Civic Intelligence

Knoernschild Trust Ltd.

990 • Fiscal year 2020 • EIN 51-0138162

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2021

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(414) 765-5009

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.04x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.19x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

73rd percentile

19%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

162%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$14,864,586

Up $2,398,203 (+19%) from 2019

Net Assets

Up

$14,329,802

Up $2,267,206 (+19%) from 2019

Liabilities

Up

$534,784

Up $130,997 (+32%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin97th percentile

Revenue

Up

$2,758,722

Up $1,704,004 (+162%) from 2019

Expenses

Down

$483,367

Down $400,662 (-45%) from 2019

Net Income

Up

$2,275,355

Up $2,104,666 (+1233%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $8,621,618Liabilities 2011: $378,135Net Assets 2011: $8,243,4832011Assets 2012: $8,981,372Liabilities 2012: $342,392Net Assets 2012: $8,638,9802012Assets 2013: $9,614,383Liabilities 2013: $392,380Net Assets 2013: $9,222,0032013Assets 2014: $10,358,065Liabilities 2014: $491,314Net Assets 2014: $9,866,7512014Assets 2015: $11,059,362Liabilities 2015: $778,227Net Assets 2015: $10,281,1352015Assets 2016: $11,459,032Liabilities 2016: $408,920Net Assets 2016: $11,050,1122016Assets 2017: $11,789,859Liabilities 2017: $182,964Net Assets 2017: $11,606,8952017Assets 2018: $12,296,122Liabilities 2018: $243,091Net Assets 2018: $12,053,0312018Assets 2019: $12,466,383Liabilities 2019: $403,787Net Assets 2019: $12,062,5962019Assets 2020: $14,864,586Liabilities 2020: $534,784Net Assets 2020: $14,329,8022020Assets 2021: $14,864,928Liabilities 2021: $448,411Net Assets 2021: $14,416,5172021Assets 2022: $15,046,261Liabilities 2022: $519,351Net Assets 2022: $14,526,9102022Assets 2023: $14,908,411Liabilities 2023: $685,832Net Assets 2023: $14,222,5792023Assets 2024: $14,613,212Liabilities 2024: $230,246Net Assets 2024: $14,382,9662024

Highlighted filing

2020

Assets$14,864,586
Liabilities$534,784
Net Assets$14,329,802
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $934,282Expenses 2011: $621,053Net Income 2011: $313,2292011Revenue 2012: $797,753Expenses 2012: $437,999Net Income 2012: $359,7542012Revenue 2013: $1,040,299Expenses 2013: $407,288Net Income 2013: $633,0112013Revenue 2014: $1,214,274Expenses 2014: $466,333Net Income 2014: $747,9412014Revenue 2015: $1,266,103Expenses 2015: $566,211Net Income 2015: $699,8922015Revenue 2016: $1,253,234Expenses 2016: $856,957Net Income 2016: $396,2772016Revenue 2017: $1,122,122Expenses 2017: $789,362Net Income 2017: $332,7602017Revenue 2018: $1,370,583Expenses 2018: $781,048Net Income 2018: $589,5352018Revenue 2019: $1,054,718Expenses 2019: $884,029Net Income 2019: $170,6892019Revenue 2020: $2,758,722Expenses 2020: $483,367Net Income 2020: $2,275,3552020Revenue 2021: $1,063,882Expenses 2021: $1,043,810Net Income 2021: $20,0722021Revenue 2022: $691,234Expenses 2022: $529,118Net Income 2022: $162,1162022Revenue 2023: $457,126Expenses 2023: $600,635Net Income 2023: -$143,5092023Revenue 2024: $1,013,957Expenses 2024: $1,319,475Net Income 2024: -$305,5182024

Highlighted filing

2020

Revenue$2,758,722
Expenses$483,367
Net Income$2,275,355
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v4.1
Gross Receipts
$15,236,574
Mission and Program Overview

Mission

To promote the welfare of young persons in the community, specifically young persons who use the services provided by st charles youth & family services, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$12,062,596$14,329,802▲ $2,267,206
Investments in Publicly Traded Securities$12,371,408$9,235,987▼ $3,135,421
Accounts Receivable-$5,000,000-
Savings and Temporary Cash Investments$86,125$618,576▲ $532,451
Cash and Non-Interest-Bearing Accounts$8,850$10,023▲ $1,173
Total Assets$12,466,383$14,864,586▲ $2,398,203
Liabilities
Grants Payable$403,787$534,784▲ $130,997
Total Liabilities$403,787$534,784▲ $130,997
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,062,596$14,329,802▲ $2,267,206
Total Liabilities and Net Assets / Fund Balance$12,466,383$14,864,586▲ $2,398,203
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Milton H KuyersPresident & Treasurer
Cathy ConnollyDirector
Edward J WardDirector
Jerome J HolzDirector
Kenneth PinckneyDirector
Ann JohnsonOfficer
Peter J WickSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$539,500
Program Service Revenue
$0
Investment Income
$2,143,708
Other Revenue
$75,514
Change in Net Assets
$2,275,355

