Civic Intelligence

Frederick Arnold Trust 024990B

990PF • Fiscal year 2019 • EIN 43-6018119

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 15, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

59th percentile

7.2%

Higher net margin than 59% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$50,370

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 42.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

4.0%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,833,198

Up $8,527 (+0.3%) from 2018

Net Assets

Up

$2,833,198

Up $8,527 (+0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin59th percentile

Revenue

Up

$117,391

Up $4,501 (+4.0%) from 2018

Expenses

Down

$108,913

Down $124,613 (-53%) from 2018

Net Income

Up

$8,478

Up $129,114 (+107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,211,718Liabilities 2011: $02011Assets 2012: $2,202,598Liabilities 2012: $02012Assets 2013: $2,196,572Liabilities 2013: $02013Assets 2014: $2,997,326Liabilities 2014: $0Net Assets 2014: $2,997,3262014Assets 2015: $2,936,011Liabilities 2015: $02015Assets 2016: $2,911,428Liabilities 2016: $0Net Assets 2016: $2,911,4282016Assets 2017: $2,945,998Liabilities 2017: $0Net Assets 2017: $2,945,9982017Assets 2018: $2,824,671Liabilities 2018: $0Net Assets 2018: $2,824,6712018Assets 2019: $2,833,198Liabilities 2019: $0Net Assets 2019: $2,833,1982019Assets 2020: $2,710,617Liabilities 2020: $0Net Assets 2020: $2,710,6172020Assets 2021: $2,830,593Liabilities 2021: $0Net Assets 2021: $2,830,5932021Assets 2022: $2,717,531Liabilities 2022: $0Net Assets 2022: $2,717,5312022Assets 2023: $2,788,788Liabilities 2023: $0Net Assets 2023: $2,788,7882023Assets 2024: $2,690,903Liabilities 2024: $0Net Assets 2024: $2,690,9032024Assets 2025: $2,692,159Liabilities 2025: $0Net Assets 2025: $2,692,1592025

Highlighted filing

2019

Assets$2,833,198
Liabilities$0
Net Assets$2,833,198
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $83,275Expenses 2011: $198,666Net Income 2011: -$115,3912011Revenue 2012: $101,056Expenses 2012: $110,870Net Income 2012: -$9,8142012Revenue 2013: $285,406Expenses 2013: $291,063Net Income 2013: -$5,6572013Revenue 2014: $1,074,771Expenses 2014: $273,995Net Income 2014: $800,7762014Revenue 2015: $134,526Expenses 2015: $195,526Net Income 2015: -$61,0002015Revenue 2016: $177,457Expenses 2016: $201,347Net Income 2016: -$23,8902016Revenue 2017: $248,064Expenses 2017: $213,494Net Income 2017: $34,5702017Revenue 2018: $112,890Expenses 2018: $233,526Net Income 2018: -$120,6362018Revenue 2019: $117,391Expenses 2019: $108,913Net Income 2019: $8,4782019Revenue 2020: $224,413Expenses 2020: $346,952Net Income 2020: -$122,5392020Revenue 2021: $221,238Expenses 2021: $101,299Net Income 2021: $119,9392021Revenue 2022: $257,479Expenses 2022: $370,615Net Income 2022: -$113,1362022Revenue 2023: $334,201Expenses 2023: $262,945Net Income 2023: $71,2562023Revenue 2024: $146,854Expenses 2024: $244,736Net Income 2024: -$97,8822024Revenue 2025: $131,234Expenses 2025: $129,979Net Income 2025: $1,2552025

Highlighted filing

2019

Revenue$117,391
Expenses$108,913
Net Income$8,478
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 15, 2020
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$50,370-$50,370
Filing and Contact Details

Filer

Filer Name
Frederick Arnold Trust
EIN
43-6018119
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2020-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76500467501 KONINKLIJKE AHOLD DE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9626614N102 DUPONT DE NEMOURS IN
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt083342
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05037
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt045333
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt050370
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt051884
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt051884
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt082113
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt083342
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08478
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0281517
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt067268
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0293
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0954
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01060
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt059527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt048894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0108913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0116162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0117391
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt057029
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-05-13

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,833,198
Liabilities
$0
Net assets
$2,833,198
Revenue
$117,391
Expenses
$108,913
Net income
$8,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.13$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.15$0.24$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.33$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.26$0.37$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.22$0.10$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.22$0.35$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.12$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.11$0.23$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.25$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.18$0.20$0.02
2015Summary only. Only limited summary data is available for this year.$2.94$0.00$0.13$0.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$1.07$0.27$0.80
2013Summary only. Only limited summary data is available for this year.$2.20$0.00$0.29$0.29$0.01
2012Summary only. Only limited summary data is available for this year.$2.20$0.00$0.10$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$2.21$0.00$0.08$0.20$0.12