Civic Intelligence

Thomas Birdie and Bette Lowe Charitable Trust

990PF • Fiscal year 2020 • EIN 84-4675310

Nov 10, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(855) 594-7236

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$772

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

$543,043

No earlier filing loaded for comparison.

Net Assets

$543,043

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin98th percentile

Revenue

$630,554

No earlier filing loaded for comparison.

Expenses

$869

No earlier filing loaded for comparison.

Net Income

$629,685

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2020: $543,043Liabilities 2020: $0Net Assets 2020: $543,0432020Assets 2021: $573,781Liabilities 2021: $0Net Assets 2021: $573,7812021Assets 2022: $542,333Liabilities 2022: $0Net Assets 2022: $542,3332022Assets 2023: $512,824Liabilities 2023: $0Net Assets 2023: $512,8242023Assets 2024: $494,481Liabilities 2024: $0Net Assets 2024: $494,4812024

Highlighted filing

2020

Assets$543,043
Liabilities$0
Net Assets$543,043
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $630,554Expenses 2020: $869Net Income 2020: $629,6852020Revenue 2021: $72,243Expenses 2021: $41,502Net Income 2021: $30,7412021Revenue 2022: $14,238Expenses 2022: $45,562Net Income 2022: -$31,3242022Revenue 2023: $32,400Expenses 2023: $61,909Net Income 2023: -$29,5092023Revenue 2024: $32,262Expenses 2024: $50,600Net Income 2024: -$18,3382024

Highlighted filing

2020

Revenue$630,554
Expenses$869
Net Income$629,685
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 10, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$772-$772
Filing and Contact Details

Filer

Filer Name
Thomas Birdie and Bette Lowe Charitable Trust
EIN
84-4675310
Phone
8555947236
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8555947236
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix337 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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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029251
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS A LOWE CREDIT TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O US BANK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0PO BOX 0634
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053201
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0626094
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0591039
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-11-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0743
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0743
OtherDecreasesSchedule/OtherDecreasesDetail/Amt086580
OtherDecreasesSchedule/OtherDecreasesDetail/Amt162
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV/COST ADJ ON SECURITIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJ
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/Amt134
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt063
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt134
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08555947236
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS BIRDIE AND BETTE LOWE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0844675310
ReturnHeader/Filer/PhoneNum08555947236
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-13T17:00:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-11-10
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$543,043
Liabilities
$0
Net assets
$543,043
Revenue
$630,554
Expenses
$869
Net income
$629,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.32$0.51$0.18
2023Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.32$0.62$0.30
2022Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.14$0.46$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.72$0.42$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$6.31$0.01$6.30