Civic Intelligence

Gary G Taylor Charitable Tr

990PF • Fiscal year 2025 • EIN 46-6719506

Apr 01, 2024 to Mar 31, 2025 • Filed on Jul 26, 2025

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

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$45,707

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

58th percentile

5.4%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,882,524

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

Net Assets

$2,882,524

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin88th 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

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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 Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay58th 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61127097103 COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6226142V105 DRAFTKINGS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6329444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6430063P105 EXACT SCIENCES CORPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65502431109 L3HARRIS TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6758733R102 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68595112103 MICRON TECHNOLOGY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69852234103 BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70922475108 VEEVA SYSTEMS INC-CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7192537N108 VERTIV HOLDINGS CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35CASH
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09658
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0188537
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0335165
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058172

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Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • $1M-$5M nonprofits