Civic Intelligence

Robert B & Pearl P Richardson Charitable Trust

990PF • Fiscal year 2016 • EIN 81-6010500

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 22, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-148%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$55,407

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 45.3% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

27th percentile

-3.7%

Faster asset growth than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,764,037

Down $181,751 (-3.7%) from 2015

Net Assets

$4,764,037

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$122,202

Down $52,355 (-30%) from 2015

Expenses

Down

$303,237

Down $27,693 (-8.4%) from 2015

Net Income

Down

-$181,035

Down $24,662 (-16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,487,133Liabilities 2011: $0Net Assets 2011: $4,487,1332011Assets 2012: $4,642,825Liabilities 2012: $0Net Assets 2012: $4,642,8252012Assets 2013: $4,744,628Liabilities 2013: $0Net Assets 2013: $4,744,6282013Assets 2014: $5,102,156Liabilities 2014: $0Net Assets 2014: $5,102,1562014Assets 2015: $4,945,788Liabilities 2015: $02015Assets 2016: $4,764,037Liabilities 2016: $0Net Assets 2016: $4,764,0372016Assets 2017: $4,631,444Liabilities 2017: $0Net Assets 2017: $4,631,4442017Assets 2018: $4,564,638Liabilities 2018: $0Net Assets 2018: $4,564,6382018Assets 2019: $4,445,430Liabilities 2019: $0Net Assets 2019: $4,445,4302019Assets 2020: $4,497,910Liabilities 2020: $0Net Assets 2020: $4,497,9102020Assets 2021: $4,536,295Liabilities 2021: $0Net Assets 2021: $4,536,2952021Assets 2022: $4,590,595Liabilities 2022: $0Net Assets 2022: $4,590,5952022Assets 2023: $4,520,517Liabilities 2023: $0Net Assets 2023: $4,520,5172023Assets 2024: $4,419,658Liabilities 2024: $0Net Assets 2024: $4,419,6582024

Highlighted filing

2016

Assets$4,764,037
Liabilities$0
Net Assets$4,764,037
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $313,3882011Expenses 2012: $310,9582012Revenue 2013: $431,772Expenses 2013: $329,969Net Income 2013: $101,8032013Revenue 2014: $695,615Expenses 2014: $338,126Net Income 2014: $357,4892014Revenue 2015: $174,557Expenses 2015: $330,930Net Income 2015: -$156,3732015Revenue 2016: $122,202Expenses 2016: $303,237Net Income 2016: -$181,0352016Revenue 2017: $188,981Expenses 2017: $321,298Net Income 2017: -$132,3172017Revenue 2018: $258,232Expenses 2018: $323,979Net Income 2018: -$65,7472018Revenue 2019: $197,837Expenses 2019: $316,289Net Income 2019: -$118,4522019Revenue 2020: $394,738Expenses 2020: $342,007Net Income 2020: $52,7312020Revenue 2021: $400,923Expenses 2021: $362,529Net Income 2021: $38,3942021Revenue 2022: $351,169Expenses 2022: $295,313Net Income 2022: $55,8562022Revenue 2023: $264,678Expenses 2023: $336,072Net Income 2023: -$71,3942023Revenue 2024: $236,857Expenses 2024: $337,481Net Income 2024: -$100,6242024

Highlighted filing

2016

Revenue$122,202
Expenses$303,237
Net Income-$181,035
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$55,407-$55,407
Filing and Contact Details

Filer

Filer Name
R B & Pearl P Richardson Trust
EIN
81-6010500
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2017-04-22
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29MARATHON PETROLEUM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30NUVEEN PREFERRED SECURITIES FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31P G E CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32P N C FINANCIAL SERVICES GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33P P G INDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34PARNASSUS CORE EQUITY INCOME I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36PRUDENTIAL SHORT DUR HI YLD IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40SPDR S P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42STERICYCLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43T ROWE PRICE INTL GR&INC FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44T ROWE PRICE MID CAP GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45T ROWE PRICE MID CAP VALUE FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47THE PRICELINE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48U S TREASURY NT 2.000% 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49UNITED TECHNOLOGIES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51VANGUARD EQUITY INCOME ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52VANGUARD MID CAP INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53VANGUARD REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54VANGUARD SMALL CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55VERIZON COMMUNICATIONS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57WELLS FARGO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58WELLS FARGO COM MTN 2.150% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59AMERICAN HONDA MTN 1.125% 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60CVS HEALTH CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61E TRADE FINANCIAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63ELECTRONIC ARTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66SPDR S P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2176538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt325599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt525219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6143145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt77940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt882443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt99684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1018568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1321758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt145183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1526673
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1922667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt209324
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3029887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt314254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3221638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt335780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3418079
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36172879
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3814643
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4119932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt423544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43273632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4480568
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4619863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4714661
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4916443
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5133064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52117804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5346217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5417297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5518416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt568640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5717360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5825138
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Filings

Displayed year

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

Open filing
Assets
$4,764,037
Liabilities
$0
Net assets
$4,764,037
Revenue
$122,202
Expenses
$303,237
Net income
-$181,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.24$0.34$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.26$0.34$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.35$0.30$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.40$0.36$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.39$0.34$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.20$0.32$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.26$0.32$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.19$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.12$0.30$0.18
2015Summary only. Only limited summary data is available for this year.$4.95$0.00$0.17$0.33$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.70$0.34$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.43$0.33$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.31