Civic Intelligence

Sister Irmgard Delfing Charitable Tr

990PF • Fiscal year 2015 • EIN 39-6781271

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

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

(414) 287-8700

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$110,239

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

26%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$12,958,416

Up $400,816 (+3.2%) from 2014

Net Assets

Up

$12,958,416

Up $400,816 (+3.2%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin82nd percentile

Revenue

Up

$1,345,350

Up $280,309 (+26%) from 2014

Expenses

Up

$940,755

Up $6,911 (+0.7%) from 2014

Net Income

Up

$404,595

Up $273,398 (+208%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2010: $12,205,216Liabilities 2010: $0Net Assets 2010: $12,205,2162010Assets 2011: $12,434,337Liabilities 2011: $02011Assets 2012: $12,294,158Liabilities 2012: $0Net Assets 2012: $12,294,1582012Assets 2013: $12,428,326Liabilities 2013: $1Net Assets 2013: $12,428,3262013Assets 2014: $12,557,600Liabilities 2014: $1Net Assets 2014: $12,557,6002014Assets 2015: $12,958,416Liabilities 2015: $1Net Assets 2015: $12,958,4162015Assets 2016: $12,687,007Liabilities 2016: $0Net Assets 2016: $12,687,0072016Assets 2017: $13,103,522Liabilities 2017: $0Net Assets 2017: $13,103,5222017Assets 2018: $13,239,236Liabilities 2018: $0Net Assets 2018: $13,239,2362018Assets 2019: $13,273,461Liabilities 2019: $1Net Assets 2019: $13,273,4612019Assets 2020: $13,510,300Liabilities 2020: $1Net Assets 2020: $13,510,3002020Assets 2021: $14,474,074Liabilities 2021: $1Net Assets 2021: $14,474,0742021Assets 2022: $13,793,887Liabilities 2022: $1Net Assets 2022: $13,793,8872022Assets 2023: $13,915,176Liabilities 2023: $1Net Assets 2023: $13,915,1762023Assets 2024: $13,877,125Liabilities 2024: $0Net Assets 2024: $13,877,1252024

Highlighted filing

2015

Assets$12,958,416
Liabilities$1
Net Assets$12,958,416
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $778,5652010Revenue 2011: $1,136,189Expenses 2011: $844,713Net Income 2011: $291,4762011Expenses 2012: $879,9432012Revenue 2013: $996,105Expenses 2013: $858,433Net Income 2013: $137,6722013Revenue 2014: $1,065,041Expenses 2014: $933,844Net Income 2014: $131,1972014Revenue 2015: $1,345,350Expenses 2015: $940,755Net Income 2015: $404,5952015Revenue 2016: $604,836Expenses 2016: $877,650Net Income 2016: -$272,8142016Revenue 2017: $1,324,341Expenses 2017: $912,918Net Income 2017: $411,4232017Revenue 2018: $1,125,890Expenses 2018: $991,680Net Income 2018: $134,2102018Revenue 2019: $965,714Expenses 2019: $933,292Net Income 2019: $32,4222019Revenue 2020: $1,167,856Expenses 2020: $897,357Net Income 2020: $270,4992020Revenue 2021: $2,003,640Expenses 2021: $1,040,089Net Income 2021: $963,5512021Revenue 2022: $329,473Expenses 2022: $1,009,508Net Income 2022: -$680,0352022Revenue 2023: $1,041,274Expenses 2023: $903,811Net Income 2023: $137,4632023Revenue 2024: $928,360Expenses 2024: $971,376Net Income 2024: -$43,0162024

Highlighted filing

2015

Revenue$1,345,350
Expenses$940,755
Net Income$404,595
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$110,239-$110,239
Filing and Contact Details

Filer

Filer Name
Delfing Char Tr Sister Irmgard
EIN
39-6781271
Phone
4142878700
Address
BMO HARRIS BANK NA PO BOX 2980, MILWAUKEE, WI 53201

Signing Officer

Name
Laura Lesperance
Title
Trust Officer
Phone
4142878700
Signed
2016-05-04

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Laura Lesperance CPA
Phone
4148153956
Raw XML Appendix296 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142877181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO HARRIS BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0111 E Kilbourn Ave Ste 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0805500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHOENSTATT SISTERS OF MARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0W284 N404 CHERRY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0531889416
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0805500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0750162
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0750162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt051277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt058478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0122985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0122985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0199617
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025268
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt051277
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt058478
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0806300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056138
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0322602
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0266464
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0569
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13477
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INTEREST PAID ON PURCHASE DEFERRED TO 2016
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CHANGE IN ACCRUAL
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0267
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Interest paid on purchase in 2014 for 2015
TaxesSchedule/TaxesDetail/Amt019004
TaxesSchedule/TaxesDetail/Amt11506
TaxesSchedule/TaxesDetail/Amt23706
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03706
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA LESPERANCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELFING CHAR TR SISTER IRMGARD
ReturnHeader/Filer/BusinessNameControlTxt0DELF
ReturnHeader/Filer/EIN0396781271
ReturnHeader/Filer/PhoneNum04142878700
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153956
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA LESPERANCE CPA
ReturnHeader/ReturnTs02016-05-09T06:44:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,958,416
Liabilities
$1
Net assets
$12,958,416
Revenue
$1,345,350
Expenses
$940,755
Net income
$404,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.93$0.97$0.04
2023Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.04$0.90$0.14
2022Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.33$1.01$0.68
2021Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$2.00$1.04$0.96
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.17$0.90$0.27
2019Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.97$0.93$0.03
2018Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.13$0.99$0.13
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.32$0.91$0.41
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.60$0.88$0.27
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.35$0.94$0.40
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.07$0.93$0.13
2013Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.00$0.86$0.14
2012Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.88
2011Summary only. Only limited summary data is available for this year.$12.4$0.00$1.14$0.84$0.29
2010Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.78