Civic Intelligence

Ann E & Joseph F Heil Jr Charitable Tr

990PF • Fiscal year 2012 • EIN 39-6713764

Jan 01, 2012 to Dec 31, 2012

Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

32nd percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

93rd percentile

50%

Faster asset growth than 93% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

99th percentile

1718%

Faster revenue growth than 99% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Assets

Up

$4,734,278

Up $1,569,764 (+50%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$2,087,918

Up $1,973,090 (+1718%) from 2011

Expenses

Up

$524,331

Up $306,282 (+140%) from 2011

Net Income

Up

$1,563,587

Up $1,666,808 (+1615%) from 2011

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,164,514Liabilities 2011: $02011Assets 2012: $4,734,278Liabilities 2012: $02012Assets 2013: $4,116,168Liabilities 2013: $02013Assets 2014: $3,804,011Liabilities 2014: $02014Assets 2015: $3,739,903Liabilities 2015: $1Net Assets 2015: $3,739,9032015Assets 2016: $3,355,061Liabilities 2016: $0Net Assets 2016: $3,355,0612016Assets 2017: $3,033,665Liabilities 2017: $0Net Assets 2017: $3,033,6652017Assets 2018: $2,900,621Liabilities 2018: $300Net Assets 2018: $2,900,3212018Assets 2019: $2,787,954Liabilities 2019: $300Net Assets 2019: $2,787,6542019Assets 2020: $3,200,605Liabilities 2020: $300Net Assets 2020: $3,200,3052020Assets 2021: $2,776,708Liabilities 2021: $300Net Assets 2021: $2,776,4082021Assets 2022: $3,193,627Liabilities 2022: $300Net Assets 2022: $3,193,3272022Assets 2023: $2,795,975Liabilities 2023: $1Net Assets 2023: $2,795,9752023Assets 2024: $2,403,338Liabilities 2024: $0Net Assets 2024: $2,403,3382024

Highlighted filing

2012

Assets$4,734,278
Liabilities$0
Net Assets-

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $114,828Expenses 2011: $218,049Net Income 2011: -$103,2212011Revenue 2012: $2,087,918Expenses 2012: $524,331Net Income 2012: $1,563,5872012Revenue 2013: $110,177Expenses 2013: $723,899Net Income 2013: -$613,7222013Revenue 2014: $281,485Expenses 2014: $593,760Net Income 2014: -$312,2752014Revenue 2015: $390,137Expenses 2015: $470,690Net Income 2015: -$80,5532015Revenue 2016: $50,561Expenses 2016: $438,292Net Income 2016: -$387,7312016Revenue 2017: $222,031Expenses 2017: $541,373Net Income 2017: -$319,3422017Revenue 2018: $570,075Expenses 2018: $710,041Net Income 2018: -$139,9662018Revenue 2019: $534,444Expenses 2019: $644,339Net Income 2019: -$109,8952019Revenue 2020: $1,105,091Expenses 2020: $692,441Net Income 2020: $412,6502020Revenue 2021: $438,120Expenses 2021: $862,019Net Income 2021: -$423,8992021Revenue 2022: $1,309,387Expenses 2022: $894,739Net Income 2022: $414,6482022Revenue 2023: $245,206Expenses 2023: $658,688Net Income 2023: -$413,4822023Revenue 2024: $545,646Expenses 2024: $921,020Net Income 2024: -$375,3742024

Highlighted filing

2012

Revenue$2,087,918
Expenses$524,331
Net Income$1,563,587
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.55$0.92$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.25$0.66$0.41
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$1.31$0.89$0.41
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.44$0.86$0.42
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$1.11$0.69$0.41
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.53$0.64$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.57$0.71$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.22$0.54$0.32
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.05$0.44$0.39
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.39$0.47$0.08
2014Summary only. Only limited summary data is available for this year.$3.80$0.00$0.28$0.59$0.31
2013Summary only. Only limited summary data is available for this year.$4.12$0.00$0.11$0.72$0.61
2012Summary only. Only limited summary data is available for this year.$4.73$0.00$2.09$0.52$1.56
2011Summary only. Only limited summary data is available for this year.$3.16$0.00$0.11$0.22$0.10