Civic Intelligence

Jane Buttrey Memorial Trust 50212080

990PF • Fiscal year 2019 • EIN 81-6014941

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 22, 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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

28th percentile

-7.3%

Higher net margin than 28% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$13,029

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-9.0%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,142,695

Down $5,368 (-0.5%) from 2018

Net Assets

Down

$1,142,695

Down $5,368 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin28th percentile

Revenue

Down

$70,334

Down $6,950 (-9.0%) from 2018

Expenses

Down

$75,463

Down $943 (-1.2%) from 2018

Net Income

Down

-$5,129

Down $6,007 (-684%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$1,142,695
Liabilities$0
Net Assets$1,142,695
Open 2019 Filing

Operations Trend

Revenue Growth26th 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

2019

Revenue$70,334
Expenses$75,463
Net Income-$5,129
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 22, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$13,029-$13,029
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
2019-10-22
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/EOYFMVAmt113157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212476
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt033244
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt070334
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01303
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011726
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013029
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033036
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033244
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5129
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0606077
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt057897
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt061303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt075463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt070126
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt070334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015463
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92004-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132004-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192003-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272003-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282003-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-02-13

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,142,695
Liabilities
$0
Net assets
$1,142,695
Revenue
$70,334
Expenses
$75,463
Net income
-$5,129
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