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,469,750
Revenue Not Reported on Financial Statements
$288,972
Revenue Not Reported on Form 990
$-485,510
Other Revenue Adjustments
$288,972
Total Revenue per Audited Statements
$1,984,240
Total Revenue per Form 990
$2,758,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$403,787
Other Expenses$79,580
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$403,787--$403,787
Fees for Service Investment Mgmnt Fees$0$76,134-$76,134
Fees for Services Accounting-$750-$750
Other Expenses-$40-$40
Total Functional Expenses$403,787$79,580$0$483,367

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$534,784
Total Expenses per Form 990$483,367
Expenses per Audited Statements$403,787
Expenses Not Reported on Form 990$130,997
Expenses Not Reported on Financial Statements$79,580
Other Expense Adjustments$79,580
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Charles Youth & Family Services IncMilwaukee, WI501(c)(3)To Provide Funds in Such Areas as Capital Improvement and Replacement Projects, Research, Feasibility Studies, Staff Education and Other Programs as Requested.$403,787
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 990 is sent to president for review and filing. Additional copies of return are available for directors.”

Explanation for Form 990, Page 6, Part VI, Line 9

“Edward j ward, 15305 santa monica ct, brookfield, wi 53005 kenneth pinckney, 2185 n brantwood ave, glendale, wi 53209 cathy connolly, w224s5050 guthrie rd, waukesha, wi 53186 milton h kuyers, 13625 w burleigh rd #9, brookfield, wi 53005 peter j wick, 9724 n lamplighter ln, mequon, wi 53092”

Form 990, Page 6, Part VI, Line 19

“The organization will make its governing documents and financial statements available upon written request.”

Filing and Contact Details

Filer

Filer Name
Knoernschild Trust Ltd
EIN
51-0138162
Phone
4147655009
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Milton Kuyers
Title
President/treas
Phone
4147655009
Signed
2021-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Milton H Kuyers
Formed
1975
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Accrued interest paid c/o, return of capital adj”

Financial Statement Notes

EXPLANATION FOR SCHEDULE D, PART XI, LINE 4B

“Difference in investment income reported on financial statements and return $48,004. Difference in contribution received on financial statements and return $240,968.”

EXPLANATION FOR SCHEDULE D, PART XII, LINE 2D

“Amount due to st. Charles.”

EXPLANATION FOR SCHEDULE D, PART XII, LINE 4B

“Investment expenses per 990 - investment income on financial statements is reported net of expenses.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCRUED INTEREST PAID C/O, RETURN OF CAPITAL ADJ
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ReturnHeader/ReturnTs02021-10-18T15:00:31-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$14,864,586
Liabilities
$534,784
Net assets
$14,329,802
Revenue
$2,758,722
Expenses
$483,367
Net income
$2,275,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.23$14.4$1.01$1.32$0.31
2023Detailed filing. Detailed filing data is available for this year.$14.9$0.69$14.2$0.46$0.60$0.14
2022Detailed filing. Detailed filing data is available for this year.$15.0$0.52$14.5$0.69$0.53$0.16
2021Detailed filing. Detailed filing data is available for this year.$14.9$0.45$14.4$1.06$1.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$14.9$0.53$14.3$2.76$0.48$2.28
2019Summary only. Only limited summary data is available for this year.$12.5$0.40$12.1$1.05$0.88$0.17
2018Summary only. Only limited summary data is available for this year.$12.3$0.24$12.1$1.37$0.78$0.59
2017Summary only. Only limited summary data is available for this year.$11.8$0.18$11.6$1.12$0.79$0.33
2016Summary only. Only limited summary data is available for this year.$11.5$0.41$11.1$1.25$0.86$0.40
2015Summary only. Only limited summary data is available for this year.$11.1$0.78$10.3$1.27$0.57$0.70
2014Summary only. Only limited summary data is available for this year.$10.4$0.49$9.87$1.21$0.47$0.75
2013Summary only. Only limited summary data is available for this year.$9.61$0.39$9.22$1.04$0.41$0.63
2012Summary only. Only limited summary data is available for this year.$8.98$0.34$8.64$0.80$0.44$0.36
2011Summary only. Only limited summary data is available for this year.$8.62$0.38$8.24$0.93$0.62$0.31