Civic Intelligence

Francis Pool Charitable Trust Uma

990PF • Fiscal year 2020 • EIN 47-6498760

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 04, 2020

PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

10th percentile

-63%

Higher net margin than 10% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$60,111

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 24.5% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

22nd percentile

-2.7%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

2.9%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$5,509,320

Down $154,392 (-2.7%) from 2019

Net Assets

Down

$5,509,320

Down $154,392 (-2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$244,885

Up $6,803 (+2.9%) from 2019

Expenses

Down

$399,338

Down $4,142 (-1.0%) from 2019

Net Income

Up

-$154,453

Up $10,945 (+6.6%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $5,588,668Liabilities 2015: $02015Assets 2019: $5,663,712Liabilities 2019: $0Net Assets 2019: $5,663,7122019Assets 2020: $5,509,320Liabilities 2020: $0Net Assets 2020: $5,509,3202020Assets 2021: $5,701,067Liabilities 2021: $0Net Assets 2021: $5,701,0672021Assets 2022: $5,583,918Liabilities 2022: $0Net Assets 2022: $5,583,9182022Assets 2023: $5,189,692Liabilities 2023: $0Net Assets 2023: $5,189,6922023Assets 2024: $5,185,209Liabilities 2024: $0Net Assets 2024: $5,185,2092024Assets 2025: $5,224,854Liabilities 2025: $0Net Assets 2025: $5,224,8542025

Highlighted filing

2020

Assets$5,509,320
Liabilities$0
Net Assets$5,509,320

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $5,843,804Expenses 2015: $243,844Net Income 2015: $5,599,9602015Revenue 2019: $238,082Expenses 2019: $403,480Net Income 2019: -$165,3982019Revenue 2020: $244,885Expenses 2020: $399,338Net Income 2020: -$154,4532020Revenue 2021: $561,972Expenses 2021: $369,804Net Income 2021: $192,1682021Revenue 2022: $288,529Expenses 2022: $404,547Net Income 2022: -$116,0182022Revenue 2023: -$44,075Expenses 2023: $349,706Net Income 2023: -$393,7812023Revenue 2024: $296,626Expenses 2024: $301,087Net Income 2024: -$4,4612024Revenue 2025: $363,405Expenses 2025: $323,758Net Income 2025: $39,6472025

Highlighted filing

2020

Revenue$244,885
Expenses$399,338
Net Income-$154,453
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 4, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BancorpTrustee-$60,111-$60,111
Filing and Contact Details

Filer

Filer Name
Francis Pool Charitable Trust Uma
EIN
47-6498760
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2020-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54018805101 ALLIANZ SE A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5509857L108 BOOKING HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59084670702 BERKSHIRE HATHAWAY I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62024835100 AMERICAN CAMPUS COMM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6534407D109 FLY LEASING LTD A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66679295105 OKTA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6891324P102 UNITED HEALTH GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70285512109 ELECTRONIC ARTS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84M22465104 CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85902252105 TYLER TECHNOLOGIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8687918A105 TELADOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8786562M209 SUMITOMO MITSUI FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88N72482123 QIAGEN N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89620076307 MOTOROLA SOLUTIONS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9012541W209 C H ROBINSON WORLDWI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9188339J105 TRADE DESK INC THE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9256585A102 MARATHON PETROLEUM C
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01174164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1417555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2425334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31631223
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt298FARME20 UND 50% INT PTNS SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt397FARMWZ9 UND 75% INT PTN OF S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01004677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1205600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2781595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31275747
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0142126
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142390
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt097035
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0877
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01591
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0399338
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0244885
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0112012
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-01-14

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