Civic Intelligence

William Edgar Charitable Foundation

990PF • Fiscal year 2020 • EIN 43-6829350

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 26, 2020

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$46,549

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

-0.8%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,842,652

Down $24,148 (-0.8%) from 2019

Net Assets

Down

$2,842,652

Down $24,148 (-0.8%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin25th percentile

Revenue

Up

$183,621

Up $67,603 (+58%) from 2019

Expenses

Up

$207,336

Up $10,284 (+5.2%) from 2019

Net Income

Up

-$23,715

Up $57,319 (+71%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$2,842,652
Liabilities$1
Net Assets$2,842,652
Open 2020 Filing

Operations Trend

Revenue Growth87th 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

2020

Revenue$183,621
Expenses$207,336
Net Income-$23,715
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 26, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$46,549-$46,549
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
2020-10-26
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52149498107 CAUSEWAY EMERGING MA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6729250N105 ENBRIDGE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100226718104 CRITEO SA SPON A D R
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10288579Y101 3M CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105031162100 AMGEN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113012653101 ALBEMARLE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115088606108 B H P BILLITON LIMIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11612572Q105 CME GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12457772K101 MAXIM INTEGRATED PRO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1192560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2122717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt330394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt434089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5286727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6247139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt087245P668 TIAA CREF INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100141G856 INVESCO OPPENHEIMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287804 I SHARES S P SMALLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3949915482 WFA SPECIAL MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt574440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287226 ISHARES CORE TOTAL U
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8641224415 NEUBERGER BERMAN EME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1178326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt330009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt433868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5300253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6221388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt087832
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt091950
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURN OF GRANT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03839
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0183621
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0183621
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07190
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07190
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt091950
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt041894
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt046549
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0148309
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0148309
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt087803
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt087832
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23715
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02131598
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt091950
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0133340
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0631
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03839
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02090
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02323
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01798
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0160532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0207336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0179753
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0183621

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Filings

Displayed year

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

Open filing
Assets
$2,842,652
Liabilities
$1
Net assets
$2,842,652
Revenue
$183,621
Expenses
$207,336
Net income
-$23,715
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