Civic Intelligence

Anna M Heilmaier Charitable Fdn

EIN 41-1761632 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$83,284

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.5%

Faster asset growth than 42% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

66%

Faster revenue growth than 83% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,164,336

Up $92,634 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,164,336

Up $92,634 (+1.5%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin69th percentile

Revenue

Up

$475,115

Up $189,404 (+66%) from 2023

Expenses

Down

$382,384

Down $77,998 (-17%) from 2023

Net Income

Up

$92,731

Up $267,402 (+153%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,554,193Liabilities 2010: $207Net Assets 2010: $4,553,9862010Assets 2011: $5,015,736Liabilities 2011: $5332011Assets 2012: $5,026,277Liabilities 2012: $2,275Net Assets 2012: $5,024,0022012Assets 2013: $5,349,507Liabilities 2013: $1,920Net Assets 2013: $5,347,5872013Assets 2014: $5,300,377Liabilities 2014: $1,633Net Assets 2014: $5,298,7442014Assets 2015: $5,290,874Liabilities 2015: $02015Assets 2017: $5,583,632Liabilities 2017: $0Net Assets 2017: $5,583,6322017Assets 2018: $5,671,840Liabilities 2018: $0Net Assets 2018: $5,671,8402018Assets 2019: $6,254,584Liabilities 2019: $0Net Assets 2019: $6,254,5842019Assets 2020: $6,254,151Liabilities 2020: $0Net Assets 2020: $6,254,1512020Assets 2021: $6,639,724Liabilities 2021: $0Net Assets 2021: $6,639,7242021Assets 2022: $6,248,395Liabilities 2022: $0Net Assets 2022: $6,248,3952022Assets 2023: $6,071,702Liabilities 2023: $0Net Assets 2023: $6,071,7022023Assets 2024: $6,164,336Liabilities 2024: $0Net Assets 2024: $6,164,3362024

Highlighted filing

2024

Assets$6,164,336
Liabilities$0
Net Assets$6,164,336
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $382,4912010Revenue 2011: $891,535Expenses 2011: $425,653Net Income 2011: $465,8822011Expenses 2012: $398,7342012Revenue 2013: $660,026Expenses 2013: $336,426Net Income 2013: $323,6002013Revenue 2014: $380,595Expenses 2014: $429,438Net Income 2014: -$48,8432014Revenue 2015: $455,314Expenses 2015: $464,969Net Income 2015: -$9,6552015Revenue 2017: $668,649Expenses 2017: $413,279Net Income 2017: $255,3702017Revenue 2018: $553,873Expenses 2018: $451,119Net Income 2018: $102,7542018Revenue 2019: $946,822Expenses 2019: $375,726Net Income 2019: $571,0962019Revenue 2020: $471,677Expenses 2020: $469,640Net Income 2020: $2,0372020Revenue 2021: $836,729Expenses 2021: $461,293Net Income 2021: $375,4362021Revenue 2022: $122,044Expenses 2022: $517,479Net Income 2022: -$395,4352022Revenue 2023: $285,711Expenses 2023: $460,382Net Income 2023: -$174,6712023Revenue 2024: $475,115Expenses 2024: $382,384Net Income 2024: $92,7312024

Highlighted filing

2024

Revenue$475,115
Expenses$382,384
Net Income$92,731
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,164,336
Liabilities
$0
Net assets
$6,164,336
Revenue
$475,115
Expenses
$382,384
Net income
$92,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.48$0.38$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.29$0.46$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.12$0.52$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.84$0.46$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.47$0.47$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.95$0.38$0.57
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.55$0.45$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.67$0.41$0.26
2015Summary only. Only limited summary data is available for this year.$5.29$0.00$0.46$0.46$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.38$0.43$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.66$0.34$0.32
2012Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.02$0.40
2011Summary only. Only limited summary data is available for this year.$5.02$0.00$0.89$0.43$0.47
2010Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 11, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$83,284-$83,284
Filing and Contact Details

Filer

Filer Name
Anna M Heilmaier Charitable Fdn
EIN
41-1761632
Phone
6514668710
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668710
Signed
2025-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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