Civic Intelligence

Jeanette L Windegger Educational Fdn

990PF • Fiscal year 2017 • EIN 43-6263603

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 17, 2018

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

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$105,289

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

59th percentile

6.2%

Faster asset growth than 59% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

237%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,462,036

Up $257,542 (+3.1%) from 2015

Net Assets

$8,462,036

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Up

$1,096,653

Up $751,471 (+218%) from 2015

Expenses

Up

$596,060

Up $16,477 (+2.8%) from 2015

Net Income

Up

$500,593

Up $734,994 (+314%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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 2017: $8,462,036Liabilities 2017: $0Net Assets 2017: $8,462,0362017Assets 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

2017

Assets$8,462,036
Liabilities$0
Net Assets$8,462,036
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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 2017: $1,096,653Expenses 2017: $596,060Net Income 2017: $500,5932017Revenue 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

2017

Revenue$1,096,653
Expenses$596,060
Net Income$500,593
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 17, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$105,289-$105,289
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
2018-04-17
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/StockNm8344419106 FOMENTO ECONOMICO ME
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25641069406 NESTLE SA SPONSORED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2858933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2946625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30500754106 HJ HEINZ HOLDING COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31430070409 HIGHLAND LONG SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33548661107 LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3409247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35756255204 RECKITT BENCKISER SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3603485P300 ANGLO AMERICAN PLC S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37001317205 AIA GROUP LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3892532W103 VERSUM MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3906828M876 BARON EMERGING MARKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40921937686 VANGUARD SMALL CAP V
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42571748102 MARSH MCLENNAN COS I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51595017104 MICROCHIP TECHNOLOGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54681919106 OMNICOM GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56670100205 NOVO NORDISK AS A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5774460D109 PUBLIC STORAGE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63500467501 KONINKLIJKE AHOLD DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66501044101 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67693475105 P N C FINANCIAL SERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68665859104 NORTHERN TR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69887317303 TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7069331C108 PG E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7158155Q103 MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7362942M201 NTT DOCOMO INC A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74585464100 MELCO CROWN ENTERTAI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7589417E109 TRAVELERS COS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8088579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8102209S103 ALTRIA GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87009158106 AIR PRODS CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88384802104 GRAINGER W W INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9023636T100 DANONE SPONS A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9192932M101 WNS HOLDINGS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9230231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9303073E105 AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9575955B102 RELX NV SPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97138006309 CANON INC SPONS A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98857477103 STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10160687Y109 MIZUHO FNL GRP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10212572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10300769G543 CAMBIAR INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104741479109 PRICE T ROWE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107001055102 AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108149498107 CAUSEWAY EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10977957Y106 T ROWE PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0207737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AIR PRODS & CHEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN TOWER CORP AMT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BANK OF AMERICA CORP BAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CHEVRON CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GENERAL DYNAMICS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GILEAD SCIENCES INC GILD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GOLDMAN SACHS GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7INTERNATIONAL BUSINESS MACHINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8J P MORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10LINCOLN NATL CORP IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PRINCIPAL GI R E SEC INS POSI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13UNITED TECHNOLOGIES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VERIZON COMMUNICATIONS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15NESTLE SA SPONSORED A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ANADARKO PETROLEUM CORP APC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17BED BATH & BEYOND INC BBBY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18BUNGE LIMITED BG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20MERCK & CO INC MRK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21P P G INDS INC PPG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22WPP PLC SPONSORED ADR WPPGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23FANUC CORPORATION ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24LYONDELLBASELL INDUSTRIES LYB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25LAUDER ESTEE COS INC CL A EL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26T ROWE PRICE SM CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27AMERICAN ELECTRIC POWER CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29AIA GROUP LTD ADR AAGIY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30BRISTOL-MYERS SQUIBB CO BMY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31CANADIAN NATL RY CO CNI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32EXXON MOBIL CORP XOM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35I C IC I BANK LIMITED ADR IBN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37MCKESSON CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38MICROSOFT CORP

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,462,036
Liabilities
$0
Net assets
$8,462,036
Revenue
$1,096,653
Expenses
$596,060
Net income
$500,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.60$0.00$0.16$0.59$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.00$10.0$0.29$0.54$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$2.39$0.73$1.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$0.00$8.63$0.77$0.28$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$8.15$0.33$0.31$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.32$0.63$0.31
2017Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$1.10$0.60$0.50
2015Summary only. Only limited summary data is available for this year.$8.20$0.00$0.35$0.58$0.23
2014Summary only. Only limited summary data is available for this year.$8.44$0.00$0.32$0.66$0.35
2013Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.81$0.82$0.01
2012Summary only. Only limited summary data is available for this year.$8.81$0.00$0.09$0.34$0.25
2011Summary only. Only limited summary data is available for this year.$9.07$0.00$0.43$0.50$0.08