Civic Intelligence

William Edgar Charitable Foundation

990PF • Fiscal year 2019 • EIN 43-6829350

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 17, 2019

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-70%

Higher net margin than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$60,054

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 51.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2016 to 2019

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,866,800

Down $176,848 (-5.8%) from 2016

Net Assets

$2,866,800

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Up

$116,018

Up $74,726 (+181%) from 2016

Expenses

Down

$197,052

Down $56,611 (-22%) from 2016

Net Income

Up

-$81,034

Up $131,337 (+62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2019

Assets$2,866,800
Liabilities$0
Net Assets$2,866,800
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$116,018
Expenses$197,052
Net Income-$81,034
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 17, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$60,054-$60,054
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
2019-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058104
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,866,800
Liabilities
$0
Net assets
$2,866,800
Revenue
$116,018
Expenses
$197,052
Net income
-$81,034
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