Civic Intelligence

Edna Brock Trust #08740990

990PF • Fiscal year 2016 • EIN 43-6313439

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

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

4th percentile

-313%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 114.7% of source-year revenue.

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

Asset Growth

34th percentile

-5.4%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

12th percentile

-46%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Down

$118,025

Down $6,746 (-5.4%) from 2015

Net Assets

Down

$118,025

Down $6,746 (-5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$2,179

Down $1,850 (-46%) from 2015

Expenses

Up

$9,002

Up $23 (+0.3%) from 2015

Net Income

Down

-$6,823

Down $1,873 (-38%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $122,815Liabilities 2010: $0Net Assets 2010: $122,8152010Assets 2011: $119,564Liabilities 2011: $0Net Assets 2011: $119,5642011Assets 2012: $117,759Liabilities 2012: $0Net Assets 2012: $117,7592012Assets 2013: $133,312Liabilities 2013: $0Net Assets 2013: $133,3122013Assets 2014: $129,712Liabilities 2014: $0Net Assets 2014: $129,7122014Assets 2015: $124,771Liabilities 2015: $0Net Assets 2015: $124,7712015Assets 2016: $118,025Liabilities 2016: $0Net Assets 2016: $118,0252016Assets 2017: $117,005Liabilities 2017: $0Net Assets 2017: $117,0052017Assets 2018: $116,453Liabilities 2018: $0Net Assets 2018: $116,4532018Assets 2019: $110,209Liabilities 2019: $0Net Assets 2019: $110,2092019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$118,025
Liabilities$0
Net Assets$118,025

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $9,6012010Expenses 2011: $8,7232011Expenses 2012: $8,6852012Revenue 2013: $23,884Expenses 2013: $8,321Net Income 2013: $15,5632013Revenue 2014: $6,344Expenses 2014: $9,754Net Income 2014: -$3,4102014Revenue 2015: $4,029Expenses 2015: $8,979Net Income 2015: -$4,9502015Revenue 2016: $2,179Expenses 2016: $9,002Net Income 2016: -$6,8232016Revenue 2017: $7,704Expenses 2017: $8,723Net Income 2017: -$1,0192017Revenue 2018: $9,371Expenses 2018: $9,921Net Income 2018: -$5502018Revenue 2019: $3,207Expenses 2019: $9,443Net Income 2019: -$6,2362019Revenue 2020: $16,157Expenses 2020: $126,332Net Income 2020: -$110,1752020

Highlighted filing

2016

Revenue$2,179
Expenses$9,002
Net Income-$6,823
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
US BANK NATrustee-$2,500-$2,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMONETT RI SCHOOL DISTRICTSCHOLARSHIPSPCMONETT, MO, US$5,700
Filing and Contact Details

Filer

Filer Name
Edna Brock Trust
EIN
43-6313439
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
Raw XML AppendixShowing 400 of 415 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt06235
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0126826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0134129
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0127090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0129920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242744
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06697
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 387
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063166
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03144182643
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MONETT RI SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0900 EAST SCOTT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONETT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05890
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0689
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01830
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0331
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0689
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0810
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01020
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt069
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0149
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0149
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07
OtherIncreasesSchedule/OtherIncreasesDetail/Amt094
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PY MUTUAL FUND TIMING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt051
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDNA BROCK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BROC
ReturnHeader/Filer/EIN0436313439
ReturnHeader/Filer/PhoneNum03144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD6510FBD9E80F1E376B809F6DFFB4FF26AAF289
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C7F02AA215A260659081F4F5D2671580239EC9F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.32

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