Civic Intelligence

Dorn Charitable Trust 4915001102

EIN 47-6326748 • Waukesha, WI

PO Box 648Waukesha, WI 53187-0648
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 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-103%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$10,344

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-9.5%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-1.6%

Faster revenue growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,241,979

Down $129,662 (-9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,241,979

Down $129,662 (-9.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Down

$126,393

Down $2,016 (-1.6%) from 2023

Expenses

Up

$256,529

Up $11,268 (+4.6%) from 2023

Net Income

Down

-$130,136

Down $13,284 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,771,615Liabilities 2014: $02014Assets 2015: $1,645,300Liabilities 2015: $02015Assets 2018: $1,698,869Liabilities 2018: $0Net Assets 2018: $1,698,8692018Assets 2019: $1,670,368Liabilities 2019: $0Net Assets 2019: $1,670,3682019Assets 2020: $1,611,066Liabilities 2020: $0Net Assets 2020: $1,611,0662020Assets 2021: $1,636,286Liabilities 2021: $0Net Assets 2021: $1,636,2862021Assets 2022: $1,489,092Liabilities 2022: $0Net Assets 2022: $1,489,0922022Assets 2023: $1,371,641Liabilities 2023: $0Net Assets 2023: $1,371,6412023Assets 2024: $1,241,979Liabilities 2024: $0Net Assets 2024: $1,241,9792024

Highlighted filing

2024

Assets$1,241,979
Liabilities$0
Net Assets$1,241,979
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $1,997,248Expenses 2014: $225,633Net Income 2014: $1,771,6152014Revenue 2015: $66,306Expenses 2015: $192,612Net Income 2015: -$126,3062015Revenue 2018: $97,411Expenses 2018: $87,170Net Income 2018: $10,2412018Revenue 2019: $27,399Expenses 2019: $65,412Net Income 2019: -$38,0132019Revenue 2020: $29,804Expenses 2020: $90,438Net Income 2020: -$60,6342020Revenue 2021: $132,616Expenses 2021: $106,770Net Income 2021: $25,8462021Revenue 2022: $74,309Expenses 2022: $221,650Net Income 2022: -$147,3412022Revenue 2023: $128,409Expenses 2023: $245,261Net Income 2023: -$116,8522023Revenue 2024: $126,393Expenses 2024: $256,529Net Income 2024: -$130,1362024

Highlighted filing

2024

Revenue$126,393
Expenses$256,529
Net Income-$130,136
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,241,979
Liabilities
$0
Net assets
$1,241,979
Revenue
$126,393
Expenses
$256,529
Net income
-$130,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.13$0.26$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13$0.25$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.07$0.22$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.13$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.10$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.65$0.00$0.07$0.19$0.13
2014Summary only. Only limited summary data is available for this year.$1.77$0.00$2.00$0.23$1.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAUKESHA STATE BANKTrustee-$10,344-$10,344
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JOSEPH PARISHPROGRAM SUPPORTPCAPPLETON, WI, US$230,538
Filing and Contact Details

Filer

Filer Name
Dorn Charitable Trust 4915001102
EIN
47-6326748
Phone
2625227400
Address
PO BOX 648, WAUKESHA, WI 53187-0648

Signing Officer

Name
Waukesha State Bank
Title
Trustee
Phone
2625227400
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Raw XML Appendix305 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0404 W LAWRENCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0APPLETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054911
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0230538
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/AppliedToCurrentYearAmt076599
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0151210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0104603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0415324
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0159511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0151210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0104603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0236110
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0159511
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0415324
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0255813
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0233
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT FOR SALES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0707
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011935
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011935
TaxesSchedule/TaxesDetail/Amt0986
TaxesSchedule/TaxesDetail/Amt1318
TaxesSchedule/TaxesDetail/Amt21608
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/NetInvestmentIncomeAmt0986
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAUKESHA STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02625227400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DORN CHARITABLE TRUST 4915001102
ReturnHeader/Filer/BusinessNameControlTxt0DORN
ReturnHeader/Filer/EIN0476326748
ReturnHeader/Filer/PhoneNum02625227400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 648
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531870648
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02025-05-12T22:01:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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