Civic Intelligence

Gladys E Knowles Charitable Trust 50315420

990PF • Fiscal year 2018 • EIN 81-0423029

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 11, 2019

Organization Profile
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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$33,855

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

66th percentile

5.2%

Faster asset growth than 66% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,959,141

Up $96,734 (+5.2%) from 2017

Net Assets

Up

$1,959,141

Up $96,734 (+5.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin87th percentile

Revenue

Up

$232,972

Up $61,101 (+36%) from 2017

Expenses

Down

$135,742

Down $26,098 (-16%) from 2017

Net Income

Up

$97,230

Up $87,199 (+869%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,925,706Liabilities 2010: $0Net Assets 2010: $1,925,7062010Assets 2011: $1,826,087Liabilities 2011: $12011Assets 2012: $1,806,229Liabilities 2012: $0Net Assets 2012: $1,806,2292012Assets 2013: $1,839,049Liabilities 2013: $0Net Assets 2013: $1,839,0492013Assets 2014: $1,859,612Liabilities 2014: $0Net Assets 2014: $1,859,6122014Assets 2015: $1,837,195Liabilities 2015: $0Net Assets 2015: $1,837,1952015Assets 2016: $1,907,843Liabilities 2016: $0Net Assets 2016: $1,907,8432016Assets 2017: $1,862,407Liabilities 2017: $0Net Assets 2017: $1,862,4072017Assets 2018: $1,959,141Liabilities 2018: $0Net Assets 2018: $1,959,1412018Assets 2019: $1,949,743Liabilities 2019: $0Net Assets 2019: $1,949,7432019Assets 2020: $2,014,324Liabilities 2020: $0Net Assets 2020: $2,014,3242020Assets 2021: $2,125,441Liabilities 2021: $0Net Assets 2021: $2,125,4412021Assets 2022: $1,962,793Liabilities 2022: $0Net Assets 2022: $1,962,7932022Assets 2023: $1,996,338Liabilities 2023: $0Net Assets 2023: $1,996,3382023Assets 2024: $1,997,564Liabilities 2024: $0Net Assets 2024: $1,997,5642024

Highlighted filing

2018

Assets$1,959,141
Liabilities$0
Net Assets$1,959,141
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$400K$200K$0-$200KExpenses 2010: $172,7642010Revenue 2011: $29,827Expenses 2011: $128,478Net Income 2011: -$98,6512011Expenses 2012: $130,9602012Revenue 2013: $168,583Expenses 2013: $135,757Net Income 2013: $32,8262013Revenue 2014: $159,075Expenses 2014: $138,606Net Income 2014: $20,4692014Revenue 2015: $122,331Expenses 2015: $136,328Net Income 2015: -$13,9972015Revenue 2016: $147,834Expenses 2016: $133,633Net Income 2016: $14,2012016Revenue 2017: $171,871Expenses 2017: $161,840Net Income 2017: $10,0312017Revenue 2018: $232,972Expenses 2018: $135,742Net Income 2018: $97,2302018Revenue 2019: $131,736Expenses 2019: $141,457Net Income 2019: -$9,7212019Revenue 2020: $201,375Expenses 2020: $136,769Net Income 2020: $64,6062020Revenue 2021: $260,648Expenses 2021: $149,526Net Income 2021: $111,1222021Revenue 2022: $86,934Expenses 2022: $249,557Net Income 2022: -$162,6232022Revenue 2023: $255,744Expenses 2023: $222,135Net Income 2023: $33,6092023Revenue 2024: $140,730Expenses 2024: $139,507Net Income 2024: $1,2232024

Highlighted filing

2018

Revenue$232,972
Expenses$135,742
Net Income$97,230
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 11, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$33,855-$33,855
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBIG HORN CNTY MEMORIAL HOSPGENERAL SUPPORTPCHARDIN, MT, US$49,121
Paid GrantST LUKES EPISCOPAL CHURCHGENERAL SUPPORTPCBILLINGS, MT, US$24,560
Paid GrantYELLOWSTONE BOYS & GIRLS RANCH FDNGENERAL SUPPORTPCBILLINGS, MT, US$8,842
Paid GrantINTERNATIONAL PEACESCHOLARSHIPIDES MOINES, IA, US$7,859
Paid GrantROCKY MOUNTAIN COLLEGEGENERAL SUPPORTPCBILLINGS, MT, US$7,859
Filing and Contact Details

Filer

Filer Name
Gladys E Knowles Charitable Trust
EIN
81-0423029
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2019-04-11
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/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102003-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112002-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151994-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182003-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202002-04-09

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,959,141
Liabilities
$0
Net assets
$1,959,141
Revenue
$232,972
Expenses
$135,742
Net income
$97,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.14$0.14$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.26$0.22$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.09$0.25$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.26$0.15$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.20$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.13$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.23$0.14$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.17$0.16$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.15$0.13$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.12$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.16$0.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.17$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.13
2011Summary only. Only limited summary data is available for this year.$1.83$0.00$0.03$0.13$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17