Civic Intelligence

Jeanette L Windegger Educational Fdn

990PF • Fiscal year 2016 • EIN 43-6263603

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 21, 2017

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

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

8th percentile

-74%

Higher net margin than 8% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$100,389

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

28th percentile

-2.9%

Faster asset growth than 28% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-5.6%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$7,970,254

Down $234,240 (-2.9%) from 2015

Net Assets

$7,970,254

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$325,803

Down $19,379 (-5.6%) from 2015

Expenses

Down

$567,740

Down $11,843 (-2.0%) from 2015

Net Income

Down

-$241,937

Down $7,536 (-3.2%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,067,443Liabilities 2011: $02011Assets 2012: $8,813,471Liabilities 2012: $02012Assets 2013: $8,802,865Liabilities 2013: $0Net Assets 2013: $8,802,8652013Assets 2014: $8,441,223Liabilities 2014: $12014Assets 2015: $8,204,494Liabilities 2015: $12015Assets 2016: $7,970,254Liabilities 2016: $0Net Assets 2016: $7,970,2542016Assets 2018: $8,137,847Liabilities 2018: $0Net Assets 2018: $8,137,8472018Assets 2019: $8,147,505Liabilities 2019: $0Net Assets 2019: $8,147,5052019Assets 2020: $8,630,673Liabilities 2020: $0Net Assets 2020: $8,630,6732020Assets 2021: $10,291,691Liabilities 2021: $0Net Assets 2021: $10,291,6912021Assets 2022: $10,035,342Liabilities 2022: $0Net Assets 2022: $10,035,3422022Assets 2023: $9,600,161Liabilities 2023: $12023

Highlighted filing

2016

Assets$7,970,254
Liabilities$0
Net Assets$7,970,254

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $427,220Expenses 2011: $504,763Net Income 2011: -$77,5432011Revenue 2012: $88,562Expenses 2012: $342,131Net Income 2012: -$253,5692012Revenue 2013: $807,184Expenses 2013: $815,626Net Income 2013: -$8,4422013Revenue 2014: $316,331Expenses 2014: $663,563Net Income 2014: -$347,2322014Revenue 2015: $345,182Expenses 2015: $579,583Net Income 2015: -$234,4012015Revenue 2016: $325,803Expenses 2016: $567,740Net Income 2016: -$241,9372016Revenue 2018: $315,357Expenses 2018: $625,226Net Income 2018: -$309,8692018Revenue 2019: $331,610Expenses 2019: $314,440Net Income 2019: $17,1702019Revenue 2020: $768,466Expenses 2020: $284,675Net Income 2020: $483,7912020Revenue 2021: $2,392,160Expenses 2021: $733,584Net Income 2021: $1,658,5762021Revenue 2022: $285,263Expenses 2022: $541,606Net Income 2022: -$256,3432022Revenue 2023: $158,730Expenses 2023: $593,906Net Income 2023: -$435,1762023

Highlighted filing

2016

Revenue$325,803
Expenses$567,740
Net Income-$241,937
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 21, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$100,389-$100,389
Filing and Contact Details

Filer

Filer Name
Jeanette L Windegger Educational Fdn
EIN
43-6263603
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2017-04-21
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98MATTEL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99MONDELEZ INTERNATIONAL W I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101P G E CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102PRICELINE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104RALPH LAUREN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105TRAVELERS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106VISA INC CLASS A SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107AIR LIQUIDE SA A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108ARM HLDGS PLC A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109DASSAULT SYSTEMES SA A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111FRESENIUS MED CARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112ITAU UNIBANCO HLDGS SA A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113SAP AG A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115ABERDEEN FDS EMRGN MKT INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116AMERICAN EUROPACIFIC GRTH F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117TFS MARKET NEUTRAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118BIOGEN IDEC INC BIIB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119DOVER CORP DOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120ECOLAB INC ECL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121EMERSON ELEC CO EMR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122LIBERTY PPTY TR SH BEN INT LRY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123LOWES CO INC LOW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124M T BANK CORP MTB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125MARATHON OIL CORP MRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126NORFOLK SOUTHN CORP NSC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127PRAXAIR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128SPECTRA ENERGY CORP SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129STARBUCKS CORP SBUX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130STATE STR CORP STT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131SUNTRUST BKS INC STI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132TRACTOR SUPPLY CO TSCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133LOREAL UNSPONSORED ADR LRLCY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134T ROWE PRICE GRWTH STOCK #40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135T ROWE PRICE MID CAP GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136T ROWE PRICE MID CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137VANGUARD STRATEGIC EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138VANGUARD REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139SOUTH32 LTD A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140HJ HEINZ HOLDING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141HIGHLAND LONG SHORT EQUITY Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142GOLDMAN SACHS COMM STRAT INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143CREDIT SUISSE COMM RET ST CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145ALPHABET INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146ALLERGAN PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148DELL TECHNOLOGIES CL V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149THE PRICELINE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150VERSUM MATERIALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09204
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt241062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt356143
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