Civic Intelligence

Daniel M Soref Rvoc Tr

EIN 39-6758434 • Milwaukee, WI

Pub. 78 Eligible
PO Box 170504Milwaukee, WI 53217
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

37th percentile

1.0%

Higher net margin than 37% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$240,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

49th percentile

5.1%

Faster asset growth than 49% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-34%

Faster revenue growth than 7% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$67,534,417

Up $3,249,746 (+5.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$67,534,417

Up $3,249,746 (+5.1%) from 2023

Revenue

Down

$3,432,925

Down $1,790,757 (-34%) from 2023

Expenses

Up

$3,399,625

Up $26,189 (+0.8%) from 2023

Net Income

Down

$33,300

Down $1,816,946 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2012: $59,892,119Liabilities 2012: $1,9162012Assets 2013: $61,486,127Liabilities 2013: $02013Assets 2014: $65,112,675Liabilities 2014: $44,782Net Assets 2014: $65,067,8932014Assets 2015: $62,255,845Liabilities 2015: $1Net Assets 2015: $62,255,8452015Assets 2016: $60,282,294Liabilities 2016: $0Net Assets 2016: $60,282,2942016Assets 2017: $62,853,271Liabilities 2017: $8,160Net Assets 2017: $62,845,1112017Assets 2018: $62,721,355Liabilities 2018: $0Net Assets 2018: $62,721,3552018Assets 2019: $63,035,003Liabilities 2019: $1Net Assets 2019: $63,035,0032019Assets 2020: $60,701,928Liabilities 2020: $721Net Assets 2020: $60,701,2072020Assets 2021: $71,867,885Liabilities 2021: $1Net Assets 2021: $71,867,8852021Assets 2022: $61,483,083Liabilities 2022: $74,785Net Assets 2022: $61,408,2982022Assets 2023: $64,284,671Liabilities 2023: $1Net Assets 2023: $64,284,6712023Assets 2024: $67,534,417Liabilities 2024: $0Net Assets 2024: $67,534,4172024

Highlighted filing

2024

Assets$67,534,417
Liabilities$0
Net Assets$67,534,417

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2012: $2,365,349Expenses 2012: $3,099,014Net Income 2012: -$733,6652012Revenue 2013: $2,369,012Expenses 2013: $3,264,333Net Income 2013: -$895,3212013Revenue 2014: $6,168,553Expenses 2014: $3,850,873Net Income 2014: $2,317,6802014Revenue 2015: $3,595,001Expenses 2015: $3,478,351Net Income 2015: $116,6502015Revenue 2016: $2,401,521Expenses 2016: $3,500,798Net Income 2016: -$1,099,2772016Revenue 2017: $3,238,042Expenses 2017: $3,448,380Net Income 2017: -$210,3382017Revenue 2018: $4,104,440Expenses 2018: $3,596,455Net Income 2018: $507,9852018Revenue 2019: $3,422,550Expenses 2019: $3,544,837Net Income 2019: -$122,2872019Revenue 2020: $3,498,717Expenses 2020: $3,624,727Net Income 2020: -$126,0102020Revenue 2021: $2,642,513Expenses 2021: $3,369,773Net Income 2021: -$727,2602021Revenue 2022: $8,101,746Expenses 2022: $3,415,596Net Income 2022: $4,686,1502022Revenue 2023: $5,223,682Expenses 2023: $3,373,436Net Income 2023: $1,850,2462023Revenue 2024: $3,432,925Expenses 2024: $3,399,625Net Income 2024: $33,3002024

Highlighted filing

2024

Revenue$3,432,925
Expenses$3,399,625
Net Income$33,300

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUDREY J STRNADTrusteePT$240,000-$240,000
Filing and Contact Details

Filer

Filer Name
Daniel M Soref Rvoc Tr
EIN
39-6758434
Phone
2622409755
Address
PO BOX 170504, MILWAUKEE, WI 53217

Signing Officer

Name
Audrey J Strnad
Title
Trustee
Phone
2622409755
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, MILWAUKEE, WI 53202
Preparer
Diana G Luttmann
Phone
4142711451
Raw XML AppendixShowing 400 of 866 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/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt047389
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03375955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023670
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03399625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03432925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03432925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0336955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023670
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0360625
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09300271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0693386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1763525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt267234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3334141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0693386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1763525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt267234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3334141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09993657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1763525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt267234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3334141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SHORT TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01858286
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt033300
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03216446
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt067534417
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt064284671
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt067534417
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03204052
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03204052
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03204052
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03251441
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt047389
IRS990PF/DistributableAmountGrp/TotalTaxAmt047389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt077317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0124706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt047389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt077317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt047389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt047389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0124706
IRS990PF/FMVAssetsEOYAmt067534417
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02223
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01580909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01702023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01702023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02222641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02116096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02116096
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0258
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt056393851
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt060024552
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt060024552
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014706
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt047317
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt047317
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt064284671
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt067534417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01281397
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0516576
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0516576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt064284671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt067534417
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt067534417
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt064284671
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt067534417
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt064284671
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt067534417
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02788686
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03127853
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03127853
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt066019113
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01377364
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt064641749
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0990287
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03251441
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt065028826
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt066019113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0240000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AUDREY J STRNAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 170504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03375955
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03375955
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd01
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0EI
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RITZ HOLMAN LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0330 E KILBOURN AVE SUITE 222
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

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