Civic Intelligence

Weyand 62 Char Trust 25248940

990PF • Fiscal year 2016 • EIN 41-6011494

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 07, 2017

PO Box 0634Milwaukee, WI 53201-0634

(612) 303-3205

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

89th percentile

$32,337

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

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

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Down

$92,885

Down $28,465 (-23%) from 2015

Net Assets

Down

$92,885

Down $28,465 (-23%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$116,459

Up $18,695 (+19%) from 2015

Expenses

Up

$144,924

Up $51,340 (+55%) from 2015

Net Income

Down

-$28,465

Down $32,645 (-781%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $147,637Liabilities 2010: $0Net Assets 2010: $147,6372010Assets 2011: $143,331Liabilities 2011: $0Net Assets 2011: $143,3312011Assets 2012: $138,281Liabilities 2012: $12012Assets 2013: $152,738Liabilities 2013: $0Net Assets 2013: $152,7382013Assets 2014: $117,170Liabilities 2014: $0Net Assets 2014: $117,1702014Assets 2015: $121,350Liabilities 2015: $0Net Assets 2015: $121,3502015Assets 2016: $92,885Liabilities 2016: $0Net Assets 2016: $92,8852016Assets 2017: $97,739Liabilities 2017: $0Net Assets 2017: $97,7392017Assets 2018: $78,963Liabilities 2018: $0Net Assets 2018: $78,9632018Assets 2019: $87,267Liabilities 2019: $0Net Assets 2019: $87,2672019Assets 2020: $387,450Liabilities 2020: $0Net Assets 2020: $387,4502020Assets 2021: $692,833Liabilities 2021: $0Net Assets 2021: $692,8332021Assets 2022: $650,615Liabilities 2022: $0Net Assets 2022: $650,6152022Assets 2023: $891,881Liabilities 2023: $0Net Assets 2023: $891,8812023Assets 2024: $882,466Liabilities 2024: $0Net Assets 2024: $882,4662024

Highlighted filing

2016

Assets$92,885
Liabilities$0
Net Assets$92,885

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $89,8322010Expenses 2011: $97,3652011Revenue 2012: $80,707Expenses 2012: $85,756Net Income 2012: -$5,0492012Revenue 2013: $113,343Expenses 2013: $98,887Net Income 2013: $14,4562013Revenue 2014: $83,383Expenses 2014: $118,951Net Income 2014: -$35,5682014Revenue 2015: $97,764Expenses 2015: $93,584Net Income 2015: $4,1802015Revenue 2016: $116,459Expenses 2016: $144,924Net Income 2016: -$28,4652016Revenue 2017: $128,731Expenses 2017: $123,875Net Income 2017: $4,8562017Revenue 2018: $55,435Expenses 2018: $74,213Net Income 2018: -$18,7782018Revenue 2019: $127,301Expenses 2019: $118,996Net Income 2019: $8,3052019Revenue 2020: $486,041Expenses 2020: $185,859Net Income 2020: $300,1822020Revenue 2021: $429,199Expenses 2021: $123,815Net Income 2021: $305,3842021Revenue 2022: $70,096Expenses 2022: $111,837Net Income 2022: -$41,7412022Revenue 2023: $285,539Expenses 2023: $43,765Net Income 2023: $241,7742023Revenue 2024: $80,736Expenses 2024: $90,020Net Income 2024: -$9,2842024

Highlighted filing

2016

Revenue$116,459
Expenses$144,924
Net Income-$28,465
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 7, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corp TrusteePT$32,337-$32,337
LOIS V BACHMANTrustee-$0--
CAROLYN J YORSTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Weyand 62 Char Trust
EIN
41-6011494
Phone
6123033205
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6123033205
Signed
2017-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 581 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312541
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt397781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MERCK & CO INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0160. 3M CO
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2400. TARGET CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3200. TARGET CORPORATION
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT APPLICATION CAN BE MADE BY SENDING A LETTER WITH A BRIEF DESCRIPTION OF THE PROPOSAL AND A COPY OF YOUR INTERNAL REVENUE SERVICE EXEMPTION LETTER.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WEYAND CHARITABLE TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06514668213
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0101 E 5TH STREET PETER KENEFICK
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE WEYAND CHARITABLE TRUST IS AN EXPRESS TRUST CREATED AND ORGANIZED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND/OR EDUCATIONAL PURPOSES IN MICHIGAN, FLORIDA, AND CALIFORNIA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL OPERATING PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATHENAEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HABITAT FOR HUMMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LA JOLLA MUSIC SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OLD GLOBE THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4KPBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MALTZ JUPITER THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6RESPONSIBILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7THE ZOOLOGICAL SOCIETY OF SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8LOST TREE CHARITABLE ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WPBT2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10WXEL PUBLIC RADIO AND TV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11MINGEI INTERNATIONAL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12SONOMA LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13HOSPICE OF PETALUMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14THE LORD'S PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15LA JOLLA HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16NEW AMERICANS MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17MANCOS VALLEY RESOURCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18HALLECK CREEK RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19ST JAMES BY THE SEA EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20TRU COMMUNITY CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21GRAYSON-JOCKEY CLUB RESEARCH FDN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22ROUNDUP RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23MAKE A WISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt23NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01008 WALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1121 HABITAT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27946 IVANHOE AVE STE 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31363 EL PRADO WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45200 CAMPANILE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51001 E INDIANTOWN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 433199
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 120551
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt811555 LOST TREE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 610002

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.81$0.90$0.09
2023Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$2.86$0.44$2.42
2022Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.70$1.12$0.42
2021Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$4.29$1.24$3.05
2020Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$4.86$1.86$3.00
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.27$1.19$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.55$0.74$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.29$1.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.16$1.45$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.98$0.94$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.83$1.19$0.36
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.13$0.99$0.14
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.81$0.86$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.97
2010Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.90