Civic Intelligence

George W Conklin Trust UW

990PF • Fiscal year 2017 • EIN 81-6053603

Dec 01, 2016 to Nov 30, 2017 • Filed on Jan 24, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-26%

Higher net margin than 15% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$4,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 64.4% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$198,110

Down $1,643 (-0.8%) from 2016

Net Assets

Down

$198,110

Down $1,643 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$6,216

Down $4,735 (-43%) from 2016

Expenses

Up

$7,859

Up $2,276 (+41%) from 2016

Net Income

Down

-$1,643

Down $7,011 (-131%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2010: $206,285Liabilities 2010: $0Net Assets 2010: $206,2852010Assets 2011: $203,388Liabilities 2011: $0Net Assets 2011: $203,3882011Assets 2012: $202,335Liabilities 2012: $0Net Assets 2012: $202,3352012Assets 2013: $201,677Liabilities 2013: $02013Assets 2014: $204,448Liabilities 2014: $0Net Assets 2014: $204,4482014Assets 2015: $194,384Liabilities 2015: $02015Assets 2016: $199,753Liabilities 2016: $0Net Assets 2016: $199,7532016Assets 2017: $198,110Liabilities 2017: $0Net Assets 2017: $198,1102017Assets 2018: $197,865Liabilities 2018: $0Net Assets 2018: $197,8652018Assets 2019: $184,188Liabilities 2019: $0Net Assets 2019: $184,1882019Assets 2020: $173,770Liabilities 2020: $0Net Assets 2020: $173,7702020Assets 2021: $175,702Liabilities 2021: $0Net Assets 2021: $175,7022021Assets 2022: $188,538Liabilities 2022: $0Net Assets 2022: $188,5382022Assets 2023: $184,183Liabilities 2023: $0Net Assets 2023: $184,1832023Assets 2024: $186,073Liabilities 2024: $0Net Assets 2024: $186,0732024

Highlighted filing

2017

Assets$198,110
Liabilities$0
Net Assets$198,110
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$20K$0-$20KExpenses 2010: $6,0772010Expenses 2011: $5,8612011Expenses 2012: $7,1272012Revenue 2013: $26,534Expenses 2013: $27,190Net Income 2013: -$6562013Revenue 2014: $18,830Expenses 2014: $16,057Net Income 2014: $2,7732014Revenue 2015: $4,601Expenses 2015: $14,664Net Income 2015: -$10,0632015Revenue 2016: $10,951Expenses 2016: $5,583Net Income 2016: $5,3682016Revenue 2017: $6,216Expenses 2017: $7,859Net Income 2017: -$1,6432017Revenue 2018: $3,853Expenses 2018: $4,099Net Income 2018: -$2462018Revenue 2019: $7,302Expenses 2019: $20,946Net Income 2019: -$13,6442019Revenue 2020: $7,280Expenses 2020: $17,593Net Income 2020: -$10,3132020Revenue 2021: $22,517Expenses 2021: $20,589Net Income 2021: $1,9282021Revenue 2022: $18,941Expenses 2022: $6,105Net Income 2022: $12,8362022Revenue 2023: $5,695Expenses 2023: $10,047Net Income 2023: -$4,3522023Revenue 2024: $12,246Expenses 2024: $10,356Net Income 2024: $1,8902024

Highlighted filing

2017

Revenue$6,216
Expenses$7,859
Net Income-$1,643
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
George W Conklin Tr Uw
EIN
81-6053603
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-01-24
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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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05034643580
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SHODAIR CHILDREN'S HOSPITAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AL BEDO SHRINE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1174
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 5539
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 2509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 20673
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BILLINGS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010107
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt16595
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt27487
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt315810
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt42970
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt58561
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt74950
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt85287
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt97903
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1011989
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1113710
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1211837
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt136589
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1418787
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1545209
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt164768
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1710010
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BAIRD AGGREGATE BOND FD INSTL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1BARON EMERGING MARKETS INSTITU
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CAUSEWAY EMERGING MARKETS INST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3FIDELITY INVT TR AD INTL DISCI
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4INV BALANCE RISK COMM STR Y
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5ISHARES CORE MSCI TOTAL INTL S
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6ISHARES EDGE MSCI USA QUALITY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7ISHARES MEDGE MSCI USA MOMENTU
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8NUVEEN INFLATION PRO SEC CL I
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9NUVEEN REAL ESTATE SECS I
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10NUVEEN SHORT DUR HI YLD MUNI B
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11PRUDENTIAL SHORT DUR HI YLD IN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12ROBECO BOSTON PARTNERS L S RSR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13SALIENT MLP ENERGY INFRASTRUCT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc14T ROWE PRICE INTL GR&INC FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc15VANGUARD 500 INDEX ADMIRAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc16VANGUARD SMALL CAP INDEX FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc17VOYA INTERNATIONAL REAL ESTATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt30
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt40
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt50
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt60
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt70
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt80
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt90
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt110

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$198,110
Liabilities
$0
Net assets
$198,110
Revenue
$6,216
Expenses
$7,859
Net income
-$1,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.06$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.19$0.06$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.23$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.18$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.07$0.21$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.04$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.11$0.06$0.05
2015Summary only. Only limited summary data is available for this year.$1.94$0.00$0.05$0.15$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.19$0.16$0.03
2013Summary only. Only limited summary data is available for this year.$2.02$0.00$0.27$0.27$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.07
2011Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.06
2010Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.06