Civic Intelligence

Gerhard and Milma Naeseth Charitable Foundation

990PF • Fiscal year 2013 • EIN 39-6795347

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 28, 2013

Organization Profile
C/O US Bank Na PO Box 7900Appleton, WI 53707-7900
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

54th percentile

4.4%

Higher net margin than 54% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

79th percentile

$3,761

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$268,633

Up $536 (+0.2%) from 2012

Net Assets

Up

$268,633

Up $536 (+0.2%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin54th percentile

Revenue

$12,180

No earlier filing loaded for comparison.

Expenses

Down

$11,645

Down $5,599 (-32%) from 2012

Net Income

$535

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0Assets 2011: $276,213Liabilities 2011: $0Net Assets 2011: $276,2132011Assets 2012: $268,097Liabilities 2012: $0Net Assets 2012: $268,0972012Assets 2013: $268,633Liabilities 2013: $1Net Assets 2013: $268,6332013Assets 2014: $247,826Liabilities 2014: $02014Assets 2015: $262,502Liabilities 2015: $1Net Assets 2015: $262,5022015Assets 2016: $271,049Liabilities 2016: $1Net Assets 2016: $271,0492016Assets 2017: $275,345Liabilities 2017: $0Net Assets 2017: $275,3452017Assets 2019: $289,680Liabilities 2019: $02019Assets 2020: $220,850Liabilities 2020: $1Net Assets 2020: $220,8502020Assets 2021: $228,755Liabilities 2021: $1Net Assets 2021: $228,7552021Assets 2022: $229,245Liabilities 2022: $1Net Assets 2022: $229,2452022Assets 2023: $238,311Liabilities 2023: $1Net Assets 2023: $238,3112023Assets 2024: $246,816Liabilities 2024: $0Net Assets 2024: $246,8162024

Highlighted filing

2013

Assets$268,633
Liabilities$1
Net Assets$268,633
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $22,8042011Expenses 2012: $17,2442012Revenue 2013: $12,180Expenses 2013: $11,645Net Income 2013: $5352013Revenue 2014: $21,000Expenses 2014: $41,933Net Income 2014: -$20,9332014Revenue 2015: $20,155Expenses 2015: $5,480Net Income 2015: $14,6752015Revenue 2016: $14,705Expenses 2016: $6,158Net Income 2016: $8,5472016Revenue 2017: $10,330Expenses 2017: $6,034Net Income 2017: $4,2962017Revenue 2019: $33,272Expenses 2019: $23,461Net Income 2019: $9,8112019Revenue 2020: $59Expenses 2020: $27,500Net Income 2020: -$27,4412020Revenue 2021: $25,372Expenses 2021: $17,467Net Income 2021: $7,9052021Revenue 2022: $18,285Expenses 2022: $17,795Net Income 2022: $4902022Revenue 2023: $23,081Expenses 2023: $17,298Net Income 2023: $5,7832023Revenue 2024: $25,986Expenses 2024: $17,625Net Income 2024: $8,3612024

Highlighted filing

2013

Revenue$12,180
Expenses$11,645
Net Income$535
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 28, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US Bank NATrusteeFT$3,761-$3,761
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORWEGIAN AMERICANSUPPORT ACTIVITIESPUBLIC CHARITYMADISON, WI, US$6,415
Filing and Contact Details

Filer

EIN
39-6795347
Raw XML Appendix339 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/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear08041
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014392
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10137
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear205828
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401457
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus06351
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY06351
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01071
IRS990PF/UndistributedIncome/ExcessFromYear10137
IRS990PF/UndistributedIncome/ExcessFromYear20934
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions08041
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01071
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover07422
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01250
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TAX PREP FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps01250
TaxesSchedule/Taxes/Amount052
TaxesSchedule/Taxes/Amount1167
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1EXCISE TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome052
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0396795347
ReturnHeader/Filer/Name/BusinessNameLine10GERHARD & MILMA NAESETH CHR FDN 050011529700
ReturnHeader/Filer/NameControl0NAES
ReturnHeader/Filer/Phone06082524161
ReturnHeader/Filer/USAddress/AddressLine10C/O US BANK NA PO BOX 7900
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537077900
ReturnHeader/Officer/DateSigned02013-10-28
ReturnHeader/Officer/Name0US BANK NA
ReturnHeader/Officer/Phone06082524161
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-28T08:33:54-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,633
Liabilities
$1
Net assets
$268,633
Revenue
$12,180
Expenses
$11,645
Net income
$535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.26$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.23$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.18$0.18$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.25$0.17$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.00$0.28$0.27
2019Summary only. Only limited summary data is available for this year.$2.90$0.00$0.33$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.10$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.15$0.06$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.20$0.05$0.15
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.21$0.42$0.21
2013Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.12$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.23