Civic Intelligence

Walter & Frederica Evans Tr #08762741

990PF • Fiscal year 2020 • EIN 43-6390422

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 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

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$87,030

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

27th percentile

-0.8%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

399%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,145,876

Down $86,812 (-0.8%) from 2019

Net Assets

Down

$10,145,876

Down $86,812 (-0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin16th percentile

Revenue

Up

$484,012

Up $387,024 (+399%) from 2019

Expenses

Up

$616,845

Up $18,738 (+3.1%) from 2019

Net Income

Up

-$132,833

Up $368,286 (+73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,642,513Liabilities 2010: $0Net Assets 2010: $8,642,5132010Assets 2011: $9,634,145Liabilities 2011: $0Net Assets 2011: $9,634,1452011Assets 2012: $9,410,350Liabilities 2012: $0Net Assets 2012: $9,410,3502012Assets 2013: $10,229,272Liabilities 2013: $0Net Assets 2013: $10,229,2722013Assets 2014: $10,409,809Liabilities 2014: $0Net Assets 2014: $10,409,8092014Assets 2015: $10,076,671Liabilities 2015: $0Net Assets 2015: $10,076,6712015Assets 2016: $9,821,665Liabilities 2016: $0Net Assets 2016: $9,821,6652016Assets 2017: $9,795,354Liabilities 2017: $0Net Assets 2017: $9,795,3542017Assets 2018: $10,728,830Liabilities 2018: $0Net Assets 2018: $10,728,8302018Assets 2019: $10,232,688Liabilities 2019: $0Net Assets 2019: $10,232,6882019Assets 2020: $10,145,876Liabilities 2020: $0Net Assets 2020: $10,145,8762020Assets 2021: $10,197,115Liabilities 2021: $0Net Assets 2021: $10,197,1152021Assets 2022: $9,581,996Liabilities 2022: $0Net Assets 2022: $9,581,9962022Assets 2023: $9,558,404Liabilities 2023: $0Net Assets 2023: $9,558,4042023Assets 2024: $9,802,439Liabilities 2024: $0Net Assets 2024: $9,802,4392024

Highlighted filing

2020

Assets$10,145,876
Liabilities$0
Net Assets$10,145,876
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $510,2342010Expenses 2011: $517,4242011Expenses 2012: $479,7972012Revenue 2013: $1,418,159Expenses 2013: $597,049Net Income 2013: $821,1102013Revenue 2014: $844,056Expenses 2014: $649,634Net Income 2014: $194,4222014Revenue 2015: $311,971Expenses 2015: $640,851Net Income 2015: -$328,8802015Revenue 2016: $351,454Expenses 2016: $621,118Net Income 2016: -$269,6642016Revenue 2017: $615,469Expenses 2017: $627,259Net Income 2017: -$11,7902017Revenue 2018: $1,578,537Expenses 2018: $652,575Net Income 2018: $925,9622018Revenue 2019: $96,988Expenses 2019: $598,107Net Income 2019: -$501,1192019Revenue 2020: $484,012Expenses 2020: $616,845Net Income 2020: -$132,8332020Revenue 2021: $796,017Expenses 2021: $675,994Net Income 2021: $120,0232021Revenue 2022: $235,850Expenses 2022: $866,394Net Income 2022: -$630,5442022Revenue 2023: $619,995Expenses 2023: $643,539Net Income 2023: -$23,5442023Revenue 2024: $829,835Expenses 2024: $585,711Net Income 2024: $244,1242024

Highlighted filing

2020

Revenue$484,012
Expenses$616,845
Net Income-$132,833
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$87,030-$87,030
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMISSOURI SOUTHERN FOUNDATION MR DUKE HARSHBERGERSCHOLARSHIPSPCSPRINGFIELD, MO, US$260,790
Paid GrantDRURY UNIVERSITYSCHOLARSHIPSPCSPRINGFIELD, MO, US$260,790
Filing and Contact Details

Filer

Filer Name
Walter & Frederica Evans Tr
EIN
43-6390422
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2021-04-22
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/StockNm42G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4328176E108 EDWARDS LIFESCIENCES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4589400J107 TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46701877102 PARSLEY ENERGY INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4730303M102 FACEBOOK INC A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50464287499 ISHARES RUSSELL MIDC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69G5960L103 MEDTRONIC PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7187612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7379466L302 SALESFORCE COM INC
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Filings

Displayed year

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

Open filing
Assets
$10,145,876
Liabilities
$0
Net assets
$10,145,876
Revenue
$484,012
Expenses
$616,845
Net income
-$132,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.80$0.00$9.80$0.83$0.59$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.56$0.00$9.56$0.62$0.64$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.58$0.00$9.58$0.24$0.87$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.80$0.68$0.12
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.48$0.62$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.10$0.60$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$1.58$0.65$0.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.80$0.00$9.80$0.62$0.63$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.82$0.00$9.82$0.35$0.62$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.31$0.64$0.33
2014Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.84$0.65$0.19
2013Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.42$0.60$0.82
2012Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.48
2011Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$0.52
2010Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.51