Civic Intelligence

Matousek Charitable Trust

990PF • Fiscal year 2016 • EIN 73-6237345

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
BMO Harris Bank NA PO BOX 2977Milwaukee, WI 53201

(414) 815-3684

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-84%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 130.3% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-2.1%

Faster asset growth than 42% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-47%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$45,470

Down $980 (-2.1%) from 2015

Net Assets

Down

$45,470

Down $980 (-2.1%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

Down

$1,151

Down $1,018 (-47%) from 2015

Expenses

Down

$2,115

Down $1,808 (-46%) from 2015

Net Income

Up

-$964

Up $790 (+45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$60K$40K$20K$0Assets 2010: $44,239Liabilities 2010: $0Net Assets 2010: $44,2392010Assets 2011: $43,263Liabilities 2011: $02011Assets 2012: $42,272Liabilities 2012: $0Net Assets 2012: $42,2722012Assets 2013: $45,755Liabilities 2013: $1Net Assets 2013: $45,7552013Assets 2014: $48,202Liabilities 2014: $1Net Assets 2014: $48,2022014Assets 2015: $46,450Liabilities 2015: $1Net Assets 2015: $46,4502015Assets 2016: $45,470Liabilities 2016: $0Net Assets 2016: $45,4702016Assets 2017: $42,385Liabilities 2017: $0Net Assets 2017: $42,3852017Assets 2018: $41,653Liabilities 2018: $0Net Assets 2018: $41,6532018Assets 2019: $40,997Liabilities 2019: $1Net Assets 2019: $40,9972019Assets 2020: $38,555Liabilities 2020: $1Net Assets 2020: $38,5552020Assets 2021: $38,994Liabilities 2021: $1Net Assets 2021: $38,9942021Assets 2022: $36,285Liabilities 2022: $1Net Assets 2022: $36,2852022Assets 2023: $33,646Liabilities 2023: $1Net Assets 2023: $33,6462023Assets 2024: $31,362Liabilities 2024: $0Net Assets 2024: $31,3622024

Highlighted filing

2016

Assets$45,470
Liabilities$0
Net Assets$45,470
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$10K$5.0K$0-$5.0KExpenses 2010: $3,4682010Revenue 2011: $2,588Expenses 2011: $3,445Net Income 2011: -$8572011Expenses 2012: $2,9822012Revenue 2013: $6,454Expenses 2013: $2,972Net Income 2013: $3,4822013Revenue 2014: $6,080Expenses 2014: $3,614Net Income 2014: $2,4662014Revenue 2015: $2,169Expenses 2015: $3,923Net Income 2015: -$1,7542015Revenue 2016: $1,151Expenses 2016: $2,115Net Income 2016: -$9642016Revenue 2017: $2,334Expenses 2017: $5,419Net Income 2017: -$3,0852017Revenue 2018: $2,412Expenses 2018: $3,111Net Income 2018: -$6992018Revenue 2019: $2,208Expenses 2019: $4,272Net Income 2019: -$2,0642019Revenue 2020: $2,548Expenses 2020: $3,614Net Income 2020: -$1,0662020Revenue 2021: $3,396Expenses 2021: $2,963Net Income 2021: $4332021Revenue 2022: $1,109Expenses 2022: $3,674Net Income 2022: -$2,5652022Revenue 2023: $834Expenses 2023: $3,320Net Income 2023: -$2,4862023Revenue 2024: $1,666Expenses 2024: $3,918Net Income 2024: -$2,2522024

Highlighted filing

2016

Revenue$1,151
Expenses$2,115
Net Income-$964
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$1,500-$1,500
ERNEST MATOUSEKTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Matousek Charitable Trust
EIN
73-6237345
Phone
4148153684
Address
BMO Harris Bank NA PO BOX 2977, MILWAUKEE, WI 53201

Signing Officer

Name
Joseph Horstmeier
Title
Vice President
Phone
4148153684
Signed
2017-05-08

Preparer

Firm
TMI Trust Company
Address
11270 West Park Place Ste 105, Milwaukee, WI 53224
Preparer
Laura Vogel CPA
Phone
4148153956
Raw XML Appendix314 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Long-Term Sales - See attached schedule
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Short-Term Sales - See attached Schedule
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164.633 BMO LGM EMERGING MARKETS EQUITY FD #754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2125.038 BMO PYRFORD INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332.123 BMO SMALL CAP VALUE FUND CL #1038
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm525.630 BMO SMALL-CAP GROWTH fUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm654.658 BMO MID-CAP VALUE FD
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2977
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878845
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToYear1Amt0600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02221
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0600
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01090
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02221
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01690
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt18
TaxesSchedule/TaxesDetail/CategoryTxt02015 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HORSTMEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04148153684
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATOUSEK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MATO
ReturnHeader/Filer/EIN0736237345
ReturnHeader/Filer/PhoneNum04148153684
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO Harris Bank NA PO BOX 2977
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0338BAFD63074D05C90A3422C665BEDB71B27F669
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId005CA157070A4A75FE88587430ED326213F5C8948
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.181.202.7
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:06:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153956
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA VOGEL CPA
ReturnHeader/ReturnTs02017-05-09T08:06:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,470
Liabilities
$0
Net assets
$45,470
Revenue
$1,151
Expenses
$2,115
Net income
-$964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$1.67$3.92$2.25
2023Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$0.83$3.32$2.49
2022Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.11$3.67$2.57
2021Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$3.40$2.96$0.43
2020Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$2.55$3.61$1.07
2019Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$2.21$4.27$2.06
2018Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$2.41$3.11$0.70
2017Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$2.33$5.42$3.09
2016Detailed filing. Detailed filing data is available for this year.$45.5$0.00$45.5$1.15$2.12$0.96
2015Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$2.17$3.92$1.75
2014Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$6.08$3.61$2.47
2013Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$6.45$2.97$3.48
2012Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$2.98
2011Summary only. Only limited summary data is available for this year.$43.3$0.00$2.59$3.45$0.86
2010Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$3.47