Civic Intelligence

Kate L Dunwoody Tr UW 35007750

EIN 41-6014903 • 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

22nd percentile

0.00x

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

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

Net Margin

13th percentile

-34%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$59,686

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

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

Asset Growth

29th percentile

-1.6%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

79th percentile

40%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,889,886

Down $128,712 (-1.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$7,889,886

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue22nd percentileNet Margin13th percentile

Revenue

Up

$384,901

Up $110,256 (+40%) from 2023

Expenses

Down

$516,556

Down $4,226 (-0.8%) from 2023

Net Income

Up

-$131,655

Up $114,482 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$10M$5.0M$0Assets 2010: $8,314,971Liabilities 2010: $0Net Assets 2010: $8,314,9712010Assets 2011: $8,906,297Liabilities 2011: $417Net Assets 2011: $8,905,8802011Assets 2012: $8,724,309Liabilities 2012: $1,8692012Assets 2013: $8,805,940Liabilities 2013: $3,320Net Assets 2013: $8,802,6202013Assets 2014: $8,866,226Liabilities 2014: $12014Assets 2015: $8,821,161Liabilities 2015: $0Net Assets 2015: $8,821,1612015Assets 2016: $8,635,246Liabilities 2016: $0Net Assets 2016: $8,635,2462016Assets 2018: $8,391,079Liabilities 2018: $0Net Assets 2018: $8,391,0792018Assets 2019: $8,597,670Liabilities 2019: $0Net Assets 2019: $8,597,6702019Assets 2020: $8,589,647Liabilities 2020: $0Net Assets 2020: $8,589,6472020Assets 2021: $8,802,109Liabilities 2021: $0Net Assets 2021: $8,802,1092021Assets 2022: $8,269,415Liabilities 2022: $0Net Assets 2022: $8,269,4152022Assets 2023: $8,018,598Liabilities 2023: $12023Assets 2024: $7,889,886Liabilities 2024: $0Net Assets 2024: $7,889,8862024

Highlighted filing

2024

Assets$7,889,886
Liabilities$0
Net Assets$7,889,886
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $486,8042010Expenses 2011: $505,9062011Revenue 2012: $342,427Expenses 2012: $525,876Net Income 2012: -$183,4492012Revenue 2013: $614,277Expenses 2013: $534,089Net Income 2013: $80,1882013Revenue 2014: $616,720Expenses 2014: $553,107Net Income 2014: $63,6132014Revenue 2015: $539,983Expenses 2015: $579,802Net Income 2015: -$39,8192015Revenue 2016: $383,229Expenses 2016: $569,851Net Income 2016: -$186,6222016Revenue 2018: $480,102Expenses 2018: $542,399Net Income 2018: -$62,2972018Revenue 2019: $730,436Expenses 2019: $521,584Net Income 2019: $208,8522019Revenue 2020: $508,836Expenses 2020: $514,372Net Income 2020: -$5,5362020Revenue 2021: $771,645Expenses 2021: $549,121Net Income 2021: $222,5242021Revenue 2022: $10,015Expenses 2022: $542,630Net Income 2022: -$532,6152022Revenue 2023: $274,645Expenses 2023: $520,782Net Income 2023: -$246,1372023Revenue 2024: $384,901Expenses 2024: $516,556Net Income 2024: -$131,6552024

Highlighted filing

2024

Revenue$384,901
Expenses$516,556
Net Income-$131,655
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,889,886
Liabilities
$0
Net assets
$7,889,886
Revenue
$384,901
Expenses
$516,556
Net income
-$131,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.38$0.52$0.13
2023Summary only. Only limited summary data is available for this year.$8.02$0.00$0.27$0.52$0.25
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.01$0.54$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.80$0.00$8.80$0.77$0.55$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.59$0.00$8.59$0.51$0.51$0.01
2019Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.73$0.52$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.00$8.39$0.48$0.54$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.00$8.64$0.38$0.57$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.54$0.58$0.04
2014Summary only. Only limited summary data is available for this year.$8.87$0.00$0.62$0.55$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.00$8.80$0.61$0.53$0.08
2012Summary only. Only limited summary data is available for this year.$8.72$0.00$0.34$0.53$0.18
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.00$8.91$0.51
2010Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$59,686-$59,686
Filing and Contact Details

Filer

Filer Name
Kate L Dunwoody Tr Uw
EIN
41-6014903
Phone
6514668040
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668040
Signed
2025-04-22
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 AppendixShowing 400 of 1,136 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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