Civic Intelligence

Frank Hervey Cook Trust

990 • Fiscal year 2021 • EIN 81-6032266

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(406) 447-5253

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

41st percentile

6.1%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

83%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$9,647,320

Up $552,047 (+6.1%) from 2020

Net Assets

Up

$9,647,320

Up $552,047 (+6.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin91st percentile

Revenue

Up

$998,436

Up $452,435 (+83%) from 2020

Expenses

Up

$374,346

Up $3,336 (+0.9%) from 2020

Net Income

Up

$624,090

Up $449,099 (+257%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2021

Assets$9,647,320
Liabilities$0
Net Assets$9,647,320
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$998,436
Expenses$374,346
Net Income$624,090
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Gross Receipts
$2,687,134
Mission and Program Overview

Mission

Student scholarships and related fees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,095,273$9,647,320▲ $552,047
Investments in Publicly Traded Securities$8,792,702$9,378,669▲ $585,967
Savings and Temporary Cash Investments$257,565$263,789▲ $6,224
Cash and Non-Interest-Bearing Accounts$1,605$2,357▲ $752
Total Assets$9,095,273$9,647,320▲ $552,047
Other Assets Total$43,401$2,505▼ $40,896
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,095,273$9,647,320▲ $552,047
Total Liabilities and Net Assets / Fund Balance$9,095,273$9,647,320▲ $552,047
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Alex BlakeTrustee
Heather CrutchfieldTrustee
Joe JessepeTrustee
Lilly CorningTrustee
Marett TaylorTrustee
Mark EtchartTrustee
Scott HughesTrustee
Seth SchelinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$30,845
Program Service Revenue
$0
Investment Income
$790,866
Other Revenue
$176,725
All Other Contributions
$30,845
Change in Net Assets
$624,090

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$26,910High/low Valuation on Donation Date
Total Noncash Contributions1$26,910-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$314,134
Other Expenses$60,212
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$314,134--$314,134
Fees for Service Investment Mgmnt Fees-$53,088-$53,088
Fees for Services Other$3,943--$3,943
Other Expenses-$2,131-$2,131
Fees for Services Accounting$1,050--$1,050
Total Functional Expenses$319,127$55,219$0$374,346
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Paul SchoolConcord, NH501(c)(3)For Scholarships and Fees$281,428
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
2022-11-14
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pricewaterhousecoopers 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

“Py return of capital adj ($59) , roc adj on cy sales ($1,266) , poai ($8) , fmv of assets contributed over basis ($26,909) , rent/royalty adjustment ($43,801)”

Raw XML Appendix396 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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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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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt026910
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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/ExplanationTxt5PY RETURN OF CAPITAL ADJ ($59) , ROC ADJ ON CY SALES ($1,266) , POAI ($8) , FMV OF ASSETS CONTRIBUTED OVER BASIS ($26,909) , RENT/ROYALTY ADJUSTMENT ($43,801)
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/USAddress/AddressLine1Txt0325 PLEASANT ST
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IRS990/TerminateOperationsInd0false
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SETH SCHELIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04064475253
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK HERVEY COOK TRUST
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ReturnHeader/Filer/PhoneNum04064475253
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T19:00:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,647,320
Liabilities
$0
Net assets
$9,647,320
Revenue
$998,436
Expenses
$374,346
Net income
$624,090
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