Civic Intelligence

Frank Hervey Cook Trust

990 • Fiscal year 2022 • EIN 81-6032266

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

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

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

64th percentile

6.1%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

1.3%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,233,607

Up $586,287 (+6.1%) from 2021

Net Assets

Up

$10,233,607

Up $586,287 (+6.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin92nd percentile

Revenue

Up

$1,011,096

Up $12,660 (+1.3%) from 2021

Expenses

Down

$374,018

Down $328 (-0.1%) from 2021

Net Income

Up

$637,078

Up $12,988 (+2.1%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2022

Assets$10,233,607
Liabilities$0
Net Assets$10,233,607
Open 2022 Filing

Operations Trend

Revenue Growth44th 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

2022

Revenue$1,011,096
Expenses$374,018
Net Income$637,078
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$2,188,126
Mission and Program Overview

Mission

Student scholarships and related fees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,644,815$10,233,607▲ $588,792
Investments in Publicly Traded Securities$9,378,669$9,938,074▲ $559,405
Savings and Temporary Cash Investments$263,789$274,622▲ $10,833
Cash and Non-Interest-Bearing Accounts$2,357$20,204▲ $17,847
Total Assets$9,644,815$10,233,607▲ $588,792
Other Assets Total-$707-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,644,815$10,233,607▲ $588,792
Total Liabilities and Net Assets / Fund Balance$9,644,815$10,233,607▲ $588,792
Compensation and Service Providers
Top Officer Pay14th percentile

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
$0
Program Service Revenue
$0
Investment Income
$773,565
Other Revenue
$237,531
Change in Net Assets
$637,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$316,432
Other Expenses$57,586
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$316,432--$316,432
Fees for Service Investment Mgmnt Fees-$50,756-$50,756
Other Expenses$1,095$4,585-$1,095
Fees for Services Accounting$1,050--$1,050
Total Functional Expenses$318,677$55,341$0$374,018
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Paul SchoolConcord, NH501(c)(3)For Scholarships and Fees$256,320
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
2023-05-08
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 $10,792, roc adj on cy sales ($53,197), rent/royalty adjustment”

Raw XML AppendixShowing 400 of 458 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/PYGrantsAndSimilarPaidAmt0314134
IRS990/PYInvestmentIncomeAmt0790866
IRS990/PYOtherExpensesAmt060212
IRS990/PYOtherRevenueAmt0176725
IRS990/PYRevenuesLessExpensesAmt0624090
IRS990/PYTotalExpensesAmt0374346
IRS990/PYTotalRevenueAmt0998436
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IRS990/ReconcilationRevenueExpnssAmt0637078
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0237531
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0237531
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09644815
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010233607
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0263789
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0274622
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0020222227
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0256320
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST PAUL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0256320
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt060112
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP RECIPIENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt0256320
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
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0325 PLEASANT STREET
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt5PY RETURN OF CAPITAL ADJ $10,792, ROC ADJ ON CY SALES ($53,197), RENT/ROYALTY ADJUSTMENT
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/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0020222227
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CONCORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd003301
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MT
IRS990/StatesWhereCopyOfReturnIsFldCd1CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09644815
IRS990/TotalAssetsEOYAmt010233607
IRS990/TotalAssetsGrp/BOYAmt09644815
IRS990/TotalAssetsGrp/EOYAmt010233607
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,233,607
Liabilities
$0
Net assets
$10,233,607
Revenue
$1,011,096
Expenses
$374,018
Net income
$637,078
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