Civic Intelligence

Loyd Phillips Charitable Trust

990PF • Fiscal year 2012 • EIN 43-6313437

Aug 01, 2011 to Jul 31, 2012

Organization Profile
Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

39th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Net Margin

16th percentile

-34%

Higher net margin than 16% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Balance Sheet
Liabilities / Assets35th percentile

Assets

$506,900

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin16th percentile

Revenue

$28,233

No earlier filing loaded for comparison.

Expenses

$37,904

No earlier filing loaded for comparison.

Net Income

-$9,671

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2012: $506,900Liabilities 2012: $02012Assets 2013: $492,187Liabilities 2013: $02013Assets 2014: $572,331Liabilities 2014: $02014Assets 2015: $575,768Liabilities 2015: $0Net Assets 2015: $575,7682015Assets 2016: $496,386Liabilities 2016: $12016Assets 2017: $481,202Liabilities 2017: $0Net Assets 2017: $481,2022017Assets 2019: $521,530Liabilities 2019: $0Net Assets 2019: $521,5302019Assets 2020: $506,062Liabilities 2020: $0Net Assets 2020: $506,0622020Assets 2021: $517,257Liabilities 2021: $0Net Assets 2021: $517,2572021Assets 2022: $535,954Liabilities 2022: $0Net Assets 2022: $535,9542022Assets 2023: $512,424Liabilities 2023: $12023Assets 2024: $494,620Liabilities 2024: $12024Assets 2025: $523,323Liabilities 2025: $0Net Assets 2025: $523,3232025

Highlighted filing

2012

Assets$506,900
Liabilities$0
Net Assets-
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2012: $28,233Expenses 2012: $37,904Net Income 2012: -$9,6712012Revenue 2013: $24,787Expenses 2013: $39,531Net Income 2013: -$14,7442013Revenue 2014: $92,584Expenses 2014: $12,628Net Income 2014: $79,9562014Revenue 2015: $45,396Expenses 2015: $42,025Net Income 2015: $3,3712015Revenue 2016: $11,912Expenses 2016: $91,293Net Income 2016: -$79,3812016Revenue 2017: $12,947Expenses 2017: $28,130Net Income 2017: -$15,1832017Revenue 2019: $63,490Expenses 2019: $27,203Net Income 2019: $36,2872019Revenue 2020: $18,129Expenses 2020: $33,601Net Income 2020: -$15,4722020Revenue 2021: $30,537Expenses 2021: $19,326Net Income 2021: $11,2112021Revenue 2022: $35,582Expenses 2022: $16,885Net Income 2022: $18,6972022Revenue 2023: $16,000Expenses 2023: $39,528Net Income 2023: -$23,5282023Revenue 2024: $19,297Expenses 2024: $37,102Net Income 2024: -$17,8052024Revenue 2025: $68,293Expenses 2025: $39,584Net Income 2025: $28,7092025

Highlighted filing

2012

Revenue$28,233
Expenses$37,904
Net Income-$9,671
Open 2012 Filing
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$506,900
Liabilities
$0
Net assets
-
Revenue
$28,233
Expenses
$37,904
Net income
-$9,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.68$0.40$0.29
2024Summary only. Only limited summary data is available for this year.$4.95$0.00$0.19$0.37$0.18
2023Summary only. Only limited summary data is available for this year.$5.12$0.00$0.16$0.40$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.36$0.17$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.31$0.19$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.18$0.34$0.15
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.63$0.27$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.00$4.81$0.13$0.28$0.15
2016Summary only. Only limited summary data is available for this year.$4.96$0.00$0.12$0.91$0.79
2015Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.45$0.42$0.03
2014Summary only. Only limited summary data is available for this year.$5.72$0.00$0.93$0.13$0.80
2013Summary only. Only limited summary data is available for this year.$4.92$0.00$0.25$0.40$0.15
2012Summary only. Only limited summary data is available for this year.$5.07$0.00$0.28$0.38$0.10