Civic Intelligence

Orville G & Evelyn T Isaac Charitable Memorial Trust

990PF • Fiscal year 2017 • EIN 81-6063853

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 28, 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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$10,094

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

196%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$551,115

Up $7,566 (+1.4%) from 2016

Net Assets

Up

$551,115

Up $7,566 (+1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin70th percentile

Revenue

Up

$52,023

Up $34,440 (+196%) from 2016

Expenses

Down

$44,416

Down $3,589 (-7.5%) from 2016

Net Income

Up

$7,607

Up $38,029 (+125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2010: $651,684Liabilities 2010: $0Net Assets 2010: $651,6842010Assets 2011: $631,275Liabilities 2011: $0Net Assets 2011: $631,2752011Assets 2012: $587,907Liabilities 2012: $0Net Assets 2012: $587,9072012Assets 2013: $585,598Liabilities 2013: $0Net Assets 2013: $585,5982013Assets 2014: $583,140Liabilities 2014: $0Net Assets 2014: $583,1402014Assets 2015: $573,883Liabilities 2015: $0Net Assets 2015: $573,8832015Assets 2016: $543,549Liabilities 2016: $0Net Assets 2016: $543,5492016Assets 2017: $551,115Liabilities 2017: $0Net Assets 2017: $551,1152017Assets 2018: $547,673Liabilities 2018: $0Net Assets 2018: $547,6732018Assets 2019: $536,280Liabilities 2019: $0Net Assets 2019: $536,2802019Assets 2020: $499,834Liabilities 2020: $0Net Assets 2020: $499,8342020Assets 2021: $509,321Liabilities 2021: $0Net Assets 2021: $509,3212021Assets 2022: $596,162Liabilities 2022: $0Net Assets 2022: $596,1622022Assets 2023: $564,737Liabilities 2023: $0Net Assets 2023: $564,7372023Assets 2024: $523,563Liabilities 2024: $0Net Assets 2024: $523,5632024

Highlighted filing

2017

Assets$551,115
Liabilities$0
Net Assets$551,115
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $23,4832010Expenses 2011: $19,0212011Expenses 2012: $82,6492012Revenue 2013: $43,800Expenses 2013: $46,119Net Income 2013: -$2,3192013Revenue 2014: $47,073Expenses 2014: $49,537Net Income 2014: -$2,4642014Revenue 2015: $39,750Expenses 2015: $49,075Net Income 2015: -$9,3252015Revenue 2016: $17,583Expenses 2016: $48,005Net Income 2016: -$30,4222016Revenue 2017: $52,023Expenses 2017: $44,416Net Income 2017: $7,6072017Revenue 2018: $43,115Expenses 2018: $46,636Net Income 2018: -$3,5212018Revenue 2019: $33,883Expenses 2019: $45,275Net Income 2019: -$11,3922019Revenue 2020: $8,195Expenses 2020: $44,621Net Income 2020: -$36,4262020Revenue 2021: $55,938Expenses 2021: $46,448Net Income 2021: $9,4902021Revenue 2022: $138,184Expenses 2022: $51,341Net Income 2022: $86,8432022Revenue 2023: $32,731Expenses 2023: $64,162Net Income 2023: -$31,4312023Revenue 2024: $37,395Expenses 2024: $78,556Net Income 2024: -$41,1612024

Highlighted filing

2017

Revenue$52,023
Expenses$44,416
Net Income$7,607
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 28, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKSTrustee-$10,094-$10,094
Filing and Contact Details

Filer

Filer Name
Orville & Evalyn Isaac Charitable
EIN
81-6063853
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-03-28
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11117275R102 CISCO SYSTEMS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11422160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11600287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11767065W639 NUVEEN SANTA BARBARA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12214149Y108 CARDINAL HEALTH INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6E O G RES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11THE PRICELINE GROUP INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016178
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035720
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0125
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt052023
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt052023
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035720
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01009
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09085
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010094
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016006
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016178
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07607
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0152842
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035720
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042319
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt035009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044416
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt051726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt052023
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03009

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Filings

Displayed year

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

Open filing
Assets
$551,115
Liabilities
$0
Net assets
$551,115
Revenue
$52,023
Expenses
$44,416
Net income
$7,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$0.37$0.79$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.33$0.64$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$1.38$0.51$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$0.56$0.46$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$0.08$0.45$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.34$0.45$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.00$5.48$0.43$0.47$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.52$0.44$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.18$0.48$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$0.40$0.49$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.47$0.50$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.44$0.46$0.02
2012Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.83
2011Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.19
2010Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.23