Civic Intelligence

Beny W Stephenson Trust 2931

990PF • Fiscal year 2015 • EIN 41-6015045

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8710

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

5th percentile

-97%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$6,049

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 37.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

38th percentile

-3.8%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$398,517

Down $15,638 (-3.8%) from 2014

Net Assets

$398,517

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$16,170

Down $19,702 (-55%) from 2014

Expenses

Up

$31,816

Up $2,126 (+7.2%) from 2014

Net Income

Down

-$15,646

Down $21,828 (-353%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $429,611Liabilities 2011: $0Net Assets 2011: $429,6112011Assets 2012: $414,582Liabilities 2012: $0Net Assets 2012: $414,5822012Assets 2013: $408,043Liabilities 2013: $68Net Assets 2013: $407,9752013Assets 2014: $414,155Liabilities 2014: $02014Assets 2015: $398,517Liabilities 2015: $0Net Assets 2015: $398,5172015Assets 2016: $381,896Liabilities 2016: $0Net Assets 2016: $381,8962016Assets 2017: $454,278Liabilities 2017: $0Net Assets 2017: $454,2782017Assets 2018: $450,172Liabilities 2018: $0Net Assets 2018: $450,1722018Assets 2019: $438,005Liabilities 2019: $0Net Assets 2019: $438,0052019Assets 2020: $422,478Liabilities 2020: $0Net Assets 2020: $422,4782020Assets 2021: $457,732Liabilities 2021: $0Net Assets 2021: $457,7322021Assets 2022: $444,865Liabilities 2022: $0Net Assets 2022: $444,8652022Assets 2023: $426,702Liabilities 2023: $0Net Assets 2023: $426,7022023Assets 2024: $414,353Liabilities 2024: $0Net Assets 2024: $414,3532024

Highlighted filing

2015

Assets$398,517
Liabilities$0
Net Assets$398,517

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $27,4572011Revenue 2012: $12,206Expenses 2012: $27,235Net Income 2012: -$15,0292012Revenue 2013: $22,049Expenses 2013: $28,656Net Income 2013: -$6,6072013Revenue 2014: $35,872Expenses 2014: $29,690Net Income 2014: $6,1822014Revenue 2015: $16,170Expenses 2015: $31,816Net Income 2015: -$15,6462015Revenue 2016: $13,658Expenses 2016: $30,291Net Income 2016: -$16,6332016Revenue 2017: $102,786Expenses 2017: $30,389Net Income 2017: $72,3972017Revenue 2018: $30,129Expenses 2018: $34,233Net Income 2018: -$4,1042018Revenue 2019: $17,210Expenses 2019: $29,386Net Income 2019: -$12,1762019Revenue 2020: $13,679Expenses 2020: $29,209Net Income 2020: -$15,5302020Revenue 2021: $64,349Expenses 2021: $29,075Net Income 2021: $35,2742021Revenue 2022: $19,569Expenses 2022: $32,233Net Income 2022: -$12,6642022Revenue 2023: $11,873Expenses 2023: $29,780Net Income 2023: -$17,9072023Revenue 2024: $17,761Expenses 2024: $29,870Net Income 2024: -$12,1092024

Highlighted filing

2015

Revenue$16,170
Expenses$31,816
Net Income-$15,646
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corp Trustee-$6,049-$6,049
Filing and Contact Details

Filer

Filer Name
Benj W Stephenson Tr Uw 35029310
EIN
41-6015045
Phone
6514668710
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668710
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
Raw XML AppendixShowing 400 of 412 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt023871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt023366
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051176
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0106
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0456585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.101051
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024562
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024668
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0106
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024668
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 EAST FIFTH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PAUL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06514668710
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt023288
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MINNEAPOLIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0800 IDS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023288
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022989
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03092
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01679
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0872
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024668
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01679
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03092
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01413
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0596
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0596
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MN STATE AG FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0MINNEAPOLIS FOUNDATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02003-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02000-04
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0SEMI-ANNUAL
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0NONE
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/Amt1936
TaxesSchedule/TaxesDetail/Amt2453
TaxesSchedule/TaxesDetail/Amt3151
TaxesSchedule/TaxesDetail/Amt422
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt4FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0142
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt422
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06514668710
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENJ W STEPHENSON TR UW 35029310
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0416015045
ReturnHeader/Filer/PhoneNum06514668710
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.18$0.30$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.00$4.27$0.12$0.30$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.20$0.32$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.64$0.29$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.14$0.29$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.17$0.29$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.30$0.34$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$1.03$0.30$0.72
2016Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.14$0.30$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.16$0.32$0.16
2014Summary only. Only limited summary data is available for this year.$4.14$0.00$0.36$0.30$0.06
2013Summary only. Only limited summary data is available for this year.$4.08$0.00$4.08$0.22$0.29$0.07
2012Summary only. Only limited summary data is available for this year.$4.15$0.00$4.15$0.12$0.27$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.00$4.30$0.27