Civic Intelligence

Father John P Raynor Charitable Tr

990PF • Fiscal year 2017 • EIN 39-6781273

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$113,879

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

45th percentile

2.9%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

73%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$12,538,427

Up $352,418 (+2.9%) from 2016

Net Assets

Up

$12,538,427

Up $352,418 (+2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin80th percentile

Revenue

Up

$1,277,223

Up $536,849 (+73%) from 2016

Expenses

Up

$938,501

Up $47,658 (+5.3%) from 2016

Net Income

Up

$338,722

Up $489,191 (+325%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th 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 2017: $12,538,427Liabilities 2017: $0Net Assets 2017: $12,538,4272017Assets 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

2017

Assets$12,538,427
Liabilities$0
Net Assets$12,538,427
Open 2017 Filing

Operations Trend

Revenue Growth89th 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 2017: $1,277,223Expenses 2017: $938,501Net Income 2017: $338,7222017Revenue 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

2017

Revenue$1,277,223
Expenses$938,501
Net Income$338,722
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$113,879-$113,879
Filing and Contact Details

Filer

Filer Name
Raynor Father John P Charitable Tr
EIN
39-6781273
Phone
9207494210
Address
C/O BMO HARRIS BANK NA 115 S 84TH S, Milwaukee, WI 53214

Signing Officer

Name
Joseph Horstmeier
Title
Vice President
Phone
9207494210
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th Street Suite 325, Milwaukee, WI 53214
Preparer
Laura Lesperance CPA
Phone
4148753240
Raw XML Appendix310 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/ExclusionAmt0337882
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0937009
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01274891
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01274891
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0479
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0937009
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0113879
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0113879
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0807300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0807300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0337882
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0337882
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0338722
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04386620
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0937009
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01156914
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02332
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04098
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0808100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0117977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0938501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01274891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01277223
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0117977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0131201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0819585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12630048
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/GainOrLossAmt0479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1598824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2337706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1598824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2337706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0820064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13228872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2337706
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 Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0937009
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0479
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0338722
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0927
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014623
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012539354
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012186009
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012538427
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0795796
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0795796
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0795796
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0818934
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023138
IRS990PF/DistributableAmountGrp/TotalTaxAmt023138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt012424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt010714
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012424
IRS990PF/FMVAssetsEOYAmt016979916
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt012186009
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012538427
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt011387880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt011847798
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015909269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0548622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0474548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0854566
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt038034
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt040666
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt040666
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0211473
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0175415
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0175415
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012186009
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012538427
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016979916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012186009
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012538427
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012186009
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012538427
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016628106
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016628106
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0249422
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0818934
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016378684
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016628106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt011.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0113879
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0111 E KILBOURN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0827091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0838660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0764685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0834296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0822128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0765040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0732728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016378684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015412545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016031765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt016321613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015429312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt014400759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0808100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.252490
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0808100
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0808100
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0808100
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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/RelyingCurrentNtcDsstrAsstInd0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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 E KILBOURN AVE STE 200
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/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/Amt0807300
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/TotalGrantOrContriPdDurYrAmt0807300
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/AppliedToCurrentYearAmt0795796
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0795796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt047464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020840
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020840
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0100141
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05327
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0808100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012304
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0120981
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108677
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0927
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INTEREST PD ON PURCHASE DEFERRED TO 2018
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Excise Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02332
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0687
OtherIncreasesSchedule/OtherIncreasesDetail/Amt113936
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Interest paid on purchase prior year
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Adjustments for accrual differences
TaxesSchedule/TaxesDetail/Amt012424
TaxesSchedule/TaxesDetail/Amt14098
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PMTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04098
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HORSTMEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207494210
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAYNOR FATHER JOHN P CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0RAYN
ReturnHeader/Filer/EIN0396781273
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/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:13:50
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/PreparationDt02018-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA LESPERANCE CPA
ReturnHeader/ReturnTs02018-05-07T12:32:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,538,427
Liabilities
$0
Net assets
$12,538,427
Revenue
$1,277,223
Expenses
$938,501
Net income
$338,722
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.
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.28$0.94$0.34
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