Civic Intelligence

John J & Ruth F Kloss Charitable Tr 050010251200

990PF • Fiscal year 2021 • EIN 39-6790033

Jun 01, 2020 to May 31, 2021 • Filed on Oct 01, 2021

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(414) 765-5672

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

90th percentile

67%

Higher net margin than 90% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$93,991

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

64th percentile

14%

Faster asset growth than 64% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

417%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,116,661

Up $1,087,103 (+14%) from 2020

Net Assets

Up

$9,116,661

Up $1,087,103 (+14%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin90th percentile

Revenue

Up

$1,609,932

Up $1,298,291 (+417%) from 2020

Expenses

Down

$528,807

Down $46,379 (-8.1%) from 2020

Net Income

Up

$1,081,125

Up $1,344,670 (+510%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$10M$5.0M$0Assets 2011: $6,914,589Liabilities 2011: $0Net Assets 2011: $6,914,5892011Assets 2012: $6,948,642Liabilities 2012: $0Net Assets 2012: $6,948,6422012Assets 2013: $7,112,532Liabilities 2013: $1Net Assets 2013: $7,112,5322013Assets 2014: $7,036,159Liabilities 2014: $1Net Assets 2014: $7,036,1592014Assets 2015: $7,308,566Liabilities 2015: $1Net Assets 2015: $7,308,5662015Assets 2016: $7,059,834Liabilities 2016: $1Net Assets 2016: $7,059,8342016Assets 2017: $6,842,224Liabilities 2017: $0Net Assets 2017: $6,842,2242017Assets 2020: $8,029,558Liabilities 2020: $1Net Assets 2020: $8,029,5582020Assets 2021: $9,116,661Liabilities 2021: $1Net Assets 2021: $9,116,6612021Assets 2022: $8,966,282Liabilities 2022: $1Net Assets 2022: $8,966,2822022Assets 2023: $8,689,482Liabilities 2023: $12023Assets 2024: $8,489,086Liabilities 2024: $12024

Highlighted filing

2021

Assets$9,116,661
Liabilities$1
Net Assets$9,116,661
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $518,2202011Expenses 2012: $514,0622012Revenue 2013: $688,795Expenses 2013: $524,453Net Income 2013: $164,3422013Revenue 2014: $472,277Expenses 2014: $546,409Net Income 2014: -$74,1322014Revenue 2015: $812,599Expenses 2015: $539,738Net Income 2015: $272,8612015Revenue 2016: $335,151Expenses 2016: $543,753Net Income 2016: -$208,6022016Revenue 2017: $288,118Expenses 2017: $545,000Net Income 2017: -$256,8822017Revenue 2020: $311,641Expenses 2020: $575,186Net Income 2020: -$263,5452020Revenue 2021: $1,609,932Expenses 2021: $528,807Net Income 2021: $1,081,1252021Revenue 2022: $421,988Expenses 2022: $573,785Net Income 2022: -$151,7972022Revenue 2023: $251,554Expenses 2023: $528,350Net Income 2023: -$276,7962023Revenue 2024: $336,805Expenses 2024: $547,159Net Income 2024: -$210,3542024

Highlighted filing

2021

Revenue$1,609,932
Expenses$528,807
Net Income$1,081,125
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$93,991-$93,991
MARY PLUNKETT KLOSS CHARITABLEAdvisory Board Member-$0--
JOHN ANTARAMIAN KLOSS CHARITABLEAdvisory Board Member-$0--
BRYAN ALBRECHT KLOSS CHARITABLAdvisory Board Member-$0--
JANE HARRINGTON-HEIDE KLOSS CHARIAdvisory Board Member-$0--
Filing and Contact Details

Filer

Filer Name
John & Ruth Kloss Charitable Tr Uma
EIN
39-6790033
Phone
4147655672
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
4147655672
Signed
2021-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11160871R209 MOLSON COORS BREWING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121518439104 LAUDER ESTEE COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123G3922B107 GENPACT LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124N6596X109 NXP SEMICONDUCTORS N
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12679466L302 SALESFORCE COM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131G0408V102 AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13281762P102 SERVICENOW INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13617275R102 CISCO SYSTEMS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138440452100 HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13953814L108 LIVENT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141848637104 SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14330303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14415135B101 CENTENE CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146339041105 FLEETCOR TECHNOLOGIE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151N59465109 MYLAN NV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153852234103 SQUARE INC A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15876680R206 RINGCENTRAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161958102105 WESTERN DIGITAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163192422103 COGNEX CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17075513E101 RAYTHEON TECHNOLOGIE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17326614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17414448C104 CARRIER GLOBAL CORPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17557667L107 MATCH GROUP INC NEW
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0311018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1208079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2389184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3166846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4156548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5146240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6310994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7299300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8387863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9377212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10156536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11311024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121207170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt063873P817 LOOMIS SAYLES STRATE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2922908686 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3921937819 VANGUARD INTERMEDIAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt492647K309 VICTORY TRIVALENT IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt519765P596 COLUMBIA SMALL CAP G
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt792837F292 VIRTUS ZEVENBERGEN I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9921921300 VANGUARD EQUITY INCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1019765N245 COLUMBIA FDS SER DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11025076845 AMERICAN CENT SMALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1274440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13922908710 VANGUARD 500 INDEX A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0313043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1212278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2391165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3174542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4152336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5152211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6283339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7321575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8406083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9395282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10162551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11313613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121280071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0199188
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01409881
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0863
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01609932
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01609932
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01409881
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09399
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt084592
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt093991
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0425500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0425500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0189943
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0199188
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01081125
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06058508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01409881
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01507752
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01226
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01226
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,116,661
Liabilities
$1
Net assets
$9,116,661
Revenue
$1,609,932
Expenses
$528,807
Net income
$1,081,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.49$0.00$0.34$0.55$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.69$0.00$0.25$0.53$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$0.00$8.97$0.42$0.57$0.15
2021Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$1.61$0.53$1.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$0.00$8.03$0.31$0.58$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$0.29$0.55$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.06$0.00$7.06$0.34$0.54$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.00$7.31$0.81$0.54$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.47$0.55$0.07
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.11$0.00$7.11$0.69$0.52$0.16
2012Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.51
2011Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.52