Civic Intelligence

Winifred Emerson Trust 03705210

990PF • Fiscal year 2021 • EIN 42-6362821

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 11, 2022

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(319) 356-9147

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

45th percentile

9.7%

Higher net margin than 45% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$23,425

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

34th percentile

1.2%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

544%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$823,087

Up $9,474 (+1.2%) from 2020

Net Assets

Up

$823,087

Up $9,474 (+1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin45th percentile

Revenue

Up

$97,511

Up $82,375 (+544%) from 2020

Expenses

Up

$88,034

Up $2,878 (+3.4%) from 2020

Net Income

Up

$9,477

Up $79,497 (+114%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.0M$500K$0Assets 2010: $898,243Liabilities 2010: $0Net Assets 2010: $898,2432010Assets 2011: $866,786Liabilities 2011: $12011Assets 2012: $823,467Liabilities 2012: $0Net Assets 2012: $823,4672012Assets 2013: $818,689Liabilities 2013: $0Net Assets 2013: $818,6892013Assets 2014: $849,082Liabilities 2014: $0Net Assets 2014: $849,0822014Assets 2015: $825,656Liabilities 2015: $0Net Assets 2015: $825,6562015Assets 2016: $851,959Liabilities 2016: $0Net Assets 2016: $851,9592016Assets 2017: $909,802Liabilities 2017: $0Net Assets 2017: $909,8022017Assets 2018: $918,121Liabilities 2018: $0Net Assets 2018: $918,1212018Assets 2019: $883,661Liabilities 2019: $0Net Assets 2019: $883,6612019Assets 2020: $813,613Liabilities 2020: $0Net Assets 2020: $813,6132020Assets 2021: $823,087Liabilities 2021: $0Net Assets 2021: $823,0872021Assets 2022: $784,810Liabilities 2022: $0Net Assets 2022: $784,8102022Assets 2023: $810,288Liabilities 2023: $0Net Assets 2023: $810,2882023Assets 2024: $837,960Liabilities 2024: $0Net Assets 2024: $837,9602024

Highlighted filing

2021

Assets$823,087
Liabilities$0
Net Assets$823,087
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$100K$0-$100KExpenses 2010: $57,6822010Revenue 2011: $33,264Expenses 2011: $64,781Net Income 2011: -$31,5172011Expenses 2012: $70,5482012Revenue 2013: $68,454Expenses 2013: $73,232Net Income 2013: -$4,7782013Revenue 2014: $111,245Expenses 2014: $80,854Net Income 2014: $30,3912014Revenue 2015: $62,517Expenses 2015: $85,942Net Income 2015: -$23,4252015Revenue 2016: $109,163Expenses 2016: $83,058Net Income 2016: $26,1052016Revenue 2017: $139,654Expenses 2017: $81,802Net Income 2017: $57,8522017Revenue 2018: $96,400Expenses 2018: $88,089Net Income 2018: $8,3112018Revenue 2019: $51,761Expenses 2019: $86,238Net Income 2019: -$34,4772019Revenue 2020: $15,136Expenses 2020: $85,156Net Income 2020: -$70,0202020Revenue 2021: $97,511Expenses 2021: $88,034Net Income 2021: $9,4772021Revenue 2022: $59,709Expenses 2022: $97,978Net Income 2022: -$38,2692022Revenue 2023: $109,793Expenses 2023: $84,309Net Income 2023: $25,4842023Revenue 2024: $111,846Expenses 2024: $84,173Net Income 2024: $27,6732024

Highlighted filing

2021

Revenue$97,511
Expenses$88,034
Net Income$9,477
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 11, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$23,425-$23,425
Filing and Contact Details

Filer

Filer Name
Winifred Emerson Trust
EIN
42-6362821
Phone
3193569147
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank Na
Title
Trustee
Phone
3193569147
Signed
2022-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix356 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0204 E WASHINGTON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IOWA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052240
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03193569048
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt062634
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CORNELL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN KAREN MERCER VP TREASURER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MT VERNON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052314
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062634
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/AppliedToCurrentYearAmt03842
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt062634
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066476
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt072996
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt062634
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0442
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1317
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1317
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0332
TaxesSchedule/TaxesDetail/Amt0328
TaxesSchedule/TaxesDetail/Amt1147
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0328
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1147
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03193569147
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINIFRED EMERSON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EMER
ReturnHeader/Filer/EIN0426362821
ReturnHeader/Filer/PhoneNum03193569147
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/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-09T14:00:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$823,087
Liabilities
$0
Net assets
$823,087
Revenue
$97,511
Expenses
$88,034
Net income
$9,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$1.12$0.84$0.28
2023Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.10$0.84$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.60$0.98$0.38
2021Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.98$0.88$0.09
2020Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.15$0.85$0.70
2019Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.52$0.86$0.34
2018Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.96$0.88$0.08
2017Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$1.40$0.82$0.58
2016Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$1.09$0.83$0.26
2015Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.63$0.86$0.23
2014Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$1.11$0.81$0.30
2013Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.68$0.73$0.05
2012Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.71
2011Summary only. Only limited summary data is available for this year.$8.67$0.00$0.33$0.65$0.32
2010Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.58