Civic Intelligence

Harry and Helena Messick Charitable Tr

EIN 45-6676247 • 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

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$48,866

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.3%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

66th percentile

23%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,635,057

Up $82,852 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,635,057

Up $82,852 (+2.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin75th percentile

Revenue

Up

$321,438

Up $59,077 (+23%) from 2023

Expenses

Up

$237,326

Up $33,398 (+16%) from 2023

Net Income

Up

$84,112

Up $25,679 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,571,212Liabilities 2013: $02013Assets 2014: $3,670,071Liabilities 2014: $0Net Assets 2014: $3,670,0712014Assets 2015: $3,768,934Liabilities 2015: $02015Assets 2017: $3,692,227Liabilities 2017: $0Net Assets 2017: $3,692,2272017Assets 2018: $3,719,168Liabilities 2018: $0Net Assets 2018: $3,719,1682018Assets 2019: $3,721,311Liabilities 2019: $0Net Assets 2019: $3,721,3112019Assets 2020: $3,631,153Liabilities 2020: $0Net Assets 2020: $3,631,1532020Assets 2021: $3,698,421Liabilities 2021: $0Net Assets 2021: $3,698,4212021Assets 2022: $3,495,094Liabilities 2022: $0Net Assets 2022: $3,495,0942022Assets 2023: $3,552,205Liabilities 2023: $0Net Assets 2023: $3,552,2052023Assets 2024: $3,635,057Liabilities 2024: $0Net Assets 2024: $3,635,0572024

Highlighted filing

2024

Assets$3,635,057
Liabilities$0
Net Assets$3,635,057
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$200K$0-$200K-$400KRevenue 2013: $340,924Expenses 2013: $299,555Net Income 2013: $41,3692013Revenue 2014: $337,556Expenses 2014: $246,425Net Income 2014: $91,1312014Revenue 2015: $386,576Expenses 2015: $271,172Net Income 2015: $115,4042015Revenue 2017: $247,186Expenses 2017: $202,021Net Income 2017: $45,1652017Revenue 2018: $269,370Expenses 2018: $240,971Net Income 2018: $28,3992018Revenue 2019: $232,903Expenses 2019: $230,883Net Income 2019: $2,0202019Revenue 2020: $91,072Expenses 2020: $185,367Net Income 2020: -$94,2952020Revenue 2021: $338,644Expenses 2021: $268,990Net Income 2021: $69,6542021Revenue 2022: $86,389Expenses 2022: $288,832Net Income 2022: -$202,4432022Revenue 2023: $262,361Expenses 2023: $203,928Net Income 2023: $58,4332023Revenue 2024: $321,438Expenses 2024: $237,326Net Income 2024: $84,1122024

Highlighted filing

2024

Revenue$321,438
Expenses$237,326
Net Income$84,112
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,635,057
Liabilities
$0
Net assets
$3,635,057
Revenue
$321,438
Expenses
$237,326
Net income
$84,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.32$0.24$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.26$0.20$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.09$0.29$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.34$0.27$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.09$0.19$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.23$0.23$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.27$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.25$0.20$0.05
2015Summary only. Only limited summary data is available for this year.$3.77$0.00$0.39$0.27$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.34$0.25$0.09
2013Summary only. Only limited summary data is available for this year.$3.57$0.00$0.34$0.30$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$48,866-$48,866
Filing and Contact Details

Filer

Filer Name
Harry and Helena Messick Charitable Tr
EIN
45-6676247
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2025-04-15
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22502431109 L3HARRIS TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23559222401 MAGNA INTL INC CL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28882508104 TEXAS INSTRUMENTS IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30911312106 UNITED PARCEL SERVIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4420030N101 COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46007903107 ADVANCED MICRO DEVIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5022160K105 COSTCO WHOLESALE COR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5429444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5530303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56461202103 INTUIT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58550021109 LULULEMON ATHLETICA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6681762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67871607107 SYNOPSYS INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-05-03

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