Civic Intelligence

George N Sauer Trust

990PF • Fiscal year 2018 • EIN 43-6018977

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 15, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

7th percentile

-63%

Higher net margin than 7% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

61st percentile

$10,858

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 85.4% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-0.4%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$623,889

Down $5,402 (-0.9%) from 2017

Net Assets

Down

$623,889

Down $5,402 (-0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin7th percentile

Revenue

Down

$12,709

Down $45 (-0.4%) from 2017

Expenses

Down

$20,683

Down $61,503 (-75%) from 2017

Net Income

Up

-$7,974

Up $61,458 (+89%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.0M$500K$0Assets 2011: $865,481Liabilities 2011: $02011Assets 2012: $842,657Liabilities 2012: $02012Assets 2013: $808,362Liabilities 2013: $02013Assets 2014: $769,204Liabilities 2014: $0Net Assets 2014: $769,2042014Assets 2015: $759,223Liabilities 2015: $0Net Assets 2015: $759,2232015Assets 2016: $697,306Liabilities 2016: $0Net Assets 2016: $697,3062016Assets 2017: $629,291Liabilities 2017: $0Net Assets 2017: $629,2912017Assets 2018: $623,889Liabilities 2018: $0Net Assets 2018: $623,8892018Assets 2019: $618,945Liabilities 2019: $0Net Assets 2019: $618,9452019Assets 2020: $580,933Liabilities 2020: $0Net Assets 2020: $580,9332020Assets 2021: $553,728Liabilities 2021: $0Net Assets 2021: $553,7282021Assets 2022: $538,231Liabilities 2022: $0Net Assets 2022: $538,2312022Assets 2023: $521,271Liabilities 2023: $0Net Assets 2023: $521,2712023Assets 2024: $503,952Liabilities 2024: $0Net Assets 2024: $503,9522024Assets 2025: $489,736Liabilities 2025: $0Net Assets 2025: $489,7362025

Highlighted filing

2018

Assets$623,889
Liabilities$0
Net Assets$623,889
Open 2018 Filing

Operations Trend

Revenue Growth40th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $25,650Expenses 2011: $35,652Net Income 2011: -$10,0022011Revenue 2012: $20,652Expenses 2012: $40,707Net Income 2012: -$20,0552012Revenue 2013: $18,511Expenses 2013: $52,667Net Income 2013: -$34,1562013Revenue 2014: $23,077Expenses 2014: $62,235Net Income 2014: -$39,1582014Revenue 2015: $15,040Expenses 2015: $23,450Net Income 2015: -$8,4102015Revenue 2016: $15,770Expenses 2016: $78,325Net Income 2016: -$62,5552016Revenue 2017: $12,754Expenses 2017: $82,186Net Income 2017: -$69,4322017Revenue 2018: $12,709Expenses 2018: $20,683Net Income 2018: -$7,9742018Revenue 2019: $15,952Expenses 2019: $20,922Net Income 2019: -$4,9702019Revenue 2020: $12,999Expenses 2020: $51,818Net Income 2020: -$38,8192020Revenue 2021: $12,189Expenses 2021: $45,026Net Income 2021: -$32,8372021Revenue 2022: $14,120Expenses 2022: $38,628Net Income 2022: -$24,5082022Revenue 2023: $13,506Expenses 2023: $33,264Net Income 2023: -$19,7582023Revenue 2024: $14,911Expenses 2024: $35,647Net Income 2024: -$20,7362024Revenue 2025: $19,294Expenses 2025: $33,670Net Income 2025: -$14,3762025

Highlighted filing

2018

Revenue$12,709
Expenses$20,683
Net Income-$7,974
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 15, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$10,858-$10,858
Filing and Contact Details

Filer

Filer Name
George N Sauer Trust
EIN
43-6018977
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2019-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix338 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/StatementsRegardingActyGrp/PhoneNum03144182643
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04751
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ILLINOIS MASONIC CHILDRENS HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN WILLIAM J WARMOTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt031 MILLER AVE PO BOX 408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLESTON
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04751
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010852
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08424
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/QualifyingDistributionsAmt010852
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08424
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02572
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0US TREASURY IPS 3.375% 4/15/32 BASIS ADJ
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/Amt148
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE N SAUER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAUE
ReturnHeader/Filer/EIN0436018977
ReturnHeader/Filer/PhoneNum03144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA8624D38C5C1ED406138FB1AB5442794666963D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C6337963F461FDCFC5940EA502E7ACF630D46DB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.13
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/PreparationDt02019-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-21T15:00:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$623,889
Liabilities
$0
Net assets
$623,889
Revenue
$12,709
Expenses
$20,683
Net income
-$7,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.19$0.34$0.14
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.15$0.36$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.14$0.33$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.14$0.39$0.25
2021Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.12$0.45$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.13$0.52$0.39
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.16$0.21$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.13$0.21$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.13$0.82$0.69
2016Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.16$0.78$0.63
2015Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.15$0.23$0.08
2014Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.23$0.62$0.39
2013Summary only. Only limited summary data is available for this year.$8.08$0.00$0.19$0.53$0.34
2012Summary only. Only limited summary data is available for this year.$8.43$0.00$0.21$0.41$0.20
2011Summary only. Only limited summary data is available for this year.$8.65$0.00$0.26$0.36$0.10