Civic Intelligence

Loftus Alfred J Charitable Trust 284680T

990PF • Fiscal year 2013 • EIN 43-6700480

Jun 01, 2012 to May 31, 2013

Organization Profile
Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

72nd percentile

9.3%

Faster asset growth than 72% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

24th percentile

-8.6%

Faster revenue growth than 24% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,698,127

Up $143,884 (+9.3%) from 2012

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Down

$227,963

Down $21,313 (-8.5%) from 2012

Expenses

Down

$84,082

Down $72,703 (-46%) from 2012

Net Income

Up

$143,881

Up $51,390 (+56%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,554,243Liabilities 2012: $02012Assets 2013: $1,698,127Liabilities 2013: $02013Assets 2014: $1,672,122Liabilities 2014: $695Net Assets 2014: $1,671,4272014Assets 2015: $2,186,315Liabilities 2015: $355Net Assets 2015: $2,185,9602015Assets 2016: $2,312,407Liabilities 2016: $0Net Assets 2016: $2,312,4072016Assets 2017: $2,433,513Liabilities 2017: $0Net Assets 2017: $2,433,5132017Assets 2018: $2,405,839Liabilities 2018: $0Net Assets 2018: $2,405,8392018Assets 2019: $2,415,254Liabilities 2019: $0Net Assets 2019: $2,415,2542019Assets 2020: $2,309,015Liabilities 2020: $0Net Assets 2020: $2,309,0152020Assets 2021: $2,345,977Liabilities 2021: $0Net Assets 2021: $2,345,9772021Assets 2022: $2,387,233Liabilities 2022: $0Net Assets 2022: $2,387,2332022Assets 2023: $2,309,111Liabilities 2023: $12023Assets 2024: $2,250,310Liabilities 2024: $12024Assets 2025: $2,350,523Liabilities 2025: $0Net Assets 2025: $2,350,5232025

Highlighted filing

2013

Assets$1,698,127
Liabilities$0
Net Assets-
Open 2013 Filing

Operations Trend

Revenue Growth24th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $249,276Expenses 2012: $156,785Net Income 2012: $92,4912012Revenue 2013: $227,963Expenses 2013: $84,082Net Income 2013: $143,8812013Revenue 2014: $150,129Expenses 2014: $176,989Net Income 2014: -$26,8602014Revenue 2015: $684,900Expenses 2015: $170,369Net Income 2015: $514,5312015Revenue 2016: $295,448Expenses 2016: $168,830Net Income 2016: $126,6182016Revenue 2017: $207,956Expenses 2017: $86,846Net Income 2017: $121,1102017Revenue 2018: $172,951Expenses 2018: $199,153Net Income 2018: -$26,2022018Revenue 2019: $97,013Expenses 2019: $87,452Net Income 2019: $9,5612019Revenue 2020: $65,345Expenses 2020: $171,098Net Income 2020: -$105,7532020Revenue 2021: $280,920Expenses 2021: $243,647Net Income 2021: $37,2732021Revenue 2022: $121,765Expenses 2022: $80,498Net Income 2022: $41,2672022Revenue 2023: $102,433Expenses 2023: $180,549Net Income 2023: -$78,1162023Revenue 2024: $184,974Expenses 2024: $243,772Net Income 2024: -$58,7982024Revenue 2025: $282,580Expenses 2025: $182,351Net Income 2025: $100,2292025

Highlighted filing

2013

Revenue$227,963
Expenses$84,082
Net Income$143,881
Open 2013 Filing
Filing Detail Status

This 2013 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)
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Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,698,127
Liabilities
$0
Net assets
-
Revenue
$227,963
Expenses
$84,082
Net income
$143,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.28$0.18$0.10
2024Summary only. Only limited summary data is available for this year.$2.25$0.00$0.18$0.24$0.06
2023Summary only. Only limited summary data is available for this year.$2.31$0.00$0.10$0.18$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.12$0.08$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.28$0.24$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.07$0.17$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.10$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.17$0.20$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.21$0.09$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.30$0.17$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.68$0.17$0.51
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.15$0.18$0.03
2013Summary only. Only limited summary data is available for this year.$1.70$0.00$0.23$0.08$0.14
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$0.25$0.16$0.09