Civic Intelligence

Jeanette L Windegger Educational Fdn

990PF • Fiscal year 2020 • EIN 43-6263603

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 24, 2021

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$97,020

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

56th percentile

5.9%

Faster asset growth than 56% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

132%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$8,630,673

Up $483,168 (+5.9%) from 2019

Net Assets

Up

$8,630,673

Up $483,168 (+5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Up

$768,466

Up $436,856 (+132%) from 2019

Expenses

Down

$284,675

Down $29,765 (-9.5%) from 2019

Net Income

Up

$483,791

Up $466,621 (+2718%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th 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 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

2020

Assets$8,630,673
Liabilities$0
Net Assets$8,630,673
Open 2020 Filing

Operations Trend

Revenue Growth94th 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 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

2020

Revenue$768,466
Expenses$284,675
Net Income$483,791
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 24, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$97,020-$97,020
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
2021-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90001055102 AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91149498107 CAUSEWAY EMERGING MA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9446090E103 INVESCO QQQ TRUST ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9500206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97500472303 KONINKLIJKE PHILIPS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102226718104 CRITEO SA SPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103487836108 KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104653656108 NICE SYS LTD SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10566987V109 NOVARTIS AG A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106088606108 B H P BILLITON LIMIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107705015105 PEARSON P L C A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108H01301128 ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10926614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11022052L104 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112217204106 COPART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11470450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11588339J105 TRADE DESK INC THE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11974340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12003027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121127097103 CABOT OIL GAS CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12287612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12315135B101 CENTENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12589400J107 TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12692556V106 VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12856585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0612784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1465950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt281780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt379584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt681690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7712213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt878860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1080820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12219597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13100000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187245P684 TIAA CREF BOND PLUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt287245P718 TIAA CREF BOND FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12921937801 VANGUARD INTRM TRM B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13524686524 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14921910501 VANGUARD INTL GRWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0696087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1510439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt282710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt379740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4298167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5127944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt682110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7759092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt878810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9113500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1081305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11496060
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0768466
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0558283
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09702
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt087318
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt097020
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0167814
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0167814
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0207060
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0209851
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0483791
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03891905
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0668047
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0546
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04915
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05461
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04902
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0182562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt097628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0284675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0765675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0768466
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014748
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt097628
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0116861
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-05

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,630,673
Liabilities
$0
Net assets
$8,630,673
Revenue
$768,466
Expenses
$284,675
Net income
$483,791
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
2020Detailed filing. Detailed filing data is available for this year.$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
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