Civic Intelligence

Alliss Educational Foundation Equity

990T • Fiscal year 2022 • EIN 41-6011054

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8710

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $84,394,374Liabilities 2011: $02011Assets 2012: $87,853,796Liabilities 2012: $16,7652012Assets 2013: $88,861,520Liabilities 2013: $14,9992013Assets 2014: $89,817,926Liabilities 2014: $12,8522014Assets 2015: $88,108,263Liabilities 2015: $02015Assets 2018: $87,862,754Liabilities 2018: $02018Assets 2019: $87,466,834Liabilities 2019: $0Net Assets 2019: $87,466,8342019Assets 2020: $84,703,061Liabilities 2020: $0Net Assets 2020: $84,703,0612020Assets 2021: $87,576,345Liabilities 2021: $0Net Assets 2021: $87,576,3452021Assets 2022: $87,459,082Liabilities 2022: $0Net Assets 2022: $87,459,0822022Assets 2023: $95,261,906Liabilities 2023: $0Net Assets 2023: $95,261,9062023Assets 2024: $98,707,093Liabilities 2024: $0Net Assets 2024: $98,707,0932024

Latest loaded filing

2024

Assets$98,707,093
Liabilities$0
Net Assets$98,707,093

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,733,212Expenses 2011: $5,133,521Net Income 2011: $3,599,6912011Revenue 2012: $8,826,857Expenses 2012: $5,384,218Net Income 2012: $3,442,6392012Revenue 2013: $6,600,924Expenses 2013: $5,591,451Net Income 2013: $1,009,4732013Revenue 2014: $7,168,245Expenses 2014: $6,209,692Net Income 2014: $958,5532014Revenue 2015: $3,875,990Expenses 2015: $5,836,401Net Income 2015: -$1,960,4112015Revenue 2018: $4,692,500Expenses 2018: $6,343,404Net Income 2018: -$1,650,9042018Revenue 2019: $3,061,705Expenses 2019: $6,257,428Net Income 2019: -$3,195,7232019Revenue 2020: $4,038,021Expenses 2020: $6,153,704Net Income 2020: -$2,115,6832020Revenue 2021: $9,781,011Expenses 2021: $6,983,313Net Income 2021: $2,797,6982021Revenue 2022: $6,931,265Expenses 2022: $7,204,327Net Income 2022: -$273,0622022Revenue 2023: $14,488,845Expenses 2023: $7,136,857Net Income 2023: $7,351,9882023Revenue 2024: $9,905,164Expenses 2024: $7,061,647Net Income 2024: $2,843,5172024

Latest loaded filing

2024

Revenue$9,905,164
Expenses$7,061,647
Net Income$2,843,517
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Alliss Educational Foundation-equity
EIN
41-6011054
Phone
6514668710
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668710
Signed
2023-11-14
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
Raw XML Appendix77 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.

Path#Value
IRS990T/BalanceDueAmt00
IRS990T/BookValueAssetsEOYAmt087459082
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/InterestDeductionAmt00
IRS990TScheduleA/InterestDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt00
IRS990TScheduleA/OtherDeductionsAmt10
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/PrincipalBusinessActivityCd1900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0978
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-6613
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0978
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-6613
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0978
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-6613
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0CB OFFSHORE EQUITY OVERAGE FUND X, LP
IRS990TScheduleA/TradeOrBusinessDesc1CB OFFSHORE EQUITY FUND X, LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0978
IRS990TScheduleA/UBIBeforeNOLDedAmt1-6613
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0978
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-6613
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0978
IRS990T/TotalUBTIBeforeSection199AAmt0978
IRS990T/TotalUBTIComputedAmt0978
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06514668710
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLISS EDUCATIONAL FOUNDATION-EQUITY
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0416011054
ReturnHeader/Filer/PhoneNum06514668710
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T16:00:47-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.7$0.00$98.7$9.91$7.06$2.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.3$0.00$95.3$14.5$7.14$7.35
2022Detailed filing. Detailed filing data is available for this year.$87.5$0.00$87.5$6.93$7.20$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.6$0.00$87.6$9.78$6.98$2.80
2020Detailed filing. Detailed filing data is available for this year.$84.7$0.00$84.7$4.04$6.15$2.12
2019Detailed filing. Detailed filing data is available for this year.$87.5$0.00$87.5$3.06$6.26$3.20
2018Summary only. Only limited summary data is available for this year.$87.9$0.00$4.69$6.34$1.65
2015Summary only. Only limited summary data is available for this year.$88.1$0.00$3.88$5.84$1.96
2014Summary only. Only limited summary data is available for this year.$89.8$0.01$7.17$6.21$0.96
2013Summary only. Only limited summary data is available for this year.$88.9$0.01$6.60$5.59$1.01
2012Summary only. Only limited summary data is available for this year.$87.9$0.02$8.83$5.38$3.44
2011Summary only. Only limited summary data is available for this year.$84.4$0.00$8.73$5.13$3.60