Civic Intelligence

Claude W Schutter Tr UW 70003250

990PF • Fiscal year 2022 • EIN 46-6014309

Aug 01, 2021 to Jul 31, 2022 • Filed on Nov 22, 2022

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$2,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 44.7% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

1.0%

Faster asset growth than 54% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

26%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$93,145

Up $961 (+1.0%) from 2021

Net Assets

Up

$93,145

Up $961 (+1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Up

$4,479

Up $915 (+26%) from 2021

Expenses

Down

$3,519

Down $45 (-1.3%) from 2021

Net Income

Up

$960

Up $960 from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$93,145
Liabilities$0
Net Assets$93,145
Open 2022 Filing

Operations Trend

Revenue Growth65th 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

2022

Revenue$4,479
Expenses$3,519
Net Income$960
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Nov 22, 2022
Return Version
2021v4.1
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
U S Bank N a by
Title
Trustee
Phone
6053398661
Signed
2022-11-22
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 Appendix322 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/DistributableAsAdjustedAmt04913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0522
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0522
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/TotalCorpusAmt0522
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03735
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06053398661
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-22
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/PreparationDt02022-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-12T11:00:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,145
Liabilities
$0
Net assets
$93,145
Revenue
$4,479
Expenses
$3,519
Net income
$960
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