Civic Intelligence

Collins Margaret Testamentary Trus 03706310

990PF • Fiscal year 2014 • EIN 42-6427242

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
P O Box 0634Milwaukee, WI 53201-0634

(319) 356-9048

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$3,672

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-1.8%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$252,718

Up $433 (+0.2%) from 2013

Net Assets

Up

$252,718

Up $433 (+0.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin49th percentile

Revenue

Down

$18,833

Down $347 (-1.8%) from 2013

Expenses

Up

$18,397

Up $1,241 (+7.2%) from 2013

Net Income

Down

$436

Down $1,588 (-78%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2010: $261,739Liabilities 2010: $0Net Assets 2010: $261,7392010Assets 2011: $257,018Liabilities 2011: $0Net Assets 2011: $257,0182011Assets 2012: $250,262Liabilities 2012: $0Net Assets 2012: $250,2622012Assets 2013: $252,285Liabilities 2013: $0Net Assets 2013: $252,2852013Assets 2014: $252,718Liabilities 2014: $0Net Assets 2014: $252,7182014Assets 2015: $245,934Liabilities 2015: $0Net Assets 2015: $245,9342015Assets 2016: $243,709Liabilities 2016: $0Net Assets 2016: $243,7092016Assets 2017: $245,570Liabilities 2017: $0Net Assets 2017: $245,5702017Assets 2018: $245,191Liabilities 2018: $0Net Assets 2018: $245,1912018Assets 2019: $237,294Liabilities 2019: $0Net Assets 2019: $237,2942019Assets 2020: $228,509Liabilities 2020: $0Net Assets 2020: $228,5092020Assets 2021: $229,922Liabilities 2021: $0Net Assets 2021: $229,9222021Assets 2022: $334,727Liabilities 2022: $0Net Assets 2022: $334,7272022Assets 2023: $322,197Liabilities 2023: $0Net Assets 2023: $322,1972023Assets 2024: $314,076Liabilities 2024: $0Net Assets 2024: $314,0762024

Highlighted filing

2014

Assets$252,718
Liabilities$0
Net Assets$252,718
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $13,6962010Expenses 2011: $14,7262011Expenses 2012: $16,4862012Revenue 2013: $19,180Expenses 2013: $17,156Net Income 2013: $2,0242013Revenue 2014: $18,833Expenses 2014: $18,397Net Income 2014: $4362014Revenue 2015: $12,666Expenses 2015: $19,450Net Income 2015: -$6,7842015Revenue 2016: $17,309Expenses 2016: $19,637Net Income 2016: -$2,3282016Revenue 2017: $20,184Expenses 2017: $18,114Net Income 2017: $2,0702017Revenue 2018: $19,157Expenses 2018: $19,526Net Income 2018: -$3692018Revenue 2019: $11,929Expenses 2019: $19,826Net Income 2019: -$7,8972019Revenue 2020: $10,965Expenses 2020: $19,743Net Income 2020: -$8,7782020Revenue 2021: $22,718Expenses 2021: $21,304Net Income 2021: $1,4142021Revenue 2022: $127,235Expenses 2022: $22,429Net Income 2022: $104,8062022Revenue 2023: $8,842Expenses 2023: $21,368Net Income 2023: -$12,5262023Revenue 2024: $11,341Expenses 2024: $19,463Net Income 2024: -$8,1222024

Highlighted filing

2014

Revenue$18,833
Expenses$18,397
Net Income$436
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$3,672-$3,672
Filing and Contact Details

Filer

Filer Name
Collins Margaret Testamentary Trus 03706310
EIN
42-6427242
Phone
3193569048
Address
P O BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank N a - R Passow
Title
Trustee
Phone
3193569048
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
Raw XML Appendix370 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/NetVlNoncharitableAssetsYr4Amt0266104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0247108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247695
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014701
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014701
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014701
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt0PO BOX 1880
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IOWA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052240
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03193569048
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013584
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0REGINA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0522445181
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013584
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/AppliedToCurrentYearAmt01117
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013584
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015470
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/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014701
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013584
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/Amt1304
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDEND
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt087
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK N A - R PASSOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03193569048
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLLINS MARGARET TESTAMENTARY TRUS 03706310
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0426427242
ReturnHeader/Filer/PhoneNum03193569048
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O 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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD J ROMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T11:00:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$252,718
Liabilities
$0
Net assets
$252,718
Revenue
$18,833
Expenses
$18,397
Net income
$436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.11$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.09$0.21$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.27$0.22$1.05
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.23$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.11$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.12$0.20$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.19$0.20$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.20$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.17$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.13$0.19$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.19$0.18$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.19$0.17$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.14