Civic Intelligence

Knoernschild Trust Ltd.

990 • Fiscal year 2022 • EIN 51-0138162

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

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

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.75x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

52nd percentile

1.2%

Faster asset growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$15,046,261

Up $181,333 (+1.2%) from 2021

Net Assets

Up

$14,526,910

Up $110,393 (+0.8%) from 2021

Liabilities

Up

$519,351

Up $70,940 (+16%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin75th percentile

Revenue

Down

$691,234

Down $372,648 (-35%) from 2021

Expenses

Down

$529,118

Down $514,692 (-49%) from 2021

Net Income

Up

$162,116

Up $142,044 (+708%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2022

Assets$15,046,261
Liabilities$519,351
Net Assets$14,526,910
Open 2022 Filing

Operations Trend

Revenue Growth11th 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

2022

Revenue$691,234
Expenses$529,118
Net Income$162,116
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$2,716,508
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$14,416,517$14,526,910▲ $110,393
Investments in Publicly Traded Securities$9,610,760$9,466,556▼ $144,204
Accounts Receivable$4,962,110$4,868,726▼ $93,384
Savings and Temporary Cash Investments$282,744$698,152▲ $415,408
Cash and Non-Interest-Bearing Accounts$9,314$10,806▲ $1,492
Total Assets$14,864,928$15,046,261▲ $181,333
Other Assets Total-$2,021-
Liabilities
Grants Payable$448,411$519,351▲ $70,940
Total Liabilities$448,411$519,351▲ $70,940
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,416,517$14,526,910▲ $110,393
Total Liabilities and Net Assets / Fund Balance$14,864,928$15,046,261▲ $181,333

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,021--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Milton H KuyersPresident
Cathy ConnollyDirector
Kenneth PinckneyDirector
Peter J WickSecretary
Ann JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$506,749
Other Revenue
$184,485
Change in Net Assets
$162,116

Audited Revenue Reconciliation

Revenue per Audited Statements
$611,272
Revenue Not Reported on Form 990
$-3,047,686
Total Revenue per Audited Statements
$-2,436,414
Total Revenue per Form 990
$611,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$450,000
Other Expenses$79,118
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$450,000--$450,000
Fees for Service Investment Mgmnt Fees-$74,995-$74,995
Fees for Services Accounting-$750-$750
Other Expenses-$176-$176
Total Functional Expenses$450,000$79,118$0$529,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$527,529
Total Expenses per Audited Statements$519,351
Expenses per Audited Statements$448,411
Expenses Not Reported on Financial Statements$79,118
Other Expense Adjustments$79,118
Expenses Not Reported on Form 990$70,940
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.$450,000
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 Kuyersann Johnson
Title
President/treas
Phone
4147655009
Signed
2023-11-09
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
Pwc US Tax 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

“Change in payable to supported org; return of capital adjustment; poai carryovers”

Financial Statement Notes

EXPLANATION FOR SCHEDULE D, PART XI, LINE 2D

“Difference in investment income reported on financial statements and return.”

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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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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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART XII, LINE 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR SCHEDULE D, PART XII, LINE 4b
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IRS990ScheduleD/TotalExpensesPerForm990Amt0527529
IRS990ScheduleD/TotalRevenuePerForm990Amt0611272
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-2436414
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0519351
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0450000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDS IN SUCH AREAS AS CAPITAL IMPROVEMENT AND REPLACEMENT PROJECTS, RESEARCH, FEASIBILITY STUDIES, STAFF EDUCATION AND OTHER PROGRAMS AS REQUESTED.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST CHARLES YOUTH & FAMILY SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0390914040
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0151 S 84TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053214
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE DISTRIBUTED PER THE TERMS OF THE TRUST DOCUMENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS SENT TO PRESIDENT FOR REVIEW AND FILING. ADDITIONAL COPIES OF RETURN ARE AVAILABLE FOR DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDWARD 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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN PAYABLE TO SUPPORTED ORG; RETURN OF CAPITAL ADJUSTMENT; POAI CARRYOVERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0A NON-PROFIT HUMAN SERVICES AGENCY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0151 S 84TH ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014864928
IRS990/TotalAssetsEOYAmt015046261
IRS990/TotalAssetsGrp/BOYAmt014864928
IRS990/TotalAssetsGrp/EOYAmt015046261
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt079118
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0450000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0529118
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0448411
IRS990/TotalLiabilitiesEOYAmt0519351
IRS990/TotalLiabilitiesGrp/BOYAmt0448411
IRS990/TotalLiabilitiesGrp/EOYAmt0519351
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014416517
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014526910
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0450000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0691234
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0691234
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014864928
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015046261
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IRS990/USAddress/CityNm0MILWAUKEE
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IRS990/USAddress/ZIPCd0532010634
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MILTON KUYERSANN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum04147655009
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KNOERNSCHILD TRUST LTD
ReturnHeader/Filer/BusinessNameControlTxt0KNOE
ReturnHeader/Filer/EIN0510138162
ReturnHeader/Filer/PhoneNum04147655009
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
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ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-11T14:00:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,046,261
Liabilities
$519,351
Net assets
$14,526,910
Revenue
$691,234
Expenses
$529,118
Net income
$162,116
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