FD I #56
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond31851.237 BMO TCH Core Plus Bond FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond41454.889 VANGUARD TOTAL BOND MARKET INDEX FUND - SIG #1351
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond51783.203 Pimco Total BD Mkt
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue27490
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue96848
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue115500
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0959.124 SHS ALLIANZ NFJ DIVIDEND VALUE Fd INSTITUTIONAL #4657
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1581.653 shares BMO LARGE-CAP GROWTH FUND CL I # 927
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2716.503 shares BMO LARGE-CAP VALUE FUND CL I # 926
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3456.265 sares BMO MID-CAP GROWTH FUND CL I # 963
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4703.464 shares BMO MID-CAP VALUE FUND CL I # 931
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5272.876 shares BMO SMALL-CAP GROWTH FUND CL I # 964
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6153.571 shares DODGE & COX INTERNATIONAL STOCK FD #1048
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7109.804 shares GOLDMAN SACHS SMALL CAP VALUE FD INST #651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8294.461 shares HARBOR FD CAP APPRECIATION FD INST #2012
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9129.158 shares HARBOR FD INTL FD INST #2011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10221.809 shares VANGUARD 500 INDEX FUND - SIGN #1340
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11247.001 WELLS FARGO ADVANTAGE EMERGING MRKT EQUITY FUND CLASS I #4146
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12160.337 SCOUT INTERNATIONAL FUND #29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316960
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07158456332
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0BMO HARRIS BANK NA
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0544020209
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO RESTRICTIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NO DEADLINES

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,162
Liabilities
$1
Net assets
$177,162
Revenue
$10,763
Expenses
$12,888
Net income
-$2,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.87$0.00$1.87$0.16$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.20$0.13$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11$0.13$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.13
2011Summary only. Only limited summary data is available for this year.$1.85$0.00$0.06$0.13$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.13