Civic Intelligence

Edna Graves Memorial Trust 50217280

990PF • Fiscal year 2017 • EIN 81-6085956

Mar 01, 2016 to Feb 28, 2017 • Filed on Jun 30, 2017

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

13th percentile

-34%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

81st percentile

$4,669

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

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

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$347,352

Down $6,168 (-1.7%) from 2016

Net Assets

Down

$347,352

Down $6,168 (-1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin13th percentile

Revenue

Up

$18,168

Up $3,619 (+25%) from 2016

Expenses

Down

$24,320

Down $1,838 (-7.0%) from 2016

Net Income

Up

-$6,152

Up $5,457 (+47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2010: $369,454Liabilities 2010: $0Net Assets 2010: $369,4542010Assets 2011: $352,177Liabilities 2011: $0Net Assets 2011: $352,1772011Assets 2012: $348,488Liabilities 2012: $0Net Assets 2012: $348,4882012Assets 2013: $359,591Liabilities 2013: $0Net Assets 2013: $359,5912013Assets 2014: $366,493Liabilities 2014: $0Net Assets 2014: $366,4932014Assets 2015: $365,355Liabilities 2015: $02015Assets 2016: $353,520Liabilities 2016: $0Net Assets 2016: $353,5202016Assets 2017: $347,352Liabilities 2017: $0Net Assets 2017: $347,3522017Assets 2018: $348,546Liabilities 2018: $0Net Assets 2018: $348,5462018Assets 2019: $352,727Liabilities 2019: $0Net Assets 2019: $352,7272019Assets 2020: $356,435Liabilities 2020: $0Net Assets 2020: $356,4352020Assets 2021: $366,544Liabilities 2021: $0Net Assets 2021: $366,5442021Assets 2022: $365,546Liabilities 2022: $0Net Assets 2022: $365,5462022Assets 2023: $385,301Liabilities 2023: $0Net Assets 2023: $385,3012023Assets 2024: $372,001Liabilities 2024: $0Net Assets 2024: $372,0012024Assets 2025: $360,477Liabilities 2025: $0Net Assets 2025: $360,4772025

Highlighted filing

2017

Assets$347,352
Liabilities$0
Net Assets$347,352
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $25,3302010Expenses 2011: $14,6822011Expenses 2012: $24,3002012Expenses 2013: $24,5792013Revenue 2014: $32,588Expenses 2014: $25,677Net Income 2014: $6,9112014Revenue 2015: $22,590Expenses 2015: $23,738Net Income 2015: -$1,1482015Revenue 2016: $14,549Expenses 2016: $26,158Net Income 2016: -$11,6092016Revenue 2017: $18,168Expenses 2017: $24,320Net Income 2017: -$6,1522017Revenue 2018: $26,064Expenses 2018: $24,834Net Income 2018: $1,2302018Revenue 2019: $28,049Expenses 2019: $23,866Net Income 2019: $4,1832019Revenue 2020: $29,026Expenses 2020: $25,303Net Income 2020: $3,7232020Revenue 2021: $35,413Expenses 2021: $25,280Net Income 2021: $10,1332021Revenue 2022: $24,902Expenses 2022: $25,904Net Income 2022: -$1,0022022Revenue 2023: $50,724Expenses 2023: $30,920Net Income 2023: $19,8042023Revenue 2024: $18,394Expenses 2024: $31,685Net Income 2024: -$13,2912024Revenue 2025: $19,287Expenses 2025: $30,813Net Income 2025: -$11,5262025

Highlighted filing

2017

Revenue$18,168
Expenses$24,320
Net Income-$6,152
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jun 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$4,669-$4,669
Filing and Contact Details

Filer

Filer Name
Edna Graves Memorial Trust
EIN
81-6085956
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2017-06-30
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/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04202
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04669
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09939
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010037
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6152
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt083241
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07974

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Filings

Displayed year

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

Open filing
Assets
$347,352
Liabilities
$0
Net assets
$347,352
Revenue
$18,168
Expenses
$24,320
Net income
-$6,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.19$0.31$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.18$0.32$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.51$0.31$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.25$0.26$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.35$0.25$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.29$0.25$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.28$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.26$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.18$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.15$0.26$0.12
2015Summary only. Only limited summary data is available for this year.$3.65$0.00$0.23$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.33$0.26$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.25
2012Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.15
2010Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.25