Civic Intelligence

Father John P Raynor Charitable Tr

990PF • Fiscal year 2016 • EIN 39-6781273

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
C/O Bmo Harris Bank Na PO Box 2977Milwaukee, WI 53201

(920) 735-7810

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.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$108,655

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$12,186,009

Down $159,327 (-1.3%) from 2015

Net Assets

Down

$12,186,009

Down $159,327 (-1.3%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin15th percentile

Revenue

Down

$740,374

Down $113,309 (-13%) from 2015

Expenses

Down

$890,843

Down $92,637 (-9.4%) from 2015

Net Income

Down

-$150,469

Down $20,672 (-16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$15M$10M$5.0M$0Assets 2010: $13,125,293Liabilities 2010: $0Net Assets 2010: $13,125,2932010Assets 2011: $12,666,639Liabilities 2011: $02011Assets 2012: $12,383,657Liabilities 2012: $0Net Assets 2012: $12,383,6572012Assets 2013: $12,189,920Liabilities 2013: $1Net Assets 2013: $12,189,9202013Assets 2014: $12,476,290Liabilities 2014: $1Net Assets 2014: $12,476,2902014Assets 2015: $12,345,336Liabilities 2015: $1Net Assets 2015: $12,345,3362015Assets 2016: $12,186,009Liabilities 2016: $0Net Assets 2016: $12,186,0092016Assets 2019: $12,729,915Liabilities 2019: $1Net Assets 2019: $12,729,9152019Assets 2020: $13,108,414Liabilities 2020: $1Net Assets 2020: $13,108,4142020Assets 2021: $13,958,232Liabilities 2021: $1Net Assets 2021: $13,958,2322021Assets 2022: $13,177,084Liabilities 2022: $1Net Assets 2022: $13,177,0842022Assets 2023: $13,320,664Liabilities 2023: $12023Assets 2024: $13,741,716Liabilities 2024: $0Net Assets 2024: $13,741,7162024

Highlighted filing

2016

Assets$12,186,009
Liabilities$0
Net Assets$12,186,009
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $805,8552010Revenue 2011: $463,945Expenses 2011: $862,066Net Income 2011: -$398,1212011Expenses 2012: $845,3162012Revenue 2013: $698,479Expenses 2013: $888,703Net Income 2013: -$190,2242013Revenue 2014: $1,243,565Expenses 2014: $955,204Net Income 2014: $288,3612014Revenue 2015: $853,683Expenses 2015: $983,480Net Income 2015: -$129,7972015Revenue 2016: $740,374Expenses 2016: $890,843Net Income 2016: -$150,4692016Revenue 2019: $1,028,085Expenses 2019: $952,146Net Income 2019: $75,9392019Revenue 2020: $1,340,413Expenses 2020: $923,199Net Income 2020: $417,2142020Revenue 2021: $1,914,819Expenses 2021: $1,065,200Net Income 2021: $849,6192021Revenue 2022: $245,856Expenses 2022: $1,025,779Net Income 2022: -$779,9232022Revenue 2023: $1,080,456Expenses 2023: $919,377Net Income 2023: $161,0792023Revenue 2024: $1,407,795Expenses 2024: $995,175Net Income 2024: $412,6202024

Highlighted filing

2016

Revenue$740,374
Expenses$890,843
Net Income-$150,469
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$108,655-$108,655
Filing and Contact Details

Filer

Filer Name
Raynor Father John P Charitable Tr
EIN
39-6781273
Phone
9207357810
Address
C/O BMO HARRIS BANK NA PO BOX 2977, MILWAUKEE, WI 53201

Signing Officer

Name
Joseph Horstmeier
Title
Vice President
Phone
9207357810
Signed
2017-05-08

Preparer

Firm
TMI Trust Company
Address
11270 West Park Place Ste 105, Milwaukee, WI 53224
Preparer
Laura Lesperance CPA
Phone
4148153956
Raw XML Appendix305 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Attached List of Assets
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See Attached list of Assets
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long Term Capital Gain Dividend
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04142877181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NOT APPLICABLE
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 THE TRUST DOCUMENT ALL NET INCOME PAYABLE TO MARQUETTE UNIVERSITY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0763885
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARQUETTE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01217 W WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053233
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0763885
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/AppliedToCurrentYearAmt0758203
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0758203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt039915
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt039915
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108677
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020840
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0764685
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06482
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0148592
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0142110
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0687
OtherDecreasesSchedule/OtherDecreasesDetail/Amt18960
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INTEREST PD ON PURCHASE DEFERRED TO 2017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Adjustments for accrual differences
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Excise Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07764
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0789
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INTEREST PAID ON PURCHASE- PRIOR YEAR
TaxesSchedule/TaxesDetail/Amt014756
TaxesSchedule/TaxesDetail/Amt12747
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PMTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02747
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HORSTMEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207357810
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAYNOR FATHER JOHN P CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0RAYN
ReturnHeader/Filer/EIN0396781273
ReturnHeader/Filer/PhoneNum09207357810
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BMO HARRIS BANK NA PO BOX 2977
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0940C0684974943ECEFFADD7BC34D5407148BAB9D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId005CA157070A4A75FE88587430ED326213F5C8948
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.181.202.7
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:07:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153956
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA LESPERANCE CPA
ReturnHeader/ReturnTs02017-05-09T12:07:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,186,009
Liabilities
$0
Net assets
$12,186,009
Revenue
$740,374
Expenses
$890,843
Net income
-$150,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.41$1.00$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$1.08$0.92$0.16
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.25$1.03$0.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$1.91$1.07$0.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$1.34$0.92$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$1.03$0.95$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.74$0.89$0.15
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.85$0.98$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$1.24$0.96$0.29
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.2$0.00$12.2$0.70$0.89$0.19
2012Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.85
2011Summary only. Only limited summary data is available for this year.$12.7$0.00$0.46$0.86$0.40
2010Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.81