Civic Intelligence

William C & Dorotha Gaedke Charitable Tr

990PF • Fiscal year 2013 • EIN 39-6767863

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 03, 2013

Organization Profile
C/O US Bank Na P O Box 2043Milwaukee, WI 53201-9668
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

62nd percentile

$45,005

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

33rd percentile

-1.7%

Faster asset growth than 33% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

60%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,422,468

Down $58,639 (-1.7%) from 2012

Net Assets

$3,422,468

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin14th percentile

Revenue

Up

$187,961

Up $70,793 (+60%) from 2012

Expenses

Up

$246,600

Up $16,024 (+6.9%) from 2012

Net Income

Up

-$58,639

Up $54,769 (+48%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,594,516Liabilities 2011: $0Net Assets 2011: $3,594,5162011Assets 2012: $3,481,107Liabilities 2012: $02012Assets 2013: $3,422,468Liabilities 2013: $1Net Assets 2013: $3,422,4682013Assets 2014: $3,454,817Liabilities 2014: $02014Assets 2015: $3,734,887Liabilities 2015: $02015Assets 2016: $3,718,651Liabilities 2016: $02016Assets 2017: $3,505,790Liabilities 2017: $0Net Assets 2017: $3,505,7902017Assets 2018: $3,521,425Liabilities 2018: $0Net Assets 2018: $3,521,4252018Assets 2019: $3,830,536Liabilities 2019: $0Net Assets 2019: $3,830,5362019Assets 2020: $3,611,356Liabilities 2020: $1Net Assets 2020: $3,611,3562020Assets 2021: $3,752,374Liabilities 2021: $1Net Assets 2021: $3,752,3742021Assets 2022: $3,788,073Liabilities 2022: $1Net Assets 2022: $3,788,0732022Assets 2023: $3,675,571Liabilities 2023: $1Net Assets 2023: $3,675,5712023Assets 2024: $3,580,888Liabilities 2024: $1Net Assets 2024: $3,580,8882024Assets 2025: $3,553,926Liabilities 2025: $0Net Assets 2025: $3,553,9262025

Highlighted filing

2013

Assets$3,422,468
Liabilities$1
Net Assets$3,422,468
Open 2013 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $218,2752011Revenue 2012: $117,168Expenses 2012: $230,576Net Income 2012: -$113,4082012Revenue 2013: $187,961Expenses 2013: $246,600Net Income 2013: -$58,6392013Revenue 2014: $289,846Expenses 2014: $257,422Net Income 2014: $32,4242014Revenue 2015: $564,701Expenses 2015: $284,637Net Income 2015: $280,0642015Revenue 2016: $253,314Expenses 2016: $269,345Net Income 2016: -$16,0312016Revenue 2017: $148,184Expenses 2017: $361,047Net Income 2017: -$212,8632017Revenue 2018: $261,707Expenses 2018: $246,072Net Income 2018: $15,6352018Revenue 2019: $560,809Expenses 2019: $251,720Net Income 2019: $309,0892019Revenue 2020: $49,072Expenses 2020: $268,248Net Income 2020: -$219,1762020Revenue 2021: $394,757Expenses 2021: $251,088Net Income 2021: $143,6692021Revenue 2022: $336,491Expenses 2022: $300,786Net Income 2022: $35,7052022Revenue 2023: $92,333Expenses 2023: $204,828Net Income 2023: -$112,4952023Revenue 2024: $111,153Expenses 2024: $205,836Net Income 2024: -$94,6832024Revenue 2025: $183,492Expenses 2025: $210,459Net Income 2025: -$26,9672025

Highlighted filing

2013

Revenue$187,961
Expenses$246,600
Net Income-$58,639
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$45,005-$45,005
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN PARKINSON DISEASE ASSOCSUPPORT OF ACTIVITIESPUBLIC CHARITYSTATEN ISLAND, NY, US$40,000
Paid GrantMEMORIAL FOUNDATION OFSUPPORT & MAINTENANCE OFPUBLIC CHARITYWATERLOO, IA, US$40,000
Paid GrantCOMMUNITY FOUNDATION OFSUPPORT OF ACTIVITIESPUBLIC CHARITYWATERLOO, IA, US$40,000
Paid GrantALTRUSA INTERNATIONALSUPPORT OF ACTIVITIESPUBLIC CHARITYCHICAGO, IL, US$20,000
Paid GrantUNIVERSITY OF IOWA FOUNDATIONDEPT OF OPTHAMOLOGY FORPUBLIC CHARITYIOWA CITY, IA, US$20,000
Paid GrantGROUT MUSEUMSUPPORT OF ACTIVITIESPUBLIC CHARITYWATERLOO, IA, US$20,000
Paid GrantTHE ALZHEIMER'S ASSOCIATIONSUPPORT OF ACTIVITIESPUBLIC CHARITYWATERLOO, IA, US$20,000
Filing and Contact Details

Filer

EIN
39-6767863
Raw XML AppendixShowing 400 of 619 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-11-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-10-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42004-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62008-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82007-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92006-09-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102003-05-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122007-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-05-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-07-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152010-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162008-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172004-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182011-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192003-05-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202004-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212008-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222011-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232007-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242011-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252010-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262004-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272003-06-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-02-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-02-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-04-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272013-04-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282013-05-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1300.842 AMERICAN CENT SMALL CAP VALU INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2611.995 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3136.575 AMERICAN EUROPACIFIC GRTH F2
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5771.543 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset653.548 NUVEEN MID CAP VALUE FUND CL I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1380.537 T ROWE PRICE SM CAP VAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14189.786 SCOUT INTERNATIONAL FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22431.282 PIONEER FUND CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23254.518 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset242210.887 PIONEER FUND CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25421.408 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset262092.05 NUVEEN CORE PLUS BOND I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset271240.695 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28. LAUDUS ROSENBERG FUNDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-58639
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03422468
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03481107
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Filings

Displayed year

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

Open filing
Assets
$3,422,468
Liabilities
$1
Net assets
$3,422,468
Revenue
$187,961
Expenses
$246,600
Net income
-$58,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.18$0.21$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.11$0.21$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.09$0.20$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.34$0.30$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.39$0.25$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.05$0.27$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.56$0.25$0.31
2018Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.26$0.25$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.15$0.36$0.21
2016Summary only. Only limited summary data is available for this year.$3.72$0.00$0.25$0.27$0.02
2015Summary only. Only limited summary data is available for this year.$3.73$0.00$0.56$0.28$0.28
2014Summary only. Only limited summary data is available for this year.$3.45$0.00$0.29$0.26$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.19$0.25$0.06
2012Summary only. Only limited summary data is available for this year.$3.48$0.00$0.12$0.23$0.11
2011Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.22