Civic Intelligence

Carl a and Isabel J Backlin Scholarship Fund

990PF • Fiscal year 2014 • EIN 39-6717250

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 01, 2014

Organization Profile
Bmo Harris Bank Na PO Box 2980Milwaukee, WI 53201

(414) 287-7137

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$3,002

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

3.1%

Faster asset growth than 56% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$131,078

Up $3,994 (+3.1%) from 2013

Net Assets

Up

$131,078

Up $3,994 (+3.1%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$15,876

Up $6,101 (+62%) from 2013

Expenses

Up

$11,882

Up $2,244 (+23%) from 2013

Net Income

Up

$3,994

Up $3,857 (+2815%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$150K$100K$50K$0Assets 2011: $132,477Liabilities 2011: $0Net Assets 2011: $132,4772011Assets 2012: $126,947Liabilities 2012: $0Net Assets 2012: $126,9472012Assets 2013: $127,084Liabilities 2013: $1Net Assets 2013: $127,0842013Assets 2014: $131,078Liabilities 2014: $1Net Assets 2014: $131,0782014Assets 2015: $129,280Liabilities 2015: $1Net Assets 2015: $129,2802015Assets 2016: $135,392Liabilities 2016: $1Net Assets 2016: $135,3922016Assets 2017: $127,496Liabilities 2017: $0Net Assets 2017: $127,4962017Assets 2018: $126,605Liabilities 2018: $0Net Assets 2018: $126,6052018Assets 2019: $125,644Liabilities 2019: $0Net Assets 2019: $125,6442019Assets 2020: $128,176Liabilities 2020: $1Net Assets 2020: $128,1762020Assets 2021: $128,533Liabilities 2021: $1Net Assets 2021: $128,5332021Assets 2022: $133,264Liabilities 2022: $1Net Assets 2022: $133,2642022Assets 2023: $124,522Liabilities 2023: $1Net Assets 2023: $124,5222023Assets 2024: $117,649Liabilities 2024: $1Net Assets 2024: $117,6492024Assets 2025: $120,678Liabilities 2025: $0Net Assets 2025: $120,6782025

Highlighted filing

2014

Assets$131,078
Liabilities$1
Net Assets$131,078
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$20K$10K$0-$10KExpenses 2011: $10,2312011Expenses 2012: $10,6662012Revenue 2013: $9,775Expenses 2013: $9,638Net Income 2013: $1372013Revenue 2014: $15,876Expenses 2014: $11,882Net Income 2014: $3,9942014Revenue 2015: $8,621Expenses 2015: $10,421Net Income 2015: -$1,8002015Revenue 2016: $9,250Expenses 2016: $3,138Net Income 2016: $6,1122016Revenue 2017: $10,361Expenses 2017: $18,254Net Income 2017: -$7,8932017Revenue 2018: $9,000Expenses 2018: $9,893Net Income 2018: -$8932018Revenue 2019: $11,552Expenses 2019: $12,514Net Income 2019: -$9622019Revenue 2020: $11,132Expenses 2020: $8,601Net Income 2020: $2,5312020Revenue 2021: $11,979Expenses 2021: $11,652Net Income 2021: $3272021Revenue 2022: $14,637Expenses 2022: $9,950Net Income 2022: $4,6872022Revenue 2023: $2,309Expenses 2023: $10,678Net Income 2023: -$8,3692023Revenue 2024: $5,168Expenses 2024: $11,710Net Income 2024: -$6,5422024Revenue 2025: $10,910Expenses 2025: $8,432Net Income 2025: $2,4782025

Highlighted filing

2014

Revenue$15,876
Expenses$11,882
Net Income$3,994
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 1, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,002-$3,002
Filing and Contact Details

Filer

EIN
39-6717250
Phone
4142877137

Signing Officer

Name
Michelle Willms
Title
Trustee
Phone
4142877137
Signed
2014-12-01

Preparer

Preparer
Michelle Willms Ea
Phone
4142877134
Raw XML AppendixShowing 400 of 607 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2141.302 SHS DODGE & COX INTERNATIONAL STOCK FD
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt96362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt96362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt914290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0171.821 SHS ALLIANZGI NFJ DIV VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc140.634 SHS BMO SMALL CAP GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc221.959 SHS BMO SMALL CAP GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc361.199 SHS BMO MID CAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc457.307 SHS BMO MID CAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc541.494 SHS BMO MID CAP GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc641.528 SHS BMO MID CAP GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7253.378 SHS BMO TCH CORE PLUS BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc88.606 GOLDMAN SACHS SMALL CAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9103.469 SHS VANGUARD 500 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LONGTERM CAP GAIN DIV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011830
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03994
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0131078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0127084
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0131078
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07839
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07839
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07839
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07967
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0128
IRS990PF/DistributableAmountGrp/TotalTaxAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0136
IRS990PF/FMVAssetsEOYAmt0158084
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0127084
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0131078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0123270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0126581
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0153587
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0154
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0168
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04329
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04329
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0127084
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0131078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0158084
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0127084
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0131078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0127084
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0131078
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0161776
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0161776
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02427
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07967
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0159349
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0161776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt07539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt07181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0159349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0150782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0144517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0151922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0142213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0127748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt08604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243590
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08476
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08604
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0128
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08604
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,078
Liabilities
$1
Net assets
$131,078
Revenue
$15,876
Expenses
$11,882
Net income
$3,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.12$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.02$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.15$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.12$0.12$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.11$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10$0.18$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.03$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.16$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10$0.10$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits