Civic Intelligence

Gary G Taylor Charitable Tr

EIN 46-6719506 • 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 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

85th percentile

44%

Higher net margin than 85% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$45,707

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

59th percentile

5.4%

Faster asset growth than 59% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,882,524

Up $146,393 (+5.4%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$2,882,524

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin85th percentile

Revenue

Down

$335,165

Down $43,020 (-11%) from 2024

Expenses

Up

$188,537

Up $14,002 (+8.0%) from 2024

Net Income

Down

$146,628

Down $57,022 (-28%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,824,619Liabilities 2014: $02014Assets 2015: $2,901,951Liabilities 2015: $0Net Assets 2015: $2,901,9512015Assets 2018: $2,747,636Liabilities 2018: $0Net Assets 2018: $2,747,6362018Assets 2020: $2,628,649Liabilities 2020: $0Net Assets 2020: $2,628,6492020Assets 2021: $2,581,459Liabilities 2021: $12021Assets 2022: $2,610,593Liabilities 2022: $0Net Assets 2022: $2,610,5932022Assets 2023: $2,532,639Liabilities 2023: $0Net Assets 2023: $2,532,6392023Assets 2024: $2,736,131Liabilities 2024: $12024Assets 2025: $2,882,524Liabilities 2025: $0Net Assets 2025: $2,882,5242025

Highlighted filing

2025

Assets$2,882,524
Liabilities$0
Net Assets$2,882,524
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,826,136Expenses 2014: $1,517Net Income 2014: $2,824,6192014Revenue 2015: $243,405Expenses 2015: $177,913Net Income 2015: $65,4922015Revenue 2018: $127,557Expenses 2018: $190,601Net Income 2018: -$63,0442018Revenue 2020: $126,571Expenses 2020: $184,613Net Income 2020: -$58,0422020Revenue 2021: $126,588Expenses 2021: $173,778Net Income 2021: -$47,1902021Revenue 2022: $217,701Expenses 2022: $188,546Net Income 2022: $29,1552022Revenue 2023: $98,527Expenses 2023: $176,454Net Income 2023: -$77,9272023Revenue 2024: $378,185Expenses 2024: $174,535Net Income 2024: $203,6502024Revenue 2025: $335,165Expenses 2025: $188,537Net Income 2025: $146,6282025

Highlighted filing

2025

Revenue$335,165
Expenses$188,537
Net Income$146,628
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,882,524
Liabilities
$0
Net assets
$2,882,524
Revenue
$335,165
Expenses
$188,537
Net income
$146,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.34$0.19$0.15
2024Summary only. Only limited summary data is available for this year.$2.74$0.00$0.38$0.17$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.10$0.18$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.22$0.19$0.03
2021Summary only. Only limited summary data is available for this year.$2.58$0.00$0.13$0.17$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.13$0.18$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.13$0.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.24$0.18$0.07
2014Summary only. Only limited summary data is available for this year.$2.82$0.00$2.83$0.00$2.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$45,707-$45,707
Filing and Contact Details

Filer

Filer Name
Gary G Taylor Charitable Tr
EIN
46-6719506
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2025-07-26
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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