Civic Intelligence

Frank Hervey Cook Trust

EIN 81-6032266 • 501(c)3 • Milwaukee, WI

Profile

Student scholarships and related fees

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

4.2%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

12%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,991,248

Up $446,369 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,991,248

Up $446,369 (+4.2%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin92nd percentile

Revenue

Up

$733,122

Up $79,930 (+12%) from 2023

Expenses

Down

$285,400

Down $56,497 (-17%) from 2023

Net Income

Up

$447,722

Up $136,427 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $5,259,956Liabilities 2011: $0Net Assets 2011: $5,259,9562011Assets 2012: $5,650,680Liabilities 2012: $0Net Assets 2012: $5,650,6802012Assets 2013: $6,450,822Liabilities 2013: $0Net Assets 2013: $6,450,8222013Assets 2014: $7,303,924Liabilities 2014: $0Net Assets 2014: $7,303,9242014Assets 2015: $7,698,946Liabilities 2015: $0Net Assets 2015: $7,698,9462015Assets 2016: $7,971,883Liabilities 2016: $0Net Assets 2016: $7,971,8832016Assets 2017: $8,363,903Liabilities 2017: $0Net Assets 2017: $8,363,9032017Assets 2018: $8,737,741Liabilities 2018: $0Net Assets 2018: $8,737,7412018Assets 2019: $8,867,030Liabilities 2019: $0Net Assets 2019: $8,867,0302019Assets 2020: $9,095,273Liabilities 2020: $0Net Assets 2020: $9,095,2732020Assets 2021: $9,647,320Liabilities 2021: $0Net Assets 2021: $9,647,3202021Assets 2022: $10,233,607Liabilities 2022: $0Net Assets 2022: $10,233,6072022Assets 2023: $10,544,879Liabilities 2023: $0Net Assets 2023: $10,544,8792023Assets 2024: $10,991,248Liabilities 2024: $0Net Assets 2024: $10,991,2482024

Highlighted filing

2024

Assets$10,991,248
Liabilities$0
Net Assets$10,991,248
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2011: $712,344Expenses 2011: $223,580Net Income 2011: $488,7642011Revenue 2012: $670,775Expenses 2012: $280,051Net Income 2012: $390,7242012Revenue 2013: $1,069,526Expenses 2013: $269,384Net Income 2013: $800,1422013Revenue 2014: $1,145,886Expenses 2014: $292,784Net Income 2014: $853,1022014Revenue 2015: $698,774Expenses 2015: $304,990Net Income 2015: $393,7842015Revenue 2016: $567,177Expenses 2016: $294,314Net Income 2016: $272,8632016Revenue 2017: $732,897Expenses 2017: $340,881Net Income 2017: $392,0162017Revenue 2018: $763,473Expenses 2018: $389,701Net Income 2018: $373,7722018Revenue 2019: $517,204Expenses 2019: $387,395Net Income 2019: $129,8092019Revenue 2020: $546,001Expenses 2020: $371,010Net Income 2020: $174,9912020Revenue 2021: $998,436Expenses 2021: $374,346Net Income 2021: $624,0902021Revenue 2022: $1,011,096Expenses 2022: $374,018Net Income 2022: $637,0782022Revenue 2023: $653,192Expenses 2023: $341,897Net Income 2023: $311,2952023Revenue 2024: $733,122Expenses 2024: $285,400Net Income 2024: $447,7222024

