Civic Intelligence

Dr Earle B Stewart Decd Co U S Bank 97305560

990 • Fiscal year 2023 • EIN 51-0152348

May 01, 2022 to Apr 30, 2023 • Filed on Aug 29, 2023

Organization ProfileN/A
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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$23,520

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 47.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,504,571

Up $18,021 (+1.2%) from 2022

Net Assets

Up

$1,504,571

Up $18,021 (+1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin85th percentile

Revenue

Down

$49,948

Down $115,695 (-70%) from 2022

Expenses

Down

$32,128

Down $814 (-2.5%) from 2022

Net Income

Down

$17,820

Down $114,881 (-87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,160,445Liabilities 2010: $0Net Assets 2010: $1,160,4452010Assets 2012: $1,149,857Liabilities 2012: $0Net Assets 2012: $1,149,8572012Assets 2013: $1,260,307Liabilities 2013: $0Net Assets 2013: $1,260,3072013Assets 2014: $1,238,621Liabilities 2014: $0Net Assets 2014: $1,238,6212014Assets 2015: $1,271,721Liabilities 2015: $0Net Assets 2015: $1,271,7212015Assets 2016: $1,295,501Liabilities 2016: $0Net Assets 2016: $1,295,5012016Assets 2017: $1,253,914Liabilities 2017: $0Net Assets 2017: $1,253,9142017Assets 2018: $1,285,040Liabilities 2018: $0Net Assets 2018: $1,285,0402018Assets 2019: $1,356,173Liabilities 2019: $0Net Assets 2019: $1,356,1732019Assets 2020: $1,355,795Liabilities 2020: $0Net Assets 2020: $1,355,7952020Assets 2021: $1,354,062Liabilities 2021: $0Net Assets 2021: $1,354,0622021Assets 2022: $1,486,550Liabilities 2022: $0Net Assets 2022: $1,486,5502022Assets 2023: $1,504,571Liabilities 2023: $0Net Assets 2023: $1,504,5712023Assets 2024: $1,518,673Liabilities 2024: $0Net Assets 2024: $1,518,6732024Assets 2025: $1,593,137Liabilities 2025: $0Net Assets 2025: $1,593,1372025

Highlighted filing

2023

Assets$1,504,571
Liabilities$0
Net Assets$1,504,571
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$100K$0-$100KRevenue 2010: $31,968Expenses 2010: $19,727Net Income 2010: $12,2412010Expenses 2012: $22,6372012Expenses 2013: $24,5872013Revenue 2014: $34,884Expenses 2014: $56,570Net Income 2014: -$21,6862014Revenue 2015: $69,851Expenses 2015: $36,751Net Income 2015: $33,1002015Revenue 2016: $64,077Expenses 2016: $40,296Net Income 2016: $23,7812016Revenue 2017: $25,994Expenses 2017: $67,000Net Income 2017: -$41,0062017Revenue 2018: $58,671Expenses 2018: $27,543Net Income 2018: $31,1282018Revenue 2019: $99,682Expenses 2019: $28,542Net Income 2019: $71,1402019Revenue 2020: $47,232Expenses 2020: $47,085Net Income 2020: $1472020Revenue 2021: $40,795Expenses 2021: $42,522Net Income 2021: -$1,7272021Revenue 2022: $165,643Expenses 2022: $32,942Net Income 2022: $132,7012022Revenue 2023: $49,948Expenses 2023: $32,128Net Income 2023: $17,8202023Revenue 2024: $59,819Expenses 2024: $45,569Net Income 2024: $14,2502024Revenue 2025: $140,426Expenses 2025: $32,105Net Income 2025: $108,3212025

Highlighted filing

2023

Revenue$49,948
Expenses$32,128
Net Income$17,820
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Aug 29, 2023
Return Version
2022v5.0
Gross Receipts
$138,729
Mission and Program Overview

Mission

Sponsorship of american legion baseball - city park improvements

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,486,550$1,504,571▲ $18,021
Investments in Publicly Traded Securities$1,373,459$1,365,751▼ $7,708
Savings and Temporary Cash Investments$113,091$138,820▲ $25,729
Total Assets$1,486,550$1,504,571▲ $18,021
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,486,550$1,504,571▲ $18,021
Total Liabilities and Net Assets / Fund Balance$1,486,550$1,504,571▲ $18,021
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Trustee$23,520$23,520
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,767
Other Revenue
$181
Change in Net Assets
$17,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$23,520
Grants and Similar Amounts Paid$6,815
Other Expenses$1,793
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$23,520-$23,520
Grants to Domestic Orgs$6,815--$6,815
Fees for Services Accounting-$1,200-$1,200
Other Expenses-$299-$299
Total Functional Expenses$6,815$25,313$0$32,128
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
No
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The organization follows the same strict practices as the corporate trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The organization follows the same strict practices as the corporate trustee”

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

“No review has been or will be conducted”

Form 990, Page 6, Part VI, Line 18

“CONTACT US BANK”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Dr Earle B Stewart Decd
EIN
51-0152348
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2023-08-29
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Or
Voting Board Members
0
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

Part IX Line 5

“COMPENSATION TO TRUSTEE”

Explanation for Form 990, Part XI, Line 9

“COST BASIS ADJUSTMENT”

Raw XML Appendix302 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.

Path#Value
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK
IRS990/BooksInCareOfDetail/PhoneNum05034643580
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 SW OAK
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990/FormationYr01963
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IRS990/GainOrLossGrp/SecuritiesAmt010423
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt04000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06815
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06815
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt099204
IRS990/GrossReceiptsAmt0138729
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt039344
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039344
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01373459
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01365751
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt088781
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0181
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0181
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01486550
IRS990/NetAssetsOrFundBalancesEOYAmt01504571
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt010423
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010423
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0201
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc1STATE FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0294
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1299
IRS990/OtherExpensesGrp/TotalAmt0294
IRS990/OtherExpensesGrp/TotalAmt1299
IRS990/OtherRevenueTotalAmt0181
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CITY OF ROSENBURG
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02815
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02815
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04000
IRS990/PYInvestmentIncomeAmt0165594
IRS990/PYOtherExpensesAmt01813
IRS990/PYOtherRevenueAmt049
IRS990/PYRevenuesLessExpensesAmt0132701
IRS990/PYSalariesCompEmpBnftPaidAmt027129
IRS990/PYTotalExpensesAmt032942
IRS990/PYTotalRevenueAmt0165643
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt017820
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01486550
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113091
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IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN LEGION AUX POST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPENSATION TO TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE SAME STRICT PRACTICES AS THE CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION FOLLOWS THE SAME STRICT PRACTICES AS THE CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW HAS BEEN OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTACT US BANK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COST BASIS ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IX LINE 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-29
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ReturnHeader/Filer/BusinessNameControlTxt0DREA
ReturnHeader/Filer/EIN0510152348
ReturnHeader/Filer/PhoneNum05034643580
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ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
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ReturnHeader/Filer/USAddress/ZIPCd0532010634
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ReturnHeader/ReturnTs02023-09-11T11:01:01-05:00
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,504,571
Liabilities
$0
Net assets
$1,504,571
Revenue
$49,948
Expenses
$32,128
Net income
$17,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.14$0.03$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.05$0.03$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.17$0.03$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.04$0.00
2020Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.05$0.05$0.00
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.10$0.03$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.06$0.03$0.03
2017Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.03$0.07$0.04
2016Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.06$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.06$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.03$0.02$0.01