Civic Intelligence

Loyd Phillips Charitable Trust

990PF • Fiscal year 2016 • EIN 43-6313437

Aug 01, 2015 to Jul 31, 2016

Organization Profile
Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-666%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$496,386

Down $79,382 (-14%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$11,912

Down $33,484 (-74%) from 2015

Expenses

Up

$91,293

Up $49,268 (+117%) from 2015

Net Income

Down

-$79,381

Down $82,752 (-2455%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2016

Assets$496,386
Liabilities$1
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

2016

Revenue$11,912
Expenses$91,293
Net Income-$79,381
Open 2016 Filing
Filing Detail Status

This 2016 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, 2015 to Jul 31, 2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$496,386
Liabilities
$1
Net assets
-
Revenue
$11,912
Expenses
$91,293
Net income
-$79,381
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