Highlighted filing

2024

Revenue$733,122
Expenses$285,400
Net Income$447,722
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,991,248
Liabilities
$0
Net assets
$10,991,248
Revenue
$733,122
Expenses
$285,400
Net income
$447,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.00$11.0$0.73$0.29$0.45
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.65$0.34$0.31
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.01$0.37$0.64
2021Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$1.00$0.37$0.62
2020Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.55$0.37$0.17
2019Summary only. Only limited summary data is available for this year.$8.87$0.00$8.87$0.52$0.39$0.13
2018Summary only. Only limited summary data is available for this year.$8.74$0.00$8.74$0.76$0.39$0.37
2017Summary only. Only limited summary data is available for this year.$8.36$0.00$8.36$0.73$0.34$0.39
2016Summary only. Only limited summary data is available for this year.$7.97$0.00$7.97$0.57$0.29$0.27
2015Summary only. Only limited summary data is available for this year.$7.70$0.00$7.70$0.70$0.30$0.39
2014Summary only. Only limited summary data is available for this year.$7.30$0.00$7.30$1.15$0.29$0.85
2013Summary only. Only limited summary data is available for this year.$6.45$0.00$6.45$1.07$0.27$0.80
2012Summary only. Only limited summary data is available for this year.$5.65$0.00$5.65$0.67$0.28$0.39
2011Summary only. Only limited summary data is available for this year.$5.26$0.00$5.26$0.71$0.22$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$2,970,853
Mission and Program Overview

Mission

Student scholarships and related fees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,544,879$10,991,248▲ $446,369
Investments in Publicly Traded Securities$10,252,318$10,354,295▲ $101,977
Savings and Temporary Cash Investments$291,371$634,770▲ $343,399
Total Assets$10,544,879$10,991,248▲ $446,369
Other Assets Total$1,190$2,183▲ $993
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,544,879$10,991,248▲ $446,369
Total Liabilities and Net Assets / Fund Balance$10,544,879$10,991,248▲ $446,369
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeff ArbizzaniBoard Member
Alex BlakeTrustee
Eric JacobsenTrustee
Faye Hanson WarrenTrustee
Heather CrutchfieldTrustee
Jael KampfeTrustee
James TaylorTrustee
Jamie DoggettTrustee
Joe JessepeTrustee
Keith LauverTrustee
Lilly CorningTrustee
Marett TaylorTrustee
Mark EtchartTrustee
Meg GildehausTrustee
Michael G HirschfeldTrustee
Scott HughesTrustee
Seth SchelinTrustee
Valerie WebsterTrustee
Jeffrey SherlockUsb Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,675
Program Service Revenue
$0
Investment Income
$580,746
Other Revenue
$146,701
All Other Contributions
$5,675
Change in Net Assets
$447,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$218,744
Other Expenses$66,656
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$218,744--$218,744
Fees for Service Investment Mgmnt Fees-$59,612-$59,612
Other Expenses$1,635$4,559-$1,635
Fees for Services Accounting$750--$750
Total Functional Expenses$221,229$64,171$0$285,400
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Paul SchoolConcord, NH501(c)(3)For Scholarships and Fees$166,244
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“NO”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NO”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Us bank charitable services group compiles form 990 and the foundation reviews the form before signing”

Form 990, Page 6, Part VI, Line 19

“Upon Request from US Bank or the Individual Trustee or Directors”

Form 990, Page 7, Part VII, Section A

“1”

Filing and Contact Details

Filer

Filer Name
Frank Hervey Cook Trust
EIN
81-6032266
Phone
4064475253
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Seth Schelin
Title
Trustee
Phone
4064475253
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Mt
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cy purchase of accrued interest (1,332); py return of capital adjustment (24); rounding 3”

Raw XML AppendixShowing 400 of 464 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc2OTHER MISC EXPENSES
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0166244
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST PAUL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0166244
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt052500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP RECIPIENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
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IRS990ScheduleI/RecipientTable/CashGrantAmt0166244
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR SCHOLARSHIPS AND FEES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST PAUL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0BUSINESS OFFICE
IRS990ScheduleI/RecipientTable/RecipientEIN0020222227
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0CONCORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0033012591
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AN ANNUAL REPORT REGARDING THE EXPENDITURES / SCHOLARSHIPS IS PREPARED BY THE SUPPORTING ORGANIZATION AND REVIEWED BY THE TRUSTEES .
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2US BANK CHARITABLE SERVICES GROUP COMPILES FORM 990 AND THE FOUNDATION REVIEWS THE FORM BEFORE SIGNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon Request from US Bank or the Individual Trustee or Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CY PURCHASE OF ACCRUED INTEREST (1,332); PY RETURN OF CAPITAL ADJUSTMENT (24); ROUNDING 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0020222227
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
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