Civic Intelligence

Jane Buttrey Memorial Trust 50212080

990PF • Fiscal year 2017 • EIN 81-6014941

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 19, 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.

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

7th percentile

-68%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

47th percentile

$12,664

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 28.2% of source-year revenue.

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

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

89th percentile

84%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,147,675

Down $30,462 (-2.6%) from 2016

Net Assets

Down

$1,147,675

Down $30,462 (-2.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$44,834

Up $20,532 (+84%) from 2016

Expenses

Down

$75,260

Down $4,453 (-5.6%) from 2016

Net Income

Up

-$30,426

Up $24,985 (+45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,113,376Liabilities 2011: $0Net Assets 2011: $1,113,3762011Assets 2012: $1,067,970Liabilities 2012: $12012Assets 2013: $1,253,324Liabilities 2013: $0Net Assets 2013: $1,253,3242013Assets 2014: $1,221,678Liabilities 2014: $0Net Assets 2014: $1,221,6782014Assets 2015: $1,233,545Liabilities 2015: $0Net Assets 2015: $1,233,5452015Assets 2016: $1,178,137Liabilities 2016: $0Net Assets 2016: $1,178,1372016Assets 2017: $1,147,675Liabilities 2017: $0Net Assets 2017: $1,147,6752017Assets 2018: $1,148,063Liabilities 2018: $0Net Assets 2018: $1,148,0632018Assets 2019: $1,142,695Liabilities 2019: $0Net Assets 2019: $1,142,6952019Assets 2020: $1,109,172Liabilities 2020: $0Net Assets 2020: $1,109,1722020Assets 2021: $1,128,370Liabilities 2021: $0Net Assets 2021: $1,128,3702021Assets 2022: $1,177,528Liabilities 2022: $0Net Assets 2022: $1,177,5282022Assets 2023: $1,170,332Liabilities 2023: $0Net Assets 2023: $1,170,3322023Assets 2024: $1,138,228Liabilities 2024: $0Net Assets 2024: $1,138,2282024Assets 2025: $1,103,662Liabilities 2025: $0Net Assets 2025: $1,103,6622025

Highlighted filing

2017

Assets$1,147,675
Liabilities$0
Net Assets$1,147,675
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $52,5902011Revenue 2012: $28,609Expenses 2012: $74,376Net Income 2012: -$45,7672012Expenses 2013: $75,0982013Revenue 2014: $55,906Expenses 2014: $87,551Net Income 2014: -$31,6452014Revenue 2015: $75,214Expenses 2015: $67,432Net Income 2015: $7,7822015Revenue 2016: $24,302Expenses 2016: $79,713Net Income 2016: -$55,4112016Revenue 2017: $44,834Expenses 2017: $75,260Net Income 2017: -$30,4262017Revenue 2018: $77,284Expenses 2018: $76,406Net Income 2018: $8782018Revenue 2019: $70,334Expenses 2019: $75,463Net Income 2019: -$5,1292019Revenue 2020: $42,958Expenses 2020: $76,573Net Income 2020: -$33,6152020Revenue 2021: $95,562Expenses 2021: $76,322Net Income 2021: $19,2402021Revenue 2022: $133,323Expenses 2022: $84,667Net Income 2022: $48,6562022Revenue 2023: $91,044Expenses 2023: $98,149Net Income 2023: -$7,1052023Revenue 2024: $49,197Expenses 2024: $81,301Net Income 2024: -$32,1042024Revenue 2025: $79,371Expenses 2025: $84,436Net Income 2025: -$5,0652025

Highlighted filing

2017

Revenue$44,834
Expenses$75,260
Net Income-$30,426
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$12,664-$12,664
Filing and Contact Details

Filer

Filer Name
Jane Buttrey Memorial Trust
EIN
81-6014941
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2017-10-19
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73060505104 BANK OF AMERICA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93741479109 PRICE T ROWE GROWTH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98501044101 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99674599105 OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100464288877 ISHARES MSCI EAFE VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10100206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10568389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10674005P104 PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108779572106 T ROWE PRICE SMALL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109136385101 CANADIAN NATURAL RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111378690606 GLENMEDE SC EQUITY P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11202079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11309062X103 BIOGEN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11568381K606 OPPENHEIMER SENIOR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11817275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11969331C108 PG E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12003027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121816851109 SEMPRA ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12306738C778 IPATH DOW JONES UBS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12422160K105 COSTCO WHSL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12647804M878 JOHN HANCOCK II GL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128464288687 ISHARES S P U S PRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12900287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130670690387 NUVEEN INFLATION PRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131922908736 VANGUARD GROWTH VIPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135693506107 P P G INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136922908645 VANGUARD MID-CAP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13719765N245 COLUMBIA FDS SER DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138057071854 BAIRD AGGREGATE BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139149498107 CAUSEWAY EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140024835100 AMERICAN CAMPUS COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14174925K581 ROBECO BOSTON PARTNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142464288885 ISHARES MSCI EAFE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14777957Y106 T ROWE PRICE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14830231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14991324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150744320102 PRUDENTIAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153125509109 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15414149Y108 CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155608190104 MOHAWK INDS INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15631420B300 FEDERATED INST HI YL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15781762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158922908686 VANGUARD SMALL CAP I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GILEAD SCIENCES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12STERICYCLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13T. ROWE PRICE GROWTH STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14THE PRICELINE GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18CALVERT SHORT DURATION INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20CIGNA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21COCA COLA COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22COLUMBIA FDS SER DIVIDEND INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23COSTCO WHSL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24CVS HEALTH CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ALPHABET INC CL A
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt031707
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014

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Filings

Displayed year

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

Open filing
Assets
$1,147,675
Liabilities
$0
Net assets
$1,147,675
Revenue
$44,834
Expenses
$75,260
Net income
-$30,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.13$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.03$0.07$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05
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