Civic Intelligence

Claude W Schutter Tr UW 70003250

990PF • Fiscal year 2021 • EIN 46-6014309

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 01, 2021

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(605) 339-8661

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

37th percentile

0.0%

Higher net margin than 37% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 56.1% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-11%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$92,184

Flat from 2020

Net Assets

Flat

$92,184

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin37th percentile

Revenue

Down

$3,564

Down $434 (-11%) from 2020

Expenses

Down

$3,564

Down $20,055 (-85%) from 2020

Net Income

Up

$0

Up $19,621 (+100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2012: $124,129Liabilities 2012: $02012Assets 2013: $120,609Liabilities 2013: $02013Assets 2014: $123,952Liabilities 2014: $02014Assets 2015: $119,183Liabilities 2015: $0Net Assets 2015: $119,1832015Assets 2016: $116,496Liabilities 2016: $0Net Assets 2016: $116,4962016Assets 2017: $114,784Liabilities 2017: $0Net Assets 2017: $114,7842017Assets 2018: $111,835Liabilities 2018: $0Net Assets 2018: $111,8352018Assets 2019: $111,817Liabilities 2019: $0Net Assets 2019: $111,8172019Assets 2020: $92,184Liabilities 2020: $0Net Assets 2020: $92,1842020Assets 2021: $92,184Liabilities 2021: $0Net Assets 2021: $92,1842021Assets 2022: $93,145Liabilities 2022: $0Net Assets 2022: $93,1452022Assets 2023: $92,775Liabilities 2023: $0Net Assets 2023: $92,7752023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$92,184
Liabilities$0
Net Assets$92,184
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$100K$50K$0-$50K-$100KRevenue 2012: $5,260Expenses 2012: $9,157Net Income 2012: -$3,8972012Revenue 2013: $5,121Expenses 2013: $8,641Net Income 2013: -$3,5202013Revenue 2014: $12,036Expenses 2014: $8,691Net Income 2014: $3,3452014Revenue 2015: $3,910Expenses 2015: $8,667Net Income 2015: -$4,7572015Revenue 2016: $6,693Expenses 2016: $9,374Net Income 2016: -$2,6812016Revenue 2017: $2,841Expenses 2017: $4,552Net Income 2017: -$1,7112017Revenue 2018: $4,698Expenses 2018: $7,552Net Income 2018: -$2,8542018Revenue 2019: $3,536Expenses 2019: $3,557Net Income 2019: -$212019Revenue 2020: $3,998Expenses 2020: $23,619Net Income 2020: -$19,6212020Revenue 2021: $3,564Expenses 2021: $3,564Net Income 2021: $02021Revenue 2022: $4,479Expenses 2022: $3,519Net Income 2022: $9602022Revenue 2023: $3,198Expenses 2023: $3,567Net Income 2023: -$3692023Revenue 2024: -$2,782Expenses 2024: $89,995Net Income 2024: -$92,7772024

Highlighted filing

2021

Revenue$3,564
Expenses$3,564
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKCorp Trustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Claude W Schutter Tr Uw
EIN
46-6014309
Phone
6053398661
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Karen L Roth
Title
Corp. Trustee
Phone
6053398661
Signed
2021-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix313 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01700
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03735
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07105
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/Amt111
TaxesSchedule/TaxesDetail/Amt244
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN L ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORP. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06053398661
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAUDE W SCHUTTER TR UW
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0466014309
ReturnHeader/Filer/PhoneNum06053398661
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-08T11:00:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,184
Liabilities
$0
Net assets
$92,184
Revenue
$3,564
Expenses
$3,564
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.90$0.93
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.09$0.05
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$0.12$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$0.05$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$1.24$0.00$0.05$0.09$0.04