Civic Intelligence

Philip S Miller Charitable Trust

990PF • Fiscal year 2015 • EIN 84-6290472

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 03, 2016

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

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

1st percentile

-391%

Higher net margin than 1% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$237,415

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 64.1% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

16th percentile

-5.1%

Faster asset growth than 16% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Down

$28,968,140

Down $1,551,652 (-5.1%) from 2014

Net Assets

$28,968,140

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $94,678 (-100%) from 2014

Revenue

Down

$370,269

Down $1,186,284 (-76%) from 2014

Expenses

Down

$1,819,842

Down $36,688 (-2.0%) from 2014

Net Income

Down

-$1,449,573

Down $1,149,596 (-383%) from 2014

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $30,405,710Liabilities 2011: $153,373Net Assets 2011: $30,252,3372011Assets 2012: $30,389,353Liabilities 2012: $153,373Net Assets 2012: $30,235,9802012Assets 2013: $30,864,538Liabilities 2013: $136,678Net Assets 2013: $30,727,8602013Assets 2014: $30,519,792Liabilities 2014: $94,6782014Assets 2015: $28,968,140Liabilities 2015: $0Net Assets 2015: $28,968,1402015Assets 2016: $29,317,717Liabilities 2016: $0Net Assets 2016: $29,317,7172016Assets 2017: $28,582,159Liabilities 2017: $0Net Assets 2017: $28,582,1592017Assets 2018: $28,650,978Liabilities 2018: $0Net Assets 2018: $28,650,9782018Assets 2019: $27,854,780Liabilities 2019: $0Net Assets 2019: $27,854,7802019Assets 2020: $28,461,007Liabilities 2020: $0Net Assets 2020: $28,461,0072020Assets 2021: $29,450,103Liabilities 2021: $0Net Assets 2021: $29,450,1032021Assets 2022: $29,009,186Liabilities 2022: $0Net Assets 2022: $29,009,1862022Assets 2023: $30,220,535Liabilities 2023: $0Net Assets 2023: $30,220,5352023Assets 2024: $29,918,884Liabilities 2024: $0Net Assets 2024: $29,918,8842024

Highlighted filing

2015

Assets$28,968,140
Liabilities$0
Net Assets$28,968,140

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $1,870,8052011Expenses 2012: $1,733,5842012Revenue 2013: $2,169,859Expenses 2013: $1,678,277Net Income 2013: $491,5822013Revenue 2014: $1,556,553Expenses 2014: $1,856,530Net Income 2014: -$299,9772014Revenue 2015: $370,269Expenses 2015: $1,819,842Net Income 2015: -$1,449,5732015Revenue 2016: $2,121,914Expenses 2016: $1,764,932Net Income 2016: $356,9822016Revenue 2017: $1,022,537Expenses 2017: $1,754,461Net Income 2017: -$731,9242017Revenue 2018: $1,997,207Expenses 2018: $1,893,208Net Income 2018: $103,9992018Revenue 2019: $856,610Expenses 2019: $1,677,282Net Income 2019: -$820,6722019Revenue 2020: $2,401,228Expenses 2020: $1,860,858Net Income 2020: $540,3702020Revenue 2021: $2,536,915Expenses 2021: $1,562,731Net Income 2021: $974,1842021Revenue 2022: $1,122,398Expenses 2022: $1,616,097Net Income 2022: -$493,6992022Revenue 2023: $2,023,012Expenses 2023: $958,240Net Income 2023: $1,064,7722023Revenue 2024: $1,701,811Expenses 2024: $2,285,451Net Income 2024: -$583,6402024

Highlighted filing

2015

Revenue$370,269
Expenses$1,819,842
Net Income-$1,449,573
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 3, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$237,415-$237,415
Filing and Contact Details

