Civic Intelligence

Walsh-Brady Memorial Fund 58041960

990PF • Fiscal year 2020 • EIN 47-6117233

Mar 01, 2019 to Feb 29, 2020 • Filed on Jun 27, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(402) 434-1312

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-29%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$39,290

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.5%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

6.1%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,886,825

Down $60,087 (-1.5%) from 2019

Net Assets

Down

$3,886,825

Down $60,087 (-1.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Up

$206,091

Up $11,820 (+6.1%) from 2019

Expenses

Up

$266,265

Up $8,362 (+3.2%) from 2019

Net Income

Up

-$60,174

Up $3,458 (+5.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,239,633Liabilities 2012: $0Net Assets 2012: $3,239,6332012Assets 2013: $3,170,910Liabilities 2013: $0Net Assets 2013: $3,170,9102013Assets 2014: $3,298,703Liabilities 2014: $0Net Assets 2014: $3,298,7032014Assets 2015: $3,209,562Liabilities 2015: $0Net Assets 2015: $3,209,5622015Assets 2016: $3,422,716Liabilities 2016: $0Net Assets 2016: $3,422,7162016Assets 2017: $4,042,402Liabilities 2017: $0Net Assets 2017: $4,042,4022017Assets 2018: $4,010,545Liabilities 2018: $0Net Assets 2018: $4,010,5452018Assets 2019: $3,946,912Liabilities 2019: $0Net Assets 2019: $3,946,9122019Assets 2020: $3,886,825Liabilities 2020: $0Net Assets 2020: $3,886,8252020Assets 2021: $3,796,837Liabilities 2021: $12021Assets 2022: $3,812,725Liabilities 2022: $0Net Assets 2022: $3,812,7252022Assets 2023: $3,726,413Liabilities 2023: $0Net Assets 2023: $3,726,4132023Assets 2024: $3,606,922Liabilities 2024: $12024Assets 2025: $3,613,642Liabilities 2025: $0Net Assets 2025: $3,613,6422025

Highlighted filing

2020

Assets$3,886,825
Liabilities$0
Net Assets$3,886,825
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.0M$500K$0-$500KExpenses 2012: $186,9702012Expenses 2013: $219,7712013Revenue 2014: $337,225Expenses 2014: $209,391Net Income 2014: $127,8342014Revenue 2015: $202,382Expenses 2015: $291,525Net Income 2015: -$89,1432015Revenue 2016: $479,840Expenses 2016: $265,319Net Income 2016: $214,5212016Revenue 2017: $892,346Expenses 2017: $272,629Net Income 2017: $619,7172017Revenue 2018: $265,207Expenses 2018: $297,063Net Income 2018: -$31,8562018Revenue 2019: $194,271Expenses 2019: $257,903Net Income 2019: -$63,6322019Revenue 2020: $206,091Expenses 2020: $266,265Net Income 2020: -$60,1742020Revenue 2021: $165,656Expenses 2021: $255,188Net Income 2021: -$89,5322021Revenue 2022: $286,023Expenses 2022: $270,590Net Income 2022: $15,4332022Revenue 2023: $223,519Expenses 2023: $309,818Net Income 2023: -$86,2992023Revenue 2024: $200,949Expenses 2024: $320,434Net Income 2024: -$119,4852024Revenue 2025: $280,155Expenses 2025: $273,429Net Income 2025: $6,7262025

Highlighted filing

2020

Revenue$206,091
Expenses$266,265
Net Income-$60,174
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jun 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NACorp Trustee-$39,290-$39,290
Filing and Contact Details

Filer

Filer Name
Walsh-brady Memorial Fund
EIN
47-6117233
Phone
4024341312
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
4024341312
Signed
2020-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 413 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4300000. UNITEDHEALTH GROUP 1.950% 10/15/20
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245697
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0226961
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01678
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0233 SOUTH 13TH STREET
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068508
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04024341312
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0111855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1111855
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST PATRICKS CHURCH OF MCCOOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MID-PLAINS COMMUNITY COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11101 HALLIGAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MCCOOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH PLATTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0223710
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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/AppliedToCurrentYearAmt0147384
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt081255
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0222354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0228639
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt074970
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt081255
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0577
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021
OtherIncreasesSchedule/OtherIncreasesDetail/Amt166
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NUVEEN EARN OUT PAYMENT
TaxesSchedule/TaxesDetail/Amt02176
TaxesSchedule/TaxesDetail/Amt189
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02176
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt189
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04024341312
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALSH-BRADY MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0WALS
ReturnHeader/Filer/EIN0476117233
ReturnHeader/Filer/PhoneNum04024341312
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,886,825
Liabilities
$0
Net assets
$3,886,825
Revenue
$206,091
Expenses
$266,265
Net income
-$60,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.28$0.27$0.01
2024Summary only. Only limited summary data is available for this year.$3.61$0.00$0.20$0.32$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.22$0.31$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.29$0.27$0.02
2021Summary only. Only limited summary data is available for this year.$3.80$0.00$0.17$0.26$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.21$0.27$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.19$0.26$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.27$0.30$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.89$0.27$0.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.48$0.27$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.20$0.29$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.34$0.21$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.22
2012Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.19