Civic Intelligence

E W Hallett Charitable Trust U A

EIN 41-6261160 • 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

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

20th percentile

-9.3%

Higher net margin than 20% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$93,717

Higher top officer pay than 35% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

31st percentile

-0.5%

Faster asset growth than 31% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$12,276,944

Down $63,034 (-0.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$12,276,944

No earlier filing loaded for comparison.

Revenue

Down

$690,131

Down $2,073,619 (-75%) from 2023

Expenses

Down

$754,152

Down $70,819 (-8.6%) from 2023

Net Income

Down

-$64,021

Down $2,002,800 (-103%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $12,099,363Liabilities 2011: $0Net Assets 2011: $12,099,3632011Assets 2012: $11,842,335Liabilities 2012: $0Net Assets 2012: $11,842,3352012Assets 2013: $12,134,225Liabilities 2013: $0Net Assets 2013: $12,134,2252013Assets 2014: $11,939,102Liabilities 2014: $0Net Assets 2014: $11,939,1022014Assets 2015: $11,564,659Liabilities 2015: $02015Assets 2017: $10,960,710Liabilities 2017: $0Net Assets 2017: $10,960,7102017Assets 2019: $10,930,408Liabilities 2019: $0Net Assets 2019: $10,930,4082019Assets 2020: $10,540,260Liabilities 2020: $12020Assets 2021: $10,524,417Liabilities 2021: $0Net Assets 2021: $10,524,4172021Assets 2022: $10,386,345Liabilities 2022: $12022Assets 2023: $12,339,978Liabilities 2023: $12023Assets 2024: $12,276,944Liabilities 2024: $0Net Assets 2024: $12,276,9442024

Highlighted filing

2024

Assets$12,276,944
Liabilities$0
Net Assets$12,276,944

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $854,7092011Expenses 2012: $629,4592012Expenses 2013: $646,8792013Revenue 2014: $617,610Expenses 2014: $812,720Net Income 2014: -$195,1102014Revenue 2015: $448,075Expenses 2015: $822,819Net Income 2015: -$374,7442015Revenue 2017: $495,548Expenses 2017: $748,890Net Income 2017: -$253,3422017Revenue 2019: $793,293Expenses 2019: $879,749Net Income 2019: -$86,4562019Revenue 2020: $407,523Expenses 2020: $798,822Net Income 2020: -$391,2992020Revenue 2021: $806,387Expenses 2021: $822,328Net Income 2021: -$15,9412021Revenue 2022: $717,226Expenses 2022: $855,917Net Income 2022: -$138,6912022Revenue 2023: $2,763,750Expenses 2023: $824,971Net Income 2023: $1,938,7792023Revenue 2024: $690,131Expenses 2024: $754,152Net Income 2024: -$64,0212024

Highlighted filing

2024

Revenue$690,131
Expenses$754,152
Net Income-$64,021

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANK N ACorporate TrusteePT$90,033-$90,033
KIRK SPRINGSTEDCo-Trustee-$12,500-$12,500
DESIREE PARKERCo-Trustee-$12,500-$12,500
MARGARET POLEYCo-Trustee-$12,500-$12,500
PAUL JUSTIN SCHLIESMANCo-Trustee-$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
E W Hallett Charitable Tr Ua
EIN
41-6261160
Phone
6514668710
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668710
Signed
2025-05-02
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34125896100 C M S ENERGY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56609207105 MONDELEZ INTL INC CL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1785817
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