Civic Intelligence

Andy L and Leone Sheldon Charitable Tr

990PF • Fiscal year 2017 • EIN 77-6226019

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 31, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(414) 765-6446

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

29th percentile

-4.6%

Higher net margin than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$38,940

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

37th percentile

-0.3%

Faster asset growth than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,779,912

Down $8,044 (-0.3%) from 2016

Net Assets

Down

$2,779,912

Down $8,044 (-0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin29th percentile

Revenue

Up

$172,046

Up $173,657 (+10779%) from 2016

Expenses

Down

$179,907

Down $6,324 (-3.4%) from 2016

Net Income

Up

-$7,861

Up $179,981 (+96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,723,797Liabilities 2010: $0Net Assets 2010: $2,723,7972010Assets 2011: $2,728,000Liabilities 2011: $0Net Assets 2011: $2,728,0002011Assets 2012: $2,634,077Liabilities 2012: $0Net Assets 2012: $2,634,0772012Assets 2013: $2,833,470Liabilities 2013: $0Net Assets 2013: $2,833,4702013Assets 2014: $3,136,728Liabilities 2014: $12014Assets 2015: $2,971,205Liabilities 2015: $0Net Assets 2015: $2,971,2052015Assets 2016: $2,787,956Liabilities 2016: $0Net Assets 2016: $2,787,9562016Assets 2017: $2,779,912Liabilities 2017: $0Net Assets 2017: $2,779,9122017Assets 2018: $2,734,515Liabilities 2018: $0Net Assets 2018: $2,734,5152018Assets 2019: $2,673,813Liabilities 2019: $0Net Assets 2019: $2,673,8132019Assets 2020: $2,489,677Liabilities 2020: $0Net Assets 2020: $2,489,6772020Assets 2021: $2,501,661Liabilities 2021: $0Net Assets 2021: $2,501,6612021Assets 2022: $2,411,628Liabilities 2022: $0Net Assets 2022: $2,411,6282022Assets 2023: $2,310,427Liabilities 2023: $12023Assets 2024: $2,371,153Liabilities 2024: $0Net Assets 2024: $2,371,1532024

Highlighted filing

2017

Assets$2,779,912
Liabilities$0
Net Assets$2,779,912
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $146,3752010Expenses 2011: $170,7352011Expenses 2012: $175,8422012Revenue 2013: $373,621Expenses 2013: $174,228Net Income 2013: $199,3932013Revenue 2014: $497,117Expenses 2014: $192,316Net Income 2014: $304,8012014Revenue 2015: $30,544Expenses 2015: $195,178Net Income 2015: -$164,6342015Revenue 2016: -$1,611Expenses 2016: $186,231Net Income 2016: -$187,8422016Revenue 2017: $172,046Expenses 2017: $179,907Net Income 2017: -$7,8612017Revenue 2018: $150,357Expenses 2018: $195,610Net Income 2018: -$45,2532018Revenue 2019: $120,349Expenses 2019: $179,259Net Income 2019: -$58,9102019Revenue 2020: -$3,445Expenses 2020: $180,858Net Income 2020: -$184,3032020Revenue 2021: $193,128Expenses 2021: $181,131Net Income 2021: $11,9972021Revenue 2022: $116,216Expenses 2022: $204,876Net Income 2022: -$88,6602022Revenue 2023: $79,479Expenses 2023: $179,711Net Income 2023: -$100,2322023Revenue 2024: $238,758Expenses 2024: $192,193Net Income 2024: $46,5652024

Highlighted filing

2017

Revenue$172,046
Expenses$179,907
Net Income-$7,861
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 31, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$38,940-$38,940
Filing and Contact Details

Filer

Filer Name
Andy L & Leone Sheldon Charitable Tr
EIN
77-6226019
Phone
4147656446
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Dave Rau US Bank Na
Title
Trustee
Phone
4147656446
Signed
2018-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-1017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1977587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt85015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-3576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-1100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-1017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt075000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt327582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4119902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt550095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt743461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt826260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt915068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10139894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1171424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1268900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1449794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1535206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16137898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1720011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1845046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03076.292 CAMBIAR INTL EQUITY FUND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14686.036 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2102.778 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31226.42 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc411824.642 PRINCIPAL PREFERRED SEC INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc54734.849 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61916.443 CAMBIAR INTL EQUITY FUND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc74024.183 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8500. ISHARES MSCI EAFE VALUE INDEX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9678.733 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1013905.93 NUVEEN SHORT DUR HI YLD MUNI BD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1111039.225 INV BALANCE RISK COMM STR Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc126168.298 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13980.942 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc145159.959 NOMURA HIGH YIELD FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc153428.012 COLUMBIA INCOME FD CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1613427.308 COLUMBIA INCOME FD CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171130.582 NUVEEN PREFERRED SECURITIES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc184563.895 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt091481
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7861
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02779912
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02787771
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02779912
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0147187
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0147187
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0147187
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0149845
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02658
IRS990PF/DistributableAmountGrp/TotalTaxAmt02658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0311
IRS990PF/FMVAssetsEOYAmt03177996
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02787771
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02779912
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01785
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06304
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06304
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0808553
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0459841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0467175
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01789215
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02203768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02594515
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06498
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01234
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01234
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0136000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt045720
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0108765
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0108768
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02787771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02779912
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03177996
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02787771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02779912
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02787771
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02779912
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03042537
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041936
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03000601
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045638
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0149845
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02996899
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03042537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt038940
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0777 E WISCONSIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0147361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0148690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0150887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0149999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0146490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0149815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0147999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.0528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02996899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02857716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03032180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03182919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03118533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02988573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0142697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245855
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0142697
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0142697
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0142697
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,779,912
Liabilities
$0
Net assets
$2,779,912
Revenue
$172,046
Expenses
$179,907
Net income
-$7,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.24$0.19$0.05
2023Summary only. Only limited summary data is available for this year.$2.31$0.00$0.08$0.18$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.12$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.19$0.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.00$0.18$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.12$0.18$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.15$0.20$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.17$0.18$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.00$0.19$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.03$0.20$0.16
2014Summary only. Only limited summary data is available for this year.$3.14$0.00$0.50$0.19$0.30
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.37$0.17$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.15