Civic Intelligence

William Edgar Charitable Foundation

EIN 43-6829350 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

9.7%

Higher net margin than 58% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$49,137

Higher top officer pay than 60% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.1%

Faster asset growth than 44% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

0.3%

Faster revenue growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,026,856

Up $32,116 (+1.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$3,026,856

Up $32,116 (+1.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin58th percentile

Revenue

Up

$272,554

Up $920 (+0.3%) from 2023

Expenses

Up

$246,125

Up $37,154 (+18%) from 2023

Net Income

Down

$26,429

Down $36,234 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,334,821Liabilities 2012: $02012Assets 2013: $3,414,091Liabilities 2013: $02013Assets 2014: $3,224,001Liabilities 2014: $02014Assets 2015: $3,254,841Liabilities 2015: $02015Assets 2016: $3,043,648Liabilities 2016: $02016Assets 2019: $2,866,800Liabilities 2019: $0Net Assets 2019: $2,866,8002019Assets 2020: $2,842,652Liabilities 2020: $1Net Assets 2020: $2,842,6522020Assets 2021: $2,916,372Liabilities 2021: $1Net Assets 2021: $2,916,3722021Assets 2022: $2,928,593Liabilities 2022: $1Net Assets 2022: $2,928,5932022Assets 2023: $2,994,740Liabilities 2023: $1Net Assets 2023: $2,994,7402023Assets 2024: $3,026,856Liabilities 2024: $0Net Assets 2024: $3,026,8562024

Highlighted filing

2024

Assets$3,026,856
Liabilities$0
Net Assets$3,026,856
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2012: $307,399Expenses 2012: $217,867Net Income 2012: $89,5322012Revenue 2013: $373,000Expenses 2013: $293,484Net Income 2013: $79,5162013Revenue 2014: $76,699Expenses 2014: $264,139Net Income 2014: -$187,4402014Revenue 2015: $294,713Expenses 2015: $259,203Net Income 2015: $35,5102015Revenue 2016: $41,292Expenses 2016: $253,663Net Income 2016: -$212,3712016Revenue 2019: $116,018Expenses 2019: $197,052Net Income 2019: -$81,0342019Revenue 2020: $183,621Expenses 2020: $207,336Net Income 2020: -$23,7152020Revenue 2021: $291,980Expenses 2021: $235,441Net Income 2021: $56,5392021Revenue 2022: $266,185Expenses 2022: $244,998Net Income 2022: $21,1872022Revenue 2023: $271,634Expenses 2023: $208,971Net Income 2023: $62,6632023Revenue 2024: $272,554Expenses 2024: $246,125Net Income 2024: $26,4292024

Highlighted filing

2024

Revenue$272,554
Expenses$246,125
Net Income$26,429
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,026,856
Liabilities
$0
Net assets
$3,026,856
Revenue
$272,554
Expenses
$246,125
Net income
$26,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.27$0.25$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.27$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.27$0.24$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.29$0.24$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.18$0.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.12$0.20$0.08
2016Summary only. Only limited summary data is available for this year.$3.04$0.00$0.04$0.25$0.21
2015Summary only. Only limited summary data is available for this year.$3.25$0.00$0.29$0.26$0.04
2014Summary only. Only limited summary data is available for this year.$3.22$0.00$0.08$0.26$0.19
2013Summary only. Only limited summary data is available for this year.$3.41$0.00$0.37$0.29$0.08
2012Summary only. Only limited summary data is available for this year.$3.33$0.00$0.31$0.22$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 16, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$49,137-$49,137
J DAVID AUNERBoard Of Control-$0--
VAN ROBINSONBoard Of Control-$0--
JUDITH A SCHAAFBoard Of Control-$0--
Filing and Contact Details

Filer

Filer Name
William Edgar Charitable Foundation
EIN
43-6829350
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2025-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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