Civic Intelligence

Augustus H Kennedy Memorial Fund Trust Nect

990PF • Fiscal year 2017 • EIN 41-1328800

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 29, 2017

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(612) 303-3259

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-158%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$70,849

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 50.7% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

18th percentile

-5.1%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,027,014

Down $214,326 (-5.1%) from 2016

Net Assets

Down

$4,027,014

Down $214,326 (-5.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$139,716

Down $90,086 (-39%) from 2016

Expenses

Up

$360,433

Up $13,337 (+3.8%) from 2016

Net Income

Down

-$220,717

Down $103,423 (-88%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,285,795Liabilities 2011: $0Net Assets 2011: $4,285,7952011Assets 2012: $4,517,497Liabilities 2012: $12012Assets 2013: $4,365,353Liabilities 2013: $1Net Assets 2013: $4,365,3532013Assets 2014: $4,415,719Liabilities 2014: $1Net Assets 2014: $4,415,7192014Assets 2015: $4,364,556Liabilities 2015: $02015Assets 2016: $4,241,340Liabilities 2016: $0Net Assets 2016: $4,241,3402016Assets 2017: $4,027,014Liabilities 2017: $0Net Assets 2017: $4,027,0142017Assets 2018: $4,201,487Liabilities 2018: $0Net Assets 2018: $4,201,4872018Assets 2019: $4,193,569Liabilities 2019: $1Net Assets 2019: $4,193,5692019Assets 2020: $4,379,053Liabilities 2020: $1Net Assets 2020: $4,379,0532020Assets 2021: $4,457,495Liabilities 2021: $1Net Assets 2021: $4,457,4952021Assets 2022: $5,072,396Liabilities 2022: $1Net Assets 2022: $5,072,3962022Assets 2023: $5,117,432Liabilities 2023: $1Net Assets 2023: $5,117,4322023Assets 2024: $5,143,663Liabilities 2024: $0Net Assets 2024: $5,143,6632024Assets 2025: $5,284,898Liabilities 2025: $0Net Assets 2025: $5,284,8982025

Highlighted filing

2017

Assets$4,027,014
Liabilities$0
Net Assets$4,027,014
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $310,5912011Revenue 2012: $570,931Expenses 2012: $339,220Net Income 2012: $231,7112012Revenue 2013: $198,597Expenses 2013: $350,738Net Income 2013: -$152,1412013Revenue 2014: $403,156Expenses 2014: $353,726Net Income 2014: $49,4302014Revenue 2015: $346,686Expenses 2015: $397,103Net Income 2015: -$50,4172015Revenue 2016: $229,802Expenses 2016: $347,096Net Income 2016: -$117,2942016Revenue 2017: $139,716Expenses 2017: $360,433Net Income 2017: -$220,7172017Revenue 2018: $546,943Expenses 2018: $373,110Net Income 2018: $173,8332018Revenue 2019: $87,632Expenses 2019: $95,629Net Income 2019: -$7,9972019Revenue 2020: $608,240Expenses 2020: $368,864Net Income 2020: $239,3762020Revenue 2021: $474,084Expenses 2021: $395,723Net Income 2021: $78,3612021Revenue 2022: $1,070,173Expenses 2022: $455,184Net Income 2022: $614,9892022Revenue 2023: $468,413Expenses 2023: $422,780Net Income 2023: $45,6332023Revenue 2024: $319,226Expenses 2024: $292,992Net Income 2024: $26,2342024Revenue 2025: $794,980Expenses 2025: $485,719Net Income 2025: $309,2612025

Highlighted filing

2017

Revenue$139,716
Expenses$360,433
Net Income-$220,717
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 29, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corp Trustee-$70,849-$70,849
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantREV OBLATE FATHERS INC ATTN ROBERT MOOSBRURGERGENERAL OPERATINGPCWASHINGTON DC, DC, US$85,300
Paid GrantMAYO FOUNDATION MAYO CLINIC ATTN MS BETHEL RUEST DEVELOPEMENTGENERAL OPERATINGPCRICHESTER, MN, US$85,300
Paid GrantMINNESOTA FOUNDATION ATTN CHRISTINE SEARSONGENERAL OPERATINGPCSAINT PAUL, MN, US$71,083
Paid GrantTHE DIOCESE OF MIAMI ATTN LAWRENCE K ZIGMONTGENERAL OPERATINGPCMIAMI SHORES, FL, US$28,433
Paid GrantARCHDIOCESE OF ST PAUL & MINNEAPOLIS ATTN TOM MERTENS CHIEF FINANCIAL OFFICEGENERAL OPERATINGPCST PAUL, MN, US$14,217
Filing and Contact Details

Filer

Filer Name
Augustus H Kennedy Mem Fund Tr
EIN
41-1328800
Phone
6123033259
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6123033259
Signed
2017-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt063764
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt070849
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0284333
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0361
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0293105
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt066864

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Filings

Displayed year

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

Open filing
Assets
$4,027,014
Liabilities
$0
Net assets
$4,027,014
Revenue
$139,716
Expenses
$360,433
Net income
-$220,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.79$0.49$0.31
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.32$0.29$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.47$0.42$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$1.07$0.46$0.61
2021Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.47$0.40$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.61$0.37$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.55$0.37$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.14$0.36$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.23$0.35$0.12
2015Summary only. Only limited summary data is available for this year.$4.36$0.00$0.35$0.40$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.40$0.35$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.20$0.35$0.15
2012Summary only. Only limited summary data is available for this year.$4.52$0.00$0.57$0.34$0.23
2011Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.31