Civic Intelligence

William Bartlett Test Tr 6226400

990PF • Fiscal year 2017 • EIN 39-6673414

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

US Bank Na PO Box 7900Milwaukee, WI 53201-2043

(414) 765-5016

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$4,921

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

1.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

281%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$299,680

Up $3,312 (+1.1%) from 2016

Net Assets

Up

$299,680

Up $3,312 (+1.1%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue

Up

$24,443

Up $18,029 (+281%) from 2016

Expenses

Down

$21,131

Down $1,236 (-5.5%) from 2016

Net Income

Up

$3,312

Up $19,265 (+121%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $326,022Liabilities 2011: $0Net Assets 2011: $326,0222011Assets 2012: $306,353Liabilities 2012: $0Net Assets 2012: $306,3532012Assets 2013: $313,118Liabilities 2013: $1Net Assets 2013: $313,1182013Assets 2014: $311,143Liabilities 2014: $02014Assets 2015: $312,321Liabilities 2015: $1Net Assets 2015: $312,3212015Assets 2016: $296,368Liabilities 2016: $1Net Assets 2016: $296,3682016Assets 2017: $299,680Liabilities 2017: $0Net Assets 2017: $299,6802017Assets 2018: $303,720Liabilities 2018: $0Net Assets 2018: $303,7202018Assets 2019: $294,142Liabilities 2019: $1Net Assets 2019: $294,1422019Assets 2020: $290,357Liabilities 2020: $1Net Assets 2020: $290,3572020Assets 2021: $320,278Liabilities 2021: $1Net Assets 2021: $320,2782021Assets 2022: $313,698Liabilities 2022: $1Net Assets 2022: $313,6982022Assets 2023: $299,649Liabilities 2023: $1Net Assets 2023: $299,6492023Assets 2024: $288,076Liabilities 2024: $1Net Assets 2024: $288,0762024Assets 2025: $297,969Liabilities 2025: $0Net Assets 2025: $297,9692025

Highlighted filing

2017

Assets$299,680
Liabilities$0
Net Assets$299,680

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2011: $21,5002011Expenses 2012: $21,6642012Revenue 2013: $28,422Expenses 2013: $21,657Net Income 2013: $6,7652013Revenue 2014: $20,728Expenses 2014: $22,771Net Income 2014: -$2,0432014Revenue 2015: $23,891Expenses 2015: $22,713Net Income 2015: $1,1782015Revenue 2016: $6,414Expenses 2016: $22,367Net Income 2016: -$15,9532016Revenue 2017: $24,443Expenses 2017: $21,131Net Income 2017: $3,3122017Revenue 2018: $26,004Expenses 2018: $22,235Net Income 2018: $3,7692018Revenue 2019: $12,526Expenses 2019: $22,108Net Income 2019: -$9,5822019Revenue 2020: $17,887Expenses 2020: $21,615Net Income 2020: -$3,7282020Revenue 2021: $51,312Expenses 2021: $21,390Net Income 2021: $29,9222021Revenue 2022: $17,464Expenses 2022: $24,441Net Income 2022: -$6,9772022Revenue 2023: $8,692Expenses 2023: $22,739Net Income 2023: -$14,0472023Revenue 2024: $8,766Expenses 2024: $20,340Net Income 2024: -$11,5742024Revenue 2025: $31,037Expenses 2025: $21,137Net Income 2025: $9,9002025

Highlighted filing

2017

Revenue$24,443
Expenses$21,131
Net Income$3,312
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$4,921-$4,921
Filing and Contact Details

Filer

Filer Name
William Bartlett Test Tr 000016226400
EIN
39-6673414
Phone
4147655016
Address
US BANK NA PO BOX 7900, MILWAUKEE, WI 53201-2043

Signing Officer

Name
US Bank Na
Title
Trustee
Phone
4147655016
Signed
2017-10-25
Raw XML AppendixShowing 400 of 473 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/PropertyDesc1657.99 DRIEHAUS ACTIVE INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2510.524 FIDELITY INVT TR AD INTL DISCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3769.296 NEUBERGER BERMAN LONG SH INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43167.878 NUVEEN INTER DUR MUNI BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5557.644 NUVEEN INTER DUR MUNI BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62044.027 NUVEEN ALL AMERICAN MUNI BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7381.183 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8293.98 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9275.018 ROBECO BOSTON PARTNERS L S RSRCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10254.351 BARON EMERGING MARKETS INSTITUTIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11455.753 BLACKROCK INTERNATIONAL INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1223.3 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13126.387 T ROWE PRICE MID CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017582
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0299680
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0296368
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0299680
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016475
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016475
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016475
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016843
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0368
IRS990PF/DistributableAmountGrp/TotalTaxAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020
IRS990PF/FMVAssetsEOYAmt0343751
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0296368
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0299680
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0287941
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0292731
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0336802
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08427
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06949
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06949
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0296368
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0299680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0343751
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0296368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0299680
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0296368
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0299680
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0341997
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09779
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0332218
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05130
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016843
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0336867
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0341997
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0777 E WISCONSIN AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt017800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt017003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt017056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0336867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0332002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0360951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0359107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0348914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0338254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248039
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016592
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016592
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016592
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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/AddressLine1Txt0777 E WISCONSIN AVENUE
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/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04147655016
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0UW EAU CLAIRE-FINANCIAL AID OFFICE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07158363373
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0105 GARFIELD AVENUE- SCHOFIELD 115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EAU CLAIRE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0547024004
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE A MEMBER OF A FEDERALLY RECOGNIZED TRIBE PURSUING A NURSING DEGREE, HAVE A 2.0 GRADE AVG, AND DEMONSTRATE FINANCIAL NEED. NO RESTRICTIONS OR LIMITATION BASED ON EMPLOYMENT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UW EAU CLAIRE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0105 GARFIELD AVENUE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.31$0.21$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.09$0.20$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.09$0.23$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.17$0.24$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.51$0.21$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.18$0.22$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.13$0.22$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.26$0.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.24$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.06$0.22$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.24$0.23$0.01
2014Summary only. Only limited summary data is available for this year.$3.11$0.00$0.21$0.23$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.28$0.22$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.22