Civic Intelligence

Sister Irmgard Delfing Charitable Tr

990PF • Fiscal year 2018 • EIN 39-6781271

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 17, 2019

Organization Profile
c/o BMO HARRIS BANK NA 115 S 84th SMilwaukee, WI 53214

(920) 749-4210

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$114,187

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

47th percentile

1.0%

Faster asset growth than 47% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,239,236

Up $135,714 (+1.0%) from 2017

Net Assets

Up

$13,239,236

Up $135,714 (+1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin66th percentile

Revenue

Down

$1,125,890

Down $198,451 (-15%) from 2017

Expenses

Up

$991,680

Up $78,762 (+8.6%) from 2017

Net Income

Down

$134,210

Down $277,213 (-67%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2018

Assets$13,239,236
Liabilities$0
Net Assets$13,239,236
Open 2018 Filing

Operations Trend

Revenue Growth16th 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

2018

Revenue$1,125,890
Expenses$991,680
Net Income$134,210
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$114,187-$114,187
Filing and Contact Details

Filer

Filer Name
Delfing Char Tr Sister Irmgard
EIN
39-6781271
Phone
9207494210
Address
c/o BMO HARRIS BANK NA 115 S 84th S, Milwaukee, WI 53214

Signing Officer

Name
Joe Horstmeier
Title
Vice President
Phone
9207494210
Signed
2019-04-17

Preparer

Firm
TMI Trust Company
Address
115 S 84th Street Suite 325, Milwaukee, WI 53214
Preparer
Laura Lesperance CPA
Phone
4148753240
Raw XML Appendix331 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.

Path#Value
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0361300
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0764586
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01125886
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01125886
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0764586
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0114187
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0114187
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0832657
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0832657
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0361300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0361300
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0134210
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03065352
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0764586
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01005331
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06368
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt044836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0832657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0120555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0991680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01125886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01125890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0120555
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0159023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0441817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11858909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1306591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2466381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1306591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2466381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0433431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12165500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2466381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Attached Schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1see Attached Schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long Term Capital Gain dividend
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0764586
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-8386
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0134210
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt040
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01544
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013239276
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013103522
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013239236
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0789912
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0789912
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0789912
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0799965
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010053
IRS990PF/DistributableAmountGrp/TotalTaxAmt010053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt023988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-23988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013935
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt03879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt023988
IRS990PF/FMVAssetsEOYAmt014989496
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013103522
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013239236
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt012322270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt012453525
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt014075310
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0525955
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0536872
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0665347
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt036802
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt035678
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt035678
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0218495
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0213161
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0213161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013103522
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013239236
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014989496
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013103522
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013239236
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013103522
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013239236
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016242952
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016242952
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0243644
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0799965
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015999308
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016242952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0114187
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0111 E KILBOURN AVE STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0801069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0811122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0787871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0737573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0806300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0795302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0738944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt015999308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016027103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt014941487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015495798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015780709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt014961351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0832657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250343
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0822604
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0832657
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt010053
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0832657
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsstInd0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 EAST KILBOURN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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/Amt0832657
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/TotalGrantOrContriPdDurYrAmt0832657
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/AppliedToCurrentYearAmt0789912
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0789912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt056138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08456
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08456
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0135012
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt056138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025268
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0832657
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042745
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0143468
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100723
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt040
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Interest paid on purchase deferred to 2019
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Excise Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01137
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1407
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Interest paid on purchase in 2017 for 2018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Change in accrual
TaxesSchedule/TaxesDetail/Amt023988
TaxesSchedule/TaxesDetail/Amt114480
TaxesSchedule/TaxesDetail/Amt26368
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06368
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Horstmeier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum09207494210
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELFING CHAR TR SISTER IRMGARD
ReturnHeader/Filer/BusinessNameControlTxt0DELF
ReturnHeader/Filer/EIN0396781271
ReturnHeader/Filer/PhoneNum09207494210
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o BMO HARRIS BANK NA 115 S 84th S
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A35A1D02F9729A0528B2479A01AFEF2319CD8DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022DD4298732F36F4728E54296F429D6B410CFF84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.11.138.238
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:25:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th Street Suite 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04148753240
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Lesperance CPA
ReturnHeader/ReturnTs02019-05-09T10:39:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,239,236
Liabilities
$0
Net assets
$13,239,236
Revenue
$1,125,890
Expenses
$991,680
Net income
$134,210
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