Civic Intelligence

Gerhard and Milma Naeseth Charitable Foundation

990PF • Fiscal year 2016 • EIN 39-6795347

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 02, 2016

Organization Profile
C/O US Bank Na PO Box 7900Milwaukee, WI 53201-2043

(608) 252-4161

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

80th percentile

$4,366

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

3.3%

Faster asset growth than 56% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$271,049

Up $8,547 (+3.3%) from 2015

Net Assets

Up

$271,049

Up $8,547 (+3.3%) from 2015

Liabilities

Flat

$1

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Down

$14,705

Down $5,450 (-27%) from 2015

Expenses

Up

$6,158

Up $678 (+12%) from 2015

Net Income

Down

$8,547

Down $6,128 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2016

Assets$271,049
Liabilities$1
Net Assets$271,049
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

2016

Revenue$14,705
Expenses$6,158
Net Income$8,547
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 2, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US Bank NATrustee-$4,366-$4,366
Filing and Contact Details

Filer

Filer Name
Gerhard & Milma Naeseth Chr Fdn 050011529700
EIN
39-6795347
Phone
6082524161
Address
C/O US BANK NA PO BOX 7900, MILWAUKEE, WI 53201-2043

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
6082524161
Signed
2016-08-02
Raw XML Appendix349 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01687
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01687
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 S PINCKNEY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082524161
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/AppliedToCurrentYearAmt01687
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013709
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0457
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01687
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0457
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012479
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/Amt1489
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt053
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082524161
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERHARD & MILMA NAESETH CHR FDN 050011529700
ReturnHeader/Filer/BusinessNameControlTxt0NAES
ReturnHeader/Filer/EIN0396795347
ReturnHeader/Filer/PhoneNum06082524161
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O US BANK NA PO BOX 7900
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532012043
ReturnHeader/ReturnTs02016-11-04T09:00:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$271,049
Liabilities
$1
Net assets
$271,049
Revenue
$14,705
Expenses
$6,158
Net income
$8,547
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