Civic Intelligence

Matousek Charitable Trust

990PF • Fiscal year 2021 • EIN 73-6237345

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

Organization Profile
C/O TMI Trust 115 South 84th StMilwaukee, WI 53214

(414) 875-3244

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 44.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

1.1%

Faster asset growth than 45% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

33%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$38,994

Up $439 (+1.1%) from 2020

Net Assets

Up

$38,994

Up $439 (+1.1%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin56th percentile

Revenue

Up

$3,396

Up $848 (+33%) from 2020

Expenses

Down

$2,963

Down $651 (-18%) from 2020

Net Income

Up

$433

Up $1,499 (+141%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2021

Assets$38,994
Liabilities$1
Net Assets$38,994
Open 2021 Filing

Operations Trend

Revenue Growth69th 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

2021

Revenue$3,396
Expenses$2,963
Net Income$433
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay79th 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
4148753244
Address
C/O TMI Trust 115 South 84th St, Milwaukee, WI 53214

Signing Officer

Name
Joseph Horstmeier
Title
Vice President
Phone
4148753244
Signed
2022-04-29

Preparer

Firm
TMI Trust Company
Address
115 S 84th St Ste 325, Milwaukee, WI 53214
Preparer
Laura Vogel CPA
Phone
4148753244
Raw XML Appendix328 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/AcquiredDt22020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short term capital gains - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long term capital gain dividend
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Long term capital gain see attached
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long term capital gains - see attached
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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/AddressLine1Txt0790 N Water St Floor 11
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142877069
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH ROMAN CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JOSEPH'S ROMAN CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Religous
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 N CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HENNESSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173720
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01436
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/AppliedToYear1Amt01435
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01435
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02141
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01435
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02021 ROC
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Rounding
TaxesSchedule/TaxesDetail/Amt014
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt02020 Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Horstmeier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753244
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATOUSEK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MATO
ReturnHeader/Filer/EIN0736237345
ReturnHeader/Filer/PhoneNum04148753244
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TMI Trust 115 South 84th St
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562075834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th St Ste 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04148753244
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Vogel CPA
ReturnHeader/ReturnTs02022-05-03T07:22:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Horstmeier
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,994
Liabilities
$1
Net assets
$38,994
Revenue
$3,396
Expenses
$2,963
Net income
$433
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