Filer

Filer Name
Philip S Miller Foundation 89953500
EIN
84-6290472
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2016-11-03
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/EOYFMVAmt62102851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63105162
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6518990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6668879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6782624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68117373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6991416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7051817
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73156898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7468884
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7985084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80129905
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82109918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8348678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt841329642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt851085477
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GOOGLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HSBC HOLDINGS PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15TEVA PHARMACEUTICAL INDS LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMERICA MOVIL A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18B G GROUP P L C A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19REPSOL S A SPNS A D R
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21WPP PLC SPONS A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EXPEDIA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SUNTRUST BKS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ABERDEEN FDS EMRGN MKT INSTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SEVEN & I HLDGS UNSPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EATON VANCE GLOBAL MACRO FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES BARCLAYS TIPS BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NUVEEN HIGH INCOME BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TCW EMERGING MKTS INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CBS CORP CL B NON VOTING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GANNETT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41POST HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42BANCO BILBAO VIZCAYA ARGEN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MITSUBISHI ESTATE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44XL GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NUVEEN REAL ESTATE SECS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ROBECO BOSTON PARTN L S RESCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47T ROWE PRICE MID CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48T ROWE PRICE MID CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49T ROWE PRICE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VANGUARD MID CAP INDEX SIGN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VANGUARD SMALL CAP INDEX SIGN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CAUSEWAY EMERGING MARKETS INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LS OPPORTUNITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SPDR DOW JONES INTERNATIONAL E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CHESAPEAKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DOW CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57EMC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58F5 NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HAIN CELESTIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ACCOR SA A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ACTAVIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63AEGON N V NY REG SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AIRBUS GROUP NV A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CHECK POINT SOFTWARE TECH LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66DAIMLER AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67DENSO CORPORATION A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68DEUTSCHE BOERSE AG UNSPN A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69GEA GROUP AG SPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70HOLCIM LTD UNSPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71JULIUS BAER GROUP LTD A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72KAO CORP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73KONINKLIJKE DSM NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KONINKLIJKE PHILIPS NVR NY A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75KONINKLIJKE ROYAL KPN NV SP AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MALLINCKRODT PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PORSCHE AUTOMOBIL HLDG SE A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SECOM COMPANY LIMITED A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SOCIETE GENERALE SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SONY CORP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SUMITOMO MITSUI FINL GROUP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SUNTORY BEVERAGE FOOD UADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TORAY INDUSTRIES INC A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UNIBAIL RODAMCO SE UNSP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WEATHERFORD INTERNATIONAL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WILLIAM HILL PLC UNSPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87BAYER AG A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ENDO INTERNATIONAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ADIDAS AG A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ASTRAZENECA P L C SPSP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ATOS ORIGIN SA UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97C H ROBINSON WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98CHINA MOBILE LIMITED A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100CONAGRA FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101DARDEN RESTAURANTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102E TRADE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103EMBRAER SA A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ERICSSON LM TEL SP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105FOUR CORNERS PROPERTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106GEMALTO NV SPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107GLOBAL LOGISTIC PPTYS LTD A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108HAIN CELESTIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109INFINEON TECHNOLOGIES A G A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110LIXIL GROUP CORP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111MARKIT LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112NATIONAL GRID PLC SP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113ON SEMICONDUCTOR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114PEARSON P L C A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115RED HAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ROYAL DUTCH SHELL PLC A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117SEIKO EPSON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118SKY PLC SPN A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119SMITH NEPHEW PLC SPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120SYNGENTA A G A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121TEGNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122TEMPUR SEALY INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123VIVENDI SA UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124AMERICAN CENTURY REAL ESTATE F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125AQR MANAGED FUTURES STR I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0213673

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$1.70$2.29$0.58
2023Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$2.02$0.96$1.06
2022Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$1.12$1.62$0.49
2021Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$2.54$1.56$0.97
2020Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.40$1.86$0.54
2019Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$0.86$1.68$0.82
2018Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$2.00$1.89$0.10
2017Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$1.02$1.75$0.73
2016Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$2.12$1.76$0.36
2015Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$0.37$1.82$1.45
2014Summary only. Only limited summary data is available for this year.$30.5$0.09$1.56$1.86$0.30
2013Detailed filing. Detailed filing data is available for this year.$30.9$0.14$30.7$2.17$1.68$0.49
2012Detailed filing. Detailed filing data is available for this year.$30.4$0.15$30.2$1.73
2011Detailed filing. Detailed filing data is available for this year.$30.4$0.15$30.3$